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Weekly News

PSA Japan weekly research round-up for week ending Jan 20:
Reports / Flash Notes: Headlines at a Glance:
1. Strategy: Defensive Sectors – Telcos and Pharma: Telco offers a Hedge to the Risk-on Trade
2. Internet: Yahoo Japan (4689): The Road to a Brighter Future
3. NOK (7240): At a Discount & Poised to Recover
Company/Sector/Thematic Comments at a Glance:
Technology: Industrial Electronics / Electronic Components / Precision
1. Toshiba (6502) Considers Spinning Off 20% of its Chip Business to WDC / Write-offs Mount / LNG Exposure
2. ASML (ASML NA) EUV Orders Imply the End of Nikon's (7731) Leading-Edge Lithography
Electronic Materials / Chemicals
3. A look at EUV Customers and Materials Suppliers


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, 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.


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

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