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

Thematic (Sector/Industry)

<p>It is widely observed that the Japanese stock market performs poorly in calendar 1Q and seems to do okay for the rest of the year. With that in mind, and taking advantage of the fact that Japanese quiet season has become Trappist in the extreme, we undertook a three week 12-city marketing trip of the US and Canada, based around twelve large cap recommendations (split into quality and speculative), twelve small-cap recommendations and six negative ones. The recommendations were from across the…</p>

It is widely observed that the Japanese stock market performs poorly in calendar 1Q and seems to do okay for the rest of the year. With that in mind, and taking advantage of the fact that Japanese quiet season has become Trappist in the extreme, we undertook a three week 12-city marketing trip of the US and Canada, based around twelve large cap recommendations (split into quality and speculative), twelve small-cap recommendations and six negative ones. The recommendations were from across the…

Observations from Three Weeks Marketing Japanese Equities in the US