Sony Reports Stellar Performance in FY03/18; Dulls Forecast for FY03/19

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/563" target="_blank" data-smartkarma-citation="entities:563:1">Sony's (6758 JP)</a> results out on the 31st July are set to be one of the most eagerly watched from Japan’s earnings season. The 31st is a Tuesday, so there should be none of the nervousness created by the company reporting on a Friday (which