Report
Joel Scheiman ...
  • Julie Boote
  • Pelham Smithers
  • Thao Nguyen

PSA Today 17 Aug: Another down day / Activists to revisit Sony? / June machinery orders / Chemicals to restructure? / Credit card processors hope for China's tourists – Nikkei 225 -0.44% | ¥$146.32

Main Points
• Two-way market
• Is Sony at risk to shareholder activism again?
• Mounting impetus to restructure chemicals
• Uneven recovery in inbound tourism brings pain to Japan’s credit card processors
Provider
Pelham Smithers Associates Ltd
Pelham Smithers Associates Ltd

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. 

Analysts
Joel Scheiman

Julie Boote

Pelham Smithers

Thao Nguyen

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