Sony Corp.

Sony is engaged in the development, design, production, manufacture, offer and sale of various kinds of electronic equipment, instruments and devices for consumer, professional and industrial markets such as network services, game hardware and software, televisions, audio and video recorders and players, still and video cameras, mobile phones, and semiconductors. Co. is engaged in the development, production, manufacture, and distribution of recorded music and the management and licensing of the words and music of songs as well as the production and distribution of animation titles. Co. is also engaged in the production, acquisition and distribution of motion pictures and television.
  • Ticker6758
  • ISINJP3435000009
  • SectorLeisure Goods
  • CountryJapan

Analysts

Bahari Hazim

Sony Corporation

Bahari Hazim

Sony Corporation

Sony (6758 JT): PS5 and the Future of Console Gaming

Pelham Smithers traces the likely trajectory for Sony’s earnings in FY19 and FY20, paying particular attention to gaming and the PS5, and suggests how investors could navigate. He discusses the current state of the console gaming market, console gaming within the overall gaming market, and streaming.

Dave Nicoski ...
  • Ross LaDuke

Int'l Insights: Bullish Developed Markets Stocks

Favor EAFE over EM The U.S. dollar remains elevated and as long as this remains the case we believe developed international equities (EAFE) will continue to outperform relative to emerging markets (MSCI EM)... see charts below. Below we highlight attractive and actionable themes within developed international: • Australia. Australia's All Ordinaries index exhibits bullish price and RS trends, a rarity when it comes to global markets considering most country-specific indexes display neutral or negative price trends. We highlight several Australian names, and would use recent broad market weak...

Bahari Hazim

Sony Corporation

Sony Corporation: Sony's 2016 results are within expectations; support its Baa3 rating

CORPORATES ISSUER COMMENT 2 May 2017 RATINGS Sony Corporation LT Issuer Rating Baa3 Senior Unsecured (Domestic) Baa3 Outlook Stable Sony Global Treasury Services plc BACKED Commercial Paper (Foreign) P-3 Outlook No Outlokk Source: Moody's Investors Service Analyst Contacts Masako Kuwahara 81-3-5408-4155 VP-Senior Analyst

Sony Corporation - December 2016 (LTM): Peer Snapshot

Peer Snapshot: Sony Corporation - December 2016 (LTM) 22 February 2017 (in US millions) FYE Mar-15 FYE Mar-16 LTM Dec-16 FYE Mar-15 FYE Mar-16 LTM Dec-16 FYE Dec-14 FYE Dec-15 LTM Sep-16

Sony Corporation: Sony's goodwill impairment of JPY112.1 billion is credit negative; no immediate rating impact

CORPORATES ISSUER COMMENT 3 February 2017 RATINGS Sony Corporation LT Issuer Rating Baa3 Senior Unsecured -Dom Curr Baa3 Outlook Stable Sony Global Treasury Services plc BACKED Commercial Paper (Foreign) P-3 Outlook No Outlokk Source: Moody's Investors Service Analyst Contacts Masako Kuwahara

Bahari Hazim

Sony Corporation

Bahari Hazim

Sony Corporation

Sony (6758 JT): PS5 and the Future of Console Gaming

Pelham Smithers traces the likely trajectory for Sony’s earnings in FY19 and FY20, paying particular attention to gaming and the PS5, and suggests how investors could navigate. He discusses the current state of the console gaming market, console gaming within the overall gaming market, and streaming.

Bahari Hazim

Sony Corporation

Bahari Hazim

Sony Corporation

The PSA Japan Research Round-Up for the Week Ending October 5, 2018

v The Weekly Comment Joel Scheiman reviews the week which after hitting a 27-yr high on Oct 1, has been knocked back by contagion from sliding Asian markets and rising interest rates. v Reports / Flash Notes Summaries Stretching the MLCC Market: Implications for the Industry and Murata Mfg (6981 JP) Does “Murata Good, Skyworks / Avago / Qorvo Better” Still Hold True? September US Auto Sales – Japan Automakers Underperform on Falling Incentives Foster Electric (6794 JP) – Company Visit Feedback

Joel Scheiman ...
  • Julie Boote
  • Pelham Smithers
  • William Nestuk

PSA Today Mar 7: Cohn, Korea are market influences/The smartphone industry in 2018/TOY's Kobe Steel consumer lawsuit/Showa Denko's debt management/KHI's woes - Nikkei -0.77%

Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and William Nestuk Nikkei ¥21,252.72 (-¥165.04 / -0.77%); Topix ¥1,703.96 (-¥12.34 / -0.72%); ¥/$105.57 Tags: Rakuten (4755 JP), ISB (9702 JP),Vision Inc (9416 JP), Cyber Com (3852 JP), Nippon Systemware (9739 JP), Focus Systems (4662 JP), IBC (3920 JP), OPT (2389 JP), Macromill (3978 JP), CyberAgent (4751 JP), Faith (4295 JP), Capcom (9697 JP), SBI Holdings (8473 JP), GMO Internet (9449 JP), Apple (AAPL US), Hon Hai (2317 TT), Sony (6758 JP), HTC (2498 TT), LG Electronics (066570 KS), Lenovo (992 HK), Samsung (005930 KS), Xi...

