Highlights this week: REPORTS: iStyle (3660 JT) / Subaru (7270 JT) / INDUSTRY INSIGHTS: Mobile game revenues continue weaker / Video game console sales +16% YoY in the week to 27 Aug / DDR5 prices falling, but still short of being competitive / July global semiconductor sales fall 6% YoY / MISCELLANEOUS, MARKET & MACRO: Olympics bribery scandal and arrests / European natural gas prices / The ¥/US$ and JGB yields / The thorny issue of inflation subsidies / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Call of Duty update: game to be available on PS for “several more years” / The PS6 question arises again / Reports of Sony PS5 immediate availability in US / Panasonic increasingly set for clear run on 4680 batteries for Tesla in US
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So far PSA has created 209 blog entries.
Highlights this week: REPORTS: Ferrotec Holdings (6890 JT) / AMD’s Ryzen 7000 Series / INDUSTRY INSIGHTS: Global console sales -2% YoY in week to 20 August / 2022 LCD monitor shipments set to fall / Q2 2022 global NAND revenues +10% YoY, +1% QoQ / Japan’s semiconductor material suppliers lured by US CHIPS Act to invest / US DoC’s restrictions hit SPE- / packing-related stocks / Hydrogen theme revival / China plug-in vehicle sales continue to soar despite new subsidy for ICEs / July global auto production / Aug US auto sales / COMPANY INSIGHTS, NEWS, Previews & RESULTS: What are the implications if Amazon bids for EA? / MISCELLANEOUS MARKET & MACRO: Macro data out this week / Is Japan quietly tightening?
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
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
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
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
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