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>Spreads for many petrochemical products, including ethylene itself, were strong from the beginning of FY16, in part because of extended trouble at Shell Singapore’s ethylene center. From H2, spreads for a broadening number of basic petrochemical products improved to an unanticipated extent after China began to implement environmental restrictions which targeted coal in particular, and which began to affect a growing number of basic industries, notably petrochemicals. Many details about the…</p>

Spreads for many petrochemical products, including ethylene itself, were strong from the beginning of FY16, in part because of extended trouble at Shell Singapore’s ethylene center. From H2, spreads for a broadening number of basic petrochemical products improved to an unanticipated extent after China began to implement environmental restrictions which targeted coal in particular, and which began to affect a growing number of basic industries, notably petrochemicals. Many details about the…

Japanese Chemicals: Chinese Policy Threatens Petrochemical Spreads

JSR Corp

Japanese Chemicals: Chinese Policy Threatens Petrochemical Spreads