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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><a href="https://www.smartkarma.com/entities/315" target="_blank" data-smartkarma-citation="entities:315:1">Softbank (9984 JP)</a></strong> is such a huge investment vehicle now, that even the sums involved in its purported investment in Uber don’t actually amount to much more than a hill of beans, by its own terms, while it is still quite a hill of beans by anyone else’s. As things stand, SoftBank and its partners look ready to pump more than US$1bil into Uber directly, at a US$68bil valuation. It is also looking to make a second, larger investment; buying out existing shareholders (including employees) at a…</p>

Softbank (9984 JP) is such a huge investment vehicle now, that even the sums involved in its purported investment in Uber don’t actually amount to much more than a hill of beans, by its own terms, while it is still quite a hill of beans by anyone else’s. As things stand, SoftBank and its partners look ready to pump more than US$1bil into Uber directly, at a US$68bil valuation. It is also looking to make a second, larger investment; buying out existing shareholders (including employees) at a…

SoftBank (9984): Nears Deal for Uber Stake

Softbank Group

SoftBank (9984): Nears Deal for Uber Stake