Highlights this week: REPORTS: Global Video Game Outlook / Demae-can (2484 JT) / INDUSTRY INSIGHTS: Semiconductor inventories: now are they an issue? / Video game console sales below 700,000/wk, mobile revs sliding / PS5 sales down YoY in latest weekly data / Real estate companies support DX: survey feedback / Japan’s nuclear plans / MISCELLANEOUS, MARKET & MACRO: Many corporations still cautious with forex assumptions / Tokyo CPI / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: How exposed is Sony over the new PlayStation court case? / Sony’s PSVR2 set to be playable at Tokyo Games Show / Nidec COO Jun Seki is leaving the motor maker / Ferrotec edges up 1% WoW on firm FY22 outlook
Highlights this week: REPORTS: US EV Tax Bill / Semiconductor Cycle Update / Daikin Industries (6367 JT) / INDUSTRY INSIGHTS: More bad news for memory: iPhone 14 Pro likely to have just 128GB storage / DRAM industry revenues increase in Q2 2022 / China auto sales surge in July – Japanese underperform / MISCELLANEOUS, MARKET & MACRO: Japan Q2 GDP +0.5% QoQ / China July economic data disappoints / China container rates down for 5th week in a row / The weak side of the weak yen / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Ghost of Tsushima movie to be in Japanese, with an all-Japanese cast? / Might Sony launch its own PC game platform? / Ferrotec up 10% on strong Q1 but possible flattening in FY22?
Highlights this week: Reports Out This Week: Nintendo (7974 JT) / Mercari (4385 JT) / INDUSTRY INSIGHTS: Japan tech plays hit by Micron’s earnings warning / MISCELLANEOUS, MARKET & MACRO: Topix 100 OP -1% YoY through Friday / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Nexon 2Q OP +47% YoY / Tokyo Electron 1Q OP -17% YoY / SoftBank’s 1Q ¥3.2tril pre-tax loss / Nissha hikes FY22 target again / Toray guides for higher carbon fiber OP, cuts plastics / Market reacts positively to Isuzu’s Q1 results / Mazda reports an operating loss / Honda raises its FY22 guidance / Hino & Toyota face US lawsuit / Daifuku’s Q1 falls despite boost from weak yen but shares firm / Nabtesco to pass on costs in FY23
Highlights this week: REPORTS: Toyota Motor (7203 JT) Preview and Results / The Rise of Digital Invoicing in Japan / Global June Semiconductor Shipments / COMPANY NEWS: Mitsubishi Chemical may split off petrochemicals / Hino emission data falsification case broadens / MISCELLANEOUS, MARKET & MACRO: Company results thus far: * Latest results underscore a market problem: what happens when the market gets a cyclical stock or sector 100% wrong? / * Duller and a bit more disappointing than expected / COMPANY PREVIEWS & RESULTS: Sony 1Q OP +10% YoY, revises down FY22 / ups PS5 shipments / Nintendo 1Q OP -15% YoY / SQE 1Q FY22 OP -17% YoY / Bandai Namco 1Q OP +64% YoY