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Weekly News

PSA Japan Weekly Research Round-Up for the week ending Sept 15: 
The Weekly Comment by Pelham Smithers
Pelham Smithers assesses Abenomics. 
Reports / Flash Notes Published This Week: Headlines at a Glance (please contact our sales team for info about obtaining the full reports): 
1. NOK (7240): Q3 – Apple Cometh 
Company / Sector / Thematic Comments at a Glance (please contact our sales team for more information): 
Technology: Consumer Electronics / Gaming / Industrial Electronics / Precision / Electronic Components 
1. Apple's New Launches / Start of an Apple Backlash? 
2. Consumer Electronics Product Development and Inflation 
3. Panasonic (6752) Finally Gains "EV Play" Status 
4. Gumi (3903): FY18 Q1 Results – Looking for Record Revenues 
5. Impressive Nintendo (7974) Switch Graphics 

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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, 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.

Research

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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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