Jan 21


Highlights this week: REPORTS: Readacross from the Microsoft-Activision Deal / CyberAgent (4751 JT) / MISCELLANEOUS, MARKET & MACRO: Prices, wages moving centre stage in Japan / No change to BoJ rate policy but inflation expectations raised / Dec 2021 CPI +0.8% / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Monster Hunter Rise sales hit 8mil / Sony / Japanese video game stocks and the MSFT / ATVI deal / Canon announces dividend policy / ASML and the consequences of missing testing / Toyota tweaks auto production plans again; readacross to Denso / Honda signs agreement with battery maker SES Holdings

Jan 212022-01-28T12:07:53+00:00

Oct 22


Highlights this week: REPORTS: Shin-Etsu Chemical (4063 JT) / GA Technology (3491 JT) / Nomura Research Institute (4307 JT) / Industry Insights: Might video game stocks’ earnings surprise on the upside? / Can MLCCs suffer while semiconductors do well? / Survey results on intention to use PayPay / China auto sales drop sharply in September / Company Insights: News / Previews & Results / Nintendo ups the ante with Switch Online / analyst downgrade / Sony sells one of its mobile gaming units for US$1bil / Disco 2Q smashes published consensus / Ferrotec shares overreact to LAM guidance disappointment / Plus additional COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS

Oct 222021-10-29T14:16:37+00:00

Sep 10


Highlights this week: REPORTS: Renesas (6723 JT) / Mitsui Mining & Smelting (5706 JT) / Shift Inc (3697 JT) / INDUSTRY INSIGHTS: Europe’s auto sales plunge / Firm August machine tool orders / 2Q global SPE shipments +48% YoY / Subsidies support domestic machine tool orders / Market / Macro: Nikkei 225 changes / PM Suga’s succession / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Speculation builds regarding Sony’s upcoming PS5 showcase / Sony acquires Firesprite, Canon acquires Redlen / The slowing of Nintendo Switch sales / Square Enix’s Forspoken set for Spring 2022 / PlayStation Showcase: the content and the reaction

Sep 102021-09-20T12:44:47+00:00

Nov 2


Highlights this week: REPORTS: Toyota (7203 JP) FY18 Q2 Preview / Shin-Etsu (4063 JP) FY18 H1 Earnings Meeting – Revising Up Full Year / COMPANY INSIGHTS: Reaction to Docomo’s move to slash tariffs / FA demand could begin to recover soon in China, suggests Fanuc executive / Hitachi Chemical’s IC materials drama unfolds, with feedback from the press conference / EARNINGS COMMENTS: Impressive figures for Murata (6981 JP), Sony (6758 JP), TDK (6762 JP), Shin-Etsu (4063 JP) & IHI (7013 JP) / Disappointing figures for Panasonic, Nitto Denko, Maxell, Aisin, Suzuki, Nabtesco, NGK Spark Plug, Toyoda Gosei, ZOZO Inc, Yahoo Japan& GREE / Upgrades to full-year guidance from Komatsu (6301 JP) & Denso (6902 JP) / No change to guidance from Dexerials (4980 JP) & Capcom (9697 JP)

Nov 22018-11-14T14:05:06+00:00

11 May 2018


Highlights this week: Toyota’s (7203 JP) Upbeat FY18 forecasts / The changing fortunes at Subaru and Suzuki / Capcom’s (9697 JP) market surge / Bandai Namco’s (7832 JP) reported blow-out / Thao Nguyen explains why the market didn’t push Nexon’s (3659 JP) shares higher, despite beating the high end of its guidance

11 May 20182018-05-18T13:15:59+00:00

20 April 2018


Highlights this week: China Reviewing It’s Auto Market Policies / SBI Holdings (8473 JP) 4Q Performance & FY17 Results Preview / Nissan’s (7201 JP) Ambitious Robotaxi plans / As the non-ferrous & rare metal markets continue to rise, we highlight the winners and losers

20 April 20182018-05-10T12:45:04+00:00

6 April 2018


Highlights this week: March Quarter Results Key Indicators for Canon, NEC Restructuring / Fujifilm – Enjoying Success in Mirrorless / Pelham Smithers comments on prospects for GDP growth in Japan

6 April 20182018-05-17T08:44:57+00:00
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