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

<a href="https://www.smartkarma.com/entities/18847" target="_blank" data-smartkarma-citation="entities:18847:1">TDK's</a> record with acquisitions is a wobbly one. Epcos looked like being good money down the drain, until <a href="https://www.smartkarma.com/entities/969" target="_blank" data-smartkarma-citation="entities:969:1">Qualcomm</a>decided that it would make the ideal foundation for its entry into the Silicon in Package (SiP) RF module market. Then in an attempt to remove competition from the HDD suspension business it acquires <a href="https://www.smartkarma.com/entities/22920" target="_blank" data-smartkarma-citation="entities:22920:1">Hutchinson</a> a company that probably would have gone under fairly soon anyway. Fortunately, it turns out that Hutchinson has a valuable license to produce next-generation optical image…

TDK's record with acquisitions is a wobbly one. Epcos looked like being good money down the drain, until Qualcommdecided that it would make the ideal foundation for its entry into the Silicon in Package (SiP) RF module market. Then in an attempt to remove competition from the HDD suspension business it acquires Hutchinson a company that probably would have gone under fairly soon anyway. Fortunately, it turns out that Hutchinson has a valuable license to produce next-generation optical image…

TDK (6762) Buying Invensense: Is It Business Sense or Just Business Sensibility?

Switzerland

STMicroelectronics N.V. designs, develops, manufactures, and markets semiconductor integrated circuits and discrete devices. The Company's products are used in the telecommunications, consumer electronics, automotive, computer, and industrial sectors. Geographically, customers are located in North America, Europe, and the Asia Pacific region.

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STMicroelectronics NV (STM IM)

TDK (6762) Buying Invensense: Is It Business Sense or Just Business Sensibility?

TDK's record with acquisitions is a wobbly one. Epcos looked like being good money down the drain, until Qualcommdecided that it would make the...

Pelham Smithers Associates

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