25 November 2014
Sony reassures on turnaround strategy by Kana Inagaki
….. The fact that Sony was holding its first investors meeting for its electronics business – lasting six hours – was an indication that it was comfortable with its turnround strategy, said analysts. “It is evidence that Sony itself is more confident again,” said Pelham Smithers, who runs a boutique research firm with a Japan focus. He added that “Sony had not addressed important questions, including whether the smartphone business could survive without an economy of scale, and whether profit margins for the image sensor business could be maintained if smartphone prices continued falling with a surge in cheaper handsets from China…”
31 October 2014
Tech Check Up: Taking the Pulse of the Industry
Pelham Smithers, Managing Director at Pelham Smithers Associates, discusses tech earnings, key trends we’re seeing and the outlook for the sector with Bloomberg’s Mark Barton and Anna Edwards on “Countdown.”
7 October 2014
Samsung Should Have Own Operating System
Pelham Smithers, Managing Director at Pelham Smithers Associates, discusses Samsung’s revenues and outlook for the company. He speaks with Guy Johnson on Bloomberg Television’s “The Pulse.”
17 September 2014
Sony rethinks smartphone strategy amid mounting losses
…scales back its mobile phone division. Some investors criticised Sony’s handling of the growing smartphone losses. Pelham Smithers, who runs a Japan-focused boutique research firm, said: “There would have been a much better way to make this…
9 September 2014
Will Bigger Screens Mean Bigger Profits for Apple?
Pelham Smithers, Managing Director at Pelham Smithers Associates discusses the new iPhone 6, it’s larger screen and how it will impact the smartphone market with Bloomberg’s Anna Edwards, Mark Barton, Manus Cranny and Caroline Hyde on “Countdown.”
31 July 2014
Sony in the early days of recovery
Pelham Smithers, Managing Director at Pelham Smithers Associates, comments on Sony and Toshiba following their results, and says Sony seems to be in the early days of a “genuine recovery”.
Financial Times – FT Money
14/15 June 2014
We’re in a bull market of complacency by Merryn Somerset Webb
“…. The Japanese auto sector has, for example, fallen 8 per cent this year. But research from Pelham Smithers Associates shows the likes of Toyota and Nissan trading on price to earnings ratios of 9-10 times …….”
14 May 2014
Hardware electronics is ‘trouble’ for Sony
Pelham Smithers, head of Asian research at Pelham Smithers Associates, says Sony will remain in trouble until it can work out a way to “create an environment” to make its hardware electronics profitable.
08 April 2014
Samsung Profit Suffers as Phone Prices Fall
Pelham Smithers, Managing Director at Pelham Smithers Associates, examines quarterly results from Samsung and the impact of competition from low cost phones as the company posted their second straight drop in profits on Bloomberg Television’s “The Pulse.”
24 February 2014
China’s outbound ventures
Pelham Smithers, managing director and founder of Pelham Smithers Associates, says “it is important to be careful when comparing China’s current ODI efforts with the heady days of Japan investment in the 1980s. The London-based research firm focuses on technology issues …….”
12 February 2014
Are Lenovo’s shares undervalued?
After Lenovo posted a 30 percent rise in third quarter profit, Pelham Smithers, MD & Partner at Pelham Smithers Associates, discusses the stock’s valuations.
17 January 2014
Size Not Apps Key to Apple in China
Pelham Smithers, Managing Director and Partner at Pelham Smithers Associates, discusses iPhones now being sold by China Mobile and the cultural differences among Smartphone buyers. He speaks on Bloomberg Television’s “The Pulse.”
7 January 2014
Samsung Did Well Under The Circumstances
Pelham Smithers, Managing Director and Partner at Pelham Smithers Associates, discusses Samsung’s earnings, their telegraphed struggles, and factors that made the numbers look worse than they are. He speaks on Bloomberg Television’s “The Pulse.”