Highlights this week: REPORT: Nabtesco (6268 JT) MARKET / MACRO: Covid / lockdown / WFH stars in Mothers index INDUSTRY INSIGHTS: Channel checks suggest new iPhone production is high-end oriented Amazon enters the video game streaming market COMPANY INSIGHTS: Readthrough from the Microsoft / Bethesda Deal Can Capcom release a Monster Hunter and a Resident Evil title every year? Plus additional COMPANY INSIGHTS
Highlights this week: REPORTS: Mercari (4385 JT) Kioxia (6600 JT) INDUSTRY INSIGHTS: Suga goes after spectrum usage fees Chinese cities, automakers step up FCV development efforts EU auto market: Electrification taking hold MARKET / MACRO: Yoshihide Suga wins LDP Presidency COMPANY INSIGHTS: Sony’s PS5 Event – Square Enix’s Final Fantasy XVI NEC in insurance blockchain move Plus additional COMPANY INSIGHTS
Highlights this week: REPORTS: NEC (6701 JT) Daikin (6361 JT) RPA Holdings (6572 JT) Hitachi (6501 JT) INDUSTRY INSIGHTS: Additional support for China’s fuel cell vehicle developers announced Shared Merpay and Barai QR code started today Shipping sector gets upgraded Super App situation for wireless operators: readacross to KDDI MARKET / MACRO: 2Q GDP / household spending / wage data Olympics back on next year Plus additional COMPANY INSIGHTS
Highlights this week: REPORTS: Japan's Potential Old Tech Crisis: The Demise of the Printer Copier Business Panasonic (6752 JT): Pain Now, Gain Later? Toyota’s (7203 JT) Good Fundamentals but Slow Road to Recovery Toyota’s (7203 JT) Risky EV Bet: Profitability Over Volumes MARKET / STRATEGY: A Warren Buffett market in Japan? “Warren Buffett” style stocks in PSA’s Focus List MACRO: Jobs-to-applicants / FY20 Q2 profits and software spending Industrial production surges in July Plus additional INDUSTRY & COMPANY INSIGHTS
