Aug 20

2021-08-27T15:27:43+00:00

Highlights this week: REPORTS: Ferrotec (6890 JT) / INDUSTRY INSIGHTS: Japan alliance against auto cyberattack / July US video game data / Mobile game revenues struggling / China’s EV market is booming but it’s a struggle for Japan’s automakers / MACRO / MARKET: / Baltic freight rates / Shanghai exports / Japan’s GDP +0.3% QoQ in 2Q / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Tokyo Electron 1Q FY21 OP +92% YoY / Sapphire Rapids-SP pushback to impact Shinko 2H FY21; FY21 OP beat still likely /Toyota’s production plans / Ferrotec limit up in weak market on record Q1 / istyle’s FY21 results

Aug 202021-08-27T15:27:43+00:00

June 18

2021-06-28T07:56:51+00:00

Highlights this week: REPORTS: DTS Corp (9682 JT) SOX / SPE Diamond Electric (6699 JT) INDUSTRY INISIGHTS: Is it post peak cycle for video game stocks? FCVs gaining acceptance Why SOX won’t lie down Quantum computing attracting retail investor interest COMPANY INSIGHTS: NEC / Samsung team wins first UK 5G OpenRAN contract Square Enix reveals new Marvel game due out in Oct CyberAgent launches a new game Sony acquires UK audio content producer Plus additional COMPANY INSIGHTS, PREVIEWS & RESULTS

June 182021-06-28T07:56:51+00:00

June 11

2021-06-21T09:52:46+00:00

Highlights this week: REPORTS: Shinko Electric (6967 JT) Toyota Motor (7203 JT) INDUSTRY INSIGHTS: Japan goes national with its semiconductor project Japan MedTech stocks rally on expectations for clearer regulation KKR to raise investments in Japanese cloud software start-ups: report Vaccination program plays moving COMPANY INSIGHTS: Growing ARM-Based CPU adoption seen as positive for Shinko, Ibiden Tokyo Electron’s ASML research deal set to secure NA EUV era market Is the market too pessimistic about TDK? Plus additional COMPANY INSIGHTS

June 112021-06-21T09:52:46+00:00

May 28

2021-06-05T16:00:34+00:00

Highlights this week: REPORTS: NEC (6701 JT) Fintech in Japan Toyota Industries (6201 JT) INDUSTRY INSIGHTS: Outlook for IoT / smart sensor / LoRaWAN markets Shipping rates vs shipper’s forecasts MACRO: Supermarket sales strong in April Company INSIGHTS: Sony’s IR day(s) feedback / Eyeing 23mil PS5 console unit sales in FY22 / Film business in question again following Amazon / MGM merger / Sony’s camera tech to be used in KHI’s industrial robots Nintendo, the chip shortage and Switch sales IIJ & the power of compound interest Plus additional COMPANY INSIGHTS

May 282021-06-05T16:00:34+00:00

Apr 16

2021-04-23T16:12:45+00:00

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

Apr 162021-04-23T16:12:45+00:00

Apr 09

2021-04-16T15:40:43+00:00

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

Apr 092021-04-16T15:40:43+00:00

Mar 19

2021-03-26T15:13:28+00:00

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

Mar 192021-03-26T15:13:28+00:00

Mar 05

2021-03-12T13:58:33+00:00

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

Mar 052021-03-12T13:58:33+00:00

Feb 26

2021-03-05T16:08:45+00:00

Highlights this week: REPORTS: Daikin (6367 JT) Subaru (7270 JT) INDUSTRY INSIGHTS: Japan mobile game sales +50% YTD January auto production hurt by chip shortage MARKET / STRATEGY: JGB yields hit 5-year high Five stocks for bargain hunters to consider COMPANY INSIGHTS: Sony warns on PS5 chip production, announces PSVR2 SQE’s NieR Re(in)carnation falls from top position in charts Plus additional COMPANY INSIGHTS

Feb 262021-03-05T16:08:45+00:00

Feb 19

2021-02-26T15:41:47+00:00

Highlights this week: REPORTS: Developments in the PC Industry – Implications for the Component Suppliers BayCurrent Consulting (6532 JT) Can China Hurt the West with a Rare Earth Export Ban? Lessons from the 2010~11 Spat with Japan Time to consider SBI Holdings INDUSTRY INSIGHTS: Some big moves in bitcoin and crypto stocks Rare earth exports COMPANY RESULTS / INSIGHTS: Murata, Access develop the “JIGlet” NieR Re(in)carnation: straight in at No.1 in the download charts Nabtesco FY20 results call disappoints on robot gears Plus additional COMPANY RESULTS & INSIGHTS

Feb 192021-02-26T15:41:47+00:00
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