December 2021 – Pelham Smithers

Dec 24

Dec 24

PSA2022-01-10T09:18:59+00:00

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 24PSA2022-01-10T09:18:59+00:00

Dec 10

Dec 10

PSA2021-12-28T12:30:00+00:00

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 10PSA2021-12-28T12:30:00+00:00

Dec 03

Dec 03

PSA2021-12-10T14:57:49+00:00

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 03PSA2021-12-10T14:57:49+00:00