July 2022 – Pelham Smithers

Jul 29

Jul 29

PSA2022-08-05T14:40:03+00:00

Highlights this week: REPORTS: Shin-Etsu Chemical (4063 JT) / Daifuku (6367 JT) / Sony (6758 JT) / INDUSTRY INSIGHTS: Upcoming corporate results week: US and Japan tech ask different questions / Is Gartner predicting a short downturn in the semiconductor market? / Is the upswing over for big tech? / US Energy Bill: Read-across to EVs and Toyota / COMPANY PREVIEWS & RESULTS: Koei Tecmo 1Q OP +20% YoY / Capcom 1Q FY22 OP -49% YoY / Is the market right to be nervous about Panasonic’s 1Q? / Canon and its listed subsidiaries deliver strong June Q earnings / Murata 1Q FY22 OP -16% YoY / Advantest 1Q FY22 OP +71% / Strong reactions to revisions at Koa and W-Scope / Shin-Etsu Polymer’s strong Q1

Jul 29PSA2022-08-05T14:40:03+00:00

Jul 22

Jul 22

PSA2022-07-29T16:41:41+00:00

Highlights this week: REPORTS: Feedback from the July 2022 Automotive News Europe Congress / DX Small- / Mid-Caps – From Gloom to Swoon? An Update Sysmex Corp (6869 JT) / Enigmo (3665 JT) / INDUSTRY INSIGHTS: Video game console sales down 7% YoY – week to 9 July / Q2 CY22 global smartphone shipments -9% YoY / US CHIPS Act progress could brighten sentiment / MISCELLANEOUS MARKET & MACRO: Foreigners net buyers of Japanese equities last week / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Square Enix in NFT move / Sony wins opening round in PlayStation Store legal battle / ASML cuts full year revenue guidance / Disco 1Q FY22 OP +40% YoY / Nidec preview / results / market reaction

Jul 22PSA2022-07-29T16:41:41+00:00

Jul 15

Jul 15

PSA2022-07-22T15:12:51+00:00

Highlights this week: REPORTS: Square Enix (9684 JT) / Money Forward (3994 JT) / INDUSTRY INSIGHTS: Weekly video game console sales pick up as quarter ends / Japan consumer electronics demand slumping / May MLCC production volumes fall but ASPs rise / Q2 global PC Shipments -10.1% YoY / May Global EV sales +55% YoY / SaaS / enterprise software stocks: outperformers emerge / MISCELLANEOUS, MARKET & MACRO: Macro releases this week / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Apple to raise iPhone 14 prices by US$100? / Capcom’s Resident Evil 2 Remake sells 10mil units / TSMC FY22 2Q NP +78% YoY / FY22 1Q results previews for Hitachi / Murata / Mimasu Semiconductor FY22 4Q OP -20% YoY

Jul 15PSA2022-07-22T15:12:51+00:00

Jul 08

Jul 08

PSA2022-07-15T12:12:43+00:00

Highlights this week: REPORTS: Japan Market Strategy for CY22 Q3 / Bets on e-Fuels – Saving the Combustion Engine / INDUSTRY INSIGHTS: CY22 Q2 US auto sales record double-digit sales decline / Update on video game console sales / May camera shipments highest since Nov 2018 / 2022 smartphone shipments set to be lowest since 2014 / China standards to focus on printer copier market; are servers next? / Auto sector under pressure / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Apple raises iPhone 13 prices in Japan / Nikkei report claims Nintendo is unable to make enough Switch consoles / Could Forspoken be SQE’s last western-style RPG? / Mixed reviews for Sony PC Gaming equipment

Jul 08PSA2022-07-15T12:12:43+00:00

Jul 01

Jul 01

PSA2022-07-08T14:49:42+00:00

Highlights this week: REPORTS: Recruit Holdings (6098 JT)Daikin Industries (6367 JT)INDUSTRY INSIGHTS: NAND flash prices slumping / Automakers’ May production offers mixed picture / China EV market back to new-found strength / MISCELLANEOUS, MARKET & MACRO: Global warming comes to Japan / Shipping rates / Tankan woes / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Shin-Etsu’s new antibacterial coating / GlobalWafers’ Texas plans may be contingent / Toyota seeks more support for hybrids in Japan – e-fuels to make hybrids ‘clean’ / Nissan discloses several details on the Renault alliance / Net Protections extends YTD loss to 69% / Rakuten falls as Rakuten Mobile loses out to competitors

Jul 01PSA2022-07-08T14:49:42+00:00