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

Universal Entertainment / Equity Bottom-Up

According to Kyodo News, the LDP and Komeito parties are finalizing an agreement to allow three integrated casino resorts to be built in Japan, which should be inked this week. The news follows a report on Friday that the following had and hadn’t been agreed:<ul>
<li>Casino facilities limited to 3% of area of integrated resort (but there would be no upper limit on size).</li>
<li>Tax on gross gaming revenue to be flat 30%</li>
<li>Whether entrance fee to be charged for Japanese residents is still being discussed</li>
</ul>The aim is…

According to Kyodo News, the LDP and Komeito parties are finalizing an agreement to allow three integrated casino resorts to be built in Japan, which should be inked this week. The news follows a report on Friday that the following had and hadn’t been agreed:
Casino facilities limited to 3% of area of integrated resort (but there would be no upper limit on size).
Tax on gross gaming revenue to be flat 30%
Whether entrance fee to be charged for Japanese residents is still being discussed
The aim is…

Japan Government to Offer Out 3 Casino Licenses - Kyodo

Thematic (Sector/Industry)

The presence of <a href="https://www.smartkarma.com/entities/16227" target="_blank" data-smartkarma-citation="entities:16227:1">MGM Resorts International (MGM US)</a> CEO, James Murren, in Tokyo earlier this month, is a timely reminder to everyone that the re-election of Shinzo Abe’s government last year means that the Casino Bill is still in the works, even if it is stuck behind the Gambling Addiction bill. Indeed, it is probably the case that Murren is over to emphasize the point that firms like his are willing to invest heavily in Japan provided the limitations brought about by the Gambling Addiction bill…

The presence of MGM Resorts International (MGM US) CEO, James Murren, in Tokyo earlier this month, is a timely reminder to everyone that the re-election of Shinzo Abe’s government last year means that the Casino Bill is still in the works, even if it is stuck behind the Gambling Addiction bill. Indeed, it is probably the case that Murren is over to emphasize the point that firms like his are willing to invest heavily in Japan provided the limitations brought about by the Gambling Addiction bill…

Japan

JAPAN CASH MACHINE CO., LTD. manufactures money processing terminals such as coin counters used in casinos and game arcades.  The Company also produces cash registers, office equipment, and game parlor devices including medal-dispensing machines for pinball "pachinko" parlors.

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Japan Cash Machine (6418 JP)

Japan Government to Offer Out 3 Casino Licenses - Kyodo

According to Kyodo News, the LDP and Komeito parties are finalizing an agreement to allow three integrated casino resorts to be built in Japan,...

Pelham Smithers Associates

Japan Casino Bill Back in the Headlines

The presence of MGM Resorts International (MGM US) CEO, James Murren, in Tokyo earlier this month, is a timely reminder to everyone that the...

Pelham Smithers Associates

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