Nov 27


Highlights this week: REPORTS: BASE Inc (4477 JT) Daikin (6367 JT) INDUSTRY INSIGHTS MLCCs and semiconductors: two sides of the same coin Mixed outlook for US auto sales financing business EV-plays sparking interest Request for easier renewable energy regulations COMPANY INSIGHTS: PS5 shortage continues Nintendo taps Sharp for Switch production New rice-milling game becoming a cult hit for Marvellous Plus additional COMPANY INSIGHTS

Nov 272020-12-04T14:18:10+00:00

Nov 20


Highlights this week: REPORTS: Nintendo (7974 JT) Murata (6981 JT) Our impressions from the Automobilwoche auto conference MACRO: Japan GDP Rebounds Nicely Is deflation returning to Japan? INDUSTRY INSIGHTS: EUV – growing market means competition COMPANY INSIGHTS: Price of a PS5 – if you can get one The trouble with Nintendo… Capcom’s ransomware attack Plus additional COMPANY INSIGHTS & RESULTS

Nov 202020-11-27T14:05:44+00:00

Nov 13


Highlights this week: REPORTS: Global Payments: Revolution or Evolution? An Update on the Global March Towards Cashless Societies Honda Motor (7267 JT) INDUSTRY & COMPANY INSIGHTS: Can you genuinely monetize podcasts? FDA outside panel nixes aducanumab MACRO: Japan’s impressive FY20 2Q business performance Plus additional COMPANY INSIGHTS & RESULTS

Nov 132020-11-20T13:36:47+00:00

Nov 06


Highlights this week: REPORTS: NEC (6701 JT) Fujifilm Holdings (4901 JT) Nintendo (7974 JT) INDUSTRY INSIGHTS: FDA paper gives a thumb up to aducanumab 5G capex back in the news October US auto sales Company Insights NEC in Docomo SA 5G core vendor win Sony key in TikTok deal / set to buy Crunchyroll Nidec plans to build European EV motor plant Plus additional COMPANY INSIGHTS & RESULTS

Nov 062020-11-13T14:05:14+00:00
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