Initiating Coverage of TDK with No-Moat, Stable Trend Ratings, FVE of JPY 9,300

TDK's June Quarter Results Imply Future Upside Growth on Polymer Rechargeable Batteries

Growth Potential of Auto Electrification Is Not Fully Embedded; TDK's FVE Raised to JPY 10,000

TDK (6762) Buying Invensense: Is It Business Sense or Just Business Sensibility?

When Merger Arb Plays Big: Hutchinson Technology & TDK

TDK (6762) - Can It Meet Additional Demand for LiBs from IPhone / Note?

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

As a UK-based company specializing in listed Japanese technology funds, it is always exciting to find companies in your own back yard making their presence felt in Japan. <a href="https://www.smartkarma.com/entities/315" target="_blank" data-smartkarma-citation="entities:315:1">Softbank (9984)</a> acquiring ARM and <a href="https://www.smartkarma.com/entities/770" target="_blank" data-smartkarma-citation="entities:770:1">Sosei (4565 JP)</a> acquiring Heptares are the two recent high-profile situations. However, in the last couple of weeks, the technology of one obscure UK company has been discussed in a series of investor meetings held by major Japanese smartphone-supply chain names. The technology is "calibrated…

As a UK-based company specializing in listed Japanese technology funds, it is always exciting to find companies in your own back yard making their presence felt in Japan. Softbank (9984) acquiring ARM and Sosei (4565 JP) acquiring Heptares are the two recent high-profile situations. However, in the last couple of weeks, the technology of one obscure UK company has been discussed in a series of investor meetings held by major Japanese smartphone-supply chain names. The technology is "calibrated…

Cambridge Mechatronics Limited(CML) - 기억에 남는 이름

TDK Corp

Cambridge Mechatronics Limited(CML) - 기억에 남는 이름