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

Last week <a href="https://www.smartkarma.com/entities/7408" target="_blank" data-smartkarma-citation="entities:7408:1">Kakaku.Com Inc (2371 JP)</a> announced that tabelog has begun support for Google Home, Google Home Mini and the Google Assistant app for smartphones. In a few months’ time, users in Japan can search for restaurants on tabelog just by saying something like “OK Google, I want to speak with tabelog. Search for a ramen restaurant near Ebisu station”. A maximum of three of the best-rated restaurants will be picked up instantaneously and read out loud. With AI all the rage at present, this story…

Last week Kakaku.Com Inc (2371 JP) announced that tabelog has begun support for Google Home, Google Home Mini and the Google Assistant app for smartphones. In a few months’ time, users in Japan can search for restaurants on tabelog just by saying something like “OK Google, I want to speak with tabelog. Search for a ramen restaurant near Ebisu station”. A maximum of three of the best-rated restaurants will be picked up instantaneously and read out loud. With AI all the rage at present, this story…

Kakaku.com (2371): Share Buyback and New Initiatives

Kakaku.com Inc

Kakaku.com (2371): Share Buyback and New Initiatives