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

Sanghyun Park

Korea / Special Sits, Pairs, Index Rebalancing

Thematic (Sector/Industry)

<div><div class="content-highlight"><h2>Japan</h2></div></div><h2>Strong pick-up truck sales in US</h2><p><a href="https://www.smartkarma.com/profiles/940" target="_blank" data-smartkarma-citation="accounts:940">Nick Tanner</a> suggested paying attention to the continued recovery of US pick-up truck sales for <a href="https://www.smartkarma.com/entities/15064" target="_blank" data-smartkarma-citation="entities:15064:1">Toyo Tire &amp; Rubber Co Ltd (5105 JP)</a>, nearly 60% of whose operating profit is coming from North America. However, Nick cautiously pointed out that we might want to closely watch Toyo's profitability this year, which is expected to be slightly lower than that of last year. <a href="https://www.smartkarma.com/profiles/713" target="_blank" data-smartkarma-citation="accounts:713">Mio Kato, CFA</a> also put out a piece on the strong pick-up sales in US. He argued that the ongoing…</p>

JapanStrong pick-up truck sales in USNick Tanner suggested paying attention to the continued recovery of US pick-up truck sales for Toyo Tire &amp; Rubber Co Ltd (5105 JP), nearly 60% of whose operating profit is coming from North America. However, Nick cautiously pointed out that we might want to closely watch Toyo's profitability this year, which is expected to be slightly lower than that of last year. Mio Kato, CFA also put out a piece on the strong pick-up sales in US. He argued that the ongoing…

The Week That Was in NorthAsia@Smartkarma: Trucks, Pachinko, and Life Insurance

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

<p>Although the Japanese drug industry suffers from a lack of scale, where it is good is in applying manufacturing techniques to develop not just potentially efficacious molecule, but a portfolio of them. This enables the company in question to develop drugs on its own or in partnership, but also to license out the system, as <a href="https://www.smartkarma.com/entities/13514" target="_blank" data-smartkarma-citation="entities:13514:1">Peptidream</a> does. Those companies that have this capability (be they large caps like <a href="https://www.smartkarma.com/entities/4489" target="_blank" data-smartkarma-citation="entities:4489:1">Chugai Pharmaceutical </a>with its recycling antibody technology or small caps like <a href="https://www.smartkarma.com/entities/17760" target="_blank" data-smartkarma-citation="entities:17760:1">Nanocarrier</a>…</p>

Although the Japanese drug industry suffers from a lack of scale, where it is good is in applying manufacturing techniques to develop not just potentially efficacious molecule, but a portfolio of them. This enables the company in question to develop drugs on its own or in partnership, but also to license out the system, as Peptidream does. Those companies that have this capability (be they large caps like Chugai Pharmaceutical with its recycling antibody technology or small caps like Nanocarrier…

Medrx - Japan Biotech Microcap in Potential Big Licensing Deal

Japan

MEDRx Co Ltd., is a pharmaceutical company. The Company develops medicines for the pharmaceutical industry based on drug formulation technologies required for Drug Delivery Systems.

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Medrx Co Ltd (4586 JP)

The Week That Was in NorthAsia@Smartkarma: Trucks, Pachinko, and Life Insurance

JapanStrong pick-up truck sales in USNick Tanner suggested paying attention to the continued recovery of US pick-up truck sales for Toyo Tire &...

Sanghyun Park

Medrx - Japan Biotech Microcap in Potential Big Licensing Deal

Although the Japanese drug industry suffers from a lack of scale, where it is good is in applying manufacturing techniques to develop not just...

Pelham Smithers Associates

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