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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>Amid all the back-slapping surrounding <a href="https://www.smartkarma.com/entities/563" target="_blank" data-smartkarma-citation="entities:563:1">Sony's (6758 JP)</a> blow-out 2Q is a recognition that, as with the 1Q, the results need to be qualified. In the case of the 1Q's ¥156bil in OP, ¥36bil came from one-offs, so the true profit was closer to ¥120bil. The qualification for the 2Q is rather different, and it is that the ¥202bil in OP came with no exceptional gains or losses, including the catch-all "others, corporate &amp; eliminations" (OCE) adjustments section, which registered a loss of ¥17.5bil -…</p>

Amid all the back-slapping surrounding Sony's (6758 JP) blow-out 2Q is a recognition that, as with the 1Q, the results need to be qualified. In the case of the 1Q's ¥156bil in OP, ¥36bil came from one-offs, so the true profit was closer to ¥120bil. The qualification for the 2Q is rather different, and it is that the ¥202bil in OP came with no exceptional gains or losses, including the catch-all "others, corporate &amp; eliminations" (OCE) adjustments section, which registered a loss of ¥17.5bil -…

Sony Corp

Sony (6758) - Is It Primed for Lift-Off?