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>Sony is a company everyone seems to like having a quiet dig at. It is worth considering that whatever Sony's past was like, these days it is the runt of the litter of household name global consumer electronics stocks: weighing in at a puny market cap of US$41bil, it competes with Apple (US$580bil) and Samsung (US$205bil) in consumer electronics, Disney (US$151bil) and 21st Century Fox (US$78bil) in content, and Time Warner (US$91bil) and Comcast (US$147bil) in distribution. Moreover, while all…</p>

Sony is a company everyone seems to like having a quiet dig at. It is worth considering that whatever Sony's past was like, these days it is the runt of the litter of household name global consumer electronics stocks: weighing in at a puny market cap of US$41bil, it competes with Apple (US$580bil) and Samsung (US$205bil) in consumer electronics, Disney (US$151bil) and 21st Century Fox (US$78bil) in content, and Time Warner (US$91bil) and Comcast (US$147bil) in distribution. Moreover, while all…

Sony Corp

Sony - Better Picture