Dec 01


Highlights this week: REPORTS: Park24 (4666 JT) / Kyoritsu Maintenance (9616 JT) / Koshidaka Holdings (2157 JT) / Sanrio (8136 JT) / M&A Research Institute (9552 JT) / Nexon (3659 JT) / Digital Payments: Brazil’s Pix / INDUSTRY INSIGHTS: Oct global console sales / Teething problems for Japan’s new invoice system / Machine tool orders lowest since Feb 2021 / Big week for economic data in Japan / Smaller electronic materials companies shares move / Japan auto sales continue to rise in November / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Insiders suggest Sony is close to ending Zee merger / Sony, Microsoft look to broaden gaming ecosystems

Dec 012023-12-01T13:12:16+00:00

Nov 24


Highlights this week: REPORTS: IIJ (3774 JT) / INDUSTRY INSIGHTS: Japan’s auto Big 3 raise wages in USA / MISCELLANEOUS, MARKET & MACRO: Are we still at risk of BoJ interest rate policy error? / Japan CPI +3.3% YoY in October / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Nintendo, Sony offering sizable Black Friday deals / Sony fails to avert PlayStation UK lawsuit / Konami’s train set game beats out Super Mario RPG in Japanese charts / Hitachi in 1,000 unit electric bus battery deal with UK’s Firstgroup / UBE Machinery – more than just gigapress / GS Yuasa raising funds to supply LiBs / Toyota specifies its solid state battery plans

Nov 242023-12-01T13:02:26+00:00

Nov 17


Highlights this week: REPORTS: Global Video Game Industry Update / System Integrators’ Results and Outlook / KHI (7012 JT) / INDUSTRY INSIGHTS: China auto sales rise on exports, EVs / US video game spending -5% YoY in October / Japan video games sector overview / MISCELLANEOUS, MARKET & MACRO: Japan’s earnings season: not going well / Oct data for Japan PPI / US CPI / China Industrial Production / Japan 2023 Q3 GDP -0.5% QoQ / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Will a Zelda movie please Zelda fans? / Panasonic to sell majority stake in automotive business / Nvidia unveils H200 Tensor Core chip

Nov 172023-11-24T14:54:02+00:00

Nov 10


Highlights this week: REPORTS: Murata (6981 JT) / Nidec (6594 JT) / Company / Industry Insights: Canon to price new litho tools with “one digit less” / Money Forward’s CEO boosts his stake in the firm / MISCELLANEOUS MARKET & MACRO: Japan’s interest rate dilemma underscored by market moves / Upcoming GDP number could be crucial in BoJ interest rate decision / COMPANY PREVIEWS & RESULTS: Nintendo FY23 Q2 -20% YoY, revises up FY23 OP / Sony preview / results – the devil is in the details / Sega Sammy’s losses in Europe / Nexon Q3 OP +47% YoY / Asahi Kasei’s Q2 and full-year guidance are well received

Nov 102023-11-17T15:28:27+00:00

Nov 02


Highlights this week: REPORT: The New World of Gigacasting / Nintendo (7974 JT) / NTT Data (9613 JT) / MISCELLANEOUS, MARKET & MACRO: Economic data galore / BoJ leaves rates unchanged, raises GDP, inflation forecasts / Did the BoJ increase or decrease policy error risk? / COMPANY PREVIEWS & RESULTS: Panasonic lowers FY OP target / EC Q2 below consensus / Advantest cuts full-yr OP estimate / Murata revises up full-year targets / Socionext ups FY OP / Hoya guides for steady but slow IT recovery / No change to TDK’s guidance / Rohm slashed FY23 OP forecast / Mtb Elec seeing strong A/C and infrastructure demand

Nov 022023-11-10T16:11:55+00:00

Oct 27


Highlights this week: REPORTS: Shift Inc (3697 JT) / INDUSTRY INSIGHTS: DRAM prices slipping as NAND continues higher / Xbox results underscore gaming industry growth / MISCELLANEOUS, MARKET & MACRO: Will this earnings season live up to expectations? / Japan PMI data comes into the limelight / Bloomberg’s IC shipment / IC capex growth targets to 2023 / JGB yield curve flattening / Tokyo CPI for October / COMPANY PREVIEWS & REPORTS: Spider-man 2: 2.5mil copies sold in 24hrs / Capcom FY23 Q2 OP falls short / Nidec’s subdued FY23 Q2 results / Koa FY23 Q2 OP -80% YoY / Renesas FY23 Q3 AOI -7% YoY / Shinko FY23 2Q OP -69% YoY

Oct 272023-11-02T15:18:36+00:00

Oct 20


Highlights this week: REPORTS: Activism in Japan / INDUSTRY INSIGHTS: Video games D-Day / Is the worst over for the smartphone industry? / MISCELLANEOUS, MARKET & MACRO: Headline CPI for Sep / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Might Sony look to buy Disney’s India operations instead of going for ZEE? / ASML results readthrough / WDC / Kioxia deal back on the cards / Murata calling for bottom of the smartphone market / Mazda pondering EV possibilities / Subaru presents EV sports car at Mobility Show / Sony Honda Mobility presents Afeela prototype / Honda to offer self-driving ride service in Japan with GM......................

Oct 202023-10-27T14:12:00+00:00

Oct 13


Highlights this week: REPORT: Giftee (4449 JT) / INDUSTRY INSIGHTS: Video games round-up for Week to 8 Oct / US car loan payments reach record high / Performance of automation stocks / Restructuring at petrochems / MISCELLANEOUS, MARKET & MACRO: IMF raises Japan growth, inflation targets / Risk of policy error – fears remain / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Where have SQE’s big Dragon Quest games gone? / Is Nintendo undervalued? / Canon finally commercializes NIL / Fujifilm targets high growth by medical systems / Toyota and Idemitsu to co-develop ASSBs / Denso, Melco to invest in Coherent SiC unit

Oct 132023-10-20T15:11:03+00:00

Oct 06


Highlights this week: REPORTS: Suzuki Motor (7269 JT) / INDUSTRY INSIGHTS: Strong Sep USA auto sales / Japan video game sales data: Koei Tecmo shines / MISCELLANEOUS, MARKET & MACRO: Might the Tankan lead to policy error? / A two-part discussion on the risk of policy error / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: PS Portal pre-orders already sold out in Japan / Disco FY23 Q2 parent sales ¥60.8bil / Tokyo Ohka Kogyo’s leading-edge products grow / Shin-Etsu, Oki update on GaN / Fujitsu and Riken develop Japan’s 2nd quantum computer / Honda presents new Prologue EV for US market

Oct 062023-10-13T14:19:47+00:00

Sept 29


Highlights this week: REPORT: Japan Market Strategy for CY23 Q4 / Visional (4194 JT) / INDUSTRY INSIGHTS: Video games industry round-up / Japan and Canada cooperate in LiB supply chains / After golf and soccer, gaming / eSports is the new sporting focus in Saudi / MISCELLANEOUS, MARKET & MACRO: Does BoJ clarification mean Japan’s bond yields have risen enough? / Japan’s economy delivering “muddle through” numbers again / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: How bad is FY23 Q2 for Sony? / Coherent shares bounce on Japan investment report / Toyota to build 600,000 EVs in 2025

Sept 292023-10-06T15:07:06+00:00
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