PSA Market Strategy and Tech Strategy Presentation
Pelham Smithers compiles his thoughts on the market and the technology sector in this presentation pack.Market Overview
1Q is Traditionally Weakest Quarter for Japanese Equities: Conditions Should Improve from Here
Despite Better-than-expected Earnings in 2017, Topix is Battle Between Foreign Selling and BoJ ETF Buying
Japanese Economy is in Goldilocks Phase: Not Too Weak, Not Too Strong, With Less Risk of Overshoot
Japanese Economy is Shifting From Export-Led to Domestic
2Q: Focus on Value in Larger Names Continues, but More Emphasis on Quality, Increased Focus on Small Cap Value
Tech Themes for 2018:
eSports in Japan
Casinos in Japan
Fintech – Focus on Blockchain, as Bitcoin is a Sideshow
5G – Focus on the IoT / M2M Angle as 4.9G Good Enough for Consumers
Labour Shortage & Proposed LDP Tax Breaks
Other Issues:
Changing Nature of Semiconductor Market
Apple’s 2018 iPhones
Five Companies to Highlight:
CyberAgent (4751 JP); Sony (6758 JP); Bandai Namco (7832 JP); SBI Holdings (8473 JP); Nissha (7915 JP); NOK (7240 JP
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.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.