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)

<p>It seems strange that of all the firms in Japan to error so badly on the investor relations front it should be <a href="https://www.smartkarma.com/entities/563" target="_blank" data-smartkarma-citation="entities:563:1">Sony (6758 JP)</a>. Management has a good rapport with shareholders, disclosure is among the best in the country (although the firm does have an irritating habit of juggling its business lines each year), and the firm has a great story to tell. However, twice in short succession management has disappointed the market, first with its FY18 forecasts and then with the mid-term plan unveiled at…</p>

It seems strange that of all the firms in Japan to error so badly on the investor relations front it should be Sony (6758 JP). Management has a good rapport with shareholders, disclosure is among the best in the country (although the firm does have an irritating habit of juggling its business lines each year), and the firm has a great story to tell. However, twice in short succession management has disappointed the market, first with its FY18 forecasts and then with the mid-term plan unveiled at…

Japan Gets an Object Lesson in Investor Relations