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Weekly News

PSA Japan Weekly Research Round-Up for the week ending Dec 15:
The Weekly Comment by Pelham Smithers:
Pelham looks at the UK's current inflation picture, compares it to the situation in Japan, and draws conclusions about what investors' stock-picking strategies for Japan should be...............  
Reports / Flash Notes Published This Week: Headlines at a Glance: 
1. NEC (6701) – Can It Do More than Just Enjoy a Cyclical Recovery? 
2. Dexerials (4980) – Wins in Major Devices and Autos Point to a Sustainable Recovery 
3. Fuel Cell Vehicles – on a Path to Nowhere? All Major OEMs Still Committed 
Company / Sector / Thematic Comments at a Glance:
Technology: Consumer Electronics / Industrial Electronics / Electronic Components / Precision / SPE
1. Government May Ease Laws Limiting Hosting of eSports Tournaments
2. Capcom (9697): Plenty of Reasons to be Excited
3. US video Game Sales Data for November Hint that Sony May See Another Great Quarter 
4. Nintendo (7974): WSJ Report Looking for More Support in Mobile – Implications for DeNA 

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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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