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

<p>Pfizer is to pay US$81.50/shr for Medivation, considerably above Sanofi’s original offer of US$52.5bil. This values the Xtandi-originator at US$14bil. It is a reflection both of Pfizer’s cash position and the low interest rate environment that we operate in that the deal should boost Pfizer’s earnings by 5¢/shr in the first year.</p><p>Pfizer is probably the best suitor for Medivation that <a href="https://www.smartkarma.com/entities/6091" target="_blank" data-smartkarma-citation="entities:6091">Astellas (4503 JP)</a> could wish for. Aside from the fact that the two companies know each other well (Astellas…</p>

Pfizer is to pay US$81.50/shr for Medivation, considerably above Sanofi’s original offer of US$52.5bil. This values the Xtandi-originator at US$14bil. It is a reflection both of Pfizer’s cash position and the low interest rate environment that we operate in that the deal should boost Pfizer’s earnings by 5¢/shr in the first year.Pfizer is probably the best suitor for Medivation that Astellas (4503 JP) could wish for. Aside from the fact that the two companies know each other well (Astellas…

Astellas: Pfizer Buying Medivation Is the Best Possible Outcome for the Japan Pharma Firm

Astellas Pharma

Astellas: Pfizer Buying Medivation Is the Best Possible Outcome for the Japan Pharma Firm