Precision / SPE

Home/Posts/Precision / SPE

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

Apr 01


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


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

Feb 26


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


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


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

Jan 15


Highlights this week: REPORTS: Sony (6758 JT) INDUSTRY INSIGHTS: More auto production cuts due to global chip shortage The NAND conundrum SPE strong China driving automation COMPANY INSIGHTS: BASE Inc forms an alliance with note Inc Sony’s Vision S, one year on Plus additional COMPANY INSIGHTS & RESULTS

Jan 152021-01-22T15:32:40+00:00

Dec 31


Highlights this week: REPORTS: Out now: the PSA Japan Perspective 2021 INDUSTRY INSIGHTS: PC component shortages abound Materials manufacturers’ shares mixed MACRO: Jobs offers : applicants / CPI / Nov IP / Suga’s popularity COMPANY RESULTS / FORECASTS: Cybozu’s investments for growth will depress FY21 OP by 50%+ Demae-Can’s results disappoint the market Plus additional COMPANY INSIGHTS

Dec 312021-01-15T16:34:47+00:00

Dec 11


Highlights this week: REPORTS: Sansan Inc (4443 JT) INDUSTRY INSISIGHTS: Japan unveils its hydrogen program Digital console game sales struggling MACRO: Q3 GDP / Nov household spending and bankruptcies COMPANY INSIGHTS: New NEC contracts underscore changing business Update on Kuroda Precision’s in-vogue Fastec system Might NTT push through a merger of the NEC and Fujitsu telecom equipment businesses? Plus additional COMPANY INSIGHTS

Dec 112020-12-18T14:38:26+00:00

Nov 27


Highlights this week: REPORTS: BASE Inc (4477 JT) Daikin (6367 JT) INDUSTRY INSIGHTS MLCCs and semiconductors: two sides of the same coin Mixed outlook for US auto sales financing business EV-plays sparking interest Request for easier renewable energy regulations COMPANY INSIGHTS: PS5 shortage continues Nintendo taps Sharp for Switch production New rice-milling game becoming a cult hit for Marvellous Plus additional COMPANY INSIGHTS

Nov 272020-12-04T14:18:10+00:00