Highlights this week: REPORTS: Asahi Kasei (3407 JT) Nissan Motor (7201 JT) COMPANY RESULTS: Gaming: Capcom / SQE / Bandai Namco Technology: NEC / Rohm / Tokyo Seimitsu Autos / Auto Parts: Toyota Motor / Subaru / Suzuki / Mazda / Isuzu / Toyota Industries / Diamond Elec COMPANY NEWS / INSIGHTS Hitachi-supplied trains to the UK show hairline fractures HCM meeting highlights three positives How the technology of its RE Engine has transformed Capcom’s fortunes
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So far PSA has created 148 blog entries.
Highlights this week: REPORTS: Nabtesco (6268 JT) Fanuc (6954 JT) INDUSTRY INSIGHTS: New and used car prices soar in the US Strong April US Autos Sales MACRO: Money supply Retail spending trends COMPANY NEWS & INSIGHTS: Sony branching out on exclusives Toyota buys Lyft’s AD technology New information on Nabtesco NTT Docomo invests in Medley Cybozu March total sales higher, Cloud sales slow a little Plus additional COMPANY PREVIEWS, RESULTS & INSIGHTS
Highlights this week: REPORTS: Nabtesco (6268 JT) Chugai Pharm (4519 JT) INDUSTRY INSIGHTS: March US console game spending highest ever for month MARKET / MACRO: SoE / Olympus / ETFs Newly listed on Mothers, Visional Inc +40% from IPO price Department store data worse than it appears COMPANY INSIGHTS: Hope Inc unveils extent of power price surge losses (and yes, they’re bad) Toyota’s electrification balancing act: reveals new EV & EV sub-brand Sumco stresses the need for new capacity Plus additional COMPANY INSIGHTS, NEWS & PREVIEWS
Highlights this week: REPORTS: Toyota's (7203 JT) Hydrogen Bet – Excellent Outlook for Fuel Cell Technologies Yaskawa’s (6506 JT) FY20 Results and Outlook INDUSTRY INSIGHTS: • Are we overdue consolidation in the Japanese video game industry? Japan March machine tool or-ders +21% MoM / +65% YoY • NAND prices rallying • Supply chain tensions with China could intensify MACRO: Punchy China data Commodities higher Plus COMPANY INSIGHTS & RESULTS/PREVIEWS
Highlights this week: REPORTS: Sony (6758 JT) Fanuc (6954 JT) Toshiba (6502 JT) INDUSTRY INSIGHTS: Camera industry’s horror show Strong outperformance of Japanese automakers in the US in CY21 Q1 MACRO: Weak household spending, wage data for February China PPI COMPANY INSIGHTS: Is Sony the big winner from Covid Mark II? Sony in 5-yr Netflix exclusivity deal / Sony Music continues to acquire IP Plus additional COMPANY RESULTS & INSIGHTS
Highlights this week: REPORTS: Japan Market Strategy Toyota Industries (6201 JT) MACRO: Retail sales; jobs data Tankan looking optimistic INDUSTRY INSIGHTS: Greenhouse gases are a hot topic Implications of an emissions trading scheme Expectations for President Biden’s Infrastructure plan COMPANY INSIGHTS: NEC “Face Express” to be trialled in April, launched in July Hitachi to acquire GlobalLogic for ¥1tril Plus additional INDUSTRY & COMPANY INSIGHTS
Highlights this week: REPORTS: JSR (4185 JT) Jig-Saw Inc (3914 JT) Intel to the rescue MACRO: Renesas and the Fed bet BoJ virus lending hits record ¥18.7tril COMPANY INSIGHTS: JSR’s strategy looks solid but not surprising Mitsui M&S revises up INDUSTRY INSIGHTS: Positive outlook for auto financial services China automation dip Plus additional COMPANY & INDUSTRY INSIGHTS
Highlights this week: REPORTS: Cybozu (4776 JT) Nissan Motor (7201 JT) Diamond Electric (6699 JT) INDUSTRY INSIGHTS: Memory price moves Bitcoin heading to US$60,000 again Positive forex development for automakers Petrochemical shares rise on recovering prices Hydrogen story moves to “fire ice” COMPANY INSIGHTS: Will FY21 be better for Nintendo than FY20? NEC meshes Japan My Number system with ID verification and personal authentication Plus additional COMPANY INSIGHTS
Highlights this week: REPORTS: Square Enix (9684 JT) at a crossroads Nippon Steel (5401 JT), steelmaking, and the potential for a hydrogen-based solution INDUSTRY INSIGHTS: Is SOX being sold off on valuations, outlook, or “a bit of both”? Do electric mini cars make sense? MACRO: Feb bank lending Revised Q4 2020 GDP Labour cash earnings Feb PPI Plus COMPANY INSIGHTS
Highlights this week: REPORTS: Ricoh (7752 JT) INDUSTRY INSIGHTS: Corporate software spend rebounds in Q4 2020 Among electricals, spring wage negotiations take on a Covid spin Mobile game net sales surge in 1Q US auto sales fall in February Wireless pricing wars MACRO: Feb PMI Employment data for Jan CY20 Q4 capex Monetary base COMPANY INSIGHTS: Is Apple set to cut iPhone production more than originally expected? Sony ends on-demand video purchasing from PlayStation Store Plus Additional COMPANY INSIGHTS