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>The Nikkei over the weekend reported that all five major commercial television networks in Japan will jointly develop a system to stream TV broadcasts over the internet in real time in conjunction with <a href="https://www.smartkarma.com/entities/10444" target="_blank" data-smartkarma-citation="entities:10444:1">Internet Initiative Japan (3774 JP)</a>. In particular, <a href="https://www.smartkarma.com/entities/12981" target="_blank" data-smartkarma-citation="entities:12981:1">Tokyo Broadcasting System (9401 JP)</a><a href="https://www.smartkarma.com/entities/8830" target="_blank" data-smartkarma-citation="entities:8830:1">Tv Asahi Holdings Corp (9409 JP)</a>, <a href="https://www.smartkarma.com/entities/13662" target="_blank" data-smartkarma-citation="entities:13662:1">Tv Tokyo Holdings Corp (9413 JP)</a> and <a href="https://www.smartkarma.com/entities/3191" target="_blank" data-smartkarma-citation="entities:3191:1">Fuji Media Holdings Inc (4676 JP)</a> will invest in JOCDN, a 50:50 JV established by <a href="https://www.smartkarma.com/entities/20623" target="_blank" data-smartkarma-citation="entities:20623:1">Nippon Television Holdings (9404 JP)</a> and IIJ in December…</p>

The Nikkei over the weekend reported that all five major commercial television networks in Japan will jointly develop a system to stream TV broadcasts over the internet in real time in conjunction with Internet Initiative Japan (3774 JP). In particular, Tokyo Broadcasting System (9401 JP)Tv Asahi Holdings Corp (9409 JP), Tv Tokyo Holdings Corp (9413 JP) and Fuji Media Holdings Inc (4676 JP) will invest in JOCDN, a 50:50 JV established by Nippon Television Holdings (9404 JP) and IIJ in December…

CyberAgent's (4751) AbemaTV Vs IIJ's (3774) JOCND JV with TV Broadcasters

CyberAgent Inc

CyberAgent's (4751) AbemaTV Vs IIJ's (3774) JOCND JV with TV Broadcasters