Apr 7, 2021

ESGに「LIFE」の新機軸 花王がカバと蚊研究の理由

ToBの事業者に比べてToCの事業者でかつ日用品など日常生活に近い商品を販売している事業者はESGへ取り組みやすい気がしますね。コモディティ化しつつある製品の付加価値を高めやすいと思います。環境保護も大事ですが、生命のような自身に直結する内容のほうが分かりやすいですし。

紙おむつ再生、P&Gも参入 環境対策で技術競う

記事の後半にもありますが、回収・再利用を普及させるためには自治体やメーカー間の協調が不可欠だと思いますので、前途多難ですね。トップの企業が率先して取り組んでいるのはいいことだと思いますが。

焼却量が減ることが回収費と同等になるというのは本当でしょうか。。

ゼノデータ・ラボ、AIで未上場企業の業績予測

どのくらいの精度が出るのでしょうか。国際情勢や社会トレンドなどかなりあいまいな指標でしかないような気がします。

AIが暴き出す「見せかけのESG」

英語を翻訳したからなのか私の理解力がないからなのか、よくわからなかったです。言いたいのはESGに取り組んでいるふりをしてもばれるということでしょうか。

ユーグレナがバイオジェット燃料完成 なお遠い「藻」で飛ぶ飛行機

社会システムやルールを変えないと難しい気がしますね。

「聴く本」のオトバンク、国内トップの道開いた「何でも屋」の歴史

出版社と親しい関係になったからオーディオブックも可能になったということかと思いますが、そうすると単にサービスとして魅力的かどうかというだけでなく、利権者の承諾をうまくとらないといけないんですね。そのために御用聞き的に献身的なサービス提供が求められるということかと思います。

三井不動産 脱大企業病、新事業生み出すマジック

まさに両利きの経営というイメージでしょうか。大企業が両利きの経営に乗り出して新規事業を積極的に行うようになるとベンチャー企業に行く人はいなくなりそうですが。

 

Apr 6, 2021

老舗のライオン、外の力生かす 副業人材得て新規事業

今度ますます個人のスキルが重要になってくるんだと思います。LIONが飲食サービスのプラットフォームを提供する意味は分からないですが、逆に既存事業と全然違っても事業として成り立つということなんですね。

三菱商事、DXで食品流通を一括支援 NTTと新会社

機会損失のほうが大きいので在庫を最適化する意欲はあまりないという理解でしたが、データ連携を促進するための成果として示すイメージでしょうか。

BtoBtoCでサプライチェーンを抑えることがGAFAへの対抗になるという提言がありますが、具体的にはどういうことでしょうか。サプライチェーン全体でフィードバックをかけて最適化するとかでしょうか

日本企業も「循環経済」、欧米スタートアップと連携

ビジネスとして成り立つのでしょうか。企業にリサイクル率を義務付けるなど社会システムとしての後押しがないと難しい気がしますが。

規模の経済で解決できるものでしょうか。

三好不動産と楽天銀行LGBT向け住宅ローン

全然よく知らなかったですが、LGBTだと住宅ローンが借りにくかったのですね

 

 

Feb 13, 2021

新日鉄×住金、世紀の大合併(1)「根回しせず、発表しましょう」

I thought the examples in the article could be applied to other industries.
Chinese companies grow fast with state backing, Japanese companies merge.

 

楽天電通、ネット広告配信サービスを共同開発

How does this kind of data collaboration between companies ensure the competitiveness of your company?
What type of data are they linking, how are they linking it, and what is the purpose of the linkage?

 

素人が「宇宙開発の星」に 週末の町工場で夢追う

In the same way that consumers have become prosumers, I think it's becoming easier for the general public to enter the market for various things.
I think the reason for this is that information has become easier to obtain and the means of raising funds, such as crowd funding, have become more diverse.

 

伊藤忠エネクス、EV持つ世帯に電力安く

It seems that it will be difficult for a mere electricity retailer to survive in the increasingly competitive electricity retail market!
The general survival strategy is to pursue scale or to develop niche needs.
I think it will be a question of how to provide niche services by linking up with other services.

