Capcom Pro Tour 2018 Launched This Weekend in Atlanta

ESports Japan: CyberAgent (4751) - Rage Spring 2018 - 20,000 Attendees, 7mil Viewers Online

PC Partner: VGC Producer Is Play on Growth of ESports, Gaming and AI; Trades @ 5.8x P/E and 7% Div

Tokaigi2018 - Lifting the Lid on ESports in Japan This Weekend

ESports - Watch Out Japan Is (Finally) Coming to the Party

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>News that a leading HK-based investor in Japanese equities has been stocking up on Japanese eSports names has given a further boost to one of our favourite themes for 2018. Globally, eSports has been booming for several years, but the ban on playing “games” as opposed to “sports” for money in Japan meant not only that most of the action took place away from Japan, but also that Japanese publishers were missing the latest trends. From a position where Japan could have dominated a number of…</p>

News that a leading HK-based investor in Japanese equities has been stocking up on Japanese eSports names has given a further boost to one of our favourite themes for 2018. Globally, eSports has been booming for several years, but the ban on playing “games” as opposed to “sports” for money in Japan meant not only that most of the action took place away from Japan, but also that Japanese publishers were missing the latest trends. From a position where Japan could have dominated a number of…

Growing Interest in Japanese ESports Plays

Capcom Co Ltd

Growing Interest in Japanese ESports Plays