PSA Internet: GA Technologies (3491 JT) – The Recovery Still Has Legs
The share price of GA Technologies has been on a good run over the last two weeks. Yet, it is still 69% below its Dec 2020 peak of ¥3,690. In this report, analyst Thao Nguyen reiterates her positive view on the company and updates her earnings forecasts.
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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