 

丸和運輸機関、アマゾン射止めた物流の新星

I think one of the factors behind Maruwa Unyu's success is that they were able to identify business opportunities.
It was also able to use its network to bring together small and medium-sized companies to respond to those opportunities.
I think it was good that they emphasized the importance of being altruistic and equal in order to build their network.

Feb 6, 2021

装置好調の東京エレクトロン、気になる車載半導体不足

I can understand why semiconductor equipment manufacturers would be reluctant to invest in the older generation of semiconductor manufacturing equipment.

I guess they can't ignore the requests from semiconductor manufacturers.

I thought ASML had a 100% share of the market for advanced equipment, but I see that they only sell exposure systems.

 

So the gaming industry is also being affected by the semiconductor shortage.

I hadn't really thought about the human resources needed to develop games, but I guess we need people who are both engineers and creators.

 

「まだフロッピー」の現実 地銀、現状維持が改革阻む
地銀大改革(4)

I think this is a special case even for a local bank.
I believe that regional banks are trying to change, but the environment is changing faster than they can change, and it seems that business will come to a standstill.

Why can't they change? Is it a systemic problem in the organization?

 

AIが絵を描いたら、異色のモナリザに 革新は間近

I think it's just that AI is getting better at understanding words and sentences, and now it can show this in pictures, not that it has artistic taste.

It's nice to have a picture of a sentence.

 

半導体、持たざる経営に転機 有事に供給リスク
台韓、生産で日米欧を逆転

The horizontal division of labor and the vertical integration are not settled in one direction or the other, but always fluctuate.

The position of the semiconductor industry on the global stage is becoming increasingly important, and it is sad to see that Japan does not have a strong presence in the industry.

 

Jan 24, 2021

アウディLCA規制に備え、25年「炭素中立」工場へ着々

It makes sense to evaluate carbon dioxide emissions over the entire life cycle of automobile manufacturing.

 

グリーン水素を豪州で事業化 住友商事、太陽光由来

It seems that we need to envision not only increasing the amount of renewable energy generated, but also to claim that using that renewable energy is a green business!

I think it's mainly solar power, but Australia is making progress in renewable energy initiatives, and it looks like it will drive green business!

 

三菱重工の次世代ロケット「H3」、機体価格半分に

The price of the aircraft has been cut in half, and the time from order to launch has been cut in half.

What are the factors behind this?

It seems to be a matter of converting parts from other industries.

 

Jan 17, 2021

電力逼迫が突きつける脱炭素の険しさ

It is a problem that the time between procurement and delivery is longer than the amount of LNG in stock.

 

脱炭素で原材料費上昇、日本製鉄など鉄鋼3社で2兆円も

I guess a pinch is an opportunity.
In the midst of fierce price competition, if steel companies can differentiate themselves with decarbonization technology, they will be able to quickly gain market share.

 

ハンドドライヤー禁止は正解か 経団連、問われる検証力

Because of unforeseen circumstances, the government needs to make policy decisions based on scientific evidence more than ever before.

 

アンモニア活用、日UAEが連携 脱炭素を促進

I think ammonia is getting a lot of attention related to decarbonization technology.
For example, as a fuel for thermal power generation and as a form of hydrogen transfer.

Jan 7, 2021

リコー・山下良則社長「複合機の会社から脱する」

So there's no advantage in the multifunction device industry to acquire a competitor and scale up.

We need to move from simply selling devices to selling solutions based on solving customer problems, and using data to do so.

The edge of the device makes a difference in the data that can be collected and differentiates the services that can be provided.

 

良品計画・金井政明会長「まだ国内には3000店は出せる」

You seem to think that it is vital to have a store near your living area where you can get all the necessities in one place.

He thinks that even chain stores need to be individually managed in line with the local community.

In order to get involved in the local community, it is necessary to identify local issues and provide services to solve them, and in this way, I think that private companies will be able to replace the work of the government.

Opening a new store in a rural area will bring new challenges, but I think technology can solve them.
In addition, the SPA-type business model is easier to implement.

 

本社を人口700人の村に移したら、多様な人材がやってきた

I've heard that it has led to the acquisition of talent, but is this true for all companies?
Personally, I think there is a lot of risk in working for a company that is headquartered in the countryside.
I think it's a good environment for people who are talented and can overcome any situation.