LINE Theme Park in Bangkok: ASEAN Revenue to Grow?

The Week That Was in NorthAsia@Smartkarma: The "Einhorn Bet", Celltrion Healthcare, & 7,530 Won

The Week That Was in NorthAsia@Smartkarma: Sanghyun Charts OLED Supply Demand and Auto Earnings

Line Reported Missed Top-Line Growth and Margins; We Maintain Our Concern on Its Earnings Power

Reassessing LINE From a Valuation Perspective

Monetizing LINE's Rapidly Growing News Content Traffic - Good For LINE & Naver

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>We can see that LINE is eagerly trying to grasp as many opportunities and challenges as it can, now that it has achieved a huge and stable user base on which it can leverage, especially in its four major markets (Japan, Taiwan, Thailand and Indonesia). All plans and projects sound interesting and exciting. However, let us not forget that execution risk is high for LINE, a company with a short track record and already with a number of failed acquisitions and divestments. It is probably trying to</strong>…</p>

We can see that LINE is eagerly trying to grasp as many opportunities and challenges as it can, now that it has achieved a huge and stable user base on which it can leverage, especially in its four major markets (Japan, Taiwan, Thailand and Indonesia). All plans and projects sound interesting and exciting. However, let us not forget that execution risk is high for LINE, a company with a short track record and already with a number of failed acquisitions and divestments. It is probably trying to…

LINE (3938 JP) - Running Fast, But Is It Actually Getting Anywhere?

A Holdings

LINE (3938 JP) - Running Fast, But Is It Actually Getting Anywhere?