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

Spreads for many petrochemical products, including ethylene itself, were strong from the beginning of FY16, in part because of extended trouble at Shell Singapore’s ethylene center. From H2, spreads for a broadening number of basic petrochemical products improved to an unanticipated extent after China began to implement environmental restrictions which targeted coal in particular, and which began to affect a growing number of basic industries, notably petrochemicals. Many details about the…

Spreads for many petrochemical products, including ethylene itself, were strong from the beginning of FY16, in part because of extended trouble at Shell Singapore’s ethylene center. From H2, spreads for a broadening number of basic petrochemical products improved to an unanticipated extent after China began to implement environmental restrictions which targeted coal in particular, and which began to affect a growing number of basic industries, notably petrochemicals. Many details about the…

Japanese Chemicals: Chinese Policy Threatens Petrochemical Spreads

Doing bespoke work since 2002....., Custom Products Group

Patrick Hansen

Doing bespoke work since 2002.....

Custom Products Group

Custom Products was started 14 years ago at Lehman Brothers by current co-founder Patrick Hansen, CFA. After 3 years at Lehman, Patrick moved the team to Macquarie Securities where Simon Rigney (co-founder) joined. 3 years ago we took Custom Products independent. 

Our core strength can be summed up three words. 1- Customization - we have very little off the shelf products and most work is done on a one on one bespoke basis. 2- Speed - We pride ourselves in our ability to get requests back to the client very quickly. 3- Confidentiality - We do not redistribute. There is no grace period where we wait a week and then mass blast. Any request stops with that client.

We all know that Analysts rarely put a lot of effort into FY2 numbers until close to the end of FY1. If you did not know that please contact me I can prove it. So if strong 3Q and YTD numbers influence the "new" FY1 EPS forecast how will that translate into FY1 PE and which names should we be looking at.We make the assumption that recent strong earnings numbers translate into a 15% increase in the current place-holder FY2 estimate. We then screened on the following criteria to identify names…

We all know that Analysts rarely put a lot of effort into FY2 numbers until close to the end of FY1. If you did not know that please contact me I can prove it. So if strong 3Q and YTD numbers influence the "new" FY1 EPS forecast how will that translate into FY1 PE and which names should we be looking at.We make the assumption that recent strong earnings numbers translate into a 15% increase in the current place-holder FY2 estimate. We then screened on the following criteria to identify names…

New FY1 PEs Could Be Even Lower Given Strong YTD Numbers in Japan......

Chart based progressive global trading strategies, Chart Partners

Thomas Schroeder

Chart based progressive global trading strategies

Chart Partners

Chart Partners objective is to discover medium-term cycle turns and profit opportunities before they unfold, within structural trends while preserving capital with clear degrees of risk. We have real return ideas. 

Markets are dynamic and trading systems must reflect this. It is crucial to determine underlying correlations and lead-lag relationships within global markets and the impact on linked instruments. Our weekly Chartonics product gives you short-term trading strategies that can be applied within the medium and longer term macro trends that are mapped out in our strategy updates. 

Our methodology fuses global market variables and isolates drivers in trends. We specialize in FX, index trade in NY and Asia with a focus on Asian stocks. 

Technical Analysis

Chartonics flash Tuesday 30 August 2016USD/JPY macro low and position update webcast<div>We have made a USD bull case from JPY 100 or 95 if we broke below 100 with a bull pivot above USD/JPY 101 which was triggered Friday. The bigger test revolves around USD sustainability above 101 and a successful test on the lower 101 pullback zone followed by a move through the second hurdle at 102.70. MT pivot resistance lies at 104 (macro bull targets come in at 110 and 114 with ideal objective at 114/117 in…</div>

Chartonics flash Tuesday 30 August 2016USD/JPY macro low and position update webcastWe have made a USD bull case from JPY 100 or 95 if we broke below 100 with a bull pivot above USD/JPY 101 which was triggered Friday. The bigger test revolves around USD sustainability above 101 and a successful test on the lower 101 pullback zone followed by a move through the second hurdle at 102.70. MT pivot resistance lies at 104 (macro bull targets come in at 110 and 114 with ideal objective at 114/117 in…

USD/JPY Macro Low and Fresh Position Webcast

Japan

ZEON CORPORATION produces synthetic rubbers, latex, and resins.  The Company's products are used as tires and other auto parts, and materials for electronic components.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Zeon Corp (4205 JP)

Japanese Chemicals: Chinese Policy Threatens Petrochemical Spreads

Spreads for many petrochemical products, including ethylene itself, were strong from the beginning of FY16, in part because of extended trouble at...

Pelham Smithers Associates

New FY1 PEs Could Be Even Lower Given Strong YTD Numbers in Japan......

We all know that Analysts rarely put a lot of effort into FY2 numbers until close to the end of FY1. If you did not know that please contact me I...

Custom Products Group

USD/JPY Macro Low and Fresh Position Webcast

Chartonics flash Tuesday 30 August 2016USD/JPY macro low and position update webcastWe have made a USD bull case from JPY 100 or 95 if we broke...

Thomas Schroeder

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)