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Weekly News

PSA Japan Research Round-Up for the week ending 09 March, 2018
Contents at a Glance
The Weekly Comment by Pelham Smithers – Is Blockchain Overhyped?
Blockchain is a subject of great interest to Pelham Smithers, who sees it as offering the capacity to transform Japan's unsatisfactory banking transfer capabilities. In this week's comment, Pelham responds to a paper on blockchain by Nouriel Roubini of NYU's Stern School of Business. 
Reports / Flash Notes Summaries 
1. KDDi (9433 JP): Is it Hitting Saturation? 
2. 2018: An Inflection Point for the Smartphone Industry and Read-Across to the Supply Chain: Highlighting TDK (6762 JP) 
Company / Sector / Thematic Comments 
1. SBI Ripple Asia Moves Deeper into Banking 
2. Rakuten (4755 JP) Enters the Loyalty Points Blockchain Business 
3. 2018: An Inflection Point for the Smartphone Industry 
4. Monster Hunter: World Ships 7.5mil Units 
5. Sony (6758 JP) Should Benefit from the FCC's Decision to Auction 24 / 28GHz Spectrum 
6. Teijin's (3401 JP) Carbon Fiber Gets a Pickup from GM 
7. Sell-off in Dexerials (4980 JP) Could Prove Short-Sighted 
8. Stella Chemifa (4109 JP) to Hike Some Product Prices: Shares Soar 
9. Nitto Denko (6988 JP) Commences Drug Trials for Lung Disease 


What we do


Pelham Smithers Associates has become a leading English language independent research provider covering the Japanese stock market and focusing primarily on Japanese manufacturing - TMT, autos, pharma, and machinery - as well as on internet plays and video games. We also write on market strategy. Founded in 2009, Pelham Smithers Associates' research has over the years built up a blue-chip client base. We are recognised as a go-to provider of in-depth analysis and explanation of new technologies emanating from Japan, as well as of the impact of these on Japanese companies and the global market place alike. The firm's founder, Pelham Smithers, is a world expert on consumer technology trends and appears regularly in the financial media on the subject. Overall, our research team has over a hundred years of cumulative knowledge of Japanese equity research.

Our research is based around its widely-read daily and weekly commentaries. However, it is the company and sector reports that enable PSA to stand out from the investment research crowd, as we tend to focus on the technologies (or sometimes lack of them) that drive the report's targets future.

We produce both company and sector reports. The main focus of our 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. Although our primary focus is on Japanese equity research, our approach enables us to discover investment opportunities outside of Japan.

Our customers range from globally-renowned mutual funds to small specialist investment advisors. Whatever the size, and wherever you are based (PSA has customers in US, Europe and Asia), we can tailor our product to suit your needs and your budget.



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PSA interviews 

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Research & Sales Teams 

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

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