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>The German newspaper the Frankfurter Allgemeine Zeitung (FAZ) reported on Tuesday August 29th that China’s regulators will soon release some final, softened rules regarding 2018 sales quotas for electric vehicles (EVs). The currently-known draft outlines that OEMs have to generate ‘green credits’ equivalent to 8% of their total auto sales in 2018 (10% in 2019, 12% in 2020). For instance, an automaker selling 1mil cars a year in China would need to generate 80,000 credits; credit points are…</p>

The German newspaper the Frankfurter Allgemeine Zeitung (FAZ) reported on Tuesday August 29th that China’s regulators will soon release some final, softened rules regarding 2018 sales quotas for electric vehicles (EVs). The currently-known draft outlines that OEMs have to generate ‘green credits’ equivalent to 8% of their total auto sales in 2018 (10% in 2019, 12% in 2020). For instance, an automaker selling 1mil cars a year in China would need to generate 80,000 credits; credit points are…

Time to Panic About China EV Sales Quota? – Automakers Hope for Less Stringent Rules

Toyota Motor

Time to Panic About China EV Sales Quota? – Automakers Hope for Less Stringent Rules