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

There was an air of a mother dealing with squabbling kids at the Super Court of California, as the judge essentially swerved <a href="https://www.smartkarma.com/entities/1094" target="_blank" data-smartkarma-citation="entities:1094:1">Western Digital's (WDC US)</a> request for a preliminary injunction against <a href="https://www.smartkarma.com/entities/637" target="_blank" data-smartkarma-citation="entities:637:1">Toshiba (6502 JP)</a> by suggesting that the two companies work on a proposal whereby Toshiba provides WDC with two weeks' advance notice of sale. Given that the hearing is on 28th July, this is the corporate equivalent of being told to go to your bedroom and not reappear until tea.WDC's management…

There was an air of a mother dealing with squabbling kids at the Super Court of California, as the judge essentially swerved Western Digital's (WDC US) request for a preliminary injunction against Toshiba (6502 JP) by suggesting that the two companies work on a proposal whereby Toshiba provides WDC with two weeks' advance notice of sale. Given that the hearing is on 28th July, this is the corporate equivalent of being told to go to your bedroom and not reappear until tea.WDC's management…

Toshiba (6502) / Western Digital (WDC US) - Legalities Delayed

Toshiba Corp

Toshiba (6502) / Western Digital (WDC US) - Legalities Delayed