Nintendo (7974) - Is Perfection Good Enough?

Nintendo's Revised Guidance Is Above Our Expectations, and We Still Expect a Room to Go Up

Nintendo - Enjoying the Benefit of the Lack of Doubt

Nintendo Shows Confidence Behind Strong Switch Shipments; We See Upside to Earnings Guidance

Expect Success of Nintendo Switch and Retain FVE of JPY 30,000; Shares Undervalued

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>As night follows day, hit products invite patent suits</strong>. In one corner, there are the chancers who hope the link to their product, whilst tenuous, is sufficient to warrant paying off rather than going through the hassle of a law suit. In another, there are those that genuinely believe that, in the right light, a link can be seen between their (presumably unsuccessful) effort and the one in demand. However, there are also those that did indeed invent a similar product, perhaps unbeknownst to the…</p>

As night follows day, hit products invite patent suits. In one corner, there are the chancers who hope the link to their product, whilst tenuous, is sufficient to warrant paying off rather than going through the hassle of a law suit. In another, there are those that genuinely believe that, in the right light, a link can be seen between their (presumably unsuccessful) effort and the one in demand. However, there are also those that did indeed invent a similar product, perhaps unbeknownst to the…

Nintendo (7974) - Is the Gamevice Patent Suit a Problem?