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 press conference held by <a href="https://www.smartkarma.com/entities/73" target="_blank" data-smartkarma-citation="entities:73:1">Toyota Motor Corp (7203 JP)</a> and <a href="https://www.smartkarma.com/entities/20528" target="_blank" data-smartkarma-citation="entities:20528:1">Mazda Motor Corp (7261 JP)</a> on Friday August 4<sup>th</sup>, announcing a capital tie-up, was quite remarkable, in our view: While there was the usual outlining of the scope of the new partnership, with expected cost synergies, manufacturing projects etc., the main focus was on how the two automakers were going to face an uncertain future together. We have known for a while that there is a lot of soul-searching going on at Toyota, and it seems…</p>

The press conference held by Toyota Motor Corp (7203 JP) and Mazda Motor Corp (7261 JP) on Friday August 4th, announcing a capital tie-up, was quite remarkable, in our view: While there was the usual outlining of the scope of the new partnership, with expected cost synergies, manufacturing projects etc., the main focus was on how the two automakers were going to face an uncertain future together. We have known for a while that there is a lot of soul-searching going on at Toyota, and it seems…

Toyota (7203)- Unusual Press Conference as Mazda Is Treated as Equal