Mar 05


Highlights this week: REPORTS: Ricoh (7752 JT) INDUSTRY INSIGHTS: Corporate software spend rebounds in Q4 2020 Among electricals, spring wage negotiations take on a Covid spin Mobile game net sales surge in 1Q US auto sales fall in February Wireless pricing wars MACRO: Feb PMI Employment data for Jan CY20 Q4 capex Monetary base COMPANY INSIGHTS: Is Apple set to cut iPhone production more than originally expected? Sony ends on-demand video purchasing from PlayStation Store Plus Additional COMPANY INSIGHTS

Mar 052021-03-12T13:58:33+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

Jan 22


Highlights this week: REPORTS: GA Technologies (3491 JT) Yaskawa Electric (6506 JT) INDUSTRY INSIGHTS: Minamitori Island’s undersea mining project Smartphone payments continue to rise MACRO: US retail sales weak Japan’s IP decline worsens China data Q4 GDP weak, but CY20 is ahead of forecasts COMPANY INSIGHTS: Might PS6 be unaffordable? Capcom’s RE8 reveal Nidec President suggests OEMs will not be makers of future EV engines Plus additional COMPANY INSIGHTS & RESULTS

Jan 222021-01-29T15:00:12+00:00

Dec 24


Highlights this week: COMPANY INSIGHTS: Cyberpunk 2077 and the Sony brand Capcom showcases Monster Hunter Rise Cybozu’s strong November Oracle Japan FY20 H1: steady as she goes ENECHANGE’s explosive IPO debut MACRO: Japan Dec bonuses down 9% YoY INDUSTRY INSIGHTS: Automakers in India to raise prices MLCC makers considering price hikes Plus additional COMPANY INSIGHTS

Dec 242020-12-31T11:14:13+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

Dec 04


Highlights this week: REPORTS: Daifuku (6383 JT) Mazda (7261 JT) GA Technologies (3491 JT) MACRO: Oct industrial production and job offers: applicants INDUSTRY INSIGHTS: Mobile game revenues continue to impress Japan to phase out ICEs, Toyota’s dominance set to increase COMPANY INSIGHTS: NEC starts offering 5G as a service Update on Nanobridge Plus additional COMPANY & INDUSTRY INSIGHTS

Dec 042020-12-11T15:57:02+00:00

Nov 20


Highlights this week: REPORTS: Nintendo (7974 JT) Murata (6981 JT) Our impressions from the Automobilwoche auto conference MACRO: Japan GDP Rebounds Nicely Is deflation returning to Japan? INDUSTRY INSIGHTS: EUV – growing market means competition COMPANY INSIGHTS: Price of a PS5 – if you can get one The trouble with Nintendo… Capcom’s ransomware attack Plus additional COMPANY INSIGHTS & RESULTS

Nov 202020-11-27T14:05:44+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

Nov 06


Highlights this week: REPORTS: NEC (6701 JT) Fujifilm Holdings (4901 JT) Nintendo (7974 JT) INDUSTRY INSIGHTS: FDA paper gives a thumb up to aducanumab 5G capex back in the news October US auto sales Company Insights NEC in Docomo SA 5G core vendor win Sony key in TikTok deal / set to buy Crunchyroll Nidec plans to build European EV motor plant Plus additional COMPANY INSIGHTS & RESULTS

Nov 062020-11-13T14:05:14+00:00