Aug 26


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

Aug 262022-09-02T14:43:45+00:00

Nov 12


Highlights this week: REPORTS: Daikin (6367 JT) / INDUSTRY INSIGHTS: A tale of two video game companies / MARKET & MACRO: Japan revises up, grudgingly / Japan’s PPI +8% YoY / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Tokyo Electron 2Q FY21 OP +81% YoY / JSR hikes full-year guidance / SoftBank Group 2Q Net Loss ¥397bil / Isuzu reports FY21 Q2 results / Improved profit outlook at Nissan / Mazda keeps FY21 OP forecast unchanged despite weaker sales / Suzuki keeps its FY21 forecasts / Daifuku seeing supply chain issues / Trend Micro’s FY21 Q3 beats / GMO Financial Gate’s FY21 sales beats/ Giftee revised down FY on weak Q3

Nov 122021-11-19T15:19:29+00:00

Oct 29


Highlights this week: REPORTS: Nidec (6594 JT) / TIS (3626 JT) / MARKET / MACRO: Kyodo poll hints at LDP-led coalition government / COMPANY INSIGHTS & NEWS: Sony’s 2Q FY21 OP up marginally / GameWith acquires DetonatioN’s eSports team / Last man standing in discussions on Apple’s EV batteries? It’s Panasonic / Sekisui Chemical’s aerospace impairment loss / COMPANY PREVIEWS & RESULTS: Sony’s 2Q FY21 OP up marginally / Koei Tecmo 2Q OP +65% YoY; readacross to Square Enix / Shinko Electric 2Q OP +361% YoY / Nitto Denko: FY21 good, but what about FY22? / Canon revises down / Plus additional COMPANY PREVIEWS & RESULTS

Oct 292021-11-05T16:25:50+00:00

May 21


Highlights this week: REPORTS: NRI (4307 JT) INDUSTRY INSIGHTS: Is Japan’s casino push dead in the water? China fortifies its position as core market among Japanese automakers Battle over electric pickup truck market set to begin MACRO: April machine tool orders +2.2x YoY; -3% MoM Weak CY21 Q1 GDP COMPANY INSIGHTS: Sony vs Discovery Murata vs Taiyo Yuden Murata in energy saving / energy harvesting IoT move Apple pushes for 5G handset discounts Plus additional COMPANY INSIGHTS, PREVIEWS, NEWS & RESULTS

May 212021-05-28T14:26:04+00:00

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

Nov 20


Highlights this week: REPORTS: Nintendo (7974 JT) Murata (6981 JT) Our impressions from the Automobilwoche auto conference MACRO: Japan GDP Rebounds Nicely Is deflation returning to Japan? INDUSTRY INSIGHTS: EUV – growing market means competition COMPANY INSIGHTS: Price of a PS5 – if you can get one The trouble with Nintendo… Capcom’s ransomware attack Plus additional COMPANY INSIGHTS & RESULTS

Nov 202020-11-27T14:05:44+00:00

Nov 13


Highlights this week: REPORTS: Global Payments: Revolution or Evolution? An Update on the Global March Towards Cashless Societies Honda Motor (7267 JT) INDUSTRY & COMPANY INSIGHTS: Can you genuinely monetize podcasts? FDA outside panel nixes aducanumab MACRO: Japan’s impressive FY20 2Q business performance Plus additional COMPANY INSIGHTS & RESULTS

Nov 132020-11-20T13:36:47+00:00

Nov 06


Highlights this week: REPORTS: NEC (6701 JT) Fujifilm Holdings (4901 JT) Nintendo (7974 JT) INDUSTRY INSIGHTS: FDA paper gives a thumb up to aducanumab 5G capex back in the news October US auto sales Company Insights NEC in Docomo SA 5G core vendor win Sony key in TikTok deal / set to buy Crunchyroll Nidec plans to build European EV motor plant Plus additional COMPANY INSIGHTS & RESULTS

Nov 062020-11-13T14:05:14+00:00

Oct 30


Highlights this week: REPORTS: • Honda (7267 JT) • Fanuc (6954 JT) EARNINGS RELEASES: • Sony FY20 2Q OP +15% YoY • Lasertec 1Q FY21 +217% YoY • Canon 3Q FY20 OP better than expected • Koei Tecmo 2Q FY20 OP +64% YoY • KDDI 2Q FY20 OP +1% Plus additional EARNINGS RELEASES

Oct 302020-11-06T13:46:34+00:00

Sep 25


Highlights this week: REPORT: Nabtesco (6268 JT) MARKET / MACRO: Covid / lockdown / WFH stars in Mothers index INDUSTRY INSIGHTS: Channel checks suggest new iPhone production is high-end oriented Amazon enters the video game streaming market COMPANY INSIGHTS: Readthrough from the Microsoft / Bethesda Deal Can Capcom release a Monster Hunter and a Resident Evil title every year? Plus additional COMPANY INSIGHTS

Sep 252020-10-02T13:26:45+00:00
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