Jul 21


Highlights this week: REPORTS: Sansan (4443 JT) / Demae-can (2484 JT) / INDUSTRY INSIGHTS: Results of the “DX promotion status in the real estate industry” survey / MISCELLANEOUS & MACRO: Does Japan have inflation? / Olympics planning has not inspired confidence / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS / Twitch goes wild for FF14 as Asmongold’s team die in heartbreak defeat to boss / Nidec reports strong profit growth in FY21 Q1 / Might Netflix be working with Sony on streaming games? / Glory in PoS equipment leasing move / Disco 1Q OP +66% YoY / Ferrotec to post ¥7.5bil one-off gain from affiliate share issue

Jul 212021-08-06T16:29:55+00:00

Jul 16


Highlights this week: REPORTS: Shift Inc (3697 JT) / Ferrotec (6890 JT) / Nidec (6594 JT) / INDUSTRY INSIGHTS: Chip shortage continues to hurt the auto industry / Return of auto shows, but differently/ Will UK MPs drive change to streaming revenues, splits? / MACRO: June industrial production revised down / PayPay vs pring / Z Holdings: umbrella companies offer BNPL/ Sony’s ‘State of Play’ / Sony TV / COMPANY INSIGHTS: Murata’s SSB being sold to the industrial machinery industry / Update on iPhone 13 leaks/ Plus additional COMPANY NEWS / PREVIEWS & RESULTS

Jul 162021-07-21T13:03:48+00:00

Jul 09


Highlights this week: REPORTS: TIS (3626 JT) / INDUSTRY INSIGHTS: Has the video game bubble burst? / US auto sales surge in Q2 / MACRO: Weak China data / Wage data for May: not as good as hoped / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Might Nintendo report a YoY fall in 1Q FY21 OP? / The Switch OLED unveil / Sony PS5 State of Play / Capcom’s Resident Evil: Infinite Darkness releasing on Netflix / Nidec could benefit from EV expansion at Stellantis / Z Holdings gets perpetual rights to use Yahoo brand, tools / experiments with Instant Delivery service / Two new subsidiaries for DeNA / Plus additional COMPANY PREVIEWS & NEWS

Jul 092021-07-18T08:09:42+00:00

Jul 02


Highlights this week: REPORTS: Japan Market Strategy for Q3 2021 / TDK (6762 JT) / Subaru (7270 JT) / INDUSTRY INSIGHTS: The rising cost of building a PC / IP acquisitions by game makers / MACRO: No wobbles with Day 1 economic data / Tankan falls short of expectations / COMPANY INSIGHTS: Sony: How much of a threat Windows 11? / FY21 Q1 OP revisited / Cyberpunk 2077 returns to the PlayStation store / Might Nintendo have to phase out the Switch sooner than expected? / Honda’s EV plans raise questions / New Civic / Plus additional COMPANY INSIGHTS

Jul 022021-07-12T07:50:38+00:00
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