October 2021 – Pelham Smithers

Oct 29

Oct 29

PSA2021-11-05T16:25:50+00:00

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 29PSA2021-11-05T16:25:50+00:00

Oct 22

Oct 22

PSA2021-10-29T14:16:37+00:00

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 22PSA2021-10-29T14:16:37+00:00

Oct 15

Oct 15

PSA2021-10-22T15:35:23+00:00

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 15PSA2021-10-22T15:35:23+00:00

Oct 08

Oct 08

PSA2021-10-15T12:52:46+00:00

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 08PSA2021-10-15T12:52:46+00:00