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>Although Nintendo is (by its standards) quick to acknowledge its 32% stake in The Pokemon Co (TPC), it has long been thought this understates Nintendo's economic interest in Pikachu and friends. There are several reasons for this.</p><p>First, Nintendo - and Nintendo alone - owns the trademarks to Pokemon and its characters. As a consequence, if you have a game called Pikachu GO and it was about a train with no actual Pokemon involvement, you would (1) have to get Nintendo's approval and (2) Nintendo…</p>

Although Nintendo is (by its standards) quick to acknowledge its 32% stake in The Pokemon Co (TPC), it has long been thought this understates Nintendo's economic interest in Pikachu and friends. There are several reasons for this.First, Nintendo - and Nintendo alone - owns the trademarks to Pokemon and its characters. As a consequence, if you have a game called Pikachu GO and it was about a train with no actual Pokemon involvement, you would (1) have to get Nintendo's approval and (2) Nintendo…

Who Owns Pokemon? Well, It Really IS Complicated...