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 style="text-align: justify;">The excitement at <a href="https://www.smartkarma.com/entities/4489" target="_blank" data-smartkarma-citation="entities:4489:1">Chugai Pharmaceutical (4519 JP)</a> is palpable for all to see, and you quickly get the impression at any meeting that the company is straining to keep information private and that it would love to tell. In truth, the company is probably as much in the dark as anyone, but with key data due out on Alecensa and emicizumab over the summer, and with all previous data having been very positive, it is bound to be hard not to get excited ahead of time. Although it is a very narrow…</p>

The excitement at Chugai Pharmaceutical (4519 JP) is palpable for all to see, and you quickly get the impression at any meeting that the company is straining to keep information private and that it would love to tell. In truth, the company is probably as much in the dark as anyone, but with key data due out on Alecensa and emicizumab over the summer, and with all previous data having been very positive, it is bound to be hard not to get excited ahead of time. Although it is a very narrow…

Chugai Pharmaceutical: Update Ahead of Summer Data Releases