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

<ul><li>The <em>FT</em> has reported that <a href="https://www.smartkarma.com/entities/11747" target="_blank" data-smartkarma-citation="entities:11747:1">Takeda Pharmaceutical</a> may be back on the acquisition trail, with a US$15bil war-chest. This puts into the public domain a story circulating the market that has Takeda spending up to US$20bil on overseas assets. (Earlier this year, Takeda was linked with <a href="https://www.smartkarma.com/entities/941" target="_blank" data-smartkarma-citation="entities:941:1">Valeant</a> and whilst nothing so far has come of that it is quite possible that Takeda ends up buying some or all of the assets valeant's management has promised to put up for sale.) Reflecting the market's dislike of the…</li></ul>

The FT has reported that Takeda Pharmaceutical may be back on the acquisition trail, with a US$15bil war-chest. This puts into the public domain a story circulating the market that has Takeda spending up to US$20bil on overseas assets. (Earlier this year, Takeda was linked with Valeant and whilst nothing so far has come of that it is quite possible that Takeda ends up buying some or all of the assets valeant's management has promised to put up for sale.) Reflecting the market's dislike of the…

Takeda Pharmaceutical - Is M&A the Way Out of Its Problems?