Japan TMT Analyst

Pelham Smithers

Market Intel on Asian Tech with a Japan focus

Pelham Smithers Associates

Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods. 

Research is provided by the following:
Pelham Smithers: Macro, consumer electronics, telecoms & pharma
Joel Scheiman: Electronics materials / components
Julie Boote: Autos
Will Nestuk: Capital goods, machinery & transportation equipment parts
Thao Nguyen: eCommerce, internet content, marketing & advertising

Equity Bottom-Up

We are getting positive feedback from our sources at <a href="https://www.smartkarma.com/entities/15003" target="_blank" data-smartkarma-citation="entities:15003:1">Square Enix (9684 JP)</a> and <a href="https://www.smartkarma.com/entities/8197" target="_blank" data-smartkarma-citation="entities:8197:1">Cyberagent (4751 JP)</a> on <a href="https://www.smartkarma.com/entities/19603" target="_blank" data-smartkarma-citation="entities:19603:1">Yahoo Japan's (4689 JP)</a> new game platform for HTML5 games. Although YJ was not the first to enter this market and <a href="https://www.smartkarma.com/entities/31" target="_blank" data-smartkarma-citation="entities:31:1">Rakuten (4755 JP)</a> launched a similar platform last year, Rakuten’s RGames focus on casual games and doesn’t utilise cloud infrastructure, while YJ’s Game Plus targets mid- and hardcore gamers, but it also offers cloud infrastructure. This is important as utilising cloud…

We are getting positive feedback from our sources at Square Enix (9684 JP) and Cyberagent (4751 JP) on Yahoo Japan's (4689 JP) new game platform for HTML5 games. Although YJ was not the first to enter this market and Rakuten (4755 JP) launched a similar platform last year, Rakuten’s RGames focus on casual games and doesn’t utilise cloud infrastructure, while YJ’s Game Plus targets mid- and hardcore gamers, but it also offers cloud infrastructure. This is important as utilising cloud…

Yahoo Japan (4689) - Game On for HTML 5 Portal

Thematic Investing in Tech and Media, CM Research

Cyrus Mewawalla

Thematic Investing in Tech and Media

Thematic TMT investing

CM Research

CM Research is an independent research house based in London, England. We provide global thematic research in the Technology, Media and Telecoms (TMT) sectors. 

Our focus is on disruptive technologies: how will they unfold; which industries will be impacted; and who will be the ultimate winners and losers. 

Our aim is to help investors predict share prices and corporate executives stay one step ahead of the technology trends that are shaping their industry. 

We research technology investment themes in detail and then feed the results into a scorecard system to quantify the impact of several conflicting themes on individual stocks. 

Recent themes covered include internet TV, the Internet of Things, Big Data, Mobile payments, crowdfunding, artificial intelligence, the cloud, software defined networking and Generation Hashtag.

We cover the top 500 global TMT stocks by market capitalisation and several technology start-ups and pre-IPO companies too. 

In 2015, CM Research analysts outperformed the Bloomberg Benchmark Analyst Index - which measures how good analysts are at predicting stock prices - by 7.1%.

Thematic (Sector/Industry)

Voice is set to become the next big computing platform Many of us will be talking increasingly to machines. Products such as smartphones, in-car infotainment systems, biometric ID systems, home speakers, games consoles, televisions, doors, fridges and industrial machines are already, or will soon become, “conversational”.Speech recognition technology is currently about 90% accurate. In order for voice-activated products to go mainstream, speech recognition needs to reach 99% accuracy. This may take until 2030.But, in the meantime, investors need now to factor voice-driven AI into their thinking and into the way they assess the future prospects of many of their mid-term investments.

Voice is set to become the next big computing platform Many of us will be talking increasingly to machines. Products such as smartphones, in-car infotainment systems, biometric ID systems, home speakers, games consoles, televisions, doors, fridges and industrial machines are already, or will soon become, “conversational”.Speech recognition technology is currently about 90% accurate. In order for voice-activated products to go mainstream, speech recognition needs to reach 99% accuracy. This may take until 2030.But, in the meantime, investors need now to factor voice-driven AI into their thinking and into the way they assess the future prospects of many of their mid-term investments.

Making sense of the Global Market, Euromonitor International Ltd.

Yu Mitsuhashi

Making sense of the Global Market

Euromonitor International Ltd.

We are a global market research company focused on industries, countries, economies and consumers worldwide. Our cross-country comparable research helps your organisation identify opportunities and develop growth strategies in countries and regions across the globe. With offices around the world, 1,200 analysts in 100 countries and market research on every key trend and driver, we give you powerful access to the real story behind consumer change.

