Monthly Archives: March 2021

Mar 26

2021-04-01T15:19:08+00:00

Highlights this week: REPORTS: JSR (4185 JT) Jig-Saw Inc (3914 JT) Intel to the rescue MACRO: Renesas and the Fed bet BoJ virus lending hits record ¥18.7tril COMPANY INSIGHTS: JSR’s strategy looks solid but not surprising Mitsui M&S revises up INDUSTRY INSIGHTS: Positive outlook for auto financial services China automation dip Plus additional COMPANY & INDUSTRY INSIGHTS

Mar 262021-04-01T15:19:08+00:00

Mar 19

2021-03-26T15:13:28+00:00

Highlights this week: REPORTS: Cybozu (4776 JT) Nissan Motor (7201 JT) Diamond Electric (6699 JT) INDUSTRY INSIGHTS: Memory price moves Bitcoin heading to US$60,000 again Positive forex development for automakers Petrochemical shares rise on recovering prices Hydrogen story moves to “fire ice” COMPANY INSIGHTS: Will FY21 be better for Nintendo than FY20? NEC meshes Japan My Number system with ID verification and personal authentication Plus additional COMPANY INSIGHTS

Mar 192021-03-26T15:13:28+00:00

Mar 12

2021-03-19T14:39:34+00:00

Highlights this week: REPORTS: Square Enix (9684 JT) at a crossroads Nippon Steel (5401 JT), steelmaking, and the potential for a hydrogen-based solution INDUSTRY INSIGHTS: Is SOX being sold off on valuations, outlook, or “a bit of both”? Do electric mini cars make sense? MACRO: Feb bank lending Revised Q4 2020 GDP Labour cash earnings Feb PPI Plus COMPANY INSIGHTS

Mar 122021-03-19T14:39:34+00:00

Mar 05

2021-03-12T13:58:33+00:00

Highlights this week: REPORTS: Ricoh (7752 JT) INDUSTRY INSIGHTS: Corporate software spend rebounds in Q4 2020 Among electricals, spring wage negotiations take on a Covid spin Mobile game net sales surge in 1Q US auto sales fall in February Wireless pricing wars MACRO: Feb PMI Employment data for Jan CY20 Q4 capex Monetary base COMPANY INSIGHTS: Is Apple set to cut iPhone production more than originally expected? Sony ends on-demand video purchasing from PlayStation Store Plus Additional COMPANY INSIGHTS

Mar 052021-03-12T13:58:33+00:00