Highlights this week: REPORTS: Yaskawa (6506 JT) / BASE Inc (4477 JT) / INDUSTRY INSIGHTS: Pan-America PS5 sales in August up sharply on July / Petrochemical profits threatened by rising naphtha / Europe’s BEV Sales Share Exceeds 20% for First Time / Video games round up - Global console sales +6% YoY in August / MISCELLANEOUS, MARKET & MACRO: BoJ’s JGB buying signals clear change in interest rate policy from January / Japan to construct more missile storage facilities / Government minister jumps on European politicians’ green energy shift / COMPANY INSIGHTS, NES, PREVIEWS & RESULTS: TSMC reportedly pushing back equipment deliveries / Suzuki Motor sees profit-taking
Highlights this week: REPORTS: Toyota Motor (7203 JT) / Appier Group Inc (4180 JT) / INDUSTRY INSIGHTS: Video game industry round-up / iPhone 15 reveal – readthrough for Japanese supply chain names / What does the iPhone 15 Pro Max mean for console gaming? / Rising US auto inventory levels suggest market conditions are changing / MISCELLANEOUS, MARKET & MACRO: Ueda’s hawkish(?) comments / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Starfield issues suggest “Pro” models for Xbox X / PS5 are already needed / Sony’s new automotive camera brings CIS technology in line with LiDAR / Ryobi orders the first giga-press from UBE Corp / Rising oil lifts Komatsu to 5-year high
Highlights this week: REPORTS: Global Semis: Opportunities & Risks from the AI Chip Boom / Daikin (6367 JT) / Smaregi (4431 JT) / INDUSTRY INSIGHTS: Video game industry round up Flash memory prices starting to rally / Does Japan still benefit from Apple’s shift to high-end iPhone models? / July semiconductor shipments / Construction machinery moves / Third of Japanese firms still need to prepare for Oct’s invoice system – Money Forward survey / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Tekken 8 to be priced at US$69.99 / Microsoft’s Starfield / NEC divisional changes highlight where OPM progress is needed / Shin-Etsu Chemical and Oki Electric advance GaN.......
Highlights this week: REPORTS: Komatsu (6301 JT) / Hitachi (6501 JT) / INDUSTRY INSIGHTS: Video games round-up: July PS5 sales in Europe +115% YoY / July global console sales -20% YoY / Increasing concerns over auto industry strike in USA / India EV sales on the rise; Japan’s assemblers absent / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: As free-to-play comes to console gaming, could Nexon’s business model go global? / Readthrough from Nvidia results / Kureha to expand PVDF despite PFAS concerns / W-Scope’s ambitions for LiBs and membranes / Nidec rethinks e-Axles business / Komatsu resilient in weak market / Rakuten falls as KDDI gives new benefits to subscribers
Highlights this week: REPORTS: Semis vs Sox / Nabtesco (6268 JT) / Secure Inc (4264 JT) / INDUSTRY INSIGHTS: Video games: PS5 sales picking up, Pikmin 4 doing well / As semiconductor stocks sell off, the chip market shows signs of recovery / 2023 Q2 camera shipments vols +9% YoY / value +14% YoY / Mounting impetus to restructure chemicals / The rise of the mini EV / Uneven recovery in inbound tourism brings pain to Japan’s credit card processors / Commotion in US pick-up market / COMPANY RESULTS: Ferrotec’s FY23 Q1 in-line / Dentsu suffers FY23 Q2 operating loss / Recruit results rewarded with sharp rise / Mercari sold off as it guides for worsening profitability
Highlights this week: REPORTS: Rakuten Pay Terminal: Latest Newcomer in the Crowded Cashless Payment Terminal Market / Hitachi (6501 JT) / INDUSTRY INSIGHTS: Global video game console sales in June +43% YoY / FY23 Q1 for the auto sector as good as it gets? / Chemical results this week / MISCELLANEOUS, MARKET & MACRO: 2023 Q2 results season, thus far, fails to impress / COMPANY INSIGHTS: Switch 2 arrival Christmas 2024? / HCM: FY24 outlook upbeat on mining and price increases / Readacross from CAT results to Japan’s machinery plays / Rakuten’s MOU with OpenAI / Itochu’s tender offer for CT / / COMPANY PREVIEWS & RESULTS: Consumer Electronics: Nintendo.......
Highlights this week: REPORT: Global Semiconductor Outlook / INDUSTRY INSIGHTS: With Beijing easing video gaming controls, China’s mobile market is starting to grow again / May camera shipments / MISCELLANEOUS, MARKET & MACRO: Initial 2023 Q2 results encouraging / To YCC or not to YCC / Tokyo CPI for July +3.2% YoY higher than expected / Foreign buying / COMPANY EARNINGS PREVIEWS & RESULTS: Technology: Results for Koa, Renesas, Shinko Electric, Canon, Fujitsu, Hitachi, NEC, Socionext / Chemical company results: Shin-Etsu, Zeon, Tokuyama, Nitto Denko, Tokyo Ohka Kogyo / Autos: Nissan, Mitsubishi Motors, Hino / Miscellaneous: Shimano, Tokyo Steel
Highlights this week: REPORTS: Net Protections (7383 JT) / INDUSTRY INSIGHTS: May global chip shipments / Global mobile game sales / May capacitor production / DRAM prices rise (at last) / MISCELLANEOUS, MARKET & MACRO: Taiwan’s worrying export trend / Machinery orders / Japan June PPI / US June CPI / Foreign buying / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Microsoft / Activision deal back on / Rohm acquires land in Kyushu for SiC device expansion / Ryobi and the growing giga-press market / Mitsubishi Motors prepares for key model launch in ASEAN / Toyota’s hydrogen push / Renault-Geely deal could vindicate Toyota / Demae-can keeps FY23 guidance unchanged
Highlights this week: REPORTS : Yaskawa Electric (6506 JT) / INDUSTRY INSIGHTS: Global mobile game revenues on the rise / Did the global semiconductor market shrink in 2023 Q2? / Strong June auto sales growth in Japan / MISCELLANEOUS, MARKET & MACRO: Readthrough from the Tankan / Disappointing US ISM data / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Vision Pro production issues bring OLEDoS / micro-OLED fight to the fore / Do iPhone 15 supply chain issues threaten launch timing? / Mixed news for Final Fantasy XVI sales / Sega Sammy softens blockchain gaming position / Wolfspeed, Renesas in 10yr chip supply deal / Shin-Etsu’s forthcoming FY23 earnings guidance
Highlights this week: REPORTS: JIC Bids for JSR (4185 JT) / Komatsu (6301 JT) / Subaru (7270 JT) / INDUSTRY INSIGHTS: Are we in a new video game industry upswing? / Memory chip prices continue to slide / Disparate performances for chemical shares / Considering construction machinery names / Trends in Japan’s e-commerce apps / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: PS5 outsells Xbox 2:1 in Americas region in May / Final Fantasy XVI debut – how good is it vs Final Fantasy XV / Microsoft / Activision: Sony was right to make a fuss / Sony data accidentally leaked at Activision enquiry / Is Microsoft targeting Sega Sammy again? / Uncertainty over Nissan