Sept 22


Highlights this week: REPORTS: Yaskawa (6506 JT) / BASE Inc (4477 JT) / INDUSTRY INSIGHTS: Pan-America PS5 sales in August up sharply on July / Petrochemical profits threatened by rising naphtha / Europe’s BEV Sales Share Exceeds 20% for First Time / Video games round up - Global console sales +6% YoY in August / MISCELLANEOUS, MARKET & MACRO: BoJ’s JGB buying signals clear change in interest rate policy from January / Japan to construct more missile storage facilities / Government minister jumps on European politicians’ green energy shift / COMPANY INSIGHTS, NES, PREVIEWS & RESULTS: TSMC reportedly pushing back equipment deliveries / Suzuki Motor sees profit-taking

Sept 222023-09-22T15:38:39+00:00

Sept 15


Highlights this week: REPORTS: Toyota Motor (7203 JT) / Appier Group Inc (4180 JT) / INDUSTRY INSIGHTS: Video game industry round-up / iPhone 15 reveal – readthrough for Japanese supply chain names / What does the iPhone 15 Pro Max mean for console gaming? / Rising US auto inventory levels suggest market conditions are changing / MISCELLANEOUS, MARKET & MACRO: Ueda’s hawkish(?) comments / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Starfield issues suggest “Pro” models for Xbox X / PS5 are already needed / Sony’s new automotive camera brings CIS technology in line with LiDAR / Ryobi orders the first giga-press from UBE Corp / Rising oil lifts Komatsu to 5-year high

Sept 152023-09-22T15:32:35+00:00

Sept 01


Highlights this week: REPORTS: Building the Perfect EV Platform / System Integrators / INDUSTRY INSIGHTS: Google hedges its AI bets, adds to AI price war / Machinery: pockets of strength / The metaverse in HR activities / MISCELLANEOUS, MARKET & MACRO: Does the Bank of Japan need to increase liquidity more; could it even do so? / Data out this week / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: New Bandai Namco / Kadokawa video game gets positive reviews / Sony ups PS Plus prices / Equalizer 3 box office receipts expected to be a hit over long weekend / Panasonic unveils power generating window technology / NEC enters process mining in tie-up with industry leader Celonis Celonis

Sept 012023-09-08T13:38:47+00:00

Aug 18


Highlights this week: REPORTS: Semis vs Sox / Nabtesco (6268 JT) / Secure Inc (4264 JT) / INDUSTRY INSIGHTS: Video games: PS5 sales picking up, Pikmin 4 doing well / As semiconductor stocks sell off, the chip market shows signs of recovery / 2023 Q2 camera shipments vols +9% YoY / value +14% YoY / Mounting impetus to restructure chemicals / The rise of the mini EV / Uneven recovery in inbound tourism brings pain to Japan’s credit card processors / Commotion in US pick-up market / COMPANY RESULTS: Ferrotec’s FY23 Q1 in-line / Dentsu suffers FY23 Q2 operating loss / Recruit results rewarded with sharp rise / Mercari sold off as it guides for worsening profitability

Aug 182023-08-25T13:25:24+00:00

Aug 10


Highlights this week: REPORTS: Square Enix (9684 JT) / Japan’s Auto Companies in Goldilocks Market / INDUSTRY INSIGHTS: Japan’s mobile games market slumps / System integrator FY23 Q1 orders / backlogs: winners and losers / MISCELLANEOUS, MARKET & MACRO: China trade data / Japan wage data / Japan’s June results season / COMPANY PREVIEWS & RESULTS: Bandai Namco FY23 Q1 OP -37% YoY / Sony FY23 Q1 OP -31% YoY / Lasertec FY23 OP +92% YoY / Nikon FY23 Q1 OP -79% YoY / Fujifilm Q1 helped by imaging /Tokyo Electron FY23 Q1 OP -30% YoY / Mazda misses FY23 Q1 estimates on higher expenses / Strong performance from Honda in Q1, no change to full year

Aug 102023-08-21T09:53:11+00:00

Aug 04


Highlights this week: REPORTS: Rakuten Pay Terminal: Latest Newcomer in the Crowded Cashless Payment Terminal Market / Hitachi (6501 JT) / INDUSTRY INSIGHTS: Global video game console sales in June +43% YoY / FY23 Q1 for the auto sector as good as it gets? / Chemical results this week / MISCELLANEOUS, MARKET & MACRO: 2023 Q2 results season, thus far, fails to impress / COMPANY INSIGHTS: Switch 2 arrival Christmas 2024? / HCM: FY24 outlook upbeat on mining and price increases / Readacross from CAT results to Japan’s machinery plays / Rakuten’s MOU with OpenAI / Itochu’s tender offer for CT / / COMPANY PREVIEWS & RESULTS: Consumer Electronics: Nintendo.......

Aug 042023-08-10T17:36:52+00:00

July 07


Highlights this week: REPORTS : Yaskawa Electric (6506 JT) / INDUSTRY INSIGHTS: Global mobile game revenues on the rise / Did the global semiconductor market shrink in 2023 Q2? / Strong June auto sales growth in Japan / MISCELLANEOUS, MARKET & MACRO: Readthrough from the Tankan / Disappointing US ISM data / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Vision Pro production issues bring OLEDoS / micro-OLED fight to the fore / Do iPhone 15 supply chain issues threaten launch timing? / Mixed news for Final Fantasy XVI sales / Sega Sammy softens blockchain gaming position / Wolfspeed, Renesas in 10yr chip supply deal / Shin-Etsu’s forthcoming FY23 earnings guidance

July 072023-07-14T13:29:36+00:00

June 30


Highlights this week: REPORTS: JIC Bids for JSR (4185 JT) / Komatsu (6301 JT) / Subaru (7270 JT) / INDUSTRY INSIGHTS: Are we in a new video game industry upswing? / Memory chip prices continue to slide / Disparate performances for chemical shares / Considering construction machinery names / Trends in Japan’s e-commerce apps / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: PS5 outsells Xbox 2:1 in Americas region in May / Final Fantasy XVI debut – how good is it vs Final Fantasy XV / Microsoft / Activision: Sony was right to make a fuss / Sony data accidentally leaked at Activision enquiry / Is Microsoft targeting Sega Sammy again? / Uncertainty over Nissan

June 302023-07-07T15:03:27+00:00

June 16


Highlights this week: REPORTS: Socionext (6526 JT) / Daikin (6367 JT) / Visional (4149 JT) / INDUSTRY INSIGHTS: Strong week for video game hardware sales in Japan / Memory prices continue to fall / MISCELLANEOUS, MARKET & MACRO: N225 surpasses high hit in the famous “dead cat bounce” of summer 1990 / Data release for May producer prices and machine tool orders; Apr machinery orders / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Spider-man: “Across” is Sony’s highest-grossing animated film / India’s watchdog bans Zee execs / AMD launches Instinct MI300 AI chips / TDK earnings may not gain momentum until Q2 / Toyota shares surge on tech strategy update

June 162023-06-23T13:16:17+00:00

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 022023-06-09T14:42:55+00:00
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