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
Highlights this week: REPORTS: A look at Yappli’s upcoming IPO Nidec (6594 JT) as an EV play MACRO: Tankan better than expected; PMI disappointed, as did CPI Solid China data for November What to keep an eye on over Christmas INDUSTRY INSIGHTS: DRAM prices rising COMPANY INSIGHTS: Cult hit game Among Us has arrived on Switch Mobile update: Just Cause IP coming to mobile in 2021; Street Fighter slides Plus additional COMPANY INSIGHTS
Highlights this week: REPORTS: Global Payments: Revolution or Evolution? An Update on the Global March Towards Cashless Societies Honda Motor (7267 JT) INDUSTRY & COMPANY INSIGHTS: Can you genuinely monetize podcasts? FDA outside panel nixes aducanumab MACRO: Japan’s impressive FY20 2Q business performance Plus additional COMPANY INSIGHTS & RESULTS