<ul><li>Smart wearables sees 28% retail volume growth in 2017, to reach 12 million units</li><li>The limited technological innovation in new smart wearables results in a slowdown in growth in 2017</li><li>Activity bands records 3% retail volume growth, to reach 17 million units in 2017</li><li>Limited new products are launched in activity bands in 2017, as consumers prefer devices with displays</li><li>Activity watch (analogue) witnesses 84% retail volume growth in 2017, to reach 2.8 million units</li><li>More and more traditional watch manufacturers add smart functions to their analogue watches</li><li>Activity watch (digital) achieves 24% volume growth in 2017, to reach 15 million units</li><li>New activity wearables with digital displays launched in 2017 help to ensure double-digit growth</li><li>Wearable electronics is expected to see a 1% retail volume CAGR in the forecast period, to reach 49 million units in 2022</li></ul>

Smart wearables sees 28% retail volume growth in 2017, to reach 12 million unitsThe limited technological innovation in new smart wearables results in a slowdown in growth in 2017Activity bands records 3% retail volume growth, to reach 17 million units in 2017Limited new products are launched in activity bands in 2017, as consumers prefer devices with displaysActivity watch (analogue) witnesses 84% retail volume growth in 2017, to reach 2.8 million unitsMore and more traditional watch manufacturers add smart functions to their analogue watchesActivity watch (digital) achieves 24% volume growth in 2017, to reach 15 million unitsNew activity wearables with digital displays launched in 2017 help to ensure double-digit growthWearable electronics is expected to see a 1% retail volume CAGR in the forecast period, to reach 49 million units in 2022

Sector Capsule: Wearable Electronics in China

Korea / Special Sits, Pairs, Index Rebalancing, Clepsydra Capital

Sanghyun Park

Korea / Special Sits, Pairs, Index Rebalancing

In my previous insight <a href="https://www.smartkarma.com/insights/nps-passive-investing-may-come-to-an-end-impact-on-celltrion-s-kospi-move" target="_blank" data-smartkarma-citation="insights:12725">NPS’ Passive Investing May Come to an End - Impact on Celltrion’s KOSPI Move</a>, I explained why NPS' passive investing may come to an end. We all know that NPS has played a very critical role in boosting KOSPI in the last 12-18 months. Of course, NPS may not be the only reason for KOSPI's great run, but it is surely one of the main reasons.<div class="content-highlight">
For more details about possible correlations between NPS and KOSPI's great run this year, I suggest reading my previous insight.
<a href="https://www.smartkarma.com/insights/nps-passive-investing-may-come-to-an-end-impact-on-celltrion-s-kospi-move" target="_blank" data-smartkarma-citation="insights:12725">NPS’</a>…
</div>

In my previous insight NPS’ Passive Investing May Come to an End - Impact on Celltrion’s KOSPI Move, I explained why NPS' passive investing may come to an end. We all know that NPS has played a very critical role in boosting KOSPI in the last 12-18 months. Of course, NPS may not be the only reason for KOSPI's great run, but it is surely one of the main reasons.
For more details about possible correlations between NPS and KOSPI's great run this year, I suggest reading my previous insight.
NPS’…


Signs of Money Moving to Korean SMID Cap Stocks - Two High Conviction Stock Picks

The press conference held by <a href="https://www.smartkarma.com/entities/73" target="_blank" data-smartkarma-citation="entities:73:1">Toyota Motor Corp (7203 JP)</a> and <a href="https://www.smartkarma.com/entities/20528" target="_blank" data-smartkarma-citation="entities:20528:1">Mazda Motor Corp (7261 JP)</a> on Friday August 4th, announcing a capital tie-up, was quite remarkable, in our view: While there was the usual outlining of the scope of the new partnership, with expected cost synergies, manufacturing projects etc., the main focus was on how the two automakers were going to face an uncertain future together. We have known for a while that there is a lot of soul-searching going on at Toyota, and it seems…

The press conference held by Toyota Motor Corp (7203 JP) and Mazda Motor Corp (7261 JP) on Friday August 4th, announcing a capital tie-up, was quite remarkable, in our view: While there was the usual outlining of the scope of the new partnership, with expected cost synergies, manufacturing projects etc., the main focus was on how the two automakers were going to face an uncertain future together. We have known for a while that there is a lot of soul-searching going on at Toyota, and it seems…

Toyota (7203)- Unusual Press Conference as Mazda Is Treated as Equal

United States

Apple Inc. designs, manufactures, and markets smartphones, personal computers, tablets, wearables and accessories, and sells a variety of related accessories. The Company also offers payment, digital content, cloud and advertising services. Apple Inc.'s customers are primarily in consumer, small & mid-sized business, education, enterprise and government markets worldwide.

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Apple (AAPL US)

Yahoo Japan (4689) - Game On for HTML 5 Portal

We are getting positive feedback from our sources at Square Enix (9684 JP) and Cyberagent (4751 JP) on Yahoo Japan's (4689 JP) new game platform...

Pelham Smithers Associates

Voice - The Next Big Computing Platform

Voice is set to become the next big computing platformMany of us will be talking increasingly to machines. Products such as smartphones, in-car...

CM Research

Sector Capsule: Wearable Electronics in China

Smart wearables sees 28% retail volume growth in 2017, to reach 12 million units The limited technological innovation in new smart wearables...

Euromonitor International Ltd.

Signs of Money Moving to Korean SMID Cap Stocks - Two High Conviction Stock Picks

In my previous insight NPS’ Passive Investing May Come to an End - Impact on Celltrion’s KOSPI Move, I explained why NPS' passive investing may...

Sanghyun Park

Toyota (7203)- Unusual Press Conference as Mazda Is Treated as Equal

The press conference held by Toyota Motor Corp (7203 JP) and Mazda Motor Corp (7261 JP) on Friday August 4th, announcing a capital tie-up, was...

Pelham Smithers Associates

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