Hopeful retirement implementation is occurring successively
May 4, 2021 (Tuesday) Sunny
・There is a movement among Japanese companies to avoid using Chinese-made drones (small unmanned aircraft).
NTT Group <9432> [Close 2,755.0 yen] Will shift infrastructure inspection expectations to domestically produced or similar alternatives.
Kyushu Electric Power <9508> [Close 998 yen] Also considering.
The U.S. government has imposed an effectively embargo on China’s DJI, the world’s leading drone company, from the perspectives of human rights protection and security.
In Japan, following government agencies, infrastructure companies are also moving away from China, but the challenge remains that high-performance substitutes are scarce.
・Mitsui Fudosan <8002> [Close 1,795.5 yen] Will enter the data center business.
In the United States, in addition to using internal funds, will attract external investment to construct a total of seven buildings by around 2030.
Total project cost is expected to be 200 billion yen. As the global volume of data flows rapidly expands, we will respond to rising data center demand from giant IT companies represented by GAFA, such as Google.
・The G7 foreign ministers’ first face-to-face meeting in two years begins in London on the night of the 3rd (early morning of the 4th Japan time).
With China and Russia in mind, discussions will cover responses to human rights and restrictions on freedom of the press.
Cyberattacks that could influence elections will also be on the agenda.
・Banks are streamlining ATM operations as customer touchpoints become more proximate.
ATM operating costs are a heavy burden from megabanks to regional banks, and joint ATM operations and other mergers and collaborations are likely to advance among banks.
SBI Holdings <8473> [Close 3,090 yen] Aims to standardize ATM operation across multiple regional banks by around 2024.
They show a plan to call on a wide range of regional banks to participate, starting with the investment targets in the “Regional Bank Alliance Concept” in collaboration with regional banks nationwide.
・The Hong Kong government announced on the 3rd that the GDP for January-March 2021 rose 7.8% year-on-year in real terms.
Positive growth since April-June 2019, for the seventh quarter in a row.
・As of 4:00 p.m. on May 3, the number of new COVID-19 cases and deaths worldwide compiled by Johns Hopkins University: Worldwide total 152.87 million cases (99,170 deaths).
United States 32,421,705 (323) India 19,925,517 (3,417) Brazil 14,754,910 (1,202) France 5,713,393 (113) Turkey 4,875,388 (340) Russia 4,768,476 (336)
United Kingdom 4,435,831 (14) Italy 4,044,762 (144) Spain 3,524,077 (0) Germany 3,432,676 (85) Argentina 3,005,259 (156) Colombia 3,893,655 (485)
・U.S. investment company Berkshire Hathaway has named vice chairman Greg Abel (58), who oversees the energy business, as heir apparent to Warren Buffett (CEO, 90).
・Domestic COVID-19 cases: 609,283 confirmed cases (new infections +4,470; as of 8:40 p.m. on the 3rd) 10,449 deaths (+49)
Hokkaido 24,790 (+114) Tokyo 141,713 (+708) Kanagawa 54,271 (+222) Chiba 33,621 (+148) Saitama 38,521 (+198)
Kyoto 12,954 (+121) Osaka 84,351 (+847) Hyogo 32,923 (+344) Fukuoka 24,458 (+285) Aichi 34,517 (+304)
Fukushima 3,513 (+49) Ibaraki 9,317 (+46) Gunma 6,236 (+61) Niigata 2,384 (+47) Gifu 5,973 (+64) Nara 6,332 (+70) Okayama 4,244 (+109) Hiroshima 6,219 (+57)
Tokushima 1,399 (+60) Oita 2,003 (+53) Kagoshima 2,270 (+45) Okinawa 12,680 (+57)
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