Author: g_fasol
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Japan wireless industry boom driven by smartphones. Japan adds about two Finlands worth of wireless subscriptions per year.
Japan wireless industry adds 11 million subscriptions/year currently Softbank targets ¥ 1 Trillion operational income Japan wireless industry is growing, and Japan’s mobile operators add 11 million subscriptions/year currently: Japan adds about two Finlands worth of wireless subscriptions per year. Softbank entered the telecom arena in 2001 with Yahoo BB, Nagoya Metallic and later Osaka…
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Japan trends for 2013 (New Year post)
Japan replaced nuclear electricity generation by LNG, by imported gas Japan trends for 2013: Nuclear reactor restarts are on their way Japan trends for 2013 Japan’s energy sector: Japan has essentially replaced the 30% of its electricity energy supply which was from nuclear power plants, by electricity produced in aging thermal power plants from urgently…
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Japan trends for 2013 (Christmas, Festive Season blog)
Japan trends for 2013: Energy crisis continues as a result of the Fukushima nuclear disaster Renewables: Japan’s feed in tariffs are among the world’s highest Japan trends for 2013: Japan’s energy sector: Prime-Minister Abe announced that he will review the Fukushima nuclear accident before taking decisions on nuclear power, essentially postponing the nuclear issue. Japan’s…
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Japan’s successful and growing gas companies
Liberalization leads to increasing competition and partnerships between Japan’s regional electricity and gas companies Japan gas companies grow at an annual rate of 4.1% and show steady income Japan gas companies grow at an annual rate of 4.1% and show steady income, and have developed into serious competitors for Japan’s electricity operators, while also cooperating…
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Kazuo Inamori, founder of Kyocera and DDI (KDDI), rebuilds Japan Airlines using Amoeba Management (アメーバ経営)
Kazuo Inamori (稲盛 和夫) one of Japan’s legendary serial entrepreneurs Japan Airlines (日本航空株式会社) turnaround from bankruptcy Bad news from Japan’s electronics industry sector makes global headlines this week (I was interviewed on BBC, US National Public Radio etc) – in this newsletter, lets look at some good news from Japan. Kazuo Inamori (80 years old,…
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Financial instability of Japan’s electricity companies started in 2007
Financial instability of Japan’s electricity companies started long before the Fukushima nuclear accident Japan’s electricity companies ran into financial instability long before the March 11, 2011 disaster It is often assumed that the financial difficulties of Japan’s electricity companies are caused by the shut-down of almost all Japanese nuclear power stations within 13 months of…
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Japanese electronics groups need new business models (BBC-interview: Yen ‘not the cause of woes of Japan’s electronics firms’)
Japanese electronics groups combined as of similar size as the economy of the Netherlands Over the last 15 years combined annual sales growth was zero, and combined annual loss was US$ 0.6 billion/year Japan’s “Big-8” electrical groups (Hitachi, Panasonic, Sony, Mitsubishi-Electric, Sharp, Toshiba, Fujitsu, NEC) combined are of similar economic size as the Netherlands. Over…
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Japan natural gas import costs sky rocket
Japan switched 30% of total electricity generation from nuclear to LNG Japan natural gas import replaces all nuclear energy Japan switched about 30% of electricity capacity from nuclear to mainly natural gas powered thermal power stations within 13 months. We have analyzed Japan’s natural gas imports, which have skyrocketed to almost 2% of Japan’s GDP.…
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Apple-Samsung Patent War and Impact on Japans Industries (talk at Foreign Correspondents Club Tokyo on Oct 2, 2012)
PROFESSIONAL LUNCHEON “Apple-Samsung Patent War and Impact on Japans Industries” Speaker: Gerhard Fasol Tuesday, October 2, 2012 12:00-13:30 Foreign Correspondents Club Japan (FCCJ), Yurakucho Outline: In a global war to dominate the smartphone market, Samsung and Apple have been at each other’s throats, playing out the war in courts around the world and accusing each…
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Japan’s electricity industry suffers huge losses from nuclear to fossil switch
