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
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