Raising the bar for market intelligence


Weekly research
round-up (Reports/Comments/Stock Highlights) at a glance from the PSA Team over
the week to July 18, 2014.



1.       Retail: Aeon (8267) – Set Up to Look Worse than it is

2.       Mitsubishi Motors Corporation (7211) – Window Opens

3.       Consumer Elec: Sharp (6753) Bringing Down the Debt

4.       DeNA (2432): Remains Overly Reliant on Social Media



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What we do

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 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.


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Pelham Smithers has 25 years’ experience in investment analysis, specializing in Japanese technology companies.

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