Japan Mobile Content: Returning Money to Shareholders, One Way or Another
The mobile content business is a young industry and its approach to shareholder returns differs from what investors in Japan have come to expect. Where Japan’s legacy sectors generally have a history of not rewarding shareholders with dividends, mobile content management generally has skin in the game, which leads them to view the question of dividends very differently. This report considers several mobile content stocks in this light. In addition, Colopl’s (3668) FY17 outlook is discussed, given the company delivered a shock to the market with its low forecasts. To what extent is Pokémon Go a factor?
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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