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

Event-Driven

Analysts Pelham Smithers and Joel Scheiman comment<a href="https://www.smartkarma.com/entities/637" target="_blank" data-smartkarma-citation="entities:637:1">Toshiba Corp's</a> share price is unlikely these days to be affected by anything other than specifics relating to its own predicament. An article in the Nikkei emphasizing the uncertainty of Westinghouse’s future after its pending Chapter 11 filing, and the still unquantified extent of Toshiba’s exposure there, did not help. Stemming directly from those problems, the memory business will be spun off at the end of this week, forming Toshiba Memory.…

Analysts Pelham Smithers and Joel Scheiman commentToshiba Corp's share price is unlikely these days to be affected by anything other than specifics relating to its own predicament. An article in the Nikkei emphasizing the uncertainty of Westinghouse’s future after its pending Chapter 11 filing, and the still unquantified extent of Toshiba’s exposure there, did not help. Stemming directly from those problems, the memory business will be spun off at the end of this week, forming Toshiba Memory.…

Toshiba (6502): Westinghouse, Toshiba Memory, the HDD Business / Toshiba Memory Spinoff