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

Taisho Pharmaceutical Holdings Company Ltd. produces and sells pharmaceuticals, foods, and other related products. The Company also provides insurance and information processing services and operates hotel businesses.

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.

Nippon Chemiphar Co., Ltd. produces and sells medicine for medical use.  The Company also produces medical, health, and cosmetics products.  Nippon Chemiphar sterilizes medical instruments for hospitals and operates nursing home for elderly.

WAKAMOTO PHARMACEUTICAL CO., LTD. produces and sells prescription and generic drug.  The Company's products include vitamins, external medicine, toothpaste and toothbrushes, and drugs for digestive organs.

RaQualia Pharma, Inc. is a pharmaceutical company. The Company develops compounds for patient studies and sells drugs to pharmaceutical manufacturers. RaQualia also provides research on remedies in gastrointestinal, liver diseases, and pain in general areas.

Symbio Pharmaceuticals Limited develops and commercializes prescription drugs n oncology, hematology and auto-immune disease for Japan and other Asia Pacific markets.

Taiko Pharmaceutical Co Ltd is a pharmaceutical company that manufactures and sells gastrointestinal pharmaceuticals and general use pharmaceutical products.

Fuso Pharmaceutical Industries, Ltd. produces and sells pharmaceuticals and medical equipment.  The Company's main products are transfusion fluid and artificial kidney dialysis fluid.  Fuso Pharmaceutical Industries also leases real estate properties and operates bowling places.

Daito Pharmaceutical Co Ltd. is a pharmaceutical company. The Company manufactures generic formulations as well as supplies APIs for generic products to generic marketers. Daito serves a broad range of clients including generic medicine suppliers, ethical prescription pharmaceutical companies, healthcare products companies and home delivery medicines groups.

Fuji Pharma Co., Ltd. manufactures and markets generic drugs.  The Company produces hormone agents for the obstetrics and gynecology fields, and chemicals for x-rays and infectious disease diagnosis kits.  Fuji Pharmaceutical also provides pharmaceutical information on after-market research and the effectiveness and safety of medications.

Pharmesis International Limited is a pharmaceutical company that produces western and traditional chinese medicine products. The Company's products are in the form of tablets and granules. Pharmesis sells its products through wholesalers to hospitals via sales and marketing networks.

Rhinomed Ltd. is a medical technology company.  The Company is focused on developing nasal, respiratory and nasal drug delivery technologies.

Zelira Therapeutics Limited operates as a global therapeutic medicinal cannabis company. The Company focussed on developing branded cannabis products for the treatment of a variety of medical conditions.. Zelira Therapeutics serves customers in Australia and the United States.

PT Merck Sharp Dohme Pharma Tbk manufactures and sells a variety of pharmaceutical and household products.  The Company produces medicines for humans and animals, toiletries, cosmetics, household cleaners, and related products.

Suntar Eco-City Ltd. sold its operating subsidiary.  The Company is exploring new business ventures.

Sanai Health Industry Group Company Limited operates as a drug products manufacturing company. The Company develops and markets western pharmaceutical products, modern Chinese medicine products, over the counter drugs, and other products. Sanai Health Industry Group markets its products throughout China.

Sanai Health Industry Group Company (1889 HK)

Endo International PLC provides specialty healthcare solutions. The Company develops, manufactures, markets and distributes pharmaceutical products and generic drugs. Endo International offers its products to the medical and healthcare industries around the globe.

Hygrovest Limited operates as an investment company. The Company focuses on investments in private and public companies in high growth industries. Hygrovest serves clients worldwide.

Wellfully Limited, doing business as OBJ Limited, operates as a science-based wellness company. The Company offers products for various target wellness sectors, such as personal care, healthcare and anti-aging, personalised medicine, nutrition, and weight loss. OBJ serves customers worldwide.

Phong Phu Pharmaceutical JSC is a pharmaceutical company. The Company manufactures medical drugs, tea products, dairy products and trades cosmetics and provides healthcare services.

Taisho Pharmaceutical Holdings Company Ltd. produces and sells pharmaceuticals, foods, and  other related products. The Company also provides insurance agency and information processing services and operates hotel businesses.

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Taisho Pharmaceutical Holdin (4581 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

Dividend (Yield)