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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

<a href="https://www.smartkarma.com/entities/19603" target="_blank" data-smartkarma-citation="entities:19603:1">Yahoo Japan's (4689 JP)</a> move into “browser gaming for mobile”, announced last week, produced an underwhelming response in the stock market. The move could, however, be historic. The Yahoo Japan tie-up with <a href="https://www.smartkarma.com/entities/747" target="_blank" data-smartkarma-citation="entities:747:1">Dena (2432 JP)</a> attracted a lot more fanfare than it did business, and investors may be a bit jaded about Yahoo Japan’s efforts in this area. It could be skepticism: if it is so easy to get people to play browser games, then why has everyone morphed to native app gaming? It could also be that…

Yahoo Japan's (4689 JP) move into “browser gaming for mobile”, announced last week, produced an underwhelming response in the stock market. The move could, however, be historic. The Yahoo Japan tie-up with Dena (2432 JP) attracted a lot more fanfare than it did business, and investors may be a bit jaded about Yahoo Japan’s efforts in this area. It could be skepticism: if it is so easy to get people to play browser games, then why has everyone morphed to native app gaming? It could also be that…

Yahoo Japan (4689) Looks to Revive the Browser Game

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Yahoo Japan (4689) Looks to Revive the Browser Game