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 suggestion of government orchestration against <a href="https://www.smartkarma.com/entities/8979" target="_blank" data-smartkarma-citation="entities:8979:1">Ono</a>’s immunotherapy treatment Opdivo (nivolumab) has moved a stage further with a report in the Nikkei that the Japanese Health Ministry is considering setting rules on new drug usage during this fiscal year, starting with <a href="https://www.smartkarma.com/entities/8979" target="_blank" data-smartkarma-citation="entities:8979:1">Ono</a>’s Opdivo and <a href="https://www.smartkarma.com/entities/6091" target="_blank" data-smartkarma-citation="entities:6091">Astellas</a>’s Repatha. Patients may be limited to those who can see certain impact from the treatment, which in turn would mean the drug could only be prescribed at those institutions with the facilities to check…

The suggestion of government orchestration against Ono’s immunotherapy treatment Opdivo (nivolumab) has moved a stage further with a report in the Nikkei that the Japanese Health Ministry is considering setting rules on new drug usage during this fiscal year, starting with Ono’s Opdivo and Astellas’s Repatha. Patients may be limited to those who can see certain impact from the treatment, which in turn would mean the drug could only be prescribed at those institutions with the facilities to check…

Opdivo Singled Out in Government Rule Change

Head of Research, IPOs & Placements, Aequitas Research

Sumeet Singh

Head of Research, IPOs & Placements

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

We are pleased to announce the roll out of our latest content vertical: Long Term Leaders. Under this category,  we have identified companies that have delivered consistent and quality growth over the past few years and by doing so, have become your core holdings. This short-list will form an exclusive focus list for us to bring you differentiated and meaningful insights and opinions.Going forward we plan to write timely and actionable insights on these companies, which will primarily try to address the perennial question "What's in the price?". By doing so we hope to aid in decision making at times when the stock price is either overbought or oversold, while all the time keeping a keen eye on the longer term potential of the company. We do not attempt to provide "coverage" in the traditional sense, and won't be providing you standardized commentary on everyday events. We are confident that you are already very well covered in this regard.The stocks which make up our shortlist, should continue to deliver consistent returns and, aided by the power of compounding, result in benchmark outperformance over the long term. We think the factors that have made them successful leaders: strong defensible business models, market share, and quality management teams, will continue to see them outrank other companies over time. Our aim is not to suggest a portfolio, but rather to identify those stocks which currently are or in the future are likely to be part of most long term portfolios, and by doing so to write actionable insights which will end up being most relevant to your everyday investment process.

We are pleased to announce the roll out of our latest content vertical: Long Term Leaders. Under this category,  we have identified companies that have delivered consistent and quality growth over the past few years and by doing so, have become your core holdings. This short-list will form an exclusive focus list for us to bring you differentiated and meaningful insights and opinions.Going forward we plan to write timely and actionable insights on these companies, which will primarily try to address the perennial question "What's in the price?". By doing so we hope to aid in decision making at times when the stock price is either overbought or oversold, while all the time keeping a keen eye on the longer term potential of the company. We do not attempt to provide "coverage" in the traditional sense, and won't be providing you standardized commentary on everyday events. We are confident that you are already very well covered in this regard.The stocks which make up our shortlist, should continue to deliver consistent returns and, aided by the power of compounding, result in benchmark outperformance over the long term. We think the factors that have made them successful leaders: strong defensible business models, market share, and quality management teams, will continue to see them outrank other companies over time. Our aim is not to suggest a portfolio, but rather to identify those stocks which currently are or in the future are likely to be part of most long term portfolios, and by doing so to write actionable insights which will end up being most relevant to your everyday investment process. 

Introducing Long Term Leaders - Focussed Insights for your Core Holdings

Japan

MEDIPAL HOLDINGS CORPORATION manufactures and sells medical tools and equipment, nursing equipment, and wholesales pharmaceuticals.

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Medipal Holdings (7459 JP)

Opdivo Singled Out in Government Rule Change

The suggestion of government orchestration against Ono’s immunotherapy treatment Opdivo (nivolumab) has moved a stage further with a report in the...

Pelham Smithers Associates

Introducing Long Term Leaders - Focussed Insights for your Core Holdings

We are pleased to announce the roll out of our latest content vertical: Long Term Leaders. Under this category, we have identified companies that...

Sumeet Singh

Price Gauge

52-week Range

Market Cap (USDm)

P/E

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