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2009 Japanese IPOs

 Mark As Read    

So, a grand total of 19 IPOs for the whole of calendar year 2009. Down from 49 last year (and the market thought that was bad…) Looking on the bright side, I don't think it is physically possible to go even lower next year. Yay! On the other hand, a V shaped recovery back to […]

CRU, ?Climategate? and reporting in the Japanese media

 Mark As Read    

Or the absence thereof. It's come to a point where the situation is beyond absurd. The story has been reported in all the respectable (and not so respectable) English media outlets I keep up with (NYT, WSJ, Washington Post, Times (UK), Guardian, Telegraph, the Indy, special mention of that esteemed outlet the Washington Times whose […]

Twitter widget

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I have added a twitter widget to this blog as I seem to be doing more twittering than blogging of late (not saying very much, I know), in the vague hope that I may be able to interact with some people over there from over here (not that there are too many people over here […]

Gree?s IPO and service outage

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Gree, Japan's #2 (and original) SNS had its IPO on Dec 17th, instantly valuing the company at an eye popping JPY110B ($1.2B), with PER of 170 and PBR of 104. This makes Gree worth more than the #1 SNS, Mixi, which is currently valued at $900M, which is trading at a PER of 43. Gree […]

2008 Japanese IPOs

 Mark As Read    

Back in February I posted about predictions for the number of IPOs we'll see this year. Market consensus (based on a Nikkei poll of market "experts") was 100-120 IPOs. https://fukumimi.wordpress.com/2008/02/28/where-is-the-japanese-ipo-ma rket-headed-this-year/ The actual number we will see through end of December is 49. 41 IPOs (including one today...

Toyota to sell solar panel equipped Prius

 Mark As Read    

The Nikkei is reporting that Toyota is planning to sell a version of its hybrid Prius with solar panels integrated into the roof of the car, starting 2009. The PV panels will be procured from Kyocera, from whom Toyota have procured panels in the past for various other PV projects (such as setting up PV panels

Sharp and KEPCO to build out PV farm

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Sharp and KEPCO (Kansai Electric Power Company) have announced that they will be building out a 28MW PV farm starting 2009. The plant will use Sharp's thin film PV modules, and will occupy the roof area of Sharp's Sakai 10G LCD/thin film PV plant as well as an adjacent landfill site owned by Osaka

Some additional thoughts on the SB/iPhone news

 Mark As Read    

We can stop talking about 3G iPhone? "rumours". Since SB (and all other Japanese carriers) no longer have legacy 2.xG networks which are actively adding users, a Japanese launch must be equated to 3G. 3G only or 3G+GSM, that is now the question. Coming just one day after SB's launch of their ‘08 summer collection, one

iPhone to be sold through Softbank Mobile in Japan

 Mark As Read    

Softbank Mobile's press release here. No specifics on timing of launch, price, exclusivity, etc. The phone hasn't been through the JATE approval process yet, so it'll be at least a couple of months before we see it in the shops, based on the usual timelag between JATE approval and products hitting the shelves.

The World?s Best?

 Mark As Read    

Just came across the 2008 The World's 50 Best Restaurants list (sponsored by everybody's favorite fizzy water, San Pellegrino) I love lists like this. Especially when they are as flawed as this one. 4 restaurants in the top 50 outside of Europe and the USA? Since the list's inception in 2002, only 2 restaurants in Japan have been...

Torture victim?s records ?lost? at Guant?namo

 Mark As Read    

From The Guardian…. http://www.guardian.co.uk/world/2008/apr/21/guantanamo.humanrights Ah, how very convenient. Mind you, at least they have the infrastructure to record audio/video evidence. Which is much more than suspects in the Japanese criminal system are afforded. The Japanese police must have much to hide. How safe are convictions in a...

The GM crops issue

 Mark As Read    

Reading the IHT today, couldn't help but notice that the headline replaces what I thought was the usual GM tag for the more high tech, less sinister sounding?, "biotech" "In lean times, biotech crops are less taboo, IHT" Anyway…. What if the surge in prices isn't just about hedge funds pumping up the commodity markets and the...

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