Highlights this week: REPORTS: Price Challenges for Japan’s Materials Manufacturers / Renault’s EV Spin-off Plans; Consequences for Nissan / Sony Outlook for FY22 / INDUSTRY INSIGHTS: Japan machinery order backlog hits new high in February / Signs of thaw in the Chinese video game sector / Don’t throw away your washing machine! The chip shortage takes a peculiar turn / MISCELLANEOUS, MARKET & MACRO: Kuroda on inflation / Inflation and the yen / China March macro data / Currency impacts starting to become very significant / March headline inflation / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Sony: ups Epic Games stake / delays in PSVR2 and Across the Spider-verse to 2023?
Highlights this week: REPORTS: Wacom (6727 JT) / INDUSTRY INSIGHTS: February camera shipments weak / Japanese machinery stocks may be at risk if Russia becomes an ESG issue / China lockdown threatens already weak smartphone market / Semiconductor order lead time continues to rise despite production ramp-up / Global auto sales under pressure / COMPANY INSIGTS, NEWS, PREVIEWS & RESULTS: Honda and GM to extend their EV collaboration / Denso sags on Honda / GM EV tie-up / Sony looks to be a loser from the Honda / GM EV tie-up / Might Microsoft add Activision games to Game Pass? / Can Panasonic resolve its main problem of lack of scale?
Highlights this week: RESULTS: Japan Market Strategy / Net Protections (7383 JT) / Mazda Motor (7261 JT) / INDUSTRY INSIGHTS: Corporations cooperate to expand hydrogen use / Video streaming content war intensifies in Japan / MISCELLANEOUS, MARKET & MACRO: BoJ buys bonds, yields fall to 0.23% / Japan’s industrial production for Feb weaker than expected / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Sony’s PlayStation subscription: new games not included / cuts 90 PlayStation staff in N America / Bandai Namco unveils more on Gundam Metaverse / Nintendo delays Zelda sequel to 2023 / Renesas: Naka factory back to pre-quake production levels