Saturday, March 28, 2009
Investor Club: What crisis? Meet some booming Japanese companies
It's not all doom and gloom here in Japan. Nintendo's sales and operating profits are rising 8.8% year-on-year. KDDI saw its net profits increasing 59% year on year. Yahoo Japan increases dividends by 22%-25% for 2008. Who are today's winners in Japan's IT industry? Gerhard Fasol will show us how and why some great Japanese companies excel in today's crisis.
The talk reviews today's status of Japan's electrical companies, the telecommunications sector and the internet sector, and introduces seven different companies, which show rapid growth of revenues, operating income and net income despite the crisis. These seven companies we introduce turn the crisis into an opportunity.
The PowerPoints of this presentation are available as the April-2009 issue of the (paid) Eurotechnology-Japan newsletter series. Subscribers receive one newsletter each month - the April issue is an augmented and expanded version of the PowerPoints of the presentation above.
To subscribe to the newsletters and to download the presentation click here (April 2009 issue of our Eurotechnology-Japan newsletter, requires subscription)
Mr Fasol is one of the best specialists of Japan's IT industry. After 12 years in Japan working for the most prestigious Japanese institutions and companies (the University of Tokyo, NTT, Hitachi...), he founded the strategy and M&A firm Eurotechnology Japan KK in 1996. Mr Fasol has advised some of the greatest companies, including NTT, SIEMENS, Deutsche Telekom, Cubic, Unaxis and about 100 fund managers on strategy for Japan, as well as the President of Germany. He helped a French pharmaceutical company acquire a factory in Japan.
He comments regularly on CNBC on Japan's tech sector.
Schedule: March 24th, 2009 (Tuesday) from 18:30
The conference will be followed by a light cocktail.
Place: French Chamber of Commerce and Industry in Japan, meeting room
Iida bldg 1F, 5-5 Rokubancho, Chiyoda-ku, Tokyo 102-0085
Tel.: 03-3288-9624
Access map: www.ccifj.or.jp
Language: English
Fees: 5.000 yens (to pay in cash at the door)
Payment will be required for cancellations or no-show after this deadline.
Announcement on the website of the French Chamber of Commerce
Background reading: our J-ELECTRIC report about Japan's electric companies
and our Eurotechnology Japan Blog
The talk reviews today's status of Japan's electrical companies, the telecommunications sector and the internet sector, and introduces seven different companies, which show rapid growth of revenues, operating income and net income despite the crisis. These seven companies we introduce turn the crisis into an opportunity.
The PowerPoints of this presentation are available as the April-2009 issue of the (paid) Eurotechnology-Japan newsletter series. Subscribers receive one newsletter each month - the April issue is an augmented and expanded version of the PowerPoints of the presentation above.
To subscribe to the newsletters and to download the presentation click here (April 2009 issue of our Eurotechnology-Japan newsletter, requires subscription)
Mr Fasol is one of the best specialists of Japan's IT industry. After 12 years in Japan working for the most prestigious Japanese institutions and companies (the University of Tokyo, NTT, Hitachi...), he founded the strategy and M&A firm Eurotechnology Japan KK in 1996. Mr Fasol has advised some of the greatest companies, including NTT, SIEMENS, Deutsche Telekom, Cubic, Unaxis and about 100 fund managers on strategy for Japan, as well as the President of Germany. He helped a French pharmaceutical company acquire a factory in Japan.
He comments regularly on CNBC on Japan's tech sector.
Schedule: March 24th, 2009 (Tuesday) from 18:30
The conference will be followed by a light cocktail.
Place: French Chamber of Commerce and Industry in Japan, meeting room
Iida bldg 1F, 5-5 Rokubancho, Chiyoda-ku, Tokyo 102-0085
Tel.: 03-3288-9624
Access map: www.ccifj.or.jp
Language: English
Fees: 5.000 yens (to pay in cash at the door)
Payment will be required for cancellations or no-show after this deadline.
Announcement on the website of the French Chamber of Commerce
Background reading: our J-ELECTRIC report about Japan's electric companies
and our Eurotechnology Japan Blog
Labels: business in japan, crisis, french chamber of commerce, nintendo
Friday, September 5, 2008
Microsoft XBOX Japan market entry strategy
Microsoft introduced the original XBOX game console in the USA on November 15, 2001, in Japan on February 22, 2002, and in Europe on March 14, 2002.
During the period January-June 2005, three years after introduction of the XBOX to Japan's market, SONY sold about 2.4 Million game terminals in Japan, Nintendo sold about 1.9 Million, and Microsoft about 9000 XBOXes, about 0.2% marketshare.
