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 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 05


Highlights this week: REPORTS: Toyota Motor (7203 JT) Preview and Results / The Rise of Digital Invoicing in Japan / Global June Semiconductor Shipments / COMPANY NEWS: Mitsubishi Chemical may split off petrochemicals / Hino emission data falsification case broadens / MISCELLANEOUS, MARKET & MACRO: Company results thus far: * Latest results underscore a market problem: what happens when the market gets a cyclical stock or sector 100% wrong? / * Duller and a bit more disappointing than expected / COMPANY PREVIEWS & RESULTS: Sony 1Q OP +10% YoY, revises down FY22 / ups PS5 shipments / Nintendo 1Q OP -15% YoY / SQE 1Q FY22 OP -17% YoY / Bandai Namco 1Q OP +64% YoY

Aug 052022-08-12T14:26:07+00:00

Jul 08


Highlights this week: REPORTS: Japan Market Strategy for CY22 Q3 / Bets on e-Fuels – Saving the Combustion Engine / INDUSTRY INSIGHTS: CY22 Q2 US auto sales record double-digit sales decline / Update on video game console sales / May camera shipments highest since Nov 2018 / 2022 smartphone shipments set to be lowest since 2014 / China standards to focus on printer copier market; are servers next? / Auto sector under pressure / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Apple raises iPhone 13 prices in Japan / Nikkei report claims Nintendo is unable to make enough Switch consoles / Could Forspoken be SQE’s last western-style RPG? / Mixed reviews for Sony PC Gaming equipment

Jul 082022-07-15T12:12:43+00:00

Jul 01


Highlights this week: REPORTS: Recruit Holdings (6098 JT)Daikin Industries (6367 JT)INDUSTRY INSIGHTS: NAND flash prices slumping / Automakers’ May production offers mixed picture / China EV market back to new-found strength / MISCELLANEOUS, MARKET & MACRO: Global warming comes to Japan / Shipping rates / Tankan woes / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Shin-Etsu’s new antibacterial coating / GlobalWafers’ Texas plans may be contingent / Toyota seeks more support for hybrids in Japan – e-fuels to make hybrids ‘clean’ / Nissan discloses several details on the Renault alliance / Net Protections extends YTD loss to 69% / Rakuten falls as Rakuten Mobile loses out to competitors

Jul 012022-07-08T14:49:42+00:00

Jun 24


Highlights this week: REPORTS: Honda (7267 JT) / Fanuc (6954 JT) / INDUSTRY INSIGHTS: Video game console sales slide / Weak yen helps April camera shipments / PC build costs easing / Auto price hikes on the horizon in Japan / Japan SPE Billings +0.8% YoY / MISCELLANEOUS, MARKET & MACRO: Consumer staples getting price hikes / Commodity plays weak as copper and oil prices ease / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Sony targeting 60% of image sensor market / working on 100M sensor / New CATL EV battery powerful but heavy / Suzuki / Honda starts building EV plant in China / Toyota cuts production forecasts again / Sharp rise in Diamond Electric Electric / CyberAgent surges as Uma Musume ranks No. 1 in Korea

Jun 242022-07-01T15:21:04+00:00

May 27


Highlights this week: REPORTS: The Global Semiconductor Industry – Introduction to the Data Processing Unit / Ferrotec (6890 JT): Capacity Expansion Leap over FY22~FY23 / INDUSTRY INSIGHTS: Will the new minicar EV kick-start an EV boom in Japan? / Echoes of Asian chip sector sentiment in 2021 as broker calls the US semiconductor sector “uninvestable” / Japan SPE billings +9% YoY in April / MISCELLANEOUS, MARKET & MACRO: Share buybacks continue apace / Nvidia, Alphabet, and lessons from the Japanese market crash of 1990 / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Our thoughts on Sony’s Investor Day presentations / Sony, again, goes after photo / video production market with new phone

May 272022-06-10T15:10:03+00:00

May 20


Highlights this week: REPORTS: Why semiconductor stocks need a reappraisal / Square Enix (9684 JT) / Mitsubishi Motors (7211 JT) / Nomura Research Institute (4307 JT) / Enechange (4169 JT) / Ukraine From an Eastern Europe Perspective / INDUSTRY INSIGHTS: Autos outlook for FY22; an overview / Global auto sales plunge at beginning of fiscal year / Japan, UK in fighter jet tie-up move / Q1 2022 camera shipments / Game console sales continue to struggle / COMPANY PREVIEWS & RESULTS: Consumer Electronics / Gaming results comments for: Square Enix (9684 JT), GungHo (3765 JT) / Disappointing results and outlook for Yamaha Motors (7272 JT) / Machinery results for Daifuku (6383 JT)

May 202022-05-27T15:11:43+00:00

May 13


Highlights this week: REPORTS: Yaskawa Electric (6506 JT) / Kaneka (4118 JT) / NRI (4307 JT) / COMPANY NEWS: Daikin resumes Shanghai production / NTT Data to combine overseas operations with parent NTT Corp / MISCELLANEOUS, MARKET & MACRO: Wage growth / household spending / JGB yields / COMPANY PREVIEWS & RESULTS: Consumer Electronics / Gaming results for: Sony (6758 JT), Nintendo (7974 JT), Capcom (9697 JT), Panasonic (6752 JT), Sega Sammy (6460 JT) / COMPONENTS & PRECISION RESULTS for: Taiyo Yuden (6967 JT), Rohm (6963 JT), Nikon (7731 JT), Tokyo Electron (8035 JT) / / AUTO RESULTS: MMC (7211 JT), Toyota (7203 JT), Suzuki (7269 JT), Subaru (7270JT), Nissan (7201 JT)

May 132022-05-20T11:38:19+00:00

Apr 22


Highlights this week: REPORTS: Price Challenges for Japan’s Materials Manufacturers / Renault’s EV Spin-off Plans; Consequences for Nissan / Sony Outlook for FY22 / INDUSTRY INSIGHTS: Japan machinery order backlog hits new high in February / Signs of thaw in the Chinese video game sector / Don’t throw away your washing machine! The chip shortage takes a peculiar turn / MISCELLANEOUS, MARKET & MACRO: Kuroda on inflation / Inflation and the yen / China March macro data / Currency impacts starting to become very significant / March headline inflation / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Sony: ups Epic Games stake / delays in PSVR2 and Across the Spider-verse to 2023?

Apr 222022-05-06T15:12:01+00:00
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