June 02


Highlights this week: REPORTS: Advantest (6857 JT) / Mid-Sized ERP Companies / Cover Corp (5253 JT) Initiation / INDUSTRY INSIGHTS: Chip stocks start to suffer altitude sickness / Signs of improvement for electronic components industry / Japan software spend continues to grow at +20% YoY rate / Video game industry news round-up / US auto sales surge on low base of comparison / MISCELLANEOUS, MARKET & MACRO: Japan’s poor April retail sales and industrial production data / Foreign buying of Japanese shares continues / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Might Sony enjoy record profits in FY23? / Latest Famitsu chart makes worrying reading for Sony

June 022023-06-02T14:49:19+00:00

May 26


Highlights this week: REPORTS: Japan's GARP 30 / What Nvidia’s Results Tell us about this Semiconductor Cycle / Where Are Japan’s Auto Companies Headed? / INDUSTRY INSIGHTS: Global video game console sales fall YoY in April / Heavies rise on defence theme / Japanese small-cap AI firms incorporate ChatGPT into their products / MISCELLANEOUS, MARKET & MACRO: Weak March Machinery Orders / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Street Fighter 6 set to face tough competition in 2023 / Nintendo in gacha lawsuit in USA / Could Sega Sammy have better used the Rovio money? / Nvidia’s FY23 Q2 outlook sparks rally in Japan-related plays

May 262023-06-02T14:50:08+00:00

May 19


Highlights this week: REPORTS: Fanuc (6954 JT) / INDUSTRY INSIGHTS: Interest in WWDC 2023 on the up / Japanese assemblers are developing hydrogen motorcycles / Japan to promote development and use of e-fuel – new hydrogen strategy in the works / US video game spend down 5% YoY in April / MISCELLANEOUS, MARKET & MACRO: Japan producer prices in April rise +0.2% MoM / Japan CY23 Q1 GDP +0.4% QoQ / COMPANY PREVIEWS & RESULTS: Suzuki beats FY22 Q4 estimates, but misses FY23 estimates / Daifuku pares losses on FY23 OP “bottom” guidance / COMPANY INSIGHTS & NEWS: Rakuten issues new shares

May 192023-06-02T14:51:33+00:00

May 12


Highlights this week: REPORTS: Sony (6758 JT) / Mazda (7261 JT) / Z Holdings (4689 JT) / INDUSTRY INSIGHTS: We revisit why the outlook for the semiconductor sector’s is complicated / March camera shipments +37% / Glum guidance given by tech- supply chain companies / COMPANY INSIGHTS & NEWS: Astellas to Buy Iveric Bio for US$5.8bil / PayPay to stop accepting outside credit cards / Rakuten / KDDI roaming deal / MISCELLANEOUS, MARKET & MACRO: Foreign buying up again / COMPANY PREVIEWS & RESULTS: Panasonic forecasts sharp rise in FY23 OP / Video Game makers results: Nintendo, Bandai Namco, Capcom, Colopl, Konami, SQE / Sharp hints at FY24 Switch 2 / Ibiden Q4 OP -32% YoY / Ricoh, Brother Q4 OPs fall short

May 122023-05-19T13:28:50+00:00

Apr 28


Highlights this week: REPORTS: Toyota Motor (7203 JT) / COMPANY INSIGHTS & NEWS: Sony to release 23 films in 2023 / Smart Pachislot Hokuto no Ken sales already at 40,000 / TDK Ventures clean lithium extraction investment / parent TDK to focus more on auto sales / Fujifilm leverages AI in medical diagnostics / Mitsubishi Electric edges up on more revamping / BIIB-080 shows AD could be reversed / Cybozu’s monthly sales growth continues to slow / Industry Insights: March global console sales rise +45% YoY / MISCELLANEOUS, MARKET & MACRO: Japan’s economy continues to soar? / COMPANY PREVIEWS & RESULTS: Koei Tecmo FY22 Q4 OP +118% / Sony forecast -3% fall in FY23 OP

