Pelham Smithers Associates Ltd - PSA Today 28 June: A strong day /Gap closing on PS5 vs Xbox sales / HCM, Komatsu firm / Japan’s e-Commerce Apps / Cybozus May performance – Nikkei 225 +2.02% / ¥$143.99

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Pelham Smithers Associates Ltd

Julie Boote ...

Lindsay Whipp
Pelham Smithers
Thao Nguyen
William Nestuk

PSA Today 28 June: A strong day /Gap closing on PS5 vs Xbox sales / HCM, Komatsu firm / Japan’s e-Commerce Apps / Cybozu's May performance – Nikkei 225 +2.02% / ¥$143.99

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk, Thao Nguyen and Lindsay Whipp
Tags: Nvidia (NVDA US), Kawasaki Kisen (9107 JT), Makita (6586 JT), Max (6454 JT), Kubota (6326 JT), Socionext (6526 JT), Lasertec (6920 JT), Renesas (6723 JT), Advantest (6857 JT), Shin-Etsu Chemical (4063 JT), Toyota Motor (7203 JT), Hino Motors (7205 JT), Subaru (7270 JT), Istyle (3660 JT), Microsoft (MSFT US), Sony (6758 JT), Nintendo (7974 JT), HCM (6305 JT), Komatsu (6301 JT), Rakuten (4755 JT), Mercari (4385 JT), ZOZO (3092 JT), Demae-can (2484 JT), Z Holdings (4689 JT), Cybozu (4776 JT), Ricoh (7752 JT)
Main Points
• Tokyo shares surge on US data, Wall Street rally.
• PS5 outsells Xbox 2:1 in Americas region in May.
• HCM firms ahead of CEO call tomorrow; Komatsu and rising LNG
• What’s Up at Japan’s e-Commerce Apps?
• Cybozu monthly sales remain steady but unexciting, OP continues to recover

28/06/2023 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

Lindsay Whipp

Pelham Smithers

Thao Nguyen

William Nestuk

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PSA Today 28 June: A strong day /Gap closing on PS5 vs Xbox sales / HCM, Komatsu firm / Japan’s e-Commerce Apps / Cybozu's May performance – Nikkei 225 +2.02% / ¥$143.99

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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