Feb 25

2022-03-04T14:55:03+00:00

Highlights this week: REPORTS: Video Games – A New Era / Nissan Motor (7201 JT) / Sansan (4443 JT) / Bandai Namco (7932 JT) / Daifuku (6383 JT) / INDUSTRY INSIGHTS: Automakers’ Russian exposure / MISCELLANEOUS, MARKET & MACRO: China crackdown worries add to Ukraine fears / Tokyo CPI jumps in February / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Capcom reveal – Street Fighter 6 is in production / Sony: Uncharted US box office US$51mil, global up to US$139mil / showcases PSVR2 / Nintendo Switch sales down YTD / Why Elden Ring Matters / KDDI begins 5G SA Open-RAN rollout / Sharp in talks to buy Sakai Display

Feb 252022-03-04T14:55:03+00:00

Feb 18

2022-02-25T17:12:30+00:00

Highlights this week: REPORTS: CyberAgent (4751 JT) / COMPANY INSIGHTS: Capcom update on 21 Feb? / Hitachi’s incoming C-level management meeting / NEC’s quantum computing / Kioxia’s IPO is back on / Murata to buy Resonant for US$300mil / Nissan to invest in US EV plants / INDUSTRY INSIGHTS: Upcoming video game launches / MISCELLANEOUS, MARKET & MACRO: Dec Q’s GDP / Japan’s Core CPI / Casino resort agreement for Yushima Island / COMPANY Results: Ulvac’s 2Q FY22 (Jun yr-end) OP +61% YoY / Torex Semi 3Q FY21 OP +157% YoY / AMAT guides for further revenue growth / Showa Denko’s FY22 guidance disappoints

Feb 182022-02-25T17:12:30+00:00

Feb 10

2022-02-18T13:48:33+00:00

Highlights this week: COMPANY NEWS & INSIGHTS: Kaneka to expand its biodegradable plastic / Good news for Shionogi’s drug / SoftBank solves some problems / COMPANY PREVIEWS & RESULTS: Bandai Namco targets metaverse in new mid-term plan / Nexon 4Q FY21 OP -81% YoY / Colopl 1Q FY22 OP -45% YoY / Renesas 4Q FY21 OP +4x YoY / TEL 3Q FY21 OP +148% YoY / Sega Sammy’s FY21 target suggests a potential loss in Q4 / INDUSTRY INSIGHTS: Spotify, Meta, Twitter issues underscore problems with platform approach / MISCELLANEOUS, MARKET & MACRO: JGB market moves / Eeyoreish Mar Q Topix OP/shr

Feb 102022-02-18T13:48:33+00:00

Feb 04

2022-02-11T10:07:42+00:00

Highlights this week: REPORTS: Yaskawa Electric (6506 JT) / Sony (6758 JT) / INDUSTRY INSIGHTS: US Auto Sales / MISCELLANEOUS, MARKET & MACRO: Buybacks / Dec IP / COMPANY PREVIEWS & RESULTS: Consumer Electronics & Gaming: Sony / Nintendo / Panasonic / Koei Tecmo /SquareEnix/Technology: Lasertec, Murata / NEC / Rohm / Keyence / TDK / Hitachi / Tokyo Seimitsu /Mtb Elec / Nikon / Taiyo Yuden / Ibiden / JEOL / AUTOS: MMC / Suzuki / AUTO PARTS & MACHINERY: Denso / Aisin / Toyota Industries / Daifuku / MinebeaMitsumi / HCM / CHEMICALS & MATERIALS: Dexerials / MISCELLANEOUS: NGK Spark Plug / SRE Holdings

Feb 042022-02-11T10:07:42+00:00
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