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 16


Highlights this week: REPORTS: Shift Inc (3697 JT) / Ferrotec (6890 JT) / Nidec (6594 JT) / INDUSTRY INSIGHTS: Chip shortage continues to hurt the auto industry / Return of auto shows, but differently/ Will UK MPs drive change to streaming revenues, splits? / MACRO: June industrial production revised down / PayPay vs pring / Z Holdings: umbrella companies offer BNPL/ Sony’s ‘State of Play’ / Sony TV / COMPANY INSIGHTS: Murata’s SSB being sold to the industrial machinery industry / Update on iPhone 13 leaks/ Plus additional COMPANY NEWS / PREVIEWS & RESULTS

Jul 162021-07-21T13:03:48+00:00

Jul 09


Highlights this week: REPORTS: TIS (3626 JT) / INDUSTRY INSIGHTS: Has the video game bubble burst? / US auto sales surge in Q2 / MACRO: Weak China data / Wage data for May: not as good as hoped / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Might Nintendo report a YoY fall in 1Q FY21 OP? / The Switch OLED unveil / Sony PS5 State of Play / Capcom’s Resident Evil: Infinite Darkness releasing on Netflix / Nidec could benefit from EV expansion at Stellantis / Z Holdings gets perpetual rights to use Yahoo brand, tools / experiments with Instant Delivery service / Two new subsidiaries for DeNA / Plus additional COMPANY PREVIEWS & NEWS

Jul 092021-07-18T08:09:42+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 11


Highlights this week: REPORTS: Shinko Electric (6967 JT) Toyota Motor (7203 JT) INDUSTRY INSIGHTS: Japan goes national with its semiconductor project Japan MedTech stocks rally on expectations for clearer regulation KKR to raise investments in Japanese cloud software start-ups: report Vaccination program plays moving COMPANY INSIGHTS: Growing ARM-Based CPU adoption seen as positive for Shinko, Ibiden Tokyo Electron’s ASML research deal set to secure NA EUV era market Is the market too pessimistic about TDK? Plus additional COMPANY INSIGHTS

June 112021-06-21T09:52:46+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

May 28


Highlights this week: REPORTS: NEC (6701 JT) Fintech in Japan Toyota Industries (6201 JT) INDUSTRY INSIGHTS: Outlook for IoT / smart sensor / LoRaWAN markets Shipping rates vs shipper’s forecasts MACRO: Supermarket sales strong in April Company INSIGHTS: Sony’s IR day(s) feedback / Eyeing 23mil PS5 console unit sales in FY22 / Film business in question again following Amazon / MGM merger / Sony’s camera tech to be used in KHI’s industrial robots Nintendo, the chip shortage and Switch sales IIJ & the power of compound interest Plus additional COMPANY INSIGHTS

May 282021-06-05T16:00:34+00:00

May 21


Highlights this week: REPORTS: NRI (4307 JT) INDUSTRY INSIGHTS: Is Japan’s casino push dead in the water? China fortifies its position as core market among Japanese automakers Battle over electric pickup truck market set to begin MACRO: April machine tool orders +2.2x YoY; -3% MoM Weak CY21 Q1 GDP COMPANY INSIGHTS: Sony vs Discovery Murata vs Taiyo Yuden Murata in energy saving / energy harvesting IoT move Apple pushes for 5G handset discounts Plus additional COMPANY INSIGHTS, PREVIEWS, NEWS & RESULTS

May 212021-05-28T14:26:04+00:00
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