Dec 24


Highlights this week: REPORTS: ExaWizards (4259JT) / INDUSTRYINSIGHTS: Possible end of US EV tax incentive bill - competitive advantage for Toyota, Nissan / MISCELLANEOUS, MARKET & MACRO: Japan department store sales bounce back in Nov / Topix hit a 50-year low relative to the MSCI World Index in US dollar terms / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Spider-man debuts at US$253mil in US box office – 3rd highest ever / Sony inks deal with Zee / Square Enix puts console back-catalogue on sale on smartphone and showcases Q4 lineup/ Micron numbers underscore DRAM market rebound

Dec 242022-01-10T09:18:59+00:00

Dec 10


Highlights this week: REPORTS: The Importance of the DPU and why we think the Arm deal ought to be blocked / Is disruption being disrupted? / Alps Alpine (6770 JT) / Nabtesco (6268 JT) / Giftee (4449 JT) / ‘Tis the season for IPOs: What to expect from the cloud / SaaS Sell-off / MISCELLANEOUS, MARKET & MACRO: 3Q GDP revised down / PPI data / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: iPhone production surge? / Sony in PlayStation subscription service launch report / Square Enix launches Final Fantasy XIV Endwalker expansion pack / Nexon acquires Warhammer licence / Life Science to boost JSR’s growth

Dec 102021-12-28T12:30:00+00:00

Dec 03


Highlights this week: REPORTS: Ferrotec (6890 JT) / INDUSTRY INSIGHTS: Is the Metaverse for work or play? / PC build prices continue to rise / First signs of improvement on the auto chip front / US November auto sales fall on chip supply shortage / Miserable for IT Services / Is the smartphone boom over? / MACRO: Economic data remains mixed / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS Zoom sues Zoom / Sony’s acquisition spree continues / Mitsubishi Chemical to exit petrochemicals / Nissan presents electrification plan / Toyota’s electrification plans: new models, new pledges / Z Holdings issues PayPay Card /

Dec 032021-12-10T14:57:49+00:00

Nov 19


Highlights this week: REPORTS: Money Forward (3994 JT) / Semiconductor / SPE Super Cycle / INDUSTRY INSIGHTS: Should we be buying video game stocks (along with video game stocking fillers)? / Japan government to subsidize LiB plants, reports say / Our explanation for the continued semiconductor boom / MISCELLANEOUS, MARKET & MACRO: Bloomberg Sep quarter Topix OP/share +12% YoY / Kishida’s US$700bil stimulus package / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Sony criticizes Activision’s response / Nvidia and the rise of the DPU / GungHo’s FY21 Q3 OP +36.1% YoY / Ferrotec’s FY22 guidance well received

Nov 192021-12-03T14:03:35+00:00

Nov 12


Highlights this week: REPORTS: Daikin (6367 JT) / INDUSTRY INSIGHTS: A tale of two video game companies / MARKET & MACRO: Japan revises up, grudgingly / Japan’s PPI +8% YoY / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Tokyo Electron 2Q FY21 OP +81% YoY / JSR hikes full-year guidance / SoftBank Group 2Q Net Loss ¥397bil / Isuzu reports FY21 Q2 results / Improved profit outlook at Nissan / Mazda keeps FY21 OP forecast unchanged despite weaker sales / Suzuki keeps its FY21 forecasts / Daifuku seeing supply chain issues / Trend Micro’s FY21 Q3 beats / GMO Financial Gate’s FY21 sales beats/ Giftee revised down FY on weak Q3

Nov 122021-11-19T15:19:29+00:00

Nov 05


Highlights this week: REPORTS: Shift (3697 JT) Square Enix (9684 JT) COMPANY NEWS: Toyota presents the new bZ4X EV / Money Forward offers free cloud storage service to lure customers / COMPANY PREVIEWS & RESULTS: Nintendo 2Q FY21 OP -32% YoY / Square Enix 2Q FY21 OP +66% YoY / TDK’s punchy new guidance / Those Lasertec orders… / Tokyo Seimitsu 2Q OP +123% YoY / Dexerials hikes OP estimate 76.5% / Toyota’s solid 2Q performance / Honda cuts FY21 forecast on lower auto sales / Mitsubishi Motors raises its FY21 OP forecast / Subaru lowers guidance numbers on supply crisis / Plus additional COMPANY PREVIEWS& RESULTS

Nov 052021-11-12T16:25:45+00:00

Oct 29


Highlights this week: REPORTS: Nidec (6594 JT) / TIS (3626 JT) / MARKET / MACRO: Kyodo poll hints at LDP-led coalition government / COMPANY INSIGHTS & NEWS: Sony’s 2Q FY21 OP up marginally / GameWith acquires DetonatioN’s eSports team / Last man standing in discussions on Apple’s EV batteries? It’s Panasonic / Sekisui Chemical’s aerospace impairment loss / COMPANY PREVIEWS & RESULTS: Sony’s 2Q FY21 OP up marginally / Koei Tecmo 2Q OP +65% YoY; readacross to Square Enix / Shinko Electric 2Q OP +361% YoY / Nitto Denko: FY21 good, but what about FY22? / Canon revises down / Plus additional COMPANY PREVIEWS & RESULTS

Oct 292021-11-05T16:25:50+00:00

Oct 22


Highlights this week: REPORTS: Shin-Etsu Chemical (4063 JT) / GA Technology (3491 JT) / Nomura Research Institute (4307 JT) / Industry Insights: Might video game stocks’ earnings surprise on the upside? / Can MLCCs suffer while semiconductors do well? / Survey results on intention to use PayPay / China auto sales drop sharply in September / Company Insights: News / Previews & Results / Nintendo ups the ante with Switch Online / analyst downgrade / Sony sells one of its mobile gaming units for US$1bil / Disco 2Q smashes published consensus / Ferrotec shares overreact to LAM guidance disappointment / Plus additional COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS

Oct 222021-10-29T14:16:37+00:00

Oct 15


Highlights this week: REPORTS: Can automakers maintain their FY21 guidance numbers? / Sansan Inc (4443 JT) / INDUSTRY INSIGHTS: US auto financial services continue to perform well / Fallout from the fourth (?) oil shock / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Sony / TSMC linked to new US$7bil fab in Japan / Venom 2 holds up despite James Bond release / Apple’s Q4 iPhone production 10mil units below original guidance / TSMC confirms Japan IC Fab as 22/28nm / Q3 results and Q4 outlook upbeat / Nissan presents its Intelligent Factory / Suzuki makes progress in Europe / ¥$ at 113 could add ¥85bil to Toyota’s Q3 OP

Oct 152021-10-22T15:35:23+00:00

Oct 08


Highlights this week: REPORTS: Shift Inc (3697 JT) / Sansan Inc (4443 JT) / Mercari Inc (4385 JT) / INDUSTRY INSIGHTS: Have memory prices stopped falling? / Ball bearings firm, partly on Q3 auto recovery hopes / MARKET / MACRO: Kishida’s policy proposals send the market lower / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Disco’s Q2 ahead of guidance / Honda enters commercial outer space business / Sumitomo Chemical firms on biotechnology / Asahi Kasei and others expanding in healthcare / Toyota and Mazda start production at new Alabama plant / Mazda expands its crossover line-up with five new models / Plus additional COMPANY NEWS

Oct 082021-10-15T12:52:46+00:00
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