Jan 28


Highlights this week: REPORTS: Cybozu (4776 JT) / Fanuc (6594 JT) / INDUSTRY INSIGHTS: Will the semiconductor market turn down in 2022? / Japan Dec semiconductor equipment billings +71% YoY/ MISCELLANEOUS, MARKET & MACRO: Quarterly reporting set for review / TECH: Canon / Shinko Electric / Advantest / Disco 3Q / Nidec /Capcom/ TELECOM: KDDI / MATERIALS: Nitto Denko / AGC / MACHINERY: Daifuku / Fanuc / INTERNET & eCOMMERCE: CyberAgent / ERP SOFTWARE & IT SERVICES: TIS / Enechange / NTT Data / NRI / COMPANY INSIGHTS: Demae-can and Enigmo head to 12-month lows / Implications for NEC

Jan 282022-02-04T14:52:44+00:00

Jan 21


Highlights this week: REPORTS: Readacross from the Microsoft-Activision Deal / CyberAgent (4751 JT) / MISCELLANEOUS, MARKET & MACRO: Prices, wages moving centre stage in Japan / No change to BoJ rate policy but inflation expectations raised / Dec 2021 CPI +0.8% / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Monster Hunter Rise sales hit 8mil / Sony / Japanese video game stocks and the MSFT / ATVI deal / Canon announces dividend policy / ASML and the consequences of missing testing / Toyota tweaks auto production plans again; readacross to Denso / Honda signs agreement with battery maker SES Holdings

Jan 212022-01-28T12:07:53+00:00

Jan 14


Highlights this week: REPORTS: Money Forward (3994 JT) / Shift Inc (3697 JT) / INDUSTRY INSIGHTS: Production issues impact sales of consoles over holiday period / CY21 China auto sales +3.8% YoY / MISCELLANEOUS, MARKET & MACRO: Tokyo Stock Exchange new section designations / Are Japanese companies behind the curve on raising prices? / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Sony to keep making PS4s through 2022 / Nintendo’s problem for 2022: deciding when to call “time” on the Switch / Yaskawa’s FY21 Q3 results: modest on component shortage / Eisai follows BIIB lower

Jan 142022-01-21T14:41:34+00:00

Jan 07


Highlights this week: REPORTS: PSA Japan Perspective 2022 / Denso (6902 JT) / Sansan Inc (4443 JT) / INDUSTRY INSIGHTS: Auto industry well represented at CES / MISCELLANEOUS, MARKET & MACRO: Important economic data releases / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Sony unveils second BEV, says may enter car-making business / Can Sony, Nexon make gaming work in Hollywood? / PSVR2 may not be permanently tethered – CNET / SQE President hints at future involvement in NFTs, metaverse / Fujifilm to augment DX support services / expands its healthcare business / Toyota’s strong start to the year /

Jan 072022-01-14T15:05:36+00:00
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