What is the financial impact of Japan’s switch from nuclear to fossil on Japan’s electricity industry? Japan’s electricity operators switched from profits to huge losses What is the financial impact of Japan’s switch from nuclear to fossil on Japan’s electricity industry? Answer: Japan’s electricity operators switched from about US$ 10 billion/year combined net profits to…
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Japan’s energy foxtrot: Two steps forward one step back
Two steps forward one step back: describes a frog struggling to climb out of a well, slipping back one step on the ladder for each two steps upwards out of the well Before the Fukushima disaster, Japan’s energy policy, strategy and execution were essentially decided behind closed doors by a small group of (about 100)…
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Japan’s new energy strategy: much more than nuclear exit
Japan’s Cabinet released Japan’s new “Innovative Energy and Environmental Strategy” Japan’s new energy strategy Last Friday, September 14, 2012, Japan’s Cabinet released Japan’s new “Innovative Energy and Environmental Strategy”, which the Cabinet is required to produce by law, and which actually contains much more than the plan to work towards a future nuclear power free…
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Joe Oliver: Briefing the Minister for Energy and Natural Resources of Canada
Joe Oliver, Minister for Energy and Natural Resources of Canada Was asked today to be one of a group of about 5 Japanese experts to brief the Minister for Energy and Natural Resources of Canada, Mr Joe Oliver. We were asked to keep the conversation off-the-record, so I can’t write about the meeting. Minister Oliver…
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Japan’s PM Noda hints at new energy policy: Phasing out nuclear power by the 2030s
Develop as soon as possible a society which does not rely on nuclear power Eliminate nuclear power according to three principles By law Japan’s government must prepare a national energy strategy plan. The currently valid plan provides for an increase of nuclear power from 30% to 50% and is vehemently opposed by public opinion following…
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Japan energy dilemma
Japanese law requires the government to have an energy strategy plan in place Keep nuclear power off – or restart nuclear? Japan’s current energy strategy plan provides for nuclear power to provide 30% of the electricity, rising to 50% in a few years by building additional nuclear power stations. However, contrary to the current strategy…
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Mobile payments: 10 years to reinvent the wheel?
Mobile payments for train travel was demonstrated in Tokyo in 2003, but has not reached London yet Mobile payments: Tokyo (mobile SUICA) vs. London (OYSTER) Mobile payments are big: Reuters estimates that the mobile payment market will be about US$ 1000 Billion by 2016, and in Japan just a single railway line achieves already now…
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SONY revival prospects and shareholder meeting (BBC interview)
SONY needs to leave 1990 structures behind and more more than commodities SONY revival from record YEN 455 billion loss for FY2010 SONY (6758) announced a record YEN 455 Billion (US$ 5.7 Billion) loss for financial year 2011, which ended March 31, 2012, and held the annual shareholder meeting on Wednesday. SONY revival: My points…
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How to turn Galapagos into a competitive advantage in both directions
Positive and negative aspects of Japan’s Galapagos issues European Institute of Japanese Studies Academy Seminars presents Speaker: Dr. Gerhard Fasol, President, Eurotechnology Japan K.K. Wednesday, June 13, 2012, 18:30 – 21:00 Embassy of Sweden, Alfred Nobel Auditorium Stockholm School of Economics, European Institute of Japanese Studies About the talk: In the last 20 years, several…
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Taiwan’s Hon Hai Group invests in SHARP
Crunch time? – reviving Japan’s huge electrical/electronics sector SHARP fighting for survival SHARP (6753) last month forecast a record YEN 290 Billion (US$ 3.5 Billion) loss for this financial year – more than 1/2 of SHARP’s market cap, and SHARP’s new Sakai factory is reported to work at 1/2 capacity. Taiwan’s Hon Hai Group (which…
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Japan’s tech companies need to restructure – CNBC March 27, 2012
https://www.cnbc.com/video/2012/03/27/japans-tech-companies-need-to-restructure.html Japan’s electronics industries – research report
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Tokyo PRO: LSE’s Tokyo AIM stock market rebirth under TSE alone?
