Jun 24


Highlights this week: REPORTS: Honda (7267 JT) / Fanuc (6954 JT) / INDUSTRY INSIGHTS: Video game console sales slide / Weak yen helps April camera shipments / PC build costs easing / Auto price hikes on the horizon in Japan / Japan SPE Billings +0.8% YoY / MISCELLANEOUS, MARKET & MACRO: Consumer staples getting price hikes / Commodity plays weak as copper and oil prices ease / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Sony targeting 60% of image sensor market / working on 100M sensor / New CATL EV battery powerful but heavy / Suzuki / Honda starts building EV plant in China / Toyota cuts production forecasts again / Sharp rise in Diamond Electric Electric / CyberAgent surges as Uma Musume ranks No. 1 in Korea

Jun 242022-07-01T15:21:04+00:00

Jun 17


Highlights this week: REPORTS: Capcom (9697 JT) / INDUSTRY INSIGHTS: Video game console sales picking up / VC money coming Japan’s way? / MISCELLANEOUS, MARKET & MACRO: China economic data for May shows mild improvement from April / JGB market 2022 vs UK sterling crisis 1992 / What next for the JGB market? / Trade numbers show yen’s effect / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Can Capcom get to 37mil games sold in FY22? / Hitachi’s Investor Day presentation / Nervousness on Nidec’s succession plans – or lack of / Honda launches new HR-V in the US / Sony Honda Mobility Inc to launch EVs in 2025 / Toray / LG Chem confirm LiB separator JV / Fanuc firm on broker upgrade /

Jun 172022-06-24T14:37:47+00:00

Jun 10


Highlights this week: REPORT: REPORT: Mercari (4385 JT) / What Now for the Flip Chip Package Makers? / Blessed are the Bean Counters: An Update / INDUSTRY INSIGHTS: Global video game revenues +4% YoY in Q1 2022 with a pick-up in May / iPhone 14 leaks suggest subdued upgrade / April semiconductor shipments weaker than they look / DRAM prices down 10% QTD / Fertilizer shares rise along with titanium / US auto sales plunge in May / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Sony PS5 State of Play / PS5 shipments / Capcom’s Showcase / Sony, Honda may IPO EV JV / Can Panasonic leverage Blue Yonder? / Tokyo Electro’s Mid-Term Plan / Intel pushes back Sapphire Rapids SP launch / Nidec to streamline chip procurement

Jun 102022-06-17T13:53:30+00:00
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