Monthly Archives: October 2020

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Oct 30

2020-11-06T13:46:34+00:00

Highlights this week: REPORTS: • Honda (7267 JT) • Fanuc (6954 JT) EARNINGS RELEASES: • Sony FY20 2Q OP +15% YoY • Lasertec 1Q FY21 +217% YoY • Canon 3Q FY20 OP better than expected • Koei Tecmo 2Q FY20 OP +64% YoY • KDDI 2Q FY20 OP +1% Plus additional EARNINGS RELEASES

Oct 302020-11-06T13:46:34+00:00

Oct 23

2020-10-30T13:11:47+00:00

Highlights this week: INDUSTRY INSIGHTS: Japan mobile phone game sales remain very strong Shanghai freight rates rising MACRO: Solid economic data for China COMPANY INSIGHTS: Bloomberg previews Sony Q2 NEC, Roche in local 5G move Hino to build electric CVs with BYD Fire shuts Asahi Kasei’s LSI plant NOK: Breakeven in H2 FY20? Looking at Fanuc Plus additional COMPANY INSIGHTS

Oct 232020-10-30T13:11:47+00:00

Oct 16

2020-10-23T13:44:53+00:00

Highlights this week: REPORTS: GMO Financial Gate (4051 JT) Yaskawa Electric (6506 JT) Suga’s Digital Investment Plan INDUSTRY INSIGHTS: What Japan stock investors should look for from the iPhone launch event Consumption via smartphone rises Japan’s automakers facing massive safety belt recall Daimler’s mobility insurance venture sets an example for auto industry Update on NASH MACRO: China imports surge Plus additional COMPANY INSIGHTS

Oct 162020-10-23T13:44:53+00:00

Oct 09

2020-10-16T13:24:20+00:00

Highlights this week: REPORTS: Trend Micro (4704 JT) Suzuki Motors (7269 JT) MARKET / MACRO: Household spending / cash earnings COMPANY INSIGHTS: Is Mario Kart: Live Home Circuit the game for the holiday season? Sony tears apart the PS5 (so you don’t have to) / Playstation head presents outlook for PS5 sales Sony, Kioxia seek US approval to sell chips to Huawei Plus additional COMPANY INSIGHTS

Oct 092020-10-16T13:24:20+00:00

Oct 02

2020-10-09T14:06:57+00:00

Highlights this week: REPORTS: Japan stock market strategy NTT to buy out NTT Docomo minorities – winners from the deal What sales/employee metrics can tell us About Japan’s SaaS and IT service companies Subaru (7270 JT) – key to success is North America INDUSTRY INSIGHTS: August global auto production numbers shows large variance among brands and regions Sep 2020 auto sales improve MARKET / MACRO: Any readthrough from the Tankan? Job offers : applicants remains above 1.0 Plus additional COMPANY INSIGHTS

Oct 022020-10-09T14:06:57+00:00