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

<a href="https://www.smartkarma.com/entities/15003" target="_blank" data-smartkarma-citation="entities:15003:1">Square Enix's (9684 JP)</a> [SQE] decision to split with Danish studio IO Interactive has raised the question as to who owns the old Eidos IPs such as Kane &amp; Lynch and Hitman? Indications were that these would go to whoever bought IOI (or, quite plausibly, acquired the assets in bankruptcy, as that remains a plausible outcome for IOI). Furthermore, as SQE's interest in the JRPG genre continues despite having lost US$2.4mil on the critically acclaimed I am Setsuna, it had been suggested that SQE may…

Square Enix's (9684 JP) [SQE] decision to split with Danish studio IO Interactive has raised the question as to who owns the old Eidos IPs such as Kane &amp; Lynch and Hitman? Indications were that these would go to whoever bought IOI (or, quite plausibly, acquired the assets in bankruptcy, as that remains a plausible outcome for IOI). Furthermore, as SQE's interest in the JRPG genre continues despite having lost US$2.4mil on the critically acclaimed I am Setsuna, it had been suggested that SQE may…

Square Enix (9684) - Rights to IO Interactive Games to Stay with SQE?

Square Enix Holdings

Square Enix (9684) - Rights to IO Interactive Games to Stay with SQE?