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

Analyst Thao Nguyen comment <a href="https://www.smartkarma.com/entities/1801" target="_blank" data-smartkarma-citation="entities:1801:1">Avex </a>announced on March 31st that it is shutting down GEO CHANNEL, which is a subscription video on demand (SVOD) service. As a reminder, this service is Avex’s response to Netflix Japan. However, <a href="https://www.smartkarma.com/entities/20451" target="_blank" data-smartkarma-citation="entities:20451:1">Netflix Japan</a> has the benefits of first-mover advantage and the support of <a href="https://www.smartkarma.com/entities/315" target="_blank" data-smartkarma-citation="entities:315:1">Softbank</a>; importantly, <a href="https://www.smartkarma.com/entities/315" target="_blank" data-smartkarma-citation="entities:315:1">Softbank</a> has made it fairly easy for its customers to subscribe to <a href="https://www.smartkarma.com/entities/20451" target="_blank" data-smartkarma-citation="entities:20451:1">Netflix</a> and pay for the subscription fee. There is further competition from other video services, such as <a href="https://www.smartkarma.com/entities/8197" target="_blank" data-smartkarma-citation="entities:8197:1">Cybe</a>…

Analyst Thao Nguyen comment Avex announced on March 31st that it is shutting down GEO CHANNEL, which is a subscription video on demand (SVOD) service. As a reminder, this service is Avex’s response to Netflix Japan. However, Netflix Japan has the benefits of first-mover advantage and the support of Softbank; importantly, Softbank has made it fairly easy for its customers to subscribe to Netflix and pay for the subscription fee. There is further competition from other video services, such as Cybe…

Avex Inc

Avex (7860): Shutting Down GEOCHANNEL