Japan TMT Analyst

Pelham Smithers

Market Intel on Asian Tech with a Japan focus

Pelham Smithers Associates

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. 

Research is provided by the following:
Pelham Smithers: Macro, consumer electronics, telecoms & pharma
Joel Scheiman: Electronics materials / components
Julie Boote: Autos
Will Nestuk: Capital goods, machinery & transportation equipment parts
Thao Nguyen: eCommerce, internet content, marketing & advertising

Thematic (Sector/Industry)

<p>With the Japanese stock market on the up-and-up, the big question – though not necessarily one on all that many minds – is whether this is a seasonal rally, or whether this is structural. Invariably under Abe, and more often than not during the quantitative easing (QE) era (2003~?), Japanese equities have gone up in the fourth quarter. However, on two occasions, 2014 and 2016, they’ve slumped as we’ve moved into the new year, more than offsetting the fourth quarter gains. Given that Kuroda…</p>

With the Japanese stock market on the up-and-up, the big question – though not necessarily one on all that many minds – is whether this is a seasonal rally, or whether this is structural. Invariably under Abe, and more often than not during the quantitative easing (QE) era (2003~?), Japanese equities have gone up in the fourth quarter. However, on two occasions, 2014 and 2016, they’ve slumped as we’ve moved into the new year, more than offsetting the fourth quarter gains. Given that Kuroda…

Japan Market Strategy - Will the Frequent January Sell-Off Ruin the Current Market Rally?

Making sense of the Global Market, Euromonitor International Ltd.

Yu Mitsuhashi

Making sense of the Global Market

Euromonitor International Ltd.

We are a global market research company focused on industries, countries, economies and consumers worldwide. Our cross-country comparable research helps your organisation identify opportunities and develop growth strategies in countries and regions across the globe. With offices around the world, 1,200 analysts in 100 countries and market research on every key trend and driver, we give you powerful access to the real story behind consumer change.

<p>In this second of a series of articles examining the FashionTech scene in Japan, Euromonitor International looks at Japanese FashionTech companies operating in BtoC areas, particularly via sharing economy and personalisation. For the first article, please click <a href="https://www.smartkarma.com/insights/can-tech-save-the-declining-japanese-apparel-industry-fashiontech-series-1-3" target="_blank">here</a>.</p>

In this second of a series of articles examining the FashionTech scene in Japan, Euromonitor International looks at Japanese FashionTech companies operating in BtoC areas, particularly via sharing economy and personalisation. For the first article, please click here.

Can Tech Save The Declining Japanese Apparel Industry? Fashion-Tech Series (2/3)

Research Coverage of Japanese Listed Companies, Shared Research Inc

Shared Research

Research Coverage of Japanese Listed Companies

Shared Research Inc

Pioneering research coverage of Japanese listed companies. Now customizable and interactive for global institutional investors. Corporate access reimagined.

Equity Bottom-Up

<ul><li>Orders decreased by 3.2% YoY, while revenue fell 6.4% YoY; operating profit increased 115.3% YoY.</li><li>Revenue rose 22.6% YoY in the PQA segment, driven by automation investments in the food industry.</li><li>The company forecasts FY03/26 revenue of JPY123.0bn (+8.9% YoY) and operating profit of JPY15.0bn (+23.7% YoY).</li></ul>

Orders decreased by 3.2% YoY, while revenue fell 6.4% YoY; operating profit increased 115.3% YoY.Revenue rose 22.6% YoY in the PQA segment, driven by automation investments in the food industry.The company forecasts FY03/26 revenue of JPY123.0bn (+8.9% YoY) and operating profit of JPY15.0bn (+23.7% YoY).

Anritsu Corp (6754 JP): Q1 FY03/26 flash update

<ul><li>Orders reached JPY81.9bn (+2.3% YoY), revenue JPY80.8bn (+3.9% YoY), with operating profit at JPY6.4bn (+24.4% YoY).</li><li>Strong demand in the food industry increased segment operating profit by 126.3% YoY, with OPM rising 4.0pp YoY.</li><li>Full-year FY03/25 forecast remains unchanged; progress stands at 70.3% for revenue and 58.4% for operating profit.</li></ul>

Orders reached JPY81.9bn (+2.3% YoY), revenue JPY80.8bn (+3.9% YoY), with operating profit at JPY6.4bn (+24.4% YoY).Strong demand in the food industry increased segment operating profit by 126.3% YoY, with OPM rising 4.0pp YoY.Full-year FY03/25 forecast remains unchanged; progress stands at 70.3% for revenue and 58.4% for operating profit.

Anritsu Corp (6754 JP): Q3 FY03/25 flash update

<ul><li>Orders decreased by 4.2% YoY, while revenue increased by 4.7% YoY, with operating profit rising 21.9% YoY.</li><li>Segment revenue for Products Quality Assurance grew 10.6% YoY, with operating profit surging 337.6% YoY.</li><li>Company forecasts revenue of JPY73.8bn (+4.0% YoY) and operating profit of JPY9.2bn (+22.0% YoY).</li></ul>

Orders decreased by 4.2% YoY, while revenue increased by 4.7% YoY, with operating profit rising 21.9% YoY.Segment revenue for Products Quality Assurance grew 10.6% YoY, with operating profit surging 337.6% YoY.Company forecasts revenue of JPY73.8bn (+4.0% YoY) and operating profit of JPY9.2bn (+22.0% YoY).

Anritsu Corp (6754 JP): 1H FY03/25 flash update

Japan

ANRITSU CORPORATION manufactures electronic systems and equipment for telecommunication equipment, measurement instruments, electronic devices, and industrial machinery.  The Company's products include communication network test equipment, and radio monitoring receivers.  Anritsu operates worldwide.

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Anritsu Corp (6754 JP)

Japan Market Strategy - Will the Frequent January Sell-Off Ruin the Current Market Rally?

With the Japanese stock market on the up-and-up, the big question – though not necessarily one on all that many minds – is whether this is a...

Pelham Smithers Associates

Can Tech Save The Declining Japanese Apparel Industry? Fashion-Tech Series (2/3)

In this second of a series of articles examining the FashionTech scene in Japan, Euromonitor International looks at Japanese FashionTech companies...

Euromonitor International Ltd.