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

The Asian Esports Federation (AeSF) has announced that the following eSports have been selected as demonstration games at this year’s Asian Games.List of eSports Selected for Jakarta 2018<table class="table table-striped"><tbody>
<tr>
<td>Game</td>
<td>Developer</td>
<td>Genre</td>
</tr>
<tr>
<td>League of Legends</td>
<td>Riot (<a href="https://www.smartkarma.com/entities/26" target="_blank" data-smartkarma-citation="entities:26:1">Tencent (700 HK)</a>)</td>
<td>Battle Arena</td>
</tr>
<tr>
<td>Hearthstone</td>
<td><a href="https://www.smartkarma.com/entities/4269" target="_blank" data-smartkarma-citation="entities:4269:1">Activision Blizzard (ATVI US)</a></td>
<td>Collectable Card Game</td>
</tr>
<tr>
<td>StarCraft II</td>
<td><a href="https://www.smartkarma.com/entities/4269" target="_blank" data-smartkarma-citation="entities:4269:1">Activision Blizzard (ATVI US)</a></td>
<td>Real Time Strategy</td>
</tr>
<tr>
<td>Pro Evolution Soccer</td>
<td><a href="https://www.smartkarma.com/entities/13236" target="_blank" data-smartkarma-citation="entities:13236:1">Konami (9766 JP)</a></td>
<td>Sports Replication</td>
</tr>
<tr>
<td>Arena of Valor</td>
<td><a href="https://www.smartkarma.com/entities/26" target="_blank" data-smartkarma-citation="entities:26:1">Tencent (700 HK)</a></td>
<td>Battle Arena</td>
</tr>
<tr>
<td>Clash Royale</td>
<td>Supercell (…</td>
</tr>
</tbody></table>

The Asian Esports Federation (AeSF) has announced that the following eSports have been selected as demonstration games at this year’s Asian Games.List of eSports Selected for Jakarta 2018

Game
Developer
Genre


League of Legends
Riot (Tencent (700 HK))
Battle Arena


Hearthstone
Activision Blizzard (ATVI US)
Collectable Card Game


StarCraft II
Activision Blizzard (ATVI US)
Real Time Strategy


Pro Evolution Soccer
Konami (9766 JP)
Sports Replication


Arena of Valor
Tencent (700 HK)
Battle Arena


Clash Royale
Supercell (…



Demonstration ESports Chosen for Jakarta 2018 - Readthrough for Beijing 2022, Paris 2024