Sept 09


Highlights this week: REPORTS: iStyle (3660 JT) / Subaru (7270 JT) / INDUSTRY INSIGHTS: Mobile game revenues continue weaker / Video game console sales +16% YoY in the week to 27 Aug / DDR5 prices falling, but still short of being competitive / July global semiconductor sales fall 6% YoY / MISCELLANEOUS, MARKET & MACRO: Olympics bribery scandal and arrests / European natural gas prices / The ¥/US$ and JGB yields / The thorny issue of inflation subsidies / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Call of Duty update: game to be available on PS for “several more years” / The PS6 question arises again / Reports of Sony PS5 immediate availability in US / Panasonic increasingly set for clear run on 4680 batteries for Tesla in US

Sept 092022-09-09T15:20:33+00:00

Sept 02


Highlights this week: REPORTS: Ferrotec Holdings (6890 JT) / AMD’s Ryzen 7000 Series / INDUSTRY INSIGHTS: Global console sales -2% YoY in week to 20 August / 2022 LCD monitor shipments set to fall / Q2 2022 global NAND revenues +10% YoY, +1% QoQ / Japan’s semiconductor material suppliers lured by US CHIPS Act to invest / US DoC’s restrictions hit SPE- / packing-related stocks / Hydrogen theme revival / China plug-in vehicle sales continue to soar despite new subsidy for ICEs / July global auto production / Aug US auto sales / COMPANY INSIGHTS, NEWS, Previews & RESULTS: What are the implications if Amazon bids for EA? / MISCELLANEOUS MARKET & MACRO: Macro data out this week / Is Japan quietly tightening?

Sept 022022-09-09T15:14:56+00:00

Aug 26


Highlights this week: REPORTS: Global Video Game Outlook / Demae-can (2484 JT) / INDUSTRY INSIGHTS: Semiconductor inventories: now are they an issue? / Video game console sales below 700,000/wk, mobile revs sliding / PS5 sales down YoY in latest weekly data / Real estate companies support DX: survey feedback / Japan’s nuclear plans / MISCELLANEOUS, MARKET & MACRO: Many corporations still cautious with forex assumptions / Tokyo CPI / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: How exposed is Sony over the new PlayStation court case? / Sony’s PSVR2 set to be playable at Tokyo Games Show / Nidec COO Jun Seki is leaving the motor maker / Ferrotec edges up 1% WoW on firm FY22 outlook

Aug 262022-09-02T14:43:45+00:00

Aug 19


Highlights this week: REPORTS: US EV Tax Bill / Semiconductor Cycle Update / Daikin Industries (6367 JT) / INDUSTRY INSIGHTS: More bad news for memory: iPhone 14 Pro likely to have just 128GB storage / DRAM industry revenues increase in Q2 2022 / China auto sales surge in July – Japanese underperform / MISCELLANEOUS, MARKET & MACRO: Japan Q2 GDP +0.5% QoQ / China July economic data disappoints / China container rates down for 5th week in a row / The weak side of the weak yen / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Ghost of Tsushima movie to be in Japanese, with an all-Japanese cast? / Might Sony launch its own PC game platform? / Ferrotec up 10% on strong Q1 but possible flattening in FY22?

Aug 192022-08-26T14:11:17+00:00

Aug 12


Highlights this week: Reports Out This Week: Nintendo (7974 JT) / Mercari (4385 JT) / INDUSTRY INSIGHTS: Japan tech plays hit by Micron’s earnings warning / MISCELLANEOUS, MARKET & MACRO: Topix 100 OP -1% YoY through Friday / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Nexon 2Q OP +47% YoY / Tokyo Electron 1Q OP -17% YoY / SoftBank’s 1Q ¥3.2tril pre-tax loss / Nissha hikes FY22 target again / Toray guides for higher carbon fiber OP, cuts plastics / Market reacts positively to Isuzu’s Q1 results / Mazda reports an operating loss / Honda raises its FY22 guidance / Hino & Toyota face US lawsuit / Daifuku’s Q1 falls despite boost from weak yen but shares firm / Nabtesco to pass on costs in FY23

