Pelham Smithers Associates Ltd - PSA Today 18 Oct: Bounce after Wall Street gains / Considering enterprise software stocks / Video game console sales / Money Forward soars on Q3 sales – Nikkei 225 +1.42% / ¥$148.98

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Pelham Smithers Associates Ltd

Julie Boote ...

Lindsay Whipp
Pelham Smithers

PSA Today 18 Oct: Bounce after Wall Street gains / Considering enterprise software stocks / Video game console sales / Money Forward soars on Q3 sales – Nikkei 225 +1.42% / ¥$148.98

Japan Market Comment by Pelham Smithers, Julie Boote and Lindsay Whipp
Tags: Airbnb (ABNB US), Netflix (NFLX US), Amazon (AMZN US), Meta Platforms (FB US), Recruit (6098 JT), Money Forward (3994 JT), Hioki EE (6866 JT), Torex Semiconductor (6616 JT), Sankyo (6417 JT), Nidec (6594 JT), Stellantis (STLA US), SRE Holdings (2980 JT), Freee KK (4478 JT), ExaWizards (4259 JT), Visional (4194 JT), Cybozu (4776 JT), TIS (3626 JT), NTT Data (9613 JT), Nomura Research Institute (4307 JT), Mercari (4385 JT), Adobe (ADBE US), Salesforce (CRM US), Microsoft (MSFT US), Sony (6758 JT), Nintendo (7974 JT), Sansan (4443 JT), Rakus (3923 JT)
Main Points
• Tokyo shares bounce on Wall Street gains, positive earnings news
• Why are Japanese enterprise software stocks off to a cracking start in Q4 22?
• Video game console sales -46% YoY
• Money Forward hits FY22 Q3 sales expectations

18/10/2022 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

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PSA Today 18 Oct: Bounce after Wall Street gains / Considering enterprise software stocks / Video game console sales / Money Forward soars on Q3 sales – Nikkei 225 +1.42% / ¥$148.98

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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