July 31


Highlights this week: REPORTS: Asahi Kasei (3407 JT) Nidec (6954 JT) Nissan (7201 JT) Fanuc (6954 JT) Yaskawa (6506 JT) INDUSTRY INSIGHTS: Q1 2020 software spend even stronger than originally thought MACRO: Japan’s trade data Plus additional COMPANY PREVIEWS / RESULTS and INSIGHTS

July 312020-08-07T13:12:17+00:00

July 17


Highlights this week: REPORT: Nintendo’s 1Q FY20 Preview Sony (6758 JT): PS5 Production Plans Raised MARKET / MACRO China’s curious economy (statistically speaking) INDUSTRY INSIGHTS: Auto sector outperforms on hopes for H2 sales recovery Automation and A/C stocks still hitting new highs Plus additional INDUSTRY & COMPANY INSIGHTS

July 172020-07-31T14:51:00+00:00

July 10


Highlights this week: REPORTS: Oro (3983 JT) Yaskawa Electric (6506 JT) Densan Systems (3630 JT) MARKET / MACRO: The “Lying-V” shape recovery Masayoshi vs Masatoshi Latest Japan data indicates economy on a knife edge Economy Watchers Survey ahead of expectations PPI better than expected Plus additional INDUSTRY and COMPANY INSIGHTS

July 102020-07-20T14:16:59+00:00

June 26


Highlights this week: REPORTS: Base Inc (4477 JT) INDUSTRY INSIGHTS: Video game stock strategy for H2 2020 5G, the post-Covid “dog that hasn’t barked” – yet Opportunities in enterprise solutions Japan’s cashless penetration rate reaches 26.8% More partnerships in autonomous drive space China adjusts NEV rules Plus additional COMPANY INSIGHTS

June 262020-07-17T09:59:51+00:00

June 19


Highlights this week: REPORTS: SPE: the capex quandary; The rise of Japan’s online real estate industry; INDUSTRY INSIGHTS: Europe’s auto sales continue to tumble in May; April camera shipments -66% YoY; Japan cashless payments now at 22%; MARKET / MACRO: Q1 2020 profits hit hard after all; IPO action returning; China data; Plus additional COMPANY INSIGHTS

June 192020-06-26T15:21:37+00:00

June 05


Highlights this week: REPORTS: Japan Stock Market Strategy “Beyond Post-Covid” INDUSTRY INSIGHTS: Memory price falls hint at end demand problem for tech US auto sales contraction eased in May Survey shows company IT spending plans remain robust despite Covid-19 Japanese megabanks study digital currency expansion LiB supply chain stocks are recovering MACRO / MARKET: Money supply surging Household spending Nikkei trending “Post-Lockdown” Plus additional COMPANY INSIGHTS

June 052020-06-19T15:59:09+00:00

May 29


Highlights this week: REPORTS: Z Holdings (4689 JT) NRI (4307 JT) MinebeaMitsumi (6479 JT) MACRO: Could, should, the economy have been worse last month? COMPANY RESULTS / INSIGHTS Sony slashes PSVR Mega Pack price / Sony’s June 3 event expected to be PS5 unveil SQE’s games moving up the charts Hitachi’s FY19 4Q OP +178% YoY Plus additional COMPANY INSIGHTS & RESULTS

May 292020-06-05T16:08:04+00:00

May 22


Highlights this week: REPORTS: Sony (6758 JT) Industry Insights Global governments to introduce additional support measures for EVs Washington-Beijing Huawei spat hits suppliers Chemical earnings: where we stand MACRO / MARKET Topix inches towards 1500 Interesting PMI data The schizophrenic world of Japanese tech names Plus additional COMPANY RESULTS, PREVIEWS & INSIGHTS

May 222020-05-29T16:48:16+00:00

May 15


Highlights this week: REPORTS: Shin-Etsu Chemical (4063 JT) Nintendo (7974 JT) INDUSTRY INSIGHTS: Segmenting the B2B IT sector Global auto sales plunge in April Relief for automakers as huge airbag recall is out on hold Will Covid-19 accelerate Japan’s medical data digitisation? China auto sales declining in May EARNINGS PREVIEWS / RESULTS Nintendo FY19 OP ¥352bil +41% YoY Colopl: FY20 2Q OP ¥3.56bil vs ¥0.69bil Capcom forecasts ¥25.5bil in FY20 OP Plus additional EARNINGS PREVIEWS & COMPANY INSIGHTS

May 152020-05-22T14:49:51+00:00

May 01


REPORTS: IT System Integrators: FY19 Q4 Earnings Preview Fanuc (6954 JT) FY19 Results Gloomy Outlook for Motorcycle Sales INDUSTRY INSIGHTS: The car’s new function: as protective equipment Lockdown video game update SoftBank’s 5G network underscores backhaul is key for now Tokyoites are shunning ATMs and that augurs well for digital payments MACRO / MARKET: Japan slides ahead of Golden Week Plus additional EARNINGS PREVIEWS / RESULTS and COMPANY INSIGHTS

May 012020-05-15T15:14:43+00:00
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