Feb 25


Highlights this week: REPORTS: Video Games – A New Era / Nissan Motor (7201 JT) / Sansan (4443 JT) / Bandai Namco (7932 JT) / Daifuku (6383 JT) / INDUSTRY INSIGHTS: Automakers’ Russian exposure / MISCELLANEOUS, MARKET & MACRO: China crackdown worries add to Ukraine fears / Tokyo CPI jumps in February / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Capcom reveal – Street Fighter 6 is in production / Sony: Uncharted US box office US$51mil, global up to US$139mil / showcases PSVR2 / Nintendo Switch sales down YTD / Why Elden Ring Matters / KDDI begins 5G SA Open-RAN rollout / Sharp in talks to buy Sakai Display

Feb 252022-03-04T14:55:03+00:00

Feb 18


Highlights this week: REPORTS: CyberAgent (4751 JT) / COMPANY INSIGHTS: Capcom update on 21 Feb? / Hitachi’s incoming C-level management meeting / NEC’s quantum computing / Kioxia’s IPO is back on / Murata to buy Resonant for US$300mil / Nissan to invest in US EV plants / INDUSTRY INSIGHTS: Upcoming video game launches / MISCELLANEOUS, MARKET & MACRO: Dec Q’s GDP / Japan’s Core CPI / Casino resort agreement for Yushima Island / COMPANY Results: Ulvac’s 2Q FY22 (Jun yr-end) OP +61% YoY / Torex Semi 3Q FY21 OP +157% YoY / AMAT guides for further revenue growth / Showa Denko’s FY22 guidance disappoints

Feb 182022-02-25T17:12:30+00:00

Feb 10


Highlights this week: COMPANY NEWS & INSIGHTS: Kaneka to expand its biodegradable plastic / Good news for Shionogi’s drug / SoftBank solves some problems / COMPANY PREVIEWS & RESULTS: Bandai Namco targets metaverse in new mid-term plan / Nexon 4Q FY21 OP -81% YoY / Colopl 1Q FY22 OP -45% YoY / Renesas 4Q FY21 OP +4x YoY / TEL 3Q FY21 OP +148% YoY / Sega Sammy’s FY21 target suggests a potential loss in Q4 / INDUSTRY INSIGHTS: Spotify, Meta, Twitter issues underscore problems with platform approach / MISCELLANEOUS, MARKET & MACRO: JGB market moves / Eeyoreish Mar Q Topix OP/shr

Feb 102022-02-18T13:48:33+00:00

Feb 04


Highlights this week: REPORTS: Yaskawa Electric (6506 JT) / Sony (6758 JT) / INDUSTRY INSIGHTS: US Auto Sales / MISCELLANEOUS, MARKET & MACRO: Buybacks / Dec IP / COMPANY PREVIEWS & RESULTS: Consumer Electronics & Gaming: Sony / Nintendo / Panasonic / Koei Tecmo /SquareEnix/Technology: Lasertec, Murata / NEC / Rohm / Keyence / TDK / Hitachi / Tokyo Seimitsu /Mtb Elec / Nikon / Taiyo Yuden / Ibiden / JEOL / AUTOS: MMC / Suzuki / AUTO PARTS & MACHINERY: Denso / Aisin / Toyota Industries / Daifuku / MinebeaMitsumi / HCM / CHEMICALS & MATERIALS: Dexerials / MISCELLANEOUS: NGK Spark Plug / SRE Holdings

Feb 042022-02-11T10:07:42+00:00

Jan 28


Highlights this week: REPORTS: Cybozu (4776 JT) / Fanuc (6594 JT) / INDUSTRY INSIGHTS: Will the semiconductor market turn down in 2022? / Japan Dec semiconductor equipment billings +71% YoY/ MISCELLANEOUS, MARKET & MACRO: Quarterly reporting set for review / TECH: Canon / Shinko Electric / Advantest / Disco 3Q / Nidec /Capcom/ TELECOM: KDDI / MATERIALS: Nitto Denko / AGC / MACHINERY: Daifuku / Fanuc / INTERNET & eCOMMERCE: CyberAgent / ERP SOFTWARE & IT SERVICES: TIS / Enechange / NTT Data / NRI / COMPANY INSIGHTS: Demae-can and Enigmo head to 12-month lows / Implications for NEC

Jan 282022-02-04T14:52:44+00:00

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

Jan 14


Highlights this week: REPORTS: Money Forward (3994 JT) / Shift Inc (3697 JT) / INDUSTRY INSIGHTS: Production issues impact sales of consoles over holiday period / CY21 China auto sales +3.8% YoY / MISCELLANEOUS, MARKET & MACRO: Tokyo Stock Exchange new section designations / Are Japanese companies behind the curve on raising prices? / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Sony to keep making PS4s through 2022 / Nintendo’s problem for 2022: deciding when to call “time” on the Switch / Yaskawa’s FY21 Q3 results: modest on component shortage / Eisai follows BIIB lower

Jan 142022-01-21T14:41:34+00:00

Jan 07


Highlights this week: REPORTS: PSA Japan Perspective 2022 / Denso (6902 JT) / Sansan Inc (4443 JT) / INDUSTRY INSIGHTS: Auto industry well represented at CES / MISCELLANEOUS, MARKET & MACRO: Important economic data releases / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Sony unveils second BEV, says may enter car-making business / Can Sony, Nexon make gaming work in Hollywood? / PSVR2 may not be permanently tethered – CNET / SQE President hints at future involvement in NFTs, metaverse / Fujifilm to augment DX support services / expands its healthcare business / Toyota’s strong start to the year /

Jan 072022-01-14T15:05:36+00:00

Dec 24


Highlights this week: REPORTS: ExaWizards (4259JT) / INDUSTRYINSIGHTS: Possible end of US EV tax incentive bill - competitive advantage for Toyota, Nissan / MISCELLANEOUS, MARKET & MACRO: Japan department store sales bounce back in Nov / Topix hit a 50-year low relative to the MSCI World Index in US dollar terms / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Spider-man debuts at US$253mil in US box office – 3rd highest ever / Sony inks deal with Zee / Square Enix puts console back-catalogue on sale on smartphone and showcases Q4 lineup/ Micron numbers underscore DRAM market rebound

Dec 242022-01-10T09:18:59+00:00

Dec 10


Highlights this week: REPORTS: The Importance of the DPU and why we think the Arm deal ought to be blocked / Is disruption being disrupted? / Alps Alpine (6770 JT) / Nabtesco (6268 JT) / Giftee (4449 JT) / ‘Tis the season for IPOs: What to expect from the cloud / SaaS Sell-off / MISCELLANEOUS, MARKET & MACRO: 3Q GDP revised down / PPI data / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: iPhone production surge? / Sony in PlayStation subscription service launch report / Square Enix launches Final Fantasy XIV Endwalker expansion pack / Nexon acquires Warhammer licence / Life Science to boost JSR’s growth

Dec 102021-12-28T12:30:00+00:00
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