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Weekly News

PSA Japan Weekly Research Round-Up for the week ending Aug 18:
The Weekly Comment by Pelham Smithers

Japanese telecoms strategy discussed.
Reports / Flash Notes Published This Week: Headlines at a Glance (full reports available upon request):
1. Fujifilm Holdings (4901) FY17 Q1 Results Meeting – Cameras Push Earnings Ahead of Guidance
2. Nintendo (7974): Is the Patent Suit a Problem? Yes, Quite Possibly
3. Ferrotec (6890): FY17 Q1 Results – Solar to Semis
Company / Sector / Thematic Comments at a Glance (for more details, please ask):
Technology: Consumer Electronics / Gaming / Industrial Electronics / Precision / Electronic Components
1. Sony (6758): Looking to Acquire Remainder of EMI Publishing?
2. Talk that Apple is Set to Launch a Cellular Smartwatch
3. Toshiba (6502): Issues over payment timings for Toshiba Memory


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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