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

Equity Bottom-Up

<p><strong>We can see that LINE is eagerly trying to grasp as many opportunities and challenges as it can, now that it has achieved a huge and stable user base on which it can leverage, especially in its four major markets (Japan, Taiwan, Thailand and Indonesia). All plans and projects sound interesting and exciting. However, let us not forget that execution risk is high for LINE, a company with a short track record and already with a number of failed acquisitions and divestments. It is probably trying to</strong>…</p>

We can see that LINE is eagerly trying to grasp as many opportunities and challenges as it can, now that it has achieved a huge and stable user base on which it can leverage, especially in its four major markets (Japan, Taiwan, Thailand and Indonesia). All plans and projects sound interesting and exciting. However, let us not forget that execution risk is high for LINE, a company with a short track record and already with a number of failed acquisitions and divestments. It is probably trying to…

LINE (3938 JP) - Running Fast, But Is It Actually Getting Anywhere?

Japan

Demae-can Co., Ltd. operates websites offering comprehensive delivery services.  The Company's websites allow users to order food, dry cleaning, and repair and recycling services through the Internet.

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Demae-Can Co., Ltd. (2484 JP)

LINE (3938 JP) - Running Fast, But Is It Actually Getting Anywhere?

We can see that LINE is eagerly trying to grasp as many opportunities and challenges as it can, now that it has achieved a huge and stable user...

Pelham Smithers Associates

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