Capital Goods

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Apr 09


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 092021-04-09T15:59:37+00:00

Mar 19


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


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


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


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

Feb 12


Highlights this week: REPORTS: Money Forward (3994 JT) Daifuku (6383 JT) INDUSTRY INSIGHTS: Caution on the outlook for video game plays Time for AI stocks to make a comeback? MACRO: Producer prices / Tokyo office vacancy rates COMPANY NEWS / PREVIEWS & RESULTS: Gaming: Results from Bandai Namco / Nexon / KLab Autos / Auto-Parts: Results from Toyota / Honda / Nissan / Diamond Electric Machinery: Results from Daikin / Daifuku / Nabtesco ERP Software: Results from TIS / Cybozu Telecom / Internet / eCommerce: SoftBank / Rakuten Chemicals / Electronic Materials: Sumi Chemical Plus additional COMPANY INSIGHTS

Feb 122021-02-19T15:42:09+00:00

Jan 29


Highlights this week: REPORTS: Is the bull market in capacitors set to extend to electrolytes? Yaskawa (6506 JT) Fanuc (6954 JT) INDUSTRY INSIGHTS: Japan government to lift ban on digital salary payments? Hydrogen plays in the news again Modified polyimide as an alternative to LCP in 5G circuits MACRO: Cash squeeze in China Japan’s macro data suggests it remains in a “muddle through” scenario Plus additional COMPANY PREVIEWS, RESULTS & INSIGHTS

Jan 292021-02-05T16:01:01+00:00

Jan 22


Highlights this week: REPORTS: GA Technologies (3491 JT) Yaskawa Electric (6506 JT) INDUSTRY INSIGHTS: Minamitori Island’s undersea mining project Smartphone payments continue to rise MACRO: US retail sales weak Japan’s IP decline worsens China data Q4 GDP weak, but CY20 is ahead of forecasts COMPANY INSIGHTS: Might PS6 be unaffordable? Capcom’s RE8 reveal Nidec President suggests OEMs will not be makers of future EV engines Plus additional COMPANY INSIGHTS & RESULTS

Jan 222021-01-29T15:00:12+00:00

Jan 15


Highlights this week: REPORTS: Sony (6758 JT) INDUSTRY INSIGHTS: More auto production cuts due to global chip shortage The NAND conundrum SPE strong China driving automation COMPANY INSIGHTS: BASE Inc forms an alliance with note Inc Sony’s Vision S, one year on Plus additional COMPANY INSIGHTS & RESULTS

Jan 152021-01-22T15:32:40+00:00

Dec 24


Highlights this week: COMPANY INSIGHTS: Cyberpunk 2077 and the Sony brand Capcom showcases Monster Hunter Rise Cybozu’s strong November Oracle Japan FY20 H1: steady as she goes ENECHANGE’s explosive IPO debut MACRO: Japan Dec bonuses down 9% YoY INDUSTRY INSIGHTS: Automakers in India to raise prices MLCC makers considering price hikes Plus additional COMPANY INSIGHTS

Dec 242020-12-31T11:14:13+00:00