Monthly Archives: May 2022

Highlights this week: REPORTS: The Global Semiconductor Industry – Introduction to the Data Processing Unit / Ferrotec (6890 JT): Capacity Expansion Leap over FY22~FY23 / INDUSTRY INSIGHTS: Will the new minicar EV kick-start an EV boom in Japan? / Echoes of Asian chip sector sentiment in 2021 as broker calls the US semiconductor sector “uninvestable” / Japan SPE billings +9% YoY in April / MISCELLANEOUS, MARKET & MACRO: Share buybacks continue apace / Nvidia, Alphabet, and lessons from the Japanese market crash of 1990 / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Our thoughts on Sony’s Investor Day presentations / Sony, again, goes after photo / video production market with new phone

Highlights this week: REPORTS: Why semiconductor stocks need a reappraisal / Square Enix (9684 JT) / Mitsubishi Motors (7211 JT) / Nomura Research Institute (4307 JT) / Enechange (4169 JT) / Ukraine From an Eastern Europe Perspective / INDUSTRY INSIGHTS: Autos outlook for FY22; an overview / Global auto sales plunge at beginning of fiscal year / Japan, UK in fighter jet tie-up move / Q1 2022 camera shipments / Game console sales continue to struggle / COMPANY PREVIEWS & RESULTS: Consumer Electronics / Gaming results comments for: Square Enix (9684 JT), GungHo (3765 JT) / Disappointing results and outlook for Yamaha Motors (7272 JT) / Machinery results for Daifuku (6383 JT)

Highlights this week: REPORTS: Yaskawa Electric (6506 JT) / Kaneka (4118 JT) / NRI (4307 JT) / COMPANY NEWS: Daikin resumes Shanghai production / NTT Data to combine overseas operations with parent NTT Corp / MISCELLANEOUS, MARKET & MACRO: Wage growth / household spending / JGB yields / COMPANY PREVIEWS & RESULTS: Consumer Electronics / Gaming results for: Sony (6758 JT), Nintendo (7974 JT), Capcom (9697 JT), Panasonic (6752 JT), Sega Sammy (6460 JT) / COMPONENTS & PRECISION RESULTS for: Taiyo Yuden (6967 JT), Rohm (6963 JT), Nikon (7731 JT), Tokyo Electron (8035 JT) / / AUTO RESULTS: MMC (7211 JT), Toyota (7203 JT), Suzuki (7269 JT), Subaru (7270JT), Nissan (7201 JT)