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Weekly News

PSA Weekly research round-up for the week ending July 22:
Reports/Flash Notes: Headlines at a Glance:
1. Consumer Electronics: Nintendo (7974) – Post the Surge in the Shares, What Further Upside Can Pokémon GO Bring?
2. Autos: Isuzu (7202) – FY16 Outlook – Recovery in Thailand
3. Telecoms: SoftBank (9984) – To Buy ARM Holdings for US$32bil
4. Electronics: Ferrotec (6890) – Nearly There
5. Internet: Music Streaming Services in Japan – Identifying Winners
6. Yaskawa (6506) - FY16 Q1 Results Meeting Feedback
Company/Sector/Thematic Comments at a Glance:
1. Nintendo (7974): Pokémon GO Craze Continues
2. Capcom (9697): Packed Games Program Out This Winter but SQE (9684) Should Win the Battle of the Japanese Releases with FF XV
3. Sony (6758): I Ain’t Afraid of No Ghostbuster Success; We Have PSVR
4. A cost-saving geographical rejig at Sony (6758)

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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.

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

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