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>For <a href="https://www.smartkarma.com/entities/563" target="_blank" data-smartkarma-citation="entities:563:1">Sony</a> to move into the ¥500~600bil OP range, it needs not just a recovery in the cyclical hardware business, but also improved OPM in the much-vaunted entertainment business, and the biggest room for improvement on that front lies with the Pictures division (notwithstanding the US$1bil goodwill writedown). In that regard the February 2015 appointment of Tom Rothman as head of the film business was important, both because of Rothman’s reputation as a cost-cutter, but also because he had a…</p>

For Sony to move into the ¥500~600bil OP range, it needs not just a recovery in the cyclical hardware business, but also improved OPM in the much-vaunted entertainment business, and the biggest room for improvement on that front lies with the Pictures division (notwithstanding the US$1bil goodwill writedown). In that regard the February 2015 appointment of Tom Rothman as head of the film business was important, both because of Rothman’s reputation as a cost-cutter, but also because he had a…

Sony - Pictures Division Unveils 2017 Line-Up

Sony Corp

Sony - Pictures Division Unveils 2017 Line-Up