Pokémon GO - A Thought Snack I: Origin Earth (Week 1)

Forget About Pokemon Go, Lineage 2 Revolution (L2R) Is Much Bigger!

Netmarble Games Valuation Issue & Kabam's Vancouver Unit Acquisition

Netmarble Applies for an IPO - Impact on CJ E&M

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

So far, there has not been any real threat to Pokemon Go’s domination of the Augmented Reality app market. However, the news that <a href="https://www.smartkarma.com/entities/13435" target="_blank" data-smartkarma-citation="entities:13435:1">Bandai Namco (7832 JP)</a> (¥3,735 unch) is set to release a Tamagotchi AR app in 2018 (no exact date yet) suggests that this could be about to change. Tamagotchi is one of the few character IPs to have gone viral, globally, as a toy, while Bandai Namco is a proven developer of hit titles for mobile. Bandai Namco is also good at generating media crossover hits, smoothly…

So far, there has not been any real threat to Pokemon Go’s domination of the Augmented Reality app market. However, the news that Bandai Namco (7832 JP) (¥3,735 unch) is set to release a Tamagotchi AR app in 2018 (no exact date yet) suggests that this could be about to change. Tamagotchi is one of the few character IPs to have gone viral, globally, as a toy, while Bandai Namco is a proven developer of hit titles for mobile. Bandai Namco is also good at generating media crossover hits, smoothly…

Bandai Namco (7832) - Will Forthcoming Tamagotchi App Be the Next Pokemon Go?

Bandai Namco Holdings

Bandai Namco (7832) - Will Forthcoming Tamagotchi App Be the Next Pokemon Go?