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

While the discussion over whether <a href="https://www.smartkarma.com/entities/12001" target="_blank" data-smartkarma-citation="entities:12001:1">Alps Electric (6770 JP)</a> acquired <a href="https://www.smartkarma.com/entities/2704" target="_blank" data-smartkarma-citation="entities:2704:1">Alpine Electronics (6816 JP)</a>  too cheaply may continue, now that the merger is going ahead, it is worthwhile reviewing the situation at the newly created organization Alps Alpine [AA].

While the discussion over whether Alps Electric (6770 JP) acquired Alpine Electronics (6816 JP)  too cheaply may continue, now that the merger is going ahead, it is worthwhile reviewing the situation at the newly created organization Alps Alpine [AA].

Alps (6770 JT) - Positive Outlook Post Merger