PSA Strategy: Sector Strategy Implications of Japan's Awesome Tech Sector Earnings
Following a Covid-hit set of results for FY20 which lead to cautious FY21 forecasts, the FY21 Q1 numbers are showing a very different story. Pelham Smithers highlights the encouraging earnings trends seen at tech companies and discusses the question on many investors’ mind as to whether the tech cycle has peaked.
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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