Oct 15


Highlights this week: REPORTS: Can automakers maintain their FY21 guidance numbers? / Sansan Inc (4443 JT) / INDUSTRY INSIGHTS: US auto financial services continue to perform well / Fallout from the fourth (?) oil shock / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Sony / TSMC linked to new US$7bil fab in Japan / Venom 2 holds up despite James Bond release / Apple’s Q4 iPhone production 10mil units below original guidance / TSMC confirms Japan IC Fab as 22/28nm / Q3 results and Q4 outlook upbeat / Nissan presents its Intelligent Factory / Suzuki makes progress in Europe / ¥$ at 113 could add ¥85bil to Toyota’s Q3 OP

Oct 152021-10-15T12:56:25+00:00

Oct 08


Highlights this week: REPORTS: Shift Inc (3697 JT) / Sansan Inc (4443 JT) / Mercari Inc (4385 JT) / INDUSTRY INSIGHTS: Have memory prices stopped falling? / Ball bearings firm, partly on Q3 auto recovery hopes / MARKET / MACRO: Kishida’s policy proposals send the market lower / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Disco’s Q2 ahead of guidance / Honda enters commercial outer space business / Sumitomo Chemical firms on biotechnology / Asahi Kasei and others expanding in healthcare / Toyota and Mazda start production at new Alabama plant / Mazda expands its crossover line-up with five new models / Plus additional COMPANY NEWS

Oct 082021-10-15T12:52:46+00:00

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 20


Highlights this week: REPORTS: Ferrotec (6890 JT) / INDUSTRY INSIGHTS: Japan alliance against auto cyberattack / July US video game data / Mobile game revenues struggling / China’s EV market is booming but it’s a struggle for Japan’s automakers / MACRO / MARKET: / Baltic freight rates / Shanghai exports / Japan’s GDP +0.3% QoQ in 2Q / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Tokyo Electron 1Q FY21 OP +92% YoY / Sapphire Rapids-SP pushback to impact Shinko 2H FY21; FY21 OP beat still likely /Toyota’s production plans / Ferrotec limit up in weak market on record Q1 / istyle’s FY21 results

Aug 202021-08-27T15:27:43+00:00

Jul 21


Highlights this week: REPORTS: Sansan (4443 JT) / Demae-can (2484 JT) / INDUSTRY INSIGHTS: Results of the “DX promotion status in the real estate industry” survey / MISCELLANEOUS & MACRO: Does Japan have inflation? / Olympics planning has not inspired confidence / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS / Twitch goes wild for FF14 as Asmongold’s team die in heartbreak defeat to boss / Nidec reports strong profit growth in FY21 Q1 / Might Netflix be working with Sony on streaming games? / Glory in PoS equipment leasing move / Disco 1Q OP +66% YoY / Ferrotec to post ¥7.5bil one-off gain from affiliate share issue

Jul 212021-08-06T16:29:55+00:00

Jul 02


Highlights this week: REPORTS: Japan Market Strategy for Q3 2021 / TDK (6762 JT) / Subaru (7270 JT) / INDUSTRY INSIGHTS: The rising cost of building a PC / IP acquisitions by game makers / MACRO: No wobbles with Day 1 economic data / Tankan falls short of expectations / COMPANY INSIGHTS: Sony: How much of a threat Windows 11? / FY21 Q1 OP revisited / Cyberpunk 2077 returns to the PlayStation store / Might Nintendo have to phase out the Switch sooner than expected? / Honda’s EV plans raise questions / New Civic / Plus additional COMPANY INSIGHTS

Jul 022021-07-12T07:50:38+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
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