Apr 282023-05-12T13:34:33+00:00

Apr 21


Highlights this week: REPORTS: Money Forward (3994 JT) / Renesas (6723 JT) / Japan’s Cashless Payment Market / Industry Insights: March video game console sales in Europe / Capacitor production slumps in February / Is EUV capex set to fall? / IRA EV tax credit list published: no Japanese models qualify / Japan’s Big 3 present new models at Shanghai auto show / Mixed picture for EV sales in March / MISCELLANEOUS, MARKET & MACRO: How enthusiastic are foreign investors about Japan? / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Sega Sammy to buy Angry Birds maker Rovio / Capcom / Niantic to launch mobile Monster Hunter game / Sony to spin out PlayStation business? / Alps Alpine cuts OP forecast

Apr 212023-04-28T13:37:35+00:00

Apr 14


Highlights: REPORT: Shift Inc (3697 JT) / INDUSTRY INSIGHTS: Video game console sales: PS5 sales in Japan unimpressive / 2023 Q1 mobile game sales fall YoY for 5th consecutive Q / Machine tool orders -15% YoY / Feb machinery orders +1% YoY, “core” orders +10% / Feb global semiconductor shipments down -24% YoY / MISCELLANEOUS, MARKET & MACRO: Japan wages +1.1% YoY in Feb, household spending up / Consensus forecasts showing differing market expectations / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: PS5 data again unimpressive / Samsung Electronics’ 2023 Q1 OP guidance well below consensus / Osaka casino set for approval? / NEC uses CNT to develop uncooled infra-red image sensor

Apr 142023-04-21T12:25:34+00:00

Apr 06


Highlights this week: REPORTS: Sega Sammy Holdings (6460 JT) / Visional (4194 JT) / INDUSTRY INSIGHTS: Memory chip prices continue to fall in March / Global video game console ales +41% YoY in Feb / Camera shipments in Feb -9% YoY in volume terms, +14% YoY in Yen terms / Mixed results for Japanese automakers’ US sales for March / SaaS companies reminder of the ones with favourable business prospects / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Is Nintendo the New Disney? / Panasonic in talks with Stellantis and BMW to build EV batteries in North America / Sony to launch a handheld PS5? / Sony FY22 Q4 / FY23 preview / Toyota Industries rebounds on briefing over forklift engine certification

Apr 062023-04-14T12:24:38+00:00

Mar 31


Highlights this week: REPORTS: Japan Market Strategy / Fuel Cell Electric Trucks / Tokyo Electron (8035 JT) / INDUSTRY INSIGHTS: Japan SPE billings +0.1% YoY in Feb / CY22 Q4 NAND shipments collapse / Japanese game developers increasingly dominating US console game charts / Video games: Pan-American PS5 sales +314% YoY in Feb / MISCELLANEOUS, MARKET & MACRO: Tokyo CPI for March down again / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Resident Evil 4 Remake Tops UK Charts / MSFT set to get approval to acquire STVI / NEC’s supercomputer story underscores Japan’s AI growth / JDI secures JOLED’s IP / Resonac to divest diagnostic reagents / Mazda on a roll / Questions over Renault’s EV listing and Nissan’s investment

Mar 312023-04-06T14:29:23+00:00

Mar 24


Highlights this week: REPORTS: Daifuku (6383 JT) / Hitachi (6501 JT) / INDUSTRY INSIGHTS: China video game market shrank 10% in 2022 / Department store sales +20.4% YoY / Global mobile game sales -7% YoY / Mixed signals from global EV markets / Might the semiconductor market recovery broaden out? / PS5 console sales slowing markedly in Japan / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Sony NFT patent published, paves way for NFT console gaming / Maxell to mass-produce solid-state LiBs; Readacross to beneficiaries / Shinko slashes its FY22 forecasts / Strong US Feb housing starts fail to boost Komatsu / HCM / MISCELLANEOUS, MARKET & MACRO: Rengo announces Spring wage rise of 3.8%, base pay rises 2.3% / Japan CPI for Feb

Mar 242023-03-31T14:11:39+00:00
Go to Top