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

Much as <a href="https://www.smartkarma.com/entities/315" target="_blank" data-smartkarma-citation="entities:315:1">Softbank  (9984 JP)</a> keeps trying to deny it, the stories (first in the New York Post, now in the Wall St Journal) keep reappearing that the company is looking to invest a substantial amount of money in Uber. Initially, the talk was of SoftBank buying out early investors (so not putting money into Uber directly) but the WSJ has SoftBank in talks with what remains of Uber management (though no deal would be done until a new CEO is in place). Uber is of course, precisely the sort of…

Much as Softbank  (9984 JP) keeps trying to deny it, the stories (first in the New York Post, now in the Wall St Journal) keep reappearing that the company is looking to invest a substantial amount of money in Uber. Initially, the talk was of SoftBank buying out early investors (so not putting money into Uber directly) but the WSJ has SoftBank in talks with what remains of Uber management (though no deal would be done until a new CEO is in place). Uber is of course, precisely the sort of…

SoftBank (9984) - Is It Interested in Uber As Well As Grab, Lyft, Didi...?

Softbank Group

SoftBank (9984) - Is It Interested in Uber As Well As Grab, Lyft, Didi...?