As of August 24, 2008, Nintendo has sold about 6.7 Million Wii, SONY has sold about 2.3 PS3, and Microsoft about 380,000 XBOX-360 in Japan, a 4% share in this segment.
A few days ago, Microsoft announced a price cut of 30% for XBOX-360 in Japan - the video below gives our comments on this price reduction on CNBC.
Here is a short summary of the CNBC-TV interview:
Q: Do you think the price reduction is going to do the trick?
A: No. In other markets maybe, but not in Japan.
Q: Do you think XBOX can be successful in Japan? What will it take before Microsoft will give up and say it just isn't working
A: Of course Microsoft can be successful in Japan with XBOX. There is no law that XBOX cannot be successful in Japan. Microsoft generally is a company that never gives up. But they have to change their strategy for Japan.
Q: So Microsoft isn't doing the right things. What would the right things be?
A: Difficult to say of course, if it was easy Microsoft would already have done this. The situation is that Nintendo has completely changed the business paradigm of the game industry. Microsoft's XBOX is still operating under the old paradigm.
Q: How long do you think Nintendo's sweetspot is going to last?
A: Nintendo have reinvented the game industry, and completely changed the business models. They also make a lot of their own software. All this puts Nintendo into a very good position.
What can we learn about strategy for Japan from Microsoft's XBOX experience:
Global products, not adapted to Japan's market, often do not succeed in Japan. Microsoft's XBOX is a very good example. Microsoft has one of Japan's most famous brands, so its not a problem of the brand. Microsoft faces three problems in Japan:
(1) XBOX is not made for Japanese users in mind
(2) Nintendo changed the paradigm of the game industry, and XBOX is still on the old track
(3) Of three global game console companies (Nintendo, SONY, Nintendo) two are both much stronger than Microsoft in games, and both are on their hometurf in Japan. Microsoft would need to invest more and focus efforts much more on Japan to succeed in Japan with XBOX.
Read more about Japan's game markets in our "Japan's Game Industry" report. (watch for the new edition to be published shortly - we are working on the new totally revised edition day-and-night...)
During the period January-June 2005, three years after introduction of the XBOX to Japan's market, SONY sold about 2.4 Million game terminals in Japan, Nintendo sold about 1.9 Million, and Microsoft about 9000 XBOXes, about 0.2% marketshare.
As of August 24, 2008, Nintendo has sold about 6.7 Million Wii, SONY has sold about 2.3 PS3, and Microsoft about 380,000 XBOX-360 in Japan, a 4% share in this segment.
A few days ago, Microsoft announced a price cut of 30% for XBOX-360 in Japan - the video below gives our comments on this price reduction on CNBC.
Here is a short summary of the CNBC-TV interview:
Q: Do you think the price reduction is going to do the trick?
A: No. In other markets maybe, but not in Japan.
Q: Do you think XBOX can be successful in Japan? What will it take before Microsoft will give up and say it just isn't working
A: Of course Microsoft can be successful in Japan with XBOX. There is no law that XBOX cannot be successful in Japan. Microsoft generally is a company that never gives up. But they have to change their strategy for Japan.
Q: So Microsoft isn't doing the right things. What would the right things be?
A: Difficult to say of course, if it was easy Microsoft would already have done this. The situation is that Nintendo has completely changed the business paradigm of the game industry. Microsoft's XBOX is still operating under the old paradigm.
Q: How long do you think Nintendo's sweetspot is going to last?
A: Nintendo have reinvented the game industry, and completely changed the business models. They also make a lot of their own software. All this puts Nintendo into a very good position.
What can we learn about strategy for Japan from Microsoft's XBOX experience:
Global products, not adapted to Japan's market, often do not succeed in Japan. Microsoft's XBOX is a very good example. Microsoft has one of Japan's most famous brands, so its not a problem of the brand. Microsoft faces three problems in Japan:
(1) XBOX is not made for Japanese users in mind
(2) Nintendo changed the paradigm of the game industry, and XBOX is still on the old track
(3) Of three global game console companies (Nintendo, SONY, Nintendo) two are both much stronger than Microsoft in games, and both are on their hometurf in Japan. Microsoft would need to invest more and focus efforts much more on Japan to succeed in Japan with XBOX.
Read more about Japan's game markets in our "Japan's Game Industry" report. (watch for the new edition to be published shortly - we are working on the new totally revised edition day-and-night...)
Labels: 360, japan, market entry, marketshare, microsoft, nintendo, playstation, ps3, sony, wii, xbox, xbox360
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