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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><a href="https://www.smartkarma.com/entities/787" target="_blank" data-smartkarma-citation="entities:787:1">Alibaba Group Holding Ltd (BABA US)</a> reports on Thursday August 17<sup>th</sup>, and even though consensus is already very bullish (1Q FY17 OP of RMB14.2bil (+61% YoY) on revenues of RMB47.9bil (+49% YoY)), analysts continue to up their forecasts. Two of the three most recently published forecasts have OP above RMB15bil, and one forecast issued in the last week has OP up at RMB19.5bil. However, with the shares up 75% year-to-date, there’s beginning to be a bit of a question forming over whether forecasts…</p>

Alibaba Group Holding Ltd (BABA US) reports on Thursday August 17th, and even though consensus is already very bullish (1Q FY17 OP of RMB14.2bil (+61% YoY) on revenues of RMB47.9bil (+49% YoY)), analysts continue to up their forecasts. Two of the three most recently published forecasts have OP above RMB15bil, and one forecast issued in the last week has OP up at RMB19.5bil. However, with the shares up 75% year-to-date, there’s beginning to be a bit of a question forming over whether forecasts…

Alibaba (BABA US) - 1Q FY17 Expectations Soaring, Mixed Implications for SoftBank (9984)

Softbank Group

Alibaba (BABA US) - 1Q FY17 Expectations Soaring, Mixed Implications for SoftBank (9984)