*TW3/North Asia* That Was The Week That Was 🇰🇷 🇯🇵 11th-17th February 2019 @Smartkarma

🇰🇷 🇯🇵 That Was The Week That Was North Asia - 15th-21st April 2019 @Smartkarma

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>The news that <a href="https://www.smartkarma.com/entities/315" target="_blank" data-smartkarma-citation="entities:315:1">SoftBank Group (9984 JP)</a> has just sold out of its 4% stake in <a href="https://www.smartkarma.com/entities/5891" target="_blank" data-smartkarma-citation="entities:5891:1">Nvidia Corp (NVDA US)</a> means that we have an interesting insight into how Son values IoT companies. It also puts a big question mark over the price paid for ARM.</p>

The news that SoftBank Group (9984 JP) has just sold out of its 4% stake in Nvidia Corp (NVDA US) means that we have an interesting insight into how Son values IoT companies. It also puts a big question mark over the price paid for ARM.

ソフトバンク：NVIDIA は ARM に対して高額な支払いをしたと証明しているのか？

Softbank Group

ソフトバンク：NVIDIA は ARM に対して高額な支払いをしたと証明しているのか？