Pelham Smithers Associates Ltd - PSA Today 24 May: Retreat on global concerns / Nintendos USA gacha lawsuit / Considering Sega Sammy / TOYs corporate governance discipline / HCM, Komatsu – Nikkei 225 -0.89%

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Pelham Smithers Associates Ltd

Julie Boote ...

Pelham Smithers
William Nestuk

PSA Today 24 May: Retreat on global concerns / Nintendo's USA gacha lawsuit / Considering Sega Sammy / TOY's corporate governance discipline / HCM, Komatsu – Nikkei 225 -0.89%

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote and William Nestuk
Tags: LMVH (MC FP), Burberry Group (NRBY LN), Shiseido (4911 JT), Oriental Land (4661 JT), Fast Retailing (9983 JT), Sysmex (6869 JT), Toyota Motor (7203 JT), Epic Games, Nintendo (7974 JT), Intelligent Systems, KLab (3659 JT), Colopl (3668 JT), Square Enix (9684 JT), Mixi (2121 JT), Sega Sammy (6460 JT), Rovio (ROVIO FH), Secom (9735 JT), Galaxy Entertainment (27 HK), Paradise (034230 KS), Nat Games (225570 KS), Nexon (3659 JT), Webzen (069080 KS), Neowiz (095660 KS), Com2us (078340 KS), Team17 (TM 17 LN), Stillfront (SF SS), Lego (LEGO DC), Embracer (EMBRACB SS), Playtika (PLTA US), Hino Motors (7205 JT), Honda Motor (7267 JT), Hitachi Construction Machinery (635 JT), Komatsu (6301 JT)
Main Points
• Tokyo shares retreat as luxury spending, China Covid concerns hit sentiment
• Nintendo in gacha lawsuit in USA
• Could Sega Sammy have used the Rovio money better?
• Toyota reviews governance system as reaction to Daihatsu data manipulation
• HCM +2.8% on upgrade despite weak market

24/05/2023 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

Pelham Smithers

William Nestuk

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PSA Today 24 May: Retreat on global concerns / Nintendo's USA gacha lawsuit / Considering Sega Sammy / TOY's corporate governance discipline / HCM, Komatsu – Nikkei 225 -0.89%

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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