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/19225" target="_blank" data-smartkarma-citation="entities:19225:1">Ford (F US)</a> announced that it plans to import the Focus compact to the US from China, instead of Mexico as initially planned. While this doesn’t look like particularly important news, it has stunned the industry for several reasons. Earlier this year, Ford scrapped plans to build a new plant in Mexico after criticism by President Trump over wanting to move the production of the Focus to Mexico (there had been previous doubts over the viability of a new Mexican plant given weaker demand in Mexico…

Ford (F US) announced that it plans to import the Focus compact to the US from China, instead of Mexico as initially planned. While this doesn’t look like particularly important news, it has stunned the industry for several reasons. Earlier this year, Ford scrapped plans to build a new plant in Mexico after criticism by President Trump over wanting to move the production of the Focus to Mexico (there had been previous doubts over the viability of a new Mexican plant given weaker demand in Mexico…

Ford Motor Co

Ford to Trump "Not Mexico, but China"