Aug 122022-08-19T13:21:45+00:00

Jul 22


Highlights this week: REPORTS: Feedback from the July 2022 Automotive News Europe Congress / DX Small- / Mid-Caps – From Gloom to Swoon? An Update Sysmex Corp (6869 JT) / Enigmo (3665 JT) / INDUSTRY INSIGHTS: Video game console sales down 7% YoY – week to 9 July / Q2 CY22 global smartphone shipments -9% YoY / US CHIPS Act progress could brighten sentiment / MISCELLANEOUS MARKET & MACRO: Foreigners net buyers of Japanese equities last week / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Square Enix in NFT move / Sony wins opening round in PlayStation Store legal battle / ASML cuts full year revenue guidance / Disco 1Q FY22 OP +40% YoY / Nidec preview / results / market reaction

Jul 222022-07-29T16:41:41+00:00

Jun 17


Highlights this week: REPORTS: Capcom (9697 JT) / INDUSTRY INSIGHTS: Video game console sales picking up / VC money coming Japan’s way? / MISCELLANEOUS, MARKET & MACRO: China economic data for May shows mild improvement from April / JGB market 2022 vs UK sterling crisis 1992 / What next for the JGB market? / Trade numbers show yen’s effect / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Can Capcom get to 37mil games sold in FY22? / Hitachi’s Investor Day presentation / Nervousness on Nidec’s succession plans – or lack of / Honda launches new HR-V in the US / Sony Honda Mobility Inc to launch EVs in 2025 / Toray / LG Chem confirm LiB separator JV / Fanuc firm on broker upgrade /

Jun 172022-06-24T14:37:47+00:00

Jun 10


Highlights this week: REPORT: REPORT: Mercari (4385 JT) / What Now for the Flip Chip Package Makers? / Blessed are the Bean Counters: An Update / INDUSTRY INSIGHTS: Global video game revenues +4% YoY in Q1 2022 with a pick-up in May / iPhone 14 leaks suggest subdued upgrade / April semiconductor shipments weaker than they look / DRAM prices down 10% QTD / Fertilizer shares rise along with titanium / US auto sales plunge in May / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Sony PS5 State of Play / PS5 shipments / Capcom’s Showcase / Sony, Honda may IPO EV JV / Can Panasonic leverage Blue Yonder? / Tokyo Electro’s Mid-Term Plan / Intel pushes back Sapphire Rapids SP launch / Nidec to streamline chip procurement

Jun 102022-06-17T13:53:30+00:00

Apr 08


Highlights this week: REPORTS: Wacom (6727 JT) / INDUSTRY INSIGHTS: February camera shipments weak / Japanese machinery stocks may be at risk if Russia becomes an ESG issue / China lockdown threatens already weak smartphone market / Semiconductor order lead time continues to rise despite production ramp-up / Global auto sales under pressure / COMPANY INSIGTS, NEWS, PREVIEWS & RESULTS: Honda and GM to extend their EV collaboration / Denso sags on Honda / GM EV tie-up / Sony looks to be a loser from the Honda / GM EV tie-up / Might Microsoft add Activision games to Game Pass? / Can Panasonic resolve its main problem of lack of scale?

Apr 082022-04-22T16:06:08+00:00

Mar 25


Highlights this week: REPORTS: Global Semiconductor Industry: Time for Closer Inspection / SPE, IC or Supply Chain Names: Where Next for the Semiconductor Sector? / ExaWizards (4259 JT) / GA Technologies (3491 JT) / INDUSTRY INSIGHTS: Solid state batteries? Long live lithium-ion batteries! / MISCELLANEOUS, MARKET & MACRO: Jibun Bank Japan March PMI / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Nvidia unveils Grace CPU superchip / Is it time to break up Toshiba? / More acquisitions for Sony / GT7 pricing backlash / Yen weakness; Shin-Etsu and TDK / Suzuki steps up electrification efforts in India / Toyota announces ¥bil buy back

Mar 252022-04-01T16:02:16+00:00
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