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PSA2020-10-23T14:04:42+00:00

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Pelham Smithers Associates

Pelham Smithers Associates is a leading English language independent research provider covering the Japanese stock market. We focus primarily on Japanese manufacturing – TMT, autos, pharma, and machinery – and on internet plays and video games. We also write on market strategy.

Founded in 2009, Pelham Smithers Associates has steadily built up a blue chip institutional stock investing client base as paying readers of its research. We are fortunate in having benefited from word of mouth recommendations. We are recognised by our clients as a go-to provider of in-depth analysis and explanation of new technologies emanating from Japan and the impact of these on both Japanese companies and companies globally.

One of the firm’s founders, Pelham Smithers, is a world expert on consumer technology trends and appears regularly in the financial media. Another, Julie Boote, is a high-profile commentator on automotive technology, having started her career at Ford Motor. In aggregate, our research team has accrued over a hundred years of knowledge while carrying out Japanese equity research.

PSA produces both company and sector reports. These tend to focus on the manufacturing technologies at the core of companies’ endeavours. We aim to identify the winners and losers as new technologies come to impact the top and bottom lines of corporations. Central to PSA research is clear explanation of how these new technologies work and how they affect both companies and industries.  While our primary focus is on Japanese equity research, our approach enables us to discover investment opportunities outside of Japan.

PSA also produces widely read daily and weekly commentary. Our daily tends to pick up on the development of themes previously identified in PSA reports. The PSA weekly summarises recently produced reports and collates the daily commentary plus analysts’ additional short comments, week by week.

PSA’s clients include globally-renowned mutual funds as well as smaller, even start-up, specialist investment advisors.

PSA research is available on Factset, Thomson Reuters, S&P Capital IQ, Bloomberg (PSAZ), RSRCHX and Research Pool. Research can also be sent by PSA’s sales team email to PMs and analysts.

If you would like to discuss terms for research provision to your firm by Pelham Smithers Associates, kindly contact Co-Founder James Ford, either by email, at james@pelhamsmithers.com, or by calling +44 (0)20 3740 5500.

Weekly Comment
by Pelham Smithers

This week’s weekly comment focuses on DX in the public sector, and money. On Oct 27, Pelham will be holding a webinar on market strategy and ideas in the face of Digital Transformation (DX). Details available by contacting PSA’s Sales Team…………..

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Weekly News

The Must Read PSA Weekly Research Round-Up

Oct 23

Highlights this week: INDUSTRY INSIGHTS: Japan mobile phone game sales remain very strong Shanghai freight rates rising MACRO: Solid economic data for China COMPANY INSIGHTS: Bloomberg previews Sony Q2 NEC, Roche in local 5G move Hino to build electric CVs with BYD Fire shuts Asahi Kasei’s LSI plant NOK: Breakeven in H2 FY20? Looking at Fanuc Plus additional COMPANY INSIGHTS

Oct 16

Highlights this week: REPORTS: GMO Financial Gate (4051 JT) Yaskawa Electric (6506 JT) Suga’s Digital Investment Plan INDUSTRY INSIGHTS: What Japan stock investors should look for from the iPhone launch event Consumption via smartphone rises Japan’s automakers facing massive safety belt recall Daimler’s mobility insurance venture sets an example for auto industry Update on NASH MACRO: China imports surge Plus additional COMPANY INSIGHTS

Oct 09

Highlights this week: REPORTS: Trend Micro (4704 JT) Suzuki Motors (7269 JT) MARKET / MACRO: Household spending / cash earnings COMPANY INSIGHTS: Is Mario Kart: Live Home Circuit the game for the holiday season? Sony tears apart the PS5 (so you don’t have to) / Playstation head presents outlook for PS5 sales Sony, Kioxia seek US approval to sell chips to Huawei Plus additional COMPANY INSIGHTS

Oct 02

Highlights this week: REPORTS: Japan stock market strategy NTT to buy out NTT Docomo minorities – winners from the deal What sales/employee metrics can tell us About Japan’s SaaS and IT service companies Subaru (7270 JT) – key to success is North America INDUSTRY INSIGHTS: August global auto production numbers shows large variance among brands and regions Sep 2020 auto sales improve MARKET / MACRO: Any readthrough from the Tankan? Job offers : applicants remains above 1.0 Plus additional COMPANY INSIGHTS

Sep 25

Highlights this week: REPORT: Nabtesco (6268 JT) MARKET / MACRO: Covid / lockdown / WFH stars in Mothers index INDUSTRY INSIGHTS: Channel checks suggest new iPhone production is high-end oriented Amazon enters the video game streaming market COMPANY INSIGHTS: Readthrough from the Microsoft / Bethesda Deal Can Capcom release a Monster Hunter and a Resident Evil title every year? Plus additional COMPANY INSIGHTS

Research Categories

Auto Sector

Analysis of global automobile companies with a special focus on Japan’s assemblers…

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Auto Parts

Looking at auto component makers in a separate context from their respective…

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Internet

The main focus is on internet companies in the Far East. This covers companies involved in…

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Telecomms

Analysis of the Japanese telecoms sector, highlighting differences in business strategy…

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Electronic Parts & Materials

The main focus is on Japan’s electronics industry supply chain firms…

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Consumer Electronics

Analysis of the global electronics market with a focus on the role Japanese companies…

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Strategy

In the first week of every calendar year Pelham Smithers writes the substantive…

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Capital Goods

Analysis focuses primarily on automation and robotics…

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Pharmaceuticals

Analysis of the Japanese pharmaceuticals sector with particular focus on…

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Video Games

Analysis of the Japanese video sector including the nascent eSports market…

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Reports

We produce 5 types of research – PSA Today is our daily product, that focuses on the companies and sectors PSA analysts cover. It is integral to our evolving research and is a vehicle for analysts to confirm or change their investment views. PSA Weekly highlights what the PSA team has produced in the week. It summarises PSA’s published reports; contains analysts’ key company / sector comments; and includes a weekly strategy comment. It is also where the team likes to signpost their ideas for the week to come. In-depth Company provides detailed analysis of individual companies. Company Update are the follow up to the reports we have written. In-depth Sector provides a detailed analysis of the sectors our analysts cover.

PSA Today

PSA Weekly

Company Update

In-depth – Sector

In-depth – Company

Weekly News
Media
Our Team
Categories
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Weekly News
Media
Our Team
Categories
Contact Us

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