Sep 17


Highlights this week: REPORT: Market Strategy: Is It Time for (More) Foreign Investors to Positively Reappraise the Japanese Market? / The Automotive Operating System – the Big Issue / INDUSTRY INSIGHTS: Japan August SPE billings +30% YoYMACRO: Acquisitions and issues / Import / export data and foreign investor flows / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Nintendo cuts Switch price in Europe / Weekly Switch sales recover the 300K mark / Nidec outlines ¥100bil machine tool plan; Nagamori is back / NEC Mobile PoS function upgrades hit 200 mark / Apple reveals its 2021 iPhones / Investors appear trusting of Asahi Kasei's Itamar acquisition

Sep 172021-10-08T13:26:29+00:00

Sep 03


Highlights this week: REPORTS: The Global Semiconductor Industry – Overheating or Just Warming Up? / Tokyo Electron (8035 JT) / INDUSTRY INSIGHTS: China limits underage gaming to three hours a week / Japanese gaming, a roundup of the week / Japan software spend continues to boom / COMPANY INSIGHTS: News / Previews & Results / Murata’s quick restart at Fukui / underscores a healthy MLCC market / TSMC asking for 15% price cut from suppliers? / WDC enquires about a Kioxia merger / Sony’s PS5 redesign attracts controversy / Mazda tackle its China problem / Subaru’s all-new Solterra SUV EV / Daikin’s record listing highs continue /

Sep 032021-09-14T08:45:38+00:00

Aug 27


Highlights this week: REPORTS: CyberAgent (4751 JT) in FY23 is Different from CyberAgent in FY21 / Valve’s Steam Deck: New Competition for the Switch / INDUSTRY INSIGHTS: Mobile game sales picking up in Asia on Covid / Government subsidies for EVs, HEVs, FCVs / MACRO / MARKET: LDP loses Yokohama seat / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: TSMC raises prices, but DRAM price slide accelerates / NEC regains No.1 spot for face recognition technology / Sony film unit sale talk is back / Square Enix and Panasonic develop a new wearable gaming speaker system / Plus additional COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS

Aug 272021-09-06T09:03:08+00:00

Aug 13


Highlights this week: RESULTS: Square Enix (9684 JT) / Daifuku (6383 JT) / INDUSTRY INSIGHTS: DRAM price slide picking up speed / MACRO: China trade data / shipping rates / Japan PPI / Japan probes underwriting fairness / COMPANY NEWS & INSIGHTS: Sony’s VR successor / Konami announces its Gamescom 2021 Line-up / COMPANY RESULTS, PREVIEWS & ANNOUNCEMENTS / Nexon 2Q FY21 -42% YoY / IIJ 1Q FY21 OP +113% YoY / MEC 2Q FY21 OP +53% YoY / V-Cube FY21 2Q OP +6% YoY / GMO Financial Gate’s FY21 Q3 results / Rakuten’s FY21 Q2 results / Mercari’s FY21 results / Recruit’s FY21 Q1 results / Plus additional COMPANY NEWS

Aug 132021-08-20T16:02:58+00:00

Aug 06


Highlights this week: REPORTS: Sony (6758 JT) / Fanuc (6954 JT) / COMPANY INSIGHTS: Hitachi buys Thales’ rail signalling operation / Money Forward to issue new shares to foreign investors to pay for business expansion / Nexon’s business strategy and new titles showcased / INDUSTRY INSIGHTS: Is there a sea change in the fantasy RPG world? / MACRO: The Japanese earnings story remains compelling / COMPANY INSIGHTS: NEWS / PREVIEWS & RESULTS: Nintendo: First reviews for Switch OLED / FY21 1Q OP -17% YoY / Sony’s FY21 1Q results / Horizon Forbidden West release delayed / Plus additional COMPANY INSIGHTS: NEWS / PREVIEWS & RESULTS

Aug 062021-08-14T06:21:06+00:00

Jul 16


Highlights this week: REPORTS: Shift Inc (3697 JT) / Ferrotec (6890 JT) / Nidec (6594 JT) / INDUSTRY INSIGHTS: Chip shortage continues to hurt the auto industry / Return of auto shows, but differently/ Will UK MPs drive change to streaming revenues, splits? / MACRO: June industrial production revised down / PayPay vs pring / Z Holdings: umbrella companies offer BNPL/ Sony’s ‘State of Play’ / Sony TV / COMPANY INSIGHTS: Murata’s SSB being sold to the industrial machinery industry / Update on iPhone 13 leaks/ Plus additional COMPANY NEWS / PREVIEWS & RESULTS

Jul 162021-07-21T13:03:48+00:00

Jun 25


Highlights this week: REPORTS: GMO Financial Gate (4051 JT) / Astellas (4503 JT) / INDUSTRY INSIGHTS: Might June global semiconductor revenues hit an all-time high? / Shift upmarket for digital cameras continues / Carbon trading: no pain, no gain / MACRO: A busy week ahead – what to look out for / COMPANY INSIGHTS: Sony talks up PS5 post E3 / Square Enix’s Final Fantasy IX set for animation series / Kioxia IPO looks set for September / Nissan sees better than expected performance / Invests in WeRide / Hitachi decision on HCM / May China machine tool orders / Plus additional COMPANY INSIGHTS

Jun 252021-07-05T09:25:03+00:00

June 18


Highlights this week: REPORTS: DTS Corp (9682 JT) SOX / SPE Diamond Electric (6699 JT) INDUSTRY INISIGHTS: Is it post peak cycle for video game stocks? FCVs gaining acceptance Why SOX won’t lie down Quantum computing attracting retail investor interest COMPANY INSIGHTS: NEC / Samsung team wins first UK 5G OpenRAN contract Square Enix reveals new Marvel game due out in Oct CyberAgent launches a new game Sony acquires UK audio content producer Plus additional COMPANY INSIGHTS, PREVIEWS & RESULTS

June 182021-06-28T07:56:51+00:00

June 04


Highlights this week: REPORTS: Cyber Security Cloud (4493 JT) INDUSTRY INSIGHTS: Video game console sales The race in Japan between FCVs and EVs Basic chemical markets are strong, for now MACRO: Japan retail sales weaken in April Corporate software spend +12% YoY in 1Q 2021 COMPANY INSIGHTS: Sony – Key new in-house games set to be cross-generational SoftBank Corp gets 5G “hurry up” order Is Katerra’s bankruptcy an issue for SoftBank Group shareholders? Nikkei reports Murata, Taiyo Yuden seeing strong orders Plus additional COMPANY INSIGHTS

June 042021-06-11T15:43:18+00:00

May 28


Highlights this week: REPORTS: NEC (6701 JT) Fintech in Japan Toyota Industries (6201 JT) INDUSTRY INSIGHTS: Outlook for IoT / smart sensor / LoRaWAN markets Shipping rates vs shipper’s forecasts MACRO: Supermarket sales strong in April Company INSIGHTS: Sony’s IR day(s) feedback / Eyeing 23mil PS5 console unit sales in FY22 / Film business in question again following Amazon / MGM merger / Sony’s camera tech to be used in KHI’s industrial robots Nintendo, the chip shortage and Switch sales IIJ & the power of compound interest Plus additional COMPANY INSIGHTS

May 282021-06-05T16:00:34+00:00
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