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><strong><a href="https://www.smartkarma.com/entities/6126" target="_blank" data-smartkarma-citation="entities:6126:1">Kitano Tatsujin Corp (2930 JP)</a></strong> started 2017 worth about US$50mil, it finished it worth over US$500mil. The "furasato" (home town) eCommerce stock finally started to deliver the sort of sales growth that had been expected of it, even before it listed in 2014, and investors were rewarded with a ten-fold increase in the share price. However, while 2017's performance means that the stock chart now resembles the north face of the Eiger, and that a bout of profit-taking is overdue, there's no reason…</p>

Kitano Tatsujin Corp (2930 JP) started 2017 worth about US$50mil, it finished it worth over US$500mil. The "furasato" (home town) eCommerce stock finally started to deliver the sort of sales growth that had been expected of it, even before it listed in 2014, and investors were rewarded with a ten-fold increase in the share price. However, while 2017's performance means that the stock chart now resembles the north face of the Eiger, and that a bout of profit-taking is overdue, there's no reason…

Kitano Tatsujin (2930) - Japan's Top Performer in 2017 (And Still Worth Watching for 2018)

Kitanotatsujin Corp

Kitano Tatsujin (2930) - Japan's Top Performer in 2017 (And Still Worth Watching for 2018)