PSA Interviews & Media Coverage – 2016

CNBC

21 December 2016

Apple may produce curved smartphone screens in 2017

Pelham Smithers, Managing Director at Pelham Smithers Associates, discusses his top technology stock picks, weighing in on product innovations from Apple, Samsung, Sony and…

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Financial Times

5 December 2016

BMW confident inspite of new threat from US technology rivals

….”It seems a straightforward conclusion to reach that the new participants in this game will gain the upper hand, with the old ones losing out,” says Pelham Smithers analyst Julie Boote.
But this also could be an opportunity for carmakers, according to analysts. Globally, BMW accounts for about 2 per cent of sales. Ms Boote points out that sales to fleet services could offset a decline to private owners………..

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Financial Times

23 November 2016

Nissan cross out

“…newer companies, as Pelham Smithers Associates points out, see things differently partly because of high levels of management ownership. Dwango, a mobile internet content maker, disagreed with its market valuation, so management bought itself out in 2014.Another, games maker GungHo Online, paid out $1.5bn to its shareholders between 2014 and 2016. Others, such as Gree and Colopl, still have net cash worth more than half their market value…

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CNBC

14 November 2016

Not too concerned about tech stocks going forward

Pelham Smithers, managing director at Pelham Smithers Associates, weighs in on whether he thinks a Donald Trump presidency will be good for technology and stock market…

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Bloomberg

24 October 2016

Is AT&T Mega-deal a Match made in Heaven

AT&T Inc., the second-largest U.S. wireless provider, has agreed to acquire Time Warner Inc., owner of HBO and CNN, for $85.4 billion. Including the New York-based media company’s debt and cash, the purchase is valued at $108.7 billion, making it the biggest takeover announced in 2016. If the deal goes through, AT&T will own a prized cache of movies and TV shows it can deliver to millions of pay-TV homes, mobile phones and internet customers. Pelham Smithers Associates Managing Director discusses with Anna Edwards and Manus Cranny on “Bloomberg Daybreak: Europe.”

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Bloomberg

24 September 2016

Samsung’s Note 7 Recall Will Be Pricey, But Probably Worth It

……… Estimates from Credit Suisse Group AG, Daishin Securities Co. and Pelham Smithers Associates put the recall’s cost at around $1 billion or less. Asked about the financial impact, Koh Dong Jin, the head of Samsung’s smartphone business, said at Friday’s press conference in Seoul that it was a “heartbreaking amount.” ….

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CNBC

9 September 2016

Sony PS4 ‘chief entry point for virtual gaming’

Pelham Smithers, managing director at Pelham Smithers Associates, describes Sony’s PS4 as “disruptive technology,” and adds that Apple is “changing its game.”

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CNBC

28 July 2016

Facebook’s performance is extraordinary

Pelham Smithers, head of Asian research and managing director at Pelham Smithers Associates, talks about the power of video content found online, in light of Facebook’s earnings.

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Bloomberg

9 June 2016

Should Google be More Aggressive on the M&A Path?

Alphabet Inc., the owner of Google, is using its computing prowess to branch out into a dizzying array of new areas, from medical diagnoses to “transformative” partnerships between humans and artificial intelligence, laying out its ambition at the company’s annual shareholder meeting. Pelham Smithers, Managing Director at Pelham Smithers Associates Ltd., discusses with Bloomberg’s Francine Lacqua on “The Pulse.”

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Financial Times

2 February 2016

Adele and James Bond boost Sony profits and buoy shares

………. Apple last week warned that iPhone sales would see their first year-on-year decline in the March quarter. Pelham Smithers, who runs a boutique research firm focused on Japan, added: “We have to assume any deterioration in the third quarter will only be magnified in the fourth quarter.”

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