May 27


Highlights this week: REPORTS: The Global Semiconductor Industry – Introduction to the Data Processing Unit / Ferrotec (6890 JT): Capacity Expansion Leap over FY22~FY23 / INDUSTRY INSIGHTS: Will the new minicar EV kick-start an EV boom in Japan? / Echoes of Asian chip sector sentiment in 2021 as broker calls the US semiconductor sector “uninvestable” / Japan SPE billings +9% YoY in April / MISCELLANEOUS, MARKET & MACRO: Share buybacks continue apace / Nvidia, Alphabet, and lessons from the Japanese market crash of 1990 / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Our thoughts on Sony’s Investor Day presentations / Sony, again, goes after photo / video production market with new phone

May 272022-05-27T15:18:43+00:00

May 20


Highlights this week: REPORTS: Why semiconductor stocks need a reappraisal / Square Enix (9684 JT) / Mitsubishi Motors (7211 JT) / Nomura Research Institute (4307 JT) / Enechange (4169 JT) / Ukraine From an Eastern Europe Perspective / INDUSTRY INSIGHTS: Autos outlook for FY22; an overview / Global auto sales plunge at beginning of fiscal year / Japan, UK in fighter jet tie-up move / Q1 2022 camera shipments / Game console sales continue to struggle / COMPANY PREVIEWS & RESULTS: Consumer Electronics / Gaming results comments for: Square Enix (9684 JT), GungHo (3765 JT) / Disappointing results and outlook for Yamaha Motors (7272 JT) / Machinery results for Daifuku (6383 JT)

May 202022-05-27T15:11:43+00:00

May 13


Highlights this week: REPORTS: Yaskawa Electric (6506 JT) / Kaneka (4118 JT) / NRI (4307 JT) / COMPANY NEWS: Daikin resumes Shanghai production / NTT Data to combine overseas operations with parent NTT Corp / MISCELLANEOUS, MARKET & MACRO: Wage growth / household spending / JGB yields / COMPANY PREVIEWS & RESULTS: Consumer Electronics / Gaming results for: Sony (6758 JT), Nintendo (7974 JT), Capcom (9697 JT), Panasonic (6752 JT), Sega Sammy (6460 JT) / COMPONENTS & PRECISION RESULTS for: Taiyo Yuden (6967 JT), Rohm (6963 JT), Nikon (7731 JT), Tokyo Electron (8035 JT) / / AUTO RESULTS: MMC (7211 JT), Toyota (7203 JT), Suzuki (7269 JT), Subaru (7270JT), Nissan (7201 JT)

May 132022-05-20T11:38:19+00:00

May 06


Highlights this week: MISCELLANEOUS, MARKET & MACRO: Big week for Japan economic data / Brewers’ price hike expectations / PMIs: Japan Vs China / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Sony: 10 gender claims thrown out / FTC probing Sony Bungie acquisition / Koei Tecmo 4Q FY21 OP +47% / SQE sells Marvel/Tomb Raider studios / Shimano 1Q FY22 OP +17% / Canon 1Q FY22 OP +8% YoY / Renesas 1Q FY22 OP +232% YoY / Advantest 4Q FY21 OP +37% YoY / Shinko 4Q FY21 OP +124% YoY / Alps Alpine 4Q FY21 OP +65% YoY / Murata 4Q OP +20% YoY / Nidec confident about Auto business / Nitto Denko FY22 assumes ¥112/$ / TDK Ventures’ unique style / Hoya record earnings & buyback

May 062022-05-13T15:08:38+00:00

Apr 08


Highlights this week: REPORTS: Wacom (6727 JT) / INDUSTRY INSIGHTS: February camera shipments weak / Japanese machinery stocks may be at risk if Russia becomes an ESG issue / China lockdown threatens already weak smartphone market / Semiconductor order lead time continues to rise despite production ramp-up / Global auto sales under pressure / COMPANY INSIGTS, NEWS, PREVIEWS & RESULTS: Honda and GM to extend their EV collaboration / Denso sags on Honda / GM EV tie-up / Sony looks to be a loser from the Honda / GM EV tie-up / Might Microsoft add Activision games to Game Pass? / Can Panasonic resolve its main problem of lack of scale?

