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

Aug 13

2021-08-20T16:02:58+00:00

Highlights this week: RESULTS: Square Enix (9684 JT) / Daifuku (6383 JT) / INDUSTRY INSIGHTS: DRAM price slide picking up speed / MACRO: China trade data / shipping rates / Japan PPI / Japan probes underwriting fairness / COMPANY NEWS & INSIGHTS: Sony’s VR successor / Konami announces its Gamescom 2021 Line-up / COMPANY RESULTS, PREVIEWS & ANNOUNCEMENTS / Nexon 2Q FY21 -42% YoY / IIJ 1Q FY21 OP +113% YoY / MEC 2Q FY21 OP +53% YoY / V-Cube FY21 2Q OP +6% YoY / GMO Financial Gate’s FY21 Q3 results / Rakuten’s FY21 Q2 results / Mercari’s FY21 results / Recruit’s FY21 Q1 results / Plus additional COMPANY NEWS

Aug 132021-08-20T16:02:58+00:00

Aug 06

2021-08-14T06:21:06+00:00

Highlights this week: REPORTS: Sony (6758 JT) / Fanuc (6954 JT) / COMPANY INSIGHTS: Hitachi buys Thales’ rail signalling operation / Money Forward to issue new shares to foreign investors to pay for business expansion / Nexon’s business strategy and new titles showcased / INDUSTRY INSIGHTS: Is there a sea change in the fantasy RPG world? / MACRO: The Japanese earnings story remains compelling / COMPANY INSIGHTS: NEWS / PREVIEWS & RESULTS: Nintendo: First reviews for Switch OLED / FY21 1Q OP -17% YoY / Sony’s FY21 1Q results / Horizon Forbidden West release delayed / Plus additional COMPANY INSIGHTS: NEWS / PREVIEWS & RESULTS

Aug 062021-08-14T06:21:06+00:00

Jul 30

2021-08-06T16:31:30+00:00

Highlights this week: REPORTS: Money Forward (3994 JT) / Nissha Co (7915 JT) / Toyota Motor (7203 JT) / Nissan Motor (7201 JT) / Tech Sector Strategy / INDUSTRY INSIGHTS: China widens internet crackdown / China’s crackdown on online tutoring businesses / MARKET / MACRO: Might 1Q FY21 be a record OP for Topix 100? / COMPANY NEWS: Nintendo to shut down its Dr. Mario mobile game / PS5 cumulative sales hit 10mil / Rakuten hit by negative news on several fronts / COMPANY PREVIEWS / RESULTS: Advantest FY21 1Q OP: all-time high / Hitachi 1Q FY21 AOI +124% YoY / Plus additional COMPANY PREVIEWS & RESULTS

Jul 302021-08-06T16:31:30+00:00

Jul 21

2021-08-06T16:29:55+00:00

Highlights this week: REPORTS: Sansan (4443 JT) / Demae-can (2484 JT) / INDUSTRY INSIGHTS: Results of the “DX promotion status in the real estate industry” survey / MISCELLANEOUS & MACRO: Does Japan have inflation? / Olympics planning has not inspired confidence / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS / Twitch goes wild for FF14 as Asmongold’s team die in heartbreak defeat to boss / Nidec reports strong profit growth in FY21 Q1 / Might Netflix be working with Sony on streaming games? / Glory in PoS equipment leasing move / Disco 1Q OP +66% YoY / Ferrotec to post ¥7.5bil one-off gain from affiliate share issue

Jul 212021-08-06T16:29:55+00:00

Jul 16

2021-07-21T13:03:48+00:00

Highlights this week: REPORTS: Shift Inc (3697 JT) / Ferrotec (6890 JT) / Nidec (6594 JT) / INDUSTRY INSIGHTS: Chip shortage continues to hurt the auto industry / Return of auto shows, but differently/ Will UK MPs drive change to streaming revenues, splits? / MACRO: June industrial production revised down / PayPay vs pring / Z Holdings: umbrella companies offer BNPL/ Sony’s ‘State of Play’ / Sony TV / COMPANY INSIGHTS: Murata’s SSB being sold to the industrial machinery industry / Update on iPhone 13 leaks/ Plus additional COMPANY NEWS / PREVIEWS & RESULTS

Jul 162021-07-21T13:03:48+00:00

Jul 09

2021-07-18T08:09:42+00:00

Highlights this week: REPORTS: TIS (3626 JT) / INDUSTRY INSIGHTS: Has the video game bubble burst? / US auto sales surge in Q2 / MACRO: Weak China data / Wage data for May: not as good as hoped / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Might Nintendo report a YoY fall in 1Q FY21 OP? / The Switch OLED unveil / Sony PS5 State of Play / Capcom’s Resident Evil: Infinite Darkness releasing on Netflix / Nidec could benefit from EV expansion at Stellantis / Z Holdings gets perpetual rights to use Yahoo brand, tools / experiments with Instant Delivery service / Two new subsidiaries for DeNA / Plus additional COMPANY PREVIEWS & NEWS

Jul 092021-07-18T08:09:42+00:00

Jul 02

2021-07-12T07:50:38+00:00

Highlights this week: REPORTS: Japan Market Strategy for Q3 2021 / TDK (6762 JT) / Subaru (7270 JT) / INDUSTRY INSIGHTS: The rising cost of building a PC / IP acquisitions by game makers / MACRO: No wobbles with Day 1 economic data / Tankan falls short of expectations / COMPANY INSIGHTS: Sony: How much of a threat Windows 11? / FY21 Q1 OP revisited / Cyberpunk 2077 returns to the PlayStation store / Might Nintendo have to phase out the Switch sooner than expected? / Honda’s EV plans raise questions / New Civic / Plus additional COMPANY INSIGHTS

Jul 022021-07-12T07:50:38+00:00

Jun 25

2021-07-05T09:25:03+00:00

Highlights this week: REPORTS: GMO Financial Gate (4051 JT) / Astellas (4503 JT) / INDUSTRY INSIGHTS: Might June global semiconductor revenues hit an all-time high? / Shift upmarket for digital cameras continues / Carbon trading: no pain, no gain / MACRO: A busy week ahead – what to look out for / COMPANY INSIGHTS: Sony talks up PS5 post E3 / Square Enix’s Final Fantasy IX set for animation series / Kioxia IPO looks set for September / Nissan sees better than expected performance / Invests in WeRide / Hitachi decision on HCM / May China machine tool orders / Plus additional COMPANY INSIGHTS

Jun 252021-07-05T09:25:03+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
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