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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>Traditionally, <a href="https://www.smartkarma.com/entities/563" target="_blank" data-smartkarma-citation="entities:563:1">Sony's</a> business model was to pile them high in the Christmas quarter and write down inventory losses in the March quarter, so that unless business conditions were absolutely exceptional, the company generally reported a loss in the 4Q. Even as the firm moved towards a software orientation, the 4Q was usually loss-making, because even in good years, there was some sort of write down or restructuring cost to incur.</p><p>Because of that, and because of massive improvements in inventory…</p>

Traditionally, Sony's business model was to pile them high in the Christmas quarter and write down inventory losses in the March quarter, so that unless business conditions were absolutely exceptional, the company generally reported a loss in the 4Q. Even as the firm moved towards a software orientation, the 4Q was usually loss-making, because even in good years, there was some sort of write down or restructuring cost to incur.Because of that, and because of massive improvements in inventory…

Sony - Upward Revision Exceeding Even Our Expectations

Sony Corp

Sony - Upward Revision Exceeding Even Our Expectations