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

Event-Driven

Square Enix's reputation for missing deadlines is a little unfair and is more to do with avoiding clashes (last year they had to handle the release of Tomb Raider, Just Cause and Hitman) than anything serious. But the reputation is there, which is why there was something of a relief when the company reported its 1Q results, held its analyst meeting and didn't announce any change to the date for Final Fantasy XV launch. However, that proved simply not to be the occasion when they did leak the bad…

Square Enix's reputation for missing deadlines is a little unfair and is more to do with avoiding clashes (last year they had to handle the release of Tomb Raider, Just Cause and Hitman) than anything serious. But the reputation is there, which is why there was something of a relief when the company reported its 1Q results, held its analyst meeting and didn't announce any change to the date for Final Fantasy XV launch. However, that proved simply not to be the occasion when they did leak the bad…

Equity Bottom-Up

On 30th September, we will see what is possibly the biggest console game release of 2016 - Final Fantasy XV.  Certainly in terms of the potential of the game in comparison to the size of <a href="https://www.smartkarma.com/entities/15003" target="_blank" data-smartkarma-citation="entities:15003:1">Square Enix</a>, the company releasing it, the only equivalent is when <a href="https://www.smartkarma.com/entities/14948" target="_blank">Take Two Interactive </a>releases a new Grand Theft Auto (GTA). Like GTA, a main series Final Fantasy game doesn't come along that often (the last one was released in 2009), so it is a big thing when a new one does comes along. However, because of…

On 30th September, we will see what is possibly the biggest console game release of 2016 - Final Fantasy XV.  Certainly in terms of the potential of the game in comparison to the size of Square Enix, the company releasing it, the only equivalent is when Take Two Interactive releases a new Grand Theft Auto (GTA). Like GTA, a main series Final Fantasy game doesn't come along that often (the last one was released in 2009), so it is a big thing when a new one does comes along. However, because of…

Square Enix: Final Fantasy XV - The Next Big Game Out of Japan?

Japan

SQUARE ENIX HOLDINGS CO., LTD. develops and sells entertainment software for home video game consoles including Dragon Quest and Final Fantasy series. The Company also publishes books such as informational guide books for its game software, and comic magazines and books.  Additionally, Square Enix sells character goods and stationery items from its software products.

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Square Enix Holdings (9684 JP)

Square Enix - Final Fantasy XV Delayed

Square Enix's reputation for missing deadlines is a little unfair and is more to do with avoiding clashes (last year they had to handle the release...

Pelham Smithers Associates

Square Enix: Final Fantasy XV - The Next Big Game Out of Japan?

On 30th September, we will see what is possibly the biggest console game release of 2016 - Final Fantasy XV. Certainly in terms of the potential...

Pelham Smithers Associates

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