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

Nichi Iko Pharmaceutical Co / Equity Bottom-Up

<p>The news that the Law Offices of Vincent Wong, and those of Brower Piven, Levi &amp; Korsinsky plus Faruqi &amp; Faruqi, and possibly others as well, have announced an investigation into the sale of US generics manufacturer Sagent to Japan's Nichi-iko is a welcome sign that the latter has got a good deal. When the deal was announced on 11th July, shares in Nichi-iko fell ¥118 to ¥1,970 on the general principle that little good ever comes out of a Japanese purchase of a US pharmaceutical company…</p>

The news that the Law Offices of Vincent Wong, and those of Brower Piven, Levi &amp; Korsinsky plus Faruqi &amp; Faruqi, and possibly others as well, have announced an investigation into the sale of US generics manufacturer Sagent to Japan's Nichi-iko is a welcome sign that the latter has got a good deal. When the deal was announced on 11th July, shares in Nichi-iko fell ¥118 to ¥1,970 on the general principle that little good ever comes out of a Japanese purchase of a US pharmaceutical company…

Nichi-Iko's Acquisition of Sagent: Always Good When Lawyers Don't Like a Deal