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

It was reported, last week, that <a href="https://www.smartkarma.com/entities/563" target="_blank" data-smartkarma-citation="entities:563:1">Sony (6758 JP)</a> has confirmed it is in informal talks with <a href="https://www.smartkarma.com/entities/7746" target="_blank" data-smartkarma-citation="entities:7746:1">Twenty First Century Fox (FOX / FOXA US)</a> to buy some or all of Fox’s divisions. Sony’s name can be added to a list of potential suitors for Fox which includes <a href="https://www.smartkarma.com/entities/1059" target="_blank" data-smartkarma-citation="entities:1059:1">Comcast (CMCSA US)</a>, <a href="https://www.smartkarma.com/entities/790" target="_blank" data-smartkarma-citation="entities:790:1">Verizon (VZ US)</a> and <a href="https://www.smartkarma.com/entities/15439" target="_blank" data-smartkarma-citation="entities:15439:1">Disney (DIS US)</a>; this strengthens the view that Fox is in play, whether or not talks with Disney (which got the rumour mill rolling) are still ongoing.While Sony’s involvement may simply be on the grounds that…

It was reported, last week, that Sony (6758 JP) has confirmed it is in informal talks with Twenty First Century Fox (FOX / FOXA US) to buy some or all of Fox’s divisions. Sony’s name can be added to a list of potential suitors for Fox which includes Comcast (CMCSA US), Verizon (VZ US) and Disney (DIS US); this strengthens the view that Fox is in play, whether or not talks with Disney (which got the rumour mill rolling) are still ongoing.While Sony’s involvement may simply be on the grounds that…

Sony (6758) - Shows Interest in Acquiring Parts of Fox

Sony Corp

Sony (6758) - Shows Interest in Acquiring Parts of Fox