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PSA2020-12-04T14:28:51+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

    Arguably the biggest surprise about the PS5 is the genre of games which are available at launch, says Pelham…

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    Weekly News

    The Must Read PSA Weekly Research Round-Up

    Dec 04

    Highlights this week: REPORTS: Daifuku (6383 JT) Mazda (7261 JT) GA Technologies (3491 JT) MACRO: Oct industrial production and job offers: applicants INDUSTRY INSIGHTS: Mobile game revenues continue to impress Japan to phase out ICEs, Toyota’s dominance set to increase COMPANY INSIGHTS: NEC starts offering 5G as a service Update on Nanobridge Plus additional COMPANY & INDUSTRY INSIGHTS

    Nov 27

    Highlights this week: REPORTS: BASE Inc (4477 JT) Daikin (6367 JT) INDUSTRY INSIGHTS MLCCs and semiconductors: two sides of the same coin Mixed outlook for US auto sales financing business EV-plays sparking interest Request for easier renewable energy regulations COMPANY INSIGHTS: PS5 shortage continues Nintendo taps Sharp for Switch production New rice-milling game becoming a cult hit for Marvellous Plus additional COMPANY INSIGHTS

    Nov 20

    Highlights this week: REPORTS: Nintendo (7974 JT) Murata (6981 JT) Our impressions from the Automobilwoche auto conference MACRO: Japan GDP Rebounds Nicely Is deflation returning to Japan? INDUSTRY INSIGHTS: EUV – growing market means competition COMPANY INSIGHTS: Price of a PS5 – if you can get one The trouble with Nintendo… Capcom’s ransomware attack Plus additional COMPANY INSIGHTS & RESULTS

    Nov 13

    Highlights this week: REPORTS: Global Payments: Revolution or Evolution? An Update on the Global March Towards Cashless Societies Honda Motor (7267 JT) INDUSTRY & COMPANY INSIGHTS: Can you genuinely monetize podcasts? FDA outside panel nixes aducanumab MACRO: Japan’s impressive FY20 2Q business performance Plus additional COMPANY INSIGHTS & RESULTS

    Nov 06

    Highlights this week: REPORTS: NEC (6701 JT) Fujifilm Holdings (4901 JT) Nintendo (7974 JT) INDUSTRY INSIGHTS: FDA paper gives a thumb up to aducanumab 5G capex back in the news October US auto sales Company Insights NEC in Docomo SA 5G core vendor win Sony key in TikTok deal / set to buy Crunchyroll Nidec plans to build European EV motor plant Plus additional COMPANY INSIGHTS & RESULTS

    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
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    Weekly News
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