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Apr 09

2021-04-09T15:59:37+00:00

Highlights this week: REPORTS: Sony (6758 JT) Fanuc (6954 JT) Toshiba (6502 JT) INDUSTRY INSIGHTS: Camera industry’s horror show Strong outperformance of Japanese automakers in the US in CY21 Q1 MACRO: Weak household spending, wage data for February China PPI COMPANY INSIGHTS: Is Sony the big winner from Covid Mark II? Sony in 5-yr Netflix exclusivity deal / Sony Music continues to acquire IP Plus additional COMPANY RESULTS & INSIGHTS

Apr 092021-04-09T15:59:37+00:00

Apr 01

2021-04-09T15:47:13+00:00

Highlights this week: REPORTS: Japan Market Strategy Toyota Industries (6201 JT) MACRO: Retail sales; jobs data Tankan looking optimistic INDUSTRY INSIGHTS: Greenhouse gases are a hot topic Implications of an emissions trading scheme Expectations for President Biden’s Infrastructure plan COMPANY INSIGHTS: NEC “Face Express” to be trialled in April, launched in July Hitachi to acquire GlobalLogic for ¥1tril Plus additional INDUSTRY & COMPANY INSIGHTS

Apr 012021-04-09T15:47:13+00:00

Feb 26

2021-03-05T16:08:45+00:00

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 12

2021-02-19T15:42:09+00:00

Highlights this week: REPORTS: Money Forward (3994 JT) Daifuku (6383 JT) INDUSTRY INSIGHTS: Caution on the outlook for video game plays Time for AI stocks to make a comeback? MACRO: Producer prices / Tokyo office vacancy rates COMPANY NEWS / PREVIEWS & RESULTS: Gaming: Results from Bandai Namco / Nexon / KLab Autos / Auto-Parts: Results from Toyota / Honda / Nissan / Diamond Electric Machinery: Results from Daikin / Daifuku / Nabtesco ERP Software: Results from TIS / Cybozu Telecom / Internet / eCommerce: SoftBank / Rakuten Chemicals / Electronic Materials: Sumi Chemical Plus additional COMPANY INSIGHTS

Feb 122021-02-19T15:42:09+00:00

Feb 05

2021-02-12T16:28:57+00:00

Highlights this week: REPORTS: PSA’s Annual Global Auto Sales Outlook: 2021 INDUSTRY INSIGHTS: Debate widens on semis and 5G MACRO: Covid cases Japan’s Jan monetary base +18.9% YoY China’s Caixin’s Jan Composite PMI down from 55.8 to 52.2 COMPANY NEWS, PREVIEWS & RESULTS: Technology: Consumer & Ind’l Electronics / Components / SPE / Precision Sony / Nintendo /Konami / SQE / Panasonic / Hitachi / Rohm / TDK / Kyocera / Lasertec / Nihon Kohden / Megachips / Ibiden / Nikon Plus additional COMPANY NEWS, PREVIEWS & RESULTS

Feb 052021-02-12T16:28:57+00:00

Dec 24

2020-12-31T11:14:13+00:00

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

2020-12-24T14:55:03+00:00

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

2020-12-11T15:57:02+00:00

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

2020-11-27T14:05:44+00:00

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

Oct 30

2020-11-06T13:46:34+00:00

Highlights this week: REPORTS: • Honda (7267 JT) • Fanuc (6954 JT) EARNINGS RELEASES: • Sony FY20 2Q OP +15% YoY • Lasertec 1Q FY21 +217% YoY • Canon 3Q FY20 OP better than expected • Koei Tecmo 2Q FY20 OP +64% YoY • KDDI 2Q FY20 OP +1% Plus additional EARNINGS RELEASES

Oct 302020-11-06T13:46:34+00:00