PSA Interviews & Media Coverage – 2015

Bloomberg

28 October 2015

Apple’s China Focus Provides Boost to iPhone Dominance

Pelham Smithers, managing director at Pelham Smithers Associates Limited, and Axel Merk, president and chief investment officer at Merk Investments, examine Apple’s fourth-quarter results, the company’s business in China, their increasing reliance on the iPhone and Apple’s potential for growth in Asia. They speak on “Bloomberg Surveillance.”

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CNBC

7 October 2015

Samsung has stabilized market share

Pelham Smithers, managing director of Pelham Smithers Associates, says the Galaxy S6 has stabilized Samsung’s mobile business.

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CNBC

30 September 2015

The Outlook for Toshiba after accounting scandal

Toshiba’s semiconductor and government-related businesses face issues such as a slowing global economy, says Pelham Smithers, head of Asian research, MD at Pelham Smithers Associates.

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Financial Times

16 September 2015

Mobile operators: continental divide

………….. Japan’s mobile operators DoCoMo, KDDi, and Softbank – deliver a good service at a cost per customer of roughly $35, far less than in the US and UK, reckons Japan specialist Pelham Smithers Associates. And tariffs in local terms have dropped 17 per cent over the last three years

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Financial Times

5 August 2015

Sony CFO looks to turn company aways for cuts to growth  by Kana Inagaki

………. In April, Mr Hirai received a scathing letter from a former chief financial officer, calling for the instalment of more engineers to revive “the Sony spirit”.

“It’s very difficult to move a company with the size of Sony from one way of thinking to another. To a large extent, the current management has achieved that,” says Pelham Smithers, who runs a boutique research firm focused on Japan.

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Bloomberg

10 April 2015

Galaxy S6 Is the iPhone 6 for Android Users

Pelham Smithers Associates Limited Managing Director Pelham Smithers and Bloomberg’s Joshua Topolsky discuss both the Apple Watch and Samsung’s Galaxy S6. They speak with Guy Johnson on Bloomberg Television’s “The Pulse.”

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Bloomberg

4 February 2015

Sony Is Back in the Game at the Top Level

Pelham Smithers Associates Managing Director and Parnter Pelham Smithers discusses Sony earnings and the impact the cyber-attack had on the numbers. He speaks with Bloomberg’s Mark Barton, Anna Edwards and Manus Cranny on “Countdown.”

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CNBC

4 February 2015

Sony has delivered ‘home run’ with Q3 results

Pelham Smithers, Managing Director at Pelham Smithers Associates, says Sony CEO Kazuo Hirai has hit a “home run” after the Japanese corporation reported improved earnings

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Financial Times

16 January 2015

Deflation isn’t such a bonus after all

………….. We have a high exposure to the financial services sector and still growing levels of consumer and public sector debt. As Pelham Smithers, founder of the boutique research firm of the same name, puts it, “if you look only at the money we are less a country than a vast hedge fund………”

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