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

Thematic (Sector/Industry)

The decision by Melco Holdings to buy back 15% of outstanding shares is an announcement that is likely to be picked up by a few lucky holders of the stock, but few others. However, it could have considerable importance for the Japanese stock market in this era of negative interest rates. Although share buybacks are common enough in Japan, they normally represent 1~2% of shares outstanding, not ten times that amount. Melco Holdings, a company probably best known for being regularly confused with…

The decision by Melco Holdings to buy back 15% of outstanding shares is an announcement that is likely to be picked up by a few lucky holders of the stock, but few others. However, it could have considerable importance for the Japanese stock market in this era of negative interest rates. Although share buybacks are common enough in Japan, they normally represent 1~2% of shares outstanding, not ten times that amount. Melco Holdings, a company probably best known for being regularly confused with…

Melco Holdings BuyBack: Start of a Trend?

Founder and CEO, Europacifica Consulting

Naomi Fink

Founder and CEO

Europacifica Consulting

Macroeconomics

In the shadow of the EU referendum, rising support for conservative political factions among disaffected voters seems to have rubbed off on Japan, otherwise not known for exciting electoral outcomes, of late. Indeed, we must go back to 2003 to cite an example of where dollar-yen moved more than 1% in either direction in the wake of a Japanese election (moreover, in 2003 this was a Lower House election, generally of greater impact upon Japanese legislation).  The Nikkei 225 has tended to be…

In the shadow of the EU referendum, rising support for conservative political factions among disaffected voters seems to have rubbed off on Japan, otherwise not known for exciting electoral outcomes, of late.   Indeed, we must go back to 2003 to cite an example of where dollar-yen moved more than 1% in either direction in the wake of a Japanese election (moreover, in 2003 this was a Lower House election, generally of greater impact upon Japanese legislation).  The Nikkei 225 has tended to be…

Japanese Elections: "Abenomics" Versus a Move to the Right

Empirical data on the drivers of Japanese productivity are sadly not at the forefront of Abenomics, but they should be.  Europacifica CEO Naomi Fink has published, over the last year, two papers with Columbia University's CJEB which show exactly why this is.  The first of these papers illustrates why and where we find evidence that the BOJ's fight against deflation is insufficient (although it may be necessary) to cure Japan's ills:<h2>Why Overcoming Deflation Alone is Not Enough</h2>There is "bad…

Empirical data on the drivers of Japanese productivity are sadly not at the forefront of Abenomics, but they should be.  Europacifica CEO Naomi Fink has published, over the last year, two papers with Columbia University's CJEB which show exactly why this is.  The first of these papers illustrates why and where we find evidence that the BOJ's fight against deflation is insufficient (although it may be necessary) to cure Japan's ills:Why Overcoming Deflation Alone is Not EnoughThere is "bad…

Japan Non-IT Industries: Overcoming Deflation Not Enough

Japan

JTEKT Corporation manufactures bearings for motor vehicles and electronic equipment.  The Company also produces steering systems and oil seals for automobiles, electronic control units, and machine tools.

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JTEKT Corp (6473 JP)

Melco Holdings BuyBack: Start of a Trend?

The decision by Melco Holdings to buy back 15% of outstanding shares is an announcement that is likely to be picked up by a few lucky holders of...

Pelham Smithers Associates

Japanese Elections: "Abenomics" Versus a Move to the Right

In the shadow of the EU referendum, rising support for conservative political factions among disaffected voters seems to have rubbed off on Japan,...

Naomi Fink

Japan Non-IT Industries: Overcoming Deflation Not Enough

Empirical data on the drivers of Japanese productivity are sadly not at the forefront of Abenomics, but they should be. Europacifica CEO Naomi...

Naomi Fink

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