Sony (6758) “Asset Light” and “Sony United” ?

Sony (6758)

“Asset Light” and “Sony United” strategies starting to drive profit

On track for an electronics revival — Sales growth is modest but we newly factor in better margins. We think the key to profitability in TVs is the transfer of operations to Hon Hai at plants which Sony has sold to the Taiwanese firm. In cameras we expect Sony’s marketing muscle to succeed in emerging markets, where demand is growing. We think collaboration with network operations will also contribute to differentiation. The new PSP2 game machine should create a growth opportunity for the game business. In semiconductors, we think growthdirected investment in BSI CMOS will lead to earnings.

Tags: , ,

Leaked Research Disclaimer

MATERIAL herein constitutes investment advice nor is it any offer or recomendation to buy or sell any security. The author from time to time may or may not have a position in a company or security mentioned within Actions you undertake as a consequence of any analysis, opinion or advertisement on this site are your sole responsibility. Everything within LeakedResearch.comis meant for educational purposes only..
Web Analytics