Dec 31


Highlights this week: REPORTS: Out now: the PSA Japan Perspective 2021 INDUSTRY INSIGHTS: PC component shortages abound Materials manufacturers’ shares mixed MACRO: Jobs offers : applicants / CPI / Nov IP / Suga’s popularity COMPANY RESULTS / FORECASTS: Cybozu’s investments for growth will depress FY21 OP by 50%+ Demae-Can’s results disappoint the market Plus additional COMPANY INSIGHTS

Dec 312021-01-15T16:34:47+00:00

Dec 24


Highlights this week: COMPANY INSIGHTS: Cyberpunk 2077 and the Sony brand Capcom showcases Monster Hunter Rise Cybozu’s strong November Oracle Japan FY20 H1: steady as she goes ENECHANGE’s explosive IPO debut MACRO: Japan Dec bonuses down 9% YoY INDUSTRY INSIGHTS: Automakers in India to raise prices MLCC makers considering price hikes Plus additional COMPANY INSIGHTS

Dec 242020-12-31T11:14:13+00:00

Dec 18


Highlights this week: REPORTS: A look at Yappli’s upcoming IPO Nidec (6594 JT) as an EV play MACRO: Tankan better than expected; PMI disappointed, as did CPI Solid China data for November What to keep an eye on over Christmas INDUSTRY INSIGHTS: DRAM prices rising COMPANY INSIGHTS: Cult hit game Among Us has arrived on Switch Mobile update: Just Cause IP coming to mobile in 2021; Street Fighter slides Plus additional COMPANY INSIGHTS

Dec 182020-12-24T14:55:03+00:00

Dec 11


Highlights this week: REPORTS: Sansan Inc (4443 JT) INDUSTRY INSISIGHTS: Japan unveils its hydrogen program Digital console game sales struggling MACRO: Q3 GDP / Nov household spending and bankruptcies COMPANY INSIGHTS: New NEC contracts underscore changing business Update on Kuroda Precision’s in-vogue Fastec system Might NTT push through a merger of the NEC and Fujitsu telecom equipment businesses? Plus additional COMPANY INSIGHTS

Dec 112020-12-18T14:38:26+00:00

Dec 04


Highlights this week: REPORTS: Daifuku (6383 JT) Mazda (7261 JT) GA Technologies (3491 JT) MACRO: Oct industrial production and job offers: applicants INDUSTRY INSIGHTS: Mobile game revenues continue to impress Japan to phase out ICEs, Toyota’s dominance set to increase COMPANY INSIGHTS: NEC starts offering 5G as a service Update on Nanobridge Plus additional COMPANY & INDUSTRY INSIGHTS

Dec 042020-12-11T15:57:02+00:00
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