Pelham Smithers Associates Ltd - PSA Today 3 Mar: Improved macro, curbed inflation / Horizon Call figs / Sony, Take Two, MSFT, Xbox / Subaru CEO / Adeka food biz / China, automation – Nikkei 225 +1.56%

Report

Pelham Smithers Associates Ltd

Joel Scheiman ...

Julie Boote
Lindsay Whipp
Pelham Smithers
Thao Nguyen
William Nestuk

PSA Today 3 Mar: Improved macro, curbed inflation / Horizon Call figs / Sony, Take Two, MSFT, Xbox / Subaru CEO / Adeka food biz / China, automation – Nikkei 225 +1.56%

Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk, Thao Nguyen and Lindsay Whipp
Tags: Daiichi Sankyo (4568 JT), Hoya (7741 JT), Cybozu (4776 JT), Unipres (5949 JT), Okuma (6103 JT), Mercari (4385 JT), ABC-Mart (2670 JT), Skylark (3197 JT), Food & Life (3563 JT), Square Enix (9684 JT), Nintendo (7974 JT), Sony (6758 JT), Giftee (4449 JT), Snack Me Co., Ltd, Z Holdings (4689 JT), Sumitomo Pharma (4506 JT), Sumitomo Chemical (4005 JT), Take Two Interactive (TTWO US), Microsoft (MSFT US), Activsion Blizzard (ATVI US), Alphabet (GOOG US), Amazon (AMZN US), Tencent (700 HK), Alibaba (BABA US), Warner Bros Discovery (WBD US), Disney (DIS US), Subaru (7270 JT), Toyota Motor (7203 JT), Adeka (4401 JT), Komatsu (6301 JT), Hitachi Construction Machinery (6305 JT), Sumitomo Heavy Industries (6302 JT), Takeuchi (6432 JT), Yaskawa Electric (6506 JT), THK (6481 JT), Fanuc (6954 JT), SMC (6273 JT)
Main Points
• Topix hits 52-week high as interest rate hike fears recede following Tokyo CPI fall
• Horizon Call of the Mountain sells 6,000 copies in Japan in launch week
• Might Sony buy Take Two? Might Microsoft sell Xbox?
• New CEO at Subaru
• Adeka to turn food products business around

03/03/2023 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

Joel Scheiman

Julie Boote

Lindsay Whipp

Pelham Smithers

Thao Nguyen

William Nestuk

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PSA Today 3 Mar: Improved macro, curbed inflation / Horizon Call figs / Sony, Take Two, MSFT, Xbox / Subaru CEO / Adeka food biz / China, automation – Nikkei 225 +1.56%

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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