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

Event-Driven

The Nikkei has reported that <a href="https://www.smartkarma.com/entities/315" target="_blank" data-smartkarma-citation="entities:315:1">Softbank (9984 JP)</a> plans an IPO of its mobile unit this year, to which management at SoftBank has replied that this is an option. The fact that SoftBank hasn’t either been able to deny this or go for the “we don’t comment on speculation” route means that talks are sufficiently advanced that, non-disclosures notwithstanding, SoftBank’s management must have discussed this with too many people for them to be unable to cauterize any leaks.The news should not come as a…

The Nikkei has reported that Softbank (9984 JP) plans an IPO of its mobile unit this year, to which management at SoftBank has replied that this is an option. The fact that SoftBank hasn’t either been able to deny this or go for the “we don’t comment on speculation” route means that talks are sufficiently advanced that, non-disclosures notwithstanding, SoftBank’s management must have discussed this with too many people for them to be unable to cauterize any leaks.The news should not come as a…

Softbank Group

SoftBank (9984) - To List Mobile Unit?