Joel Scheiman ...
  • Julie Boote
  • Pelham Smithers

PSA Today Mar 1: Sell-off continues / Sony: windfall from Spotify IPO; PS Vue update / Batteries: Bosch's climbdown, blow to GS Yuasa; high demand / TDK and fast-charging LiBs - Nikkei-1.56%

Japan Market Comment by Pelham Smithers, Julie Boote and Joel Scheiman Nikkei ¥21,724.47 (-¥343.77 / -1.56%); Topix ¥1,740.20 (-¥28.04 / -1.59%); ¥/$106.84 Tags: Takeuchi Mfg (6432 JP), Daifuku (6383 JP), Daikin (6367 JP), Start Today (3092 JP), iStyle (3660 JP), Spotify (pvt.), Sony (6758), Apple (AAPL US), Google (GOOGL US), ABC, CBS (CBS US), Fox (FOX US), NBC, Bosch, GS Yuasa (6674 JP), Mitsubishi Corp. (8058 JP), SEEO, Mitsubishi Motors (7211 JP), Nissan (7201 JP), Panasonic (6752 JP), Toyota (7203 JP), Mahindra & Mahindra Limited (M&M, NSE), LG Chemical (051910 KS), Asahi Kasei (3407 JP...

An unfavourable environment weighs on SONY CORPORATION, which sees a downgrade to Slightly Negative

The independent financial analyst theScreener just requalified the general evaluation of SONY CORPORATION (JP), active in the Consumer Electronics industry. As regards its fundamental valuation, the title still shows 0 out of 4 stars and its market behaviour is seen as moderately risky. theScreener believes that the unfavourable environment weighs on the sector and penalises the company, which sees a downgrade to its general evaluation to Slightly Negative. As of the analysis date April 5, 2019, the closing price was JPY 4,816.00 and its target price was estimated at JPY 4,272.75.

Bahari Hazim

Sony Corporation

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Bahari Hazim

Sony Corporation

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Bahari Hazim

Sony Corporation

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Bahari Hazim

Sony Corporation

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PSA Consumer Electronics: 8K TVs: Why They Matter

Pelham Smithers shines a light on what 8K TVs offer for streaming, broadcasting and video games, with a read across to Sony and the PS5.

PSA Consumer Electronics: Are We Past Peak Console Gaming? Prospects for Sony (6758 JT) and Nintendo (7974 JT)

A Feb 5 FT Lex column prompts Pelham Smithers to debate whether we are past peak console gaming and to discuss his views on prospects for Sony and Nintendo in FY19.

Dave Nicoski ...
  • Ross LaDuke

Int'l Insights: Bullish Developed Markets Stocks

Favor EAFE over EM The U.S. dollar remains elevated and as long as this remains the case we believe developed international equities (EAFE) will continue to outperform relative to emerging markets (MSCI EM)... see charts below. Below we highlight attractive and actionable themes within developed international: • Australia. Australia's All Ordinaries index exhibits bullish price and RS trends, a rarity when it comes to global markets considering most country-specific indexes display neutral or negative price trends. We highlight several Australian names, and would use recent broad market weak...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

Not too bullish, not too bearish Despite several indexes recently touching new 52+ week highs, broad global indexes (MSCI ACWI, ACWI ex-US, EAFE, and EM) remain near logical resistance, and indicators continue to send mixed signals. As a result we are hesitant to get too bullish or bearish. Instead we want to focus on Sector/Group/industry themes where we bottoming price and RS, or attractive pullback opportunities within established price and RS uptrends. Below we highlight some of these themes along with indicators that support our overall constructive -- yet tempered -- outlook. • Positiv...

Dave Nicoski ...
  • Ross LaDuke

Insights: Bullish Japanese Electronics Stocks

Amid the turmoil, buy opportunities in Japanese consumer electronics: Sony, Nintendo, FUJIFILM, and Zenrin Along with the reset of the world's equity markets, Japan's TOPIX and Nikkei 225 have pulled back to their previous breakouts. While we are is still likely to see continued volatility and backing and filling, the current pullback within Japan's TOPIX and Nikkei 225 indexes is offering an opportunity to add exposure to attractive constituents... see charts below. Consumer electronics manufacturers are particularly attractive. Today we direct your attention to four stocks with the best set...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

YTD sideways congestion for the MSCI ACWI ex-US and an intact downtrend for the MSCI EM index continue to point to a risk-off environment for international equity markets, and supports our neutral outlook (at best)... see page 2. We continue to recommend avoiding broad indexed exposure in favor of selectivity. In today's report we highlight actionable country- and Sector-specific themes: • Norway and India are leadership. Norway's Oslo OBX and India's SENSEX remain global leaders. Overweight these markets... see below and page 3 for overviews and actionable country-specific stocks. • Austral...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

The MSCI ACWI advanced to another new high yesterday - to levels not seen since mid-March - as global markets have shrugged off the Italian political situation. Both the U.S. and Emerging Markets are leading the move to new highs (more on EM later). While potential resistance levels exist, these recent developments only improve on our already positive outlook... see charts below. • Major themes: Opportunities within Technology and Real Estate. Global Technology stocks are breaking out to new highs and are reasserting their leadership status. Remain overweight/add exposure... see pages 2 and 7...

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