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 style="text-align: justify;">As a rule, Japan’s corporate psychology is ill-suited to damage limitation in the media. When a negative story breaks, the default see no evil, hear no evil, speak no evil approach generally leaves corporates trying to play catch-up with a media story that is running away from them. This was made all too clear when <a href="https://www.smartkarma.com/entities/73" target="_blank" data-smartkarma-citation="entities:73:1">Toyota (7203 JP)</a> was confronted by the unintended acceleration debacle, <a href="https://www.smartkarma.com/entities/19771" target="_blank" data-smartkarma-citation="entities:19771:1">Asahi Kasei (3407 JP)</a> by the pile scandal and <a href="https://www.smartkarma.com/entities/15457" target="_blank" data-smartkarma-citation="entities:15457:1">Tepco (9501 JP)</a> by the Fukushima nuclear disaster. Perhaps the…</p>

As a rule, Japan’s corporate psychology is ill-suited to damage limitation in the media. When a negative story breaks, the default see no evil, hear no evil, speak no evil approach generally leaves corporates trying to play catch-up with a media story that is running away from them. This was made all too clear when Toyota (7203 JP) was confronted by the unintended acceleration debacle, Asahi Kasei (3407 JP) by the pile scandal and Tepco (9501 JP) by the Fukushima nuclear disaster. Perhaps the…

PC Depot – A Mini Masterclass in Crisis Management

Pc Depot Corp

PC Depot – A Mini Masterclass in Crisis Management