Electronic Parts

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Apr 09

2021-04-09T15:59:37+00:00

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 092021-04-09T15:59:37+00:00

Apr 01

2021-04-09T15:47:13+00:00

Highlights this week: REPORTS: Japan Market Strategy Toyota Industries (6201 JT) MACRO: Retail sales; jobs data Tankan looking optimistic INDUSTRY INSIGHTS: Greenhouse gases are a hot topic Implications of an emissions trading scheme Expectations for President Biden’s Infrastructure plan COMPANY INSIGHTS: NEC “Face Express” to be trialled in April, launched in July Hitachi to acquire GlobalLogic for ¥1tril Plus additional INDUSTRY & COMPANY INSIGHTS

Apr 012021-04-09T15:47:13+00:00

Mar 26

2021-04-01T15:19:08+00:00

Highlights this week: REPORTS: JSR (4185 JT) Jig-Saw Inc (3914 JT) Intel to the rescue MACRO: Renesas and the Fed bet BoJ virus lending hits record ¥18.7tril COMPANY INSIGHTS: JSR’s strategy looks solid but not surprising Mitsui M&S revises up INDUSTRY INSIGHTS: Positive outlook for auto financial services China automation dip Plus additional COMPANY & INDUSTRY INSIGHTS

Mar 262021-04-01T15:19:08+00:00

Mar 19

2021-03-26T15:13:28+00:00

Highlights this week: REPORTS: Cybozu (4776 JT) Nissan Motor (7201 JT) Diamond Electric (6699 JT) INDUSTRY INSIGHTS: Memory price moves Bitcoin heading to US$60,000 again Positive forex development for automakers Petrochemical shares rise on recovering prices Hydrogen story moves to “fire ice” COMPANY INSIGHTS: Will FY21 be better for Nintendo than FY20? NEC meshes Japan My Number system with ID verification and personal authentication Plus additional COMPANY INSIGHTS

Mar 192021-03-26T15:13:28+00:00

Mar 12

2021-03-19T14:39:34+00:00

Highlights this week: REPORTS: Square Enix (9684 JT) at a crossroads Nippon Steel (5401 JT), steelmaking, and the potential for a hydrogen-based solution INDUSTRY INSIGHTS: Is SOX being sold off on valuations, outlook, or “a bit of both”? Do electric mini cars make sense? MACRO: Feb bank lending Revised Q4 2020 GDP Labour cash earnings Feb PPI Plus COMPANY INSIGHTS

Mar 122021-03-19T14:39:34+00:00

Mar 05

2021-03-12T13:58:33+00:00

Highlights this week: REPORTS: Ricoh (7752 JT) INDUSTRY INSIGHTS: Corporate software spend rebounds in Q4 2020 Among electricals, spring wage negotiations take on a Covid spin Mobile game net sales surge in 1Q US auto sales fall in February Wireless pricing wars MACRO: Feb PMI Employment data for Jan CY20 Q4 capex Monetary base COMPANY INSIGHTS: Is Apple set to cut iPhone production more than originally expected? Sony ends on-demand video purchasing from PlayStation Store Plus Additional COMPANY INSIGHTS

Mar 052021-03-12T13:58:33+00:00

Feb 26

2021-03-05T16:08:45+00:00

Highlights this week: REPORTS: Daikin (6367 JT) Subaru (7270 JT) INDUSTRY INSIGHTS: Japan mobile game sales +50% YTD January auto production hurt by chip shortage MARKET / STRATEGY: JGB yields hit 5-year high Five stocks for bargain hunters to consider COMPANY INSIGHTS: Sony warns on PS5 chip production, announces PSVR2 SQE’s NieR Re(in)carnation falls from top position in charts Plus additional COMPANY INSIGHTS

Feb 262021-03-05T16:08:45+00:00

Feb 19

2021-02-26T15:41:47+00:00

Highlights this week: REPORTS: Developments in the PC Industry – Implications for the Component Suppliers BayCurrent Consulting (6532 JT) Can China Hurt the West with a Rare Earth Export Ban? Lessons from the 2010~11 Spat with Japan Time to consider SBI Holdings INDUSTRY INSIGHTS: Some big moves in bitcoin and crypto stocks Rare earth exports COMPANY RESULTS / INSIGHTS: Murata, Access develop the “JIGlet” NieR Re(in)carnation: straight in at No.1 in the download charts Nabtesco FY20 results call disappoints on robot gears Plus additional COMPANY RESULTS & INSIGHTS

Feb 192021-02-26T15:41:47+00:00

Feb 12

2021-02-19T15:42:09+00:00

Highlights this week: REPORTS: Money Forward (3994 JT) Daifuku (6383 JT) INDUSTRY INSIGHTS: Caution on the outlook for video game plays Time for AI stocks to make a comeback? MACRO: Producer prices / Tokyo office vacancy rates COMPANY NEWS / PREVIEWS & RESULTS: Gaming: Results from Bandai Namco / Nexon / KLab Autos / Auto-Parts: Results from Toyota / Honda / Nissan / Diamond Electric Machinery: Results from Daikin / Daifuku / Nabtesco ERP Software: Results from TIS / Cybozu Telecom / Internet / eCommerce: SoftBank / Rakuten Chemicals / Electronic Materials: Sumi Chemical Plus additional COMPANY INSIGHTS

Feb 122021-02-19T15:42:09+00:00

Feb 05

2021-02-12T16:28:57+00:00

Highlights this week: REPORTS: PSA’s Annual Global Auto Sales Outlook: 2021 INDUSTRY INSIGHTS: Debate widens on semis and 5G MACRO: Covid cases Japan’s Jan monetary base +18.9% YoY China’s Caixin’s Jan Composite PMI down from 55.8 to 52.2 COMPANY NEWS, PREVIEWS & RESULTS: Technology: Consumer & Ind’l Electronics / Components / SPE / Precision Sony / Nintendo /Konami / SQE / Panasonic / Hitachi / Rohm / TDK / Kyocera / Lasertec / Nihon Kohden / Megachips / Ibiden / Nikon Plus additional COMPANY NEWS, PREVIEWS & RESULTS

Feb 052021-02-12T16:28:57+00:00