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

Thematic (Sector/Industry)

Japan Consumer discretionary / Thematic (Sector/Industry)

This week sees the start of Japan’s earnings season with <a href="https://www.smartkarma.com/entities/2458" target="_blank" data-smartkarma-citation="entities:2458:1">Yaskawa Electric Corp (6506 JP)</a> reporting on 20th and <a href="https://www.smartkarma.com/entities/16195" target="_blank" data-smartkarma-citation="entities:16195:1">Tokyo Steel Mfg Co Ltd (5423 JP)</a> reporting on 21st. Whereas in previous years, results season has been pretty predictable, there’s little in the way of consensus about this year’s. Whilst the March quarter started off optimistically, sentiment deteriorated through the quarter as the yen rallied. That said, we go into FY17, with pretty easy YoY comparisons through September, so unless…

This week sees the start of Japan’s earnings season with Yaskawa Electric Corp (6506 JP) reporting on 20th and Tokyo Steel Mfg Co Ltd (5423 JP) reporting on 21st. Whereas in previous years, results season has been pretty predictable, there’s little in the way of consensus about this year’s. Whilst the March quarter started off optimistically, sentiment deteriorated through the quarter as the yen rallied. That said, we go into FY17, with pretty easy YoY comparisons through September, so unless…

Japan Earnings - Thumbnail Preview of Those Reporting Early