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>Recently the Nikkei ran a lengthy article specifically on the <a href="https://www.smartkarma.com/entities/2458" target="_blank" data-smartkarma-citation="entities:2458:1">Yaskawa Electric</a> / <a href="https://www.smartkarma.com/entities/16185" target="_blank" data-smartkarma-citation="entities:16185:1">Midea Group</a>  relationship, in which Yaskawa president Hiroshi Ogasawara commented that he has no idea how the <a href="https://www.smartkarma.com/entities/21662" target="_blank" data-smartkarma-citation="entities:21662:1">KUKA AG</a>  acquisition might affect Yaskawa but he addressed the potential benefits of the two tie-ups. These are:</p><p>Industrial Robot JV; Yaskawa 51% majority stake; established fall 2015</p><ul><li>Yaskawa’s goal is to learn from Midea how to automate production for home appliance manufacturing (Yaskawa and Fanuc (6954) are…</li></ul>

Recently the Nikkei ran a lengthy article specifically on the Yaskawa Electric / Midea Group  relationship, in which Yaskawa president Hiroshi Ogasawara commented that he has no idea how the KUKA AG  acquisition might affect Yaskawa but he addressed the potential benefits of the two tie-ups. These are:Industrial Robot JV; Yaskawa 51% majority stake; established fall 2015Yaskawa’s goal is to learn from Midea how to automate production for home appliance manufacturing (Yaskawa and Fanuc (6954) are…

Yaskawa - Potential Winner from Midea / Kuka Move, but Only Very Long Term