Tokyo PRO: NIKKEI reports that LSE fails in the same way in Japan as NASDAQ 10 years earlier. London Stock Exchange withdraws from Tokyo AIM and quits Japan Tokyo-AIM (the stock market joint venture between Tokyo Stock Exchange and London Stock Exchange) seems to be heading along a similar road as NASDAQ-Japan about 10 years…
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4th Ludwig Boltzmann Symposium Tokyo (Feb 20, 2012, Embassy of Austria)
Energy 4th Ludwig Boltzmann Symposium on Energy in Tokyo. Speakers: Tatsuo Masuda, Kiyoshi Kurokawa, Hideaki Watanabe, Robert Geller, Gerhard Fasol, Jonathan Dorfan on Monday, 20th February 2012 14:00 Welcome by Thomas Loidl, Chargé d’affaires ad interim of the Austrian Embassy 14:10 Gerhard Fasol: today’s agenda” 14:20 – 14:40 Tatsuo Masuda Professor at Nagoya University of…
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Disaster communication. Lessons from the Tohoku disaster
Communications save lives during disasters Disaster communication: keynote at the 7th KCC Korea Communications Conference, Seoul Communications save lives during disasters, and are essential for survival, for “situational awareness” (= to know what is going on), for decision making, and business continuity. Nobody likes to experience a disaster, but when disaster strikes there is no…
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Rebuilding Tohoku’s disaster areas: 1st session of 15-member Rebuilding Council
Rebuilding Tohoku After the Kobe/Hanshin earth quake rebuilding took about 18 months Rebuilding Tohoku: After the Kobe/Hanshin earth quake rebuilding took about 18 months – maybe this is a good measure to estimate how long rebuilding will take in Tohoku. In Tohoku communities will certainly be rebuilt in locations which are much better protected against…
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Fukushima disaster impact on Tokyo [5]: Radiation risk situation for Tokyo, Business risk impact
5th update on the crisis in Tokyo, focusing on radiation and business impact Fukushima nuclear accident impact on Tokyo, 12 April 2011 This is our 5th update on the crisis in Tokyo, focusing mainly on the radiation and impact on business in Japan. The continuing quakes (as shown below) do present risk. To my knowledge,…
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Fukushima nuclear disaster impact on Tokyo [4]
Radiation levels in Tokyo Fukushima nuclear disaster impact on Tokyo update No. 4 of 28 March 2011 Fukushima nuclear disaster impact on Tokyo: This is our 4th update on the crisis in Tokyo, focusing mainly on the radiation and impact on business in Japan. Our future expert newsletters will discuss earth quakes. Despite all the…
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Impact of the Fukushima and Tohoku triple disaster on Japan’s economy (AlJazeera TV interview)
AlJazeera live TV interview about impact of the disaster on Japan’s economy Watch Aljazeera interview video clip and read article here
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Fukushima disaster impact on Tokyo – Update No. 3
Radiation fall-out on Tokyo 3rd update of 24 March 2011 This is our third update on the crisis situation in Tokyo, focusing mainly on the radiation risk, and impact on business in Japan. Strong after-quakes are still continuing everyday, more than 300 after-quakes stronger than magnitude 5 were counted since the initial magnitude 9 quake…
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Radiation in Tokyo: Fukushima disaster update No. 2
Radiation in Tokyo due to the Fukushima nuclear disaster Our second update of the radiation and disaster situation in Tokyo, as of 22 March 2011 Suffering caused by the Friday March 11, 14:46 earthquake in Japan continues, but we see hope and reconstruction. Tomorrow the new high-speed train line north of the disaster zone is…
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Understanding radiation in Tokyo: Japan crisis update No. 1
Understanding radiation in Tokyo as a consequence of the Fukushima nuclear disaster Sources of radiation information and analysis as of 18 March 2011 On Friday March 11, at 14:46 one of the world’s largest earthquakes ever happened close to Japan’s coast near Fukushima, triggering a series of disasters which are still ongoing, and which brought…