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Weekly News

PSA Japan Weekly Research Round-Up for the week ending Oct 13th:
The Weekly Comment by Pelham Smithers:
Pelham Smithers discusses the whys and wherefores of Japan's love affair with blockchain.
Company / Sector / Thematic Comments at a Glance:
Macro / Politics:
1. Polls Give Abe Strong Majority
2. Nikkei 225 Members Under Scrutiny:
3. Seven & I (3382): Positive Earnings Season Bellwether
Technology: Consumer and Industrial Electronics / Electronic Components
4. Sony (6758): Is Netflix a Problem? / Disappointing Start for Blade Runner 2049
5. Panasonic (6752): Tesla Model 3 Production Issues Offset by Strong X and S Demand
6. Square Enix (9684): Flame vs Blaze a Damp Squib
7. DRAM Prices Surging: IC Theme Laggards Points to Material Suppliers
Chemicals / Electronic Materials
8. Japan Display (6740): Panel Prices to Remain a Worry

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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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Research & Sales Teams

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

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