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

Though not big in size (US$200mil), this potential move is interesting for those following Kyocera from a strategic viewpoint, whilst it looks a sensible divestment for the in-vogue metal-basher Ryobi.In recent years, <a href="https://www.smartkarma.com/entities/7600" target="_blank" data-smartkarma-citation="entities:7600:1">Ryobi Ltd (5851 JP)</a> has developed a reputation for innovative power tool design of a useful range of tools which are attractively packaged, sturdily made and, most important, all run off the same size battery. That latter feature allows you to buy Ryobi’s tools at a considerable…

Though not big in size (US$200mil), this potential move is interesting for those following Kyocera from a strategic viewpoint, whilst it looks a sensible divestment for the in-vogue metal-basher Ryobi.In recent years, Ryobi Ltd (5851 JP) has developed a reputation for innovative power tool design of a useful range of tools which are attractively packaged, sturdily made and, most important, all run off the same size battery. That latter feature allows you to buy Ryobi’s tools at a considerable…

Kyocera (6971): Seen as Buyer of Ryobi's (5851) Power Tool Business

Kyocera Corp

Kyocera (6971): Seen as Buyer of Ryobi's (5851) Power Tool Business