Raising the bar for market intelligence

Weekly News

PSA Japan Research Round-Up for the week ending February 16, 2018
The Weekly Comment by Pelham Smithers: Surf's up: Pelham Smithers considers whether we are starting to see a break in the link between the yen and the Japanese stock market.
Reports / Flash Notes Summaries
1. Mitsubishi Electric (6503 JP): FA and Infrastructure Upturn
2. Sony (6758 JP): FY17 Outlook and SoTP5
Company / Sector / Thematic Comments
1. Sony (6758 JP) Surprises, Irritates with Peter Rabbit / Overlooked in the Media – CNBC
2. NEC (6701 JP): Language Terminals Expected to be A Big Hit
3. Square Enix (9684 JP): Monsters Inc Comes to Kingdom Hearts III
4. Capcom (9697 JP) to Officially Enter the Japanese eSports Market
5. Casino Guidelines / Limitations Starting to Appear from the LDP Committee
6. Toshiba (6502 JP) Enters a New Era
7. Fujifilm (4901 JP) Shares Weaker after Xerox Takeover Resistance
8. Tokyo Ohka Kogyo (4186 JP) Disappoints in Several Areas
9. Nissha's (7915 JP) Explanation Gets a Positive Reception
10. Showa Denko (4004 JP):, Profits Suddenly Reliant Upon Electrode Markets


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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Research & Sales Teams 

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

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