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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>News over the weekend that <a href="https://www.smartkarma.com/entities/1" target="_blank" data-smartkarma-citation="entities:1:1">Canon (7751 JP)</a> is opening a new camera plant in Japan – its first one for 10 years – is a positive development, albeit it is one that shines a spotlight on the mess the company finds itself in. At a basic level, the move demonstrates that the combination of factory automation plus Abenomics has secured an industrial future for Japan: this plant is expected to be profitable “even if the yen goes to ¥100/$”. Although, like Nidec’s (6594) factories in China, the plant…</p>

News over the weekend that Canon (7751 JP) is opening a new camera plant in Japan – its first one for 10 years – is a positive development, albeit it is one that shines a spotlight on the mess the company finds itself in. At a basic level, the move demonstrates that the combination of factory automation plus Abenomics has secured an industrial future for Japan: this plant is expected to be profitable “even if the yen goes to ¥100/$”. Although, like Nidec’s (6594) factories in China, the plant…

Canon (7751) - New Camera Plant in Japan Sees Start of Attempt to Raise Revenue Per Employee

Canon Inc

Canon (7751) - New Camera Plant in Japan Sees Start of Attempt to Raise Revenue Per Employee