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

Shinko Electric Industries / Equity Bottom-Up

<p>If you go from the peak of the 1980~82 semiconductor cycle (ie the one that gave us the Commodore 64, the IBM PC [and technically the Apple III]) in July 1981 to now, it is interesting to note that whilst the performance of <a href="https://www.smartkarma.com/entities/280" target="_blank" data-smartkarma-citation="entities:280:1">Tokyo Electron</a> versus <a href="https://www.smartkarma.com/entities/22910" target="_blank" data-smartkarma-citation="entities:22910:1">TOPIX</a> has moved up and down with the various cycles, the two have basically performed in line. (In the last month, TEL has garnered a bit of outperformance.) This is of course what you would expect to see at the peak of cycles, assuming that the…</p>

If you go from the peak of the 1980~82 semiconductor cycle (ie the one that gave us the Commodore 64, the IBM PC [and technically the Apple III]) in July 1981 to now, it is interesting to note that whilst the performance of Tokyo Electron versus TOPIX has moved up and down with the various cycles, the two have basically performed in line. (In the last month, TEL has garnered a bit of outperformance.) This is of course what you would expect to see at the peak of cycles, assuming that the…

Japanese Semiconductor-Related Stocks - Leaders & Laggards as We Go Deep Into the IC Cycle

Japan

MIMASU SEMICONDUCTOR INDUSTRY CO., LTD. processes semiconductor materials such as silicon and gallium.  The Company also designs, manufactures, and sells semiconductor material processing machinery and sells various kinds of measuring and testing devices.

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Japanese Semiconductor-Related Stocks - Leaders & Laggards as We Go Deep Into the IC Cycle

If you go from the peak of the 1980~82 semiconductor cycle (ie the one that gave us the Commodore 64, the IBM PC [and technically the Apple III])...

Pelham Smithers Associates