Pelham Smithers Associates Ltd - PSA Today 13 Oct: Inflation concerns / Sony, Hondas US EV Launch / Microsoft on the offensive / Big banks cut online transfer fees / Money Forward FY22 Q3 preview – Nikkei 225 -0.60% / ¥$146.82

Report

Pelham Smithers Associates Ltd

Julie Boote ...

Lindsay Whipp
Pelham Smithers
Thao Nguyen

PSA Today 13 Oct: Inflation concerns / Sony, Honda's US EV Launch / Microsoft on the offensive / Big banks cut online transfer fees / Money Forward FY22 Q3 preview – Nikkei 225 -0.60% / ¥$146.82

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Thao Nguyen and Lindsay Whipp
Tags: Toshiba (6502 JT), Japan Industrial Partners, ABC Mart (2670 JT), Fast Retailing (9983 JT), Matsuya (8237 JT), Ryohin Keikaku (7453 JT), Toho (9602 JT), Hisamitsu Pharmaceutical (4530 JT), Sony (6758 JT), Honda (7267 JT), Tesla (TSLA US), General Motors (GM US), Toyota Motor (7203 JT), Hyundai Motor (005830 KS), Activision (ATVI US), Microsoft (MSFT US), Z Holdings (4689 JT, Rakuten (4755 JT), Mercari (4385 JT), Saitama Resona Bank, Mizuho Financial Group (8411 JT), Sumitomo Mitsui Financial Group (8316 JT), SBI Holdings (8473 JT). Mitsubishi UFJ Financial Group (8306 JT), Nomura Holdings (8604 JT), Money Forward (3994 JT), Sansan (4443 JT)
Main Points
• Tokyo shares fall as inflation concerns are renewed by high PPI figure
• Sony / Honda target US EV launch in 2025 / 2026
• Microsoft goes on the offensive with UK’s CMA over Activision
• Big banks cut online transfer fees
• Money Forward FY22 Q3 preview

13/10/2022 1 EN

Provider

Pelham Smithers Associates Ltd

Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods.

PSA produces both company and sector reports. The focus of PSA’s research is to identify winners and losers as new technologies impact the top and bottom lines of corporations. Critical to our research is the clear explanation of how these new technologies work and how they impact companies and industries.

The founding partners have worked closely together for twenty years and the team has more than doubled in size since 2012.

See profile

Analysts

Julie Boote

Lindsay Whipp

Pelham Smithers

Thao Nguyen

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PSA Today 13 Oct: Inflation concerns / Sony, Honda's US EV Launch / Microsoft on the offensive / Big banks cut online transfer fees / Money Forward FY22 Q3 preview – Nikkei 225 -0.60% / ¥$146.82

The PSA Research Round-Up for the Two-Week Period Covering 11~25 April 2025

PSA Broadline Retail: Treasure Factory (3093 JT): Inbound Sales Still Solid in Q1

PSA Today 25 Apr: Most of tariff fall recouped now / Tokyo CPI / Analyst articles on Advantest, Nissan, Hino, Denso, HCM, NRI, NTT Data, Chugai, DSK – Nikkei 225 +1.90% | ¥$143.55

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