Report

PSA Small- and Mid-Cap IT Services: Game of Snakes and Ladders

Analyst Lindsay Whipp considers the small- and mid-cap IT service companies, weighing their generally poor and, arguably, erratic share price performance against their business prospects and valuations, and identifying opportunities.
Underlyings
BayCurrent Consulting (6532 JT)

JMDC

JMDC Inc. is a Japan-based company mainly engaged in the health big data business, telemedicine business and dispensing pharmacy support business. The Company operates in three business segments. The Health Big Data segment is engaged in the provision of receipt data analysis and health promotion solutions, and personal health information platforms, the build, management and analysis of medical databases such as receipt data and medical examination data, the build and sale of drug databases, and the development and provision of systems using drug databases for medical institutions. The Telemedicine segment is engaged in the provision of remote image diagnosis matching services, and infrastructure systems for remote image diagnosis. The Dispensing Pharmacy Support segment is engaged in the development and provision of business systems and electronic medication record for dispensing pharmacies, as well as the operation of dispensing pharmacies.

PKSHA Technology Inc.

PKSHA Technology Inc is a Japan-based company mainly engaged in algorithmic license business. The Company operates through two business segments. The Cloud Intelligence segment is engaged in the sale of algorithm modules, and algorithm software BEDORE and CELLOR in the area of intelligent processing in the digital space. The Mobility & MaaS segment is engaged in the sale of algorithm modules related to image/video analysis and sales of algorithm software Hrus in the area of intelligent operation of real space for smart city. The algorithm modules include text understanding modules, dialogue modules, image/video analysis modules, recommendation modules, prediction modules, anomaly detection modules, and reinforcement learning modules.

Sakura Internet

Sakura Internet is mainly engaged in the internet services. Co. operates in three business segments. Data Center Operation segment provides housing services, specialty server services, rental server services, Internet connection services, as well as domain services, equipment sale and server construction consulting services, maintenance services, secure sockets layer (SSL) services and net news services. Content Distribution segment introduces and operates online games, as well as provides video contents. System Solution segment develops Web systems, as well as constructs systems engineering service system and application service provider (ASP) solution service systems.

SHIFT UP CORP.

VISIONAL INC

Provider
Pelham Smithers Associates Ltd
Pelham Smithers Associates Ltd

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. 

PSA produces both company and sector reports. The focus of PSA’s research is to identify winners and losers as new technologies impact the top and bottom lines of corporations. Critical to our research is the clear explanation of how these new technologies work and how they impact companies and industries. 

The founding partners have worked closely together for twenty years and the team has more than doubled in size since 2012. 

Analysts
Lindsay Whipp

Other Reports on these Companies
Other Reports from Pelham Smithers Associates Ltd

ResearchPool Subscriptions

Get the most out of your insights

Get in touch