PSA 2026 Q1 Focus List Addition – Kinden (1944 JT)
A first time constituent of the PSA Focus List for 2026 Q1, Kinden’s exposure to AI for data centre electrical engineering work will continue to contribute to earnings expansion. We think the full-year guidance is conservative and rate the firm for continuing to improve shareholder returns.
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.
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