PSA Technology: Electronic Components Sector Overview – Punchy Forecasts, Punchy Valuations
One of many strengths for Japan and a good cause for optimism is that, with three potentially enormous industries: the Internet of Things (IoT); Robotics (broadly defined to include AI and cybernetics); and Electric Vehicles (xEV) coming to the fore, the country can offer an array of world class electronic component companies with massive long-term potential. Exciting though prospects are, stock valuations are such that success involves stock-picking among companies with a decent exposure to the necessary cutting-edge technology. Pelham Smithers sorts through the sector.
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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