Apr 082022-04-22T16:06:08+00:00

Mar 25


Highlights this week: REPORTS: Global Semiconductor Industry: Time for Closer Inspection / SPE, IC or Supply Chain Names: Where Next for the Semiconductor Sector? / ExaWizards (4259 JT) / GA Technologies (3491 JT) / INDUSTRY INSIGHTS: Solid state batteries? Long live lithium-ion batteries! / MISCELLANEOUS, MARKET & MACRO: Jibun Bank Japan March PMI / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Nvidia unveils Grace CPU superchip / Is it time to break up Toshiba? / More acquisitions for Sony / GT7 pricing backlash / Yen weakness; Shin-Etsu and TDK / Suzuki steps up electrification efforts in India / Toyota announces ¥bil buy back

Mar 252022-04-01T16:02:16+00:00

Mar 04


Highlights this week: REPORTS: Corporate Japan and its IT and CyberSecurity Problem / Impact of the Russian / Ukraine War on the Auto Industry / BASE Inc (4477 JT0 / SRE Holdings (2980 JT) / MISCELLANEOUS, MARKET & MACRO: Japan industrial production -1.3% MoM / Share buybacks, retirements in the news / Corporate Japan cuts software spending for second quarter / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS / Sony and Honda’s EV tie-up / Bandai Namco’s Elden Ring continues to prove popular / Guardians of the Galaxy coming to Xbox Game Pass / Nexon’s Jung-ju Kim dies / Rohm revises up / Kaneka hikes solar prices by 20%+

Mar 042022-03-11T12:46:59+00:00

Feb 25


Highlights this week: REPORTS: Video Games – A New Era / Nissan Motor (7201 JT) / Sansan (4443 JT) / Bandai Namco (7932 JT) / Daifuku (6383 JT) / INDUSTRY INSIGHTS: Automakers’ Russian exposure / MISCELLANEOUS, MARKET & MACRO: China crackdown worries add to Ukraine fears / Tokyo CPI jumps in February / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Capcom reveal – Street Fighter 6 is in production / Sony: Uncharted US box office US$51mil, global up to US$139mil / showcases PSVR2 / Nintendo Switch sales down YTD / Why Elden Ring Matters / KDDI begins 5G SA Open-RAN rollout / Sharp in talks to buy Sakai Display

Feb 252022-03-04T14:55:03+00:00

Feb 10


Highlights this week: COMPANY NEWS & INSIGHTS: Kaneka to expand its biodegradable plastic / Good news for Shionogi’s drug / SoftBank solves some problems / COMPANY PREVIEWS & RESULTS: Bandai Namco targets metaverse in new mid-term plan / Nexon 4Q FY21 OP -81% YoY / Colopl 1Q FY22 OP -45% YoY / Renesas 4Q FY21 OP +4x YoY / TEL 3Q FY21 OP +148% YoY / Sega Sammy’s FY21 target suggests a potential loss in Q4 / INDUSTRY INSIGHTS: Spotify, Meta, Twitter issues underscore problems with platform approach / MISCELLANEOUS, MARKET & MACRO: JGB market moves / Eeyoreish Mar Q Topix OP/shr

Feb 102022-02-18T13:48:33+00:00

Jan 28


Highlights this week: REPORTS: Cybozu (4776 JT) / Fanuc (6594 JT) / INDUSTRY INSIGHTS: Will the semiconductor market turn down in 2022? / Japan Dec semiconductor equipment billings +71% YoY/ MISCELLANEOUS, MARKET & MACRO: Quarterly reporting set for review / TECH: Canon / Shinko Electric / Advantest / Disco 3Q / Nidec /Capcom/ TELECOM: KDDI / MATERIALS: Nitto Denko / AGC / MACHINERY: Daifuku / Fanuc / INTERNET & eCOMMERCE: CyberAgent / ERP SOFTWARE & IT SERVICES: TIS / Enechange / NTT Data / NRI / COMPANY INSIGHTS: Demae-can and Enigmo head to 12-month lows / Implications for NEC

Jan 282022-02-04T14:52:44+00:00
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