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>It is not surprising both companies have been the subject of high-profile short-sell reports as, on the surface, <a href="https://www.smartkarma.com/entities/8414" target="_blank" data-smartkarma-citation="entities:8414:1">Euglena Co Ltd (2931 JP)</a> is a similar investment situation to <a href="https://www.smartkarma.com/entities/13606" target="_blank" data-smartkarma-citation="entities:13606:1">Cyberdyne Inc (7779 JP)</a> : overpriced stocks that may not be overpriced if their "21st Century" technology comes good. In Cyberdyne's case, it is robotic exoskeletons; in Euglena's case, it is the morally acceptable technology of turning a hyperactive algae (euglena) into a "carbon-neutral" fuel source. Both companies also…</p>

It is not surprising both companies have been the subject of high-profile short-sell reports as, on the surface, Euglena Co Ltd (2931 JP) is a similar investment situation to Cyberdyne Inc (7779 JP) : overpriced stocks that may not be overpriced if their "21st Century" technology comes good. In Cyberdyne's case, it is robotic exoskeletons; in Euglena's case, it is the morally acceptable technology of turning a hyperactive algae (euglena) into a "carbon-neutral" fuel source. Both companies also…

Euglena (2931) - Seemingly Half-Hearted Attempt to Move Forward on Jet Fuel