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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

The appointment of John Kodera to replace Andrew House as head of <a href="https://www.smartkarma.com/entities/563" target="_blank" data-smartkarma-citation="entities:563:1">Sony's (6758 JP)</a> gaming business is further indication that PS Vue is doing well. Kodera is a 25-year veteran of Sony, so this is very much an internal promotion – and a logical one, in that he was head of the network side of the PlayStation business (SIE). However, while the network side of the business has done very well, and accounts for most of the division’s revenues, arguably this is down to the hardware, and the network…

The appointment of John Kodera to replace Andrew House as head of Sony's (6758 JP) gaming business is further indication that PS Vue is doing well. Kodera is a 25-year veteran of Sony, so this is very much an internal promotion – and a logical one, in that he was head of the network side of the PlayStation business (SIE). However, while the network side of the business has done very well, and accounts for most of the division’s revenues, arguably this is down to the hardware, and the network…

Sony (6758) - Positive Readthrough from the John Kodera Appointment

Sony Corp

Sony (6758) - Positive Readthrough from the John Kodera Appointment