Director, Pearl Hill Advisors

Nicholas Tanner

Director

Pearl Hill Advisors

Equity Bottom-Up

<p>98% of last year’s sales of Y86.2bn (+14%) were measuring and control equipment. Of this Y49.5bn (+28%) was metering devices and of this Y32bn (+57%) was smart meters. The rest of the business includes breakers (5% of sales), production equipment for semiconductors and FPDs (13%), meter reading equipment (2%), measuring equipment (6%) and switch gears (9%). These businesses are seeing very pedestrian growth. All of last year’s Y10bn increase in sales came from the growth in smart meters. This…</p>

98% of last year’s sales of Y86.2bn (+14%) were measuring and control equipment. Of this Y49.5bn (+28%) was metering devices and of this Y32bn (+57%) was smart meters. The rest of the business includes breakers (5% of sales), production equipment for semiconductors and FPDs (13%), meter reading equipment (2%), measuring equipment (6%) and switch gears (9%). These businesses are seeing very pedestrian growth. All of last year’s Y10bn increase in sales came from the growth in smart meters. This…

Osaki Electric (6644) Smart Meter Growth in Japan, and UK

Japan

Osaki Electric Co., Ltd. manufactures watt-hour meters bound for electric power companies.  The Company also produces distribution boards, wiring panels and circuit breakers.  Osaki has joint ventures with electric power utilities to manufacture power measurement devices.

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Osaki Electric (6644 JP)

Osaki Electric (6644) Smart Meter Growth in Japan, and UK

98% of last year’s sales of Y86.2bn (+14%) were measuring and control equipment. Of this Y49.5bn (+28%) was metering devices and of this Y32bn...

Pearl Hill Advisors

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