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><a href="https://www.smartkarma.com/entities/732" target="_blank" data-smartkarma-citation="entities:732:1">Suzuki Motor</a> announced on April 17<sup>th</sup> that it had reached a basic agreement to establish a lithium battery (LiB) pack joint venture in India together with <a href="https://www.smartkarma.com/entities/637" target="_blank" data-smartkarma-citation="entities:637:1">Toshiba Corp</a> and <a href="https://www.smartkarma.com/entities/18703" target="_blank" data-smartkarma-citation="entities:18703:1">Denso</a>. A key takeaway is the underlying expectation that India will move in the same direction as China to promote electrified vehicles because of increasingly severe air pollution problems. Chinese subsidies for EV cars and buses have been largely responsible for strong global LiB market growth in the last couple years. This…</p>

Suzuki Motor announced on April 17th that it had reached a basic agreement to establish a lithium battery (LiB) pack joint venture in India together with Toshiba Corp and Denso. A key takeaway is the underlying expectation that India will move in the same direction as China to promote electrified vehicles because of increasingly severe air pollution problems. Chinese subsidies for EV cars and buses have been largely responsible for strong global LiB market growth in the last couple years. This…

Suzuki Motor's Indian LIB Move - LiB Supply Chain Readthrough

Panasonic Corp

Suzuki Motor's Indian LIB Move - LiB Supply Chain Readthrough