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
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)
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)
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?
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?
Highlights this week: RESULTS: Japan Market Strategy / Net Protections (7383 JT) / Mazda Motor (7261 JT) / INDUSTRY INSIGHTS: Corporations cooperate to expand hydrogen use / Video streaming content war intensifies in Japan / MISCELLANEOUS, MARKET & MACRO: BoJ buys bonds, yields fall to 0.23% / Japan’s industrial production for Feb weaker than expected / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Sony’s PlayStation subscription: new games not included / cuts 90 PlayStation staff in N America / Bandai Namco unveils more on Gundam Metaverse / Nintendo delays Zelda sequel to 2023 / Renesas: Naka factory back to pre-quake production levels
Highlights this week: REPORTS: ERP / IT software small- mid-caps – from gloom to swoon? / Ferrotec (6890 JT) / MISCELLANEOUS, MARKET & MACRO: Shenzhen lockdown adds to supply chain woes, China issues / China economic data much stronger than feared / Fed speech and weak yen / Japan Feb CPI / COMPANY INSIGHTS, NEWS, PRVIEWS & RESULTS: Elden Ring starts to go off the boil / Is Sony’s sexism case moving on to class action status? / Job losses at ARM / Fujifilm: update on Avigan and Novavax / Mitsui Chemicals to cut PTA capacity / Shin-Etsu, Kaneka hike PVC prices / Nidec shares rebound / Chugai’s patent infringement suit settled
Highlights this week: REPORTS: Corporate Japan and its IT and CyberSecurity Problem / Impact of the Russian / Ukraine War on the Auto Industry / BASE Inc (4477 JT0 / SRE Holdings (2980 JT) / MISCELLANEOUS, MARKET & MACRO: Japan industrial production -1.3% MoM / Share buybacks, retirements in the news / Corporate Japan cuts software spending for second quarter / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS / Sony and Honda’s EV tie-up / Bandai Namco’s Elden Ring continues to prove popular / Guardians of the Galaxy coming to Xbox Game Pass / Nexon’s Jung-ju Kim dies / Rohm revises up / Kaneka hikes solar prices by 20%+
Highlights this week: REPORTS: Video Games – A New Era / Nissan Motor (7201 JT) / Sansan (4443 JT) / Bandai Namco (7932 JT) / Daifuku (6383 JT) / INDUSTRY INSIGHTS: Automakers’ Russian exposure / MISCELLANEOUS, MARKET & MACRO: China crackdown worries add to Ukraine fears / Tokyo CPI jumps in February / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Capcom reveal – Street Fighter 6 is in production / Sony: Uncharted US box office US$51mil, global up to US$139mil / showcases PSVR2 / Nintendo Switch sales down YTD / Why Elden Ring Matters / KDDI begins 5G SA Open-RAN rollout / Sharp in talks to buy Sakai Display
Highlights this week: COMPANY NEWS & INSIGHTS: Kaneka to expand its biodegradable plastic / Good news for Shionogi’s drug / SoftBank solves some problems / COMPANY PREVIEWS & RESULTS: Bandai Namco targets metaverse in new mid-term plan / Nexon 4Q FY21 OP -81% YoY / Colopl 1Q FY22 OP -45% YoY / Renesas 4Q FY21 OP +4x YoY / TEL 3Q FY21 OP +148% YoY / Sega Sammy’s FY21 target suggests a potential loss in Q4 / INDUSTRY INSIGHTS: Spotify, Meta, Twitter issues underscore problems with platform approach / MISCELLANEOUS, MARKET & MACRO: JGB market moves / Eeyoreish Mar Q Topix OP/shr