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

<a href="https://www.smartkarma.com/entities/4102" target="_blank" data-smartkarma-citation="entities:4102:1">Nissan Chemical Industries (4021 JP)</a> presented at a conference in Tokyo this week, where part of its message was probably that the recent popularity of commodity chemicals is temporary and that before long, investors should return to focusing on the fine chemical space. We noted a month ago that many petrochemical shares reacted negatively to healthy FY17 Q1 announcements, as improved earnings were already discounted. Among these companies, <a href="https://www.smartkarma.com/entities/12781" target="_blank" data-smartkarma-citation="entities:12781:1">Mitsubishi Chemical (4188 JP)</a> stood out for the…

Nissan Chemical Industries (4021 JP) presented at a conference in Tokyo this week, where part of its message was probably that the recent popularity of commodity chemicals is temporary and that before long, investors should return to focusing on the fine chemical space. We noted a month ago that many petrochemical shares reacted negatively to healthy FY17 Q1 announcements, as improved earnings were already discounted. Among these companies, Mitsubishi Chemical (4188 JP) stood out for the…

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