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

We are getting positive feedback from our sources at <a href="https://www.smartkarma.com/entities/15003" target="_blank" data-smartkarma-citation="entities:15003:1">Square Enix (9684 JP)</a> and <a href="https://www.smartkarma.com/entities/8197" target="_blank" data-smartkarma-citation="entities:8197:1">Cyberagent (4751 JP)</a> on <a href="https://www.smartkarma.com/entities/19603" target="_blank" data-smartkarma-citation="entities:19603:1">Yahoo Japan's (4689 JP)</a> new game platform for HTML5 games. Although YJ was not the first to enter this market and <a href="https://www.smartkarma.com/entities/31" target="_blank" data-smartkarma-citation="entities:31:1">Rakuten (4755 JP)</a> launched a similar platform last year, Rakuten’s RGames focus on casual games and doesn’t utilise cloud infrastructure, while YJ’s Game Plus targets mid- and hardcore gamers, but it also offers cloud infrastructure. This is important as utilising cloud…

We are getting positive feedback from our sources at Square Enix (9684 JP) and Cyberagent (4751 JP) on Yahoo Japan's (4689 JP) new game platform for HTML5 games. Although YJ was not the first to enter this market and Rakuten (4755 JP) launched a similar platform last year, Rakuten’s RGames focus on casual games and doesn’t utilise cloud infrastructure, while YJ’s Game Plus targets mid- and hardcore gamers, but it also offers cloud infrastructure. This is important as utilising cloud…

Yahoo Japan (4689) - Game On for HTML 5 Portal

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Yahoo Japan (4689) - Game On for HTML 5 Portal