Oct 15

2021-10-15T12:56:25+00:00

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

2021-10-15T12:52:46+00:00

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

2021-10-08T13:26:29+00:00

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 10

2021-09-20T12:44:47+00:00

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

Sep 03

2021-09-14T08:45:38+00:00

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 27

2021-09-06T09:03:08+00:00

Highlights this week: REPORTS: CyberAgent (4751 JT) in FY23 is Different from CyberAgent in FY21 / Valve’s Steam Deck: New Competition for the Switch / INDUSTRY INSIGHTS: Mobile game sales picking up in Asia on Covid / Government subsidies for EVs, HEVs, FCVs / MACRO / MARKET: LDP loses Yokohama seat / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: TSMC raises prices, but DRAM price slide accelerates / NEC regains No.1 spot for face recognition technology / Sony film unit sale talk is back / Square Enix and Panasonic develop a new wearable gaming speaker system / Plus additional COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS

Aug 272021-09-06T09:03:08+00:00

Aug 20

2021-08-27T15:27:43+00:00

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

Aug 13

2021-08-20T16:02:58+00:00

Highlights this week: RESULTS: Square Enix (9684 JT) / Daifuku (6383 JT) / INDUSTRY INSIGHTS: DRAM price slide picking up speed / MACRO: China trade data / shipping rates / Japan PPI / Japan probes underwriting fairness / COMPANY NEWS & INSIGHTS: Sony’s VR successor / Konami announces its Gamescom 2021 Line-up / COMPANY RESULTS, PREVIEWS & ANNOUNCEMENTS / Nexon 2Q FY21 -42% YoY / IIJ 1Q FY21 OP +113% YoY / MEC 2Q FY21 OP +53% YoY / V-Cube FY21 2Q OP +6% YoY / GMO Financial Gate’s FY21 Q3 results / Rakuten’s FY21 Q2 results / Mercari’s FY21 results / Recruit’s FY21 Q1 results / Plus additional COMPANY NEWS

Aug 132021-08-20T16:02:58+00:00

Aug 06

2021-08-14T06:21:06+00:00

Highlights this week: REPORTS: Sony (6758 JT) / Fanuc (6954 JT) / COMPANY INSIGHTS: Hitachi buys Thales’ rail signalling operation / Money Forward to issue new shares to foreign investors to pay for business expansion / Nexon’s business strategy and new titles showcased / INDUSTRY INSIGHTS: Is there a sea change in the fantasy RPG world? / MACRO: The Japanese earnings story remains compelling / COMPANY INSIGHTS: NEWS / PREVIEWS & RESULTS: Nintendo: First reviews for Switch OLED / FY21 1Q OP -17% YoY / Sony’s FY21 1Q results / Horizon Forbidden West release delayed / Plus additional COMPANY INSIGHTS: NEWS / PREVIEWS & RESULTS

Aug 062021-08-14T06:21:06+00:00

Jul 30

2021-08-06T16:31:30+00:00

Highlights this week: REPORTS: Money Forward (3994 JT) / Nissha Co (7915 JT) / Toyota Motor (7203 JT) / Nissan Motor (7201 JT) / Tech Sector Strategy / INDUSTRY INSIGHTS: China widens internet crackdown / China’s crackdown on online tutoring businesses / MARKET / MACRO: Might 1Q FY21 be a record OP for Topix 100? / COMPANY NEWS: Nintendo to shut down its Dr. Mario mobile game / PS5 cumulative sales hit 10mil / Rakuten hit by negative news on several fronts / COMPANY PREVIEWS / RESULTS: Advantest FY21 1Q OP: all-time high / Hitachi 1Q FY21 AOI +124% YoY / Plus additional COMPANY PREVIEWS & RESULTS

Jul 302021-08-06T16:31:30+00:00
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