May 06


Highlights this week: MISCELLANEOUS, MARKET & MACRO: Big week for Japan economic data / Brewers’ price hike expectations / PMIs: Japan Vs China / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Sony: 10 gender claims thrown out / FTC probing Sony Bungie acquisition / Koei Tecmo 4Q FY21 OP +47% / SQE sells Marvel/Tomb Raider studios / Shimano 1Q FY22 OP +17% / Canon 1Q FY22 OP +8% YoY / Renesas 1Q FY22 OP +232% YoY / Advantest 4Q FY21 OP +37% YoY / Shinko 4Q FY21 OP +124% YoY / Alps Alpine 4Q FY21 OP +65% YoY / Murata 4Q OP +20% YoY / Nidec confident about Auto business / Nitto Denko FY22 assumes ¥112/$ / TDK Ventures’ unique style / Hoya record earnings & buyback

May 062022-05-13T15:08:38+00:00

Jan 14


Highlights this week: REPORTS: Money Forward (3994 JT) / Shift Inc (3697 JT) / INDUSTRY INSIGHTS: Production issues impact sales of consoles over holiday period / CY21 China auto sales +3.8% YoY / MISCELLANEOUS, MARKET & MACRO: Tokyo Stock Exchange new section designations / Are Japanese companies behind the curve on raising prices? / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Sony to keep making PS4s through 2022 / Nintendo’s problem for 2022: deciding when to call “time” on the Switch / Yaskawa’s FY21 Q3 results: modest on component shortage / Eisai follows BIIB lower

Jan 142022-01-21T14:41:34+00:00

Apr 09


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 092021-04-16T15:40:43+00:00

Dec 18


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

Dec 182020-12-24T14:55:03+00:00

Nov 13


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

Nov 132020-11-20T13:36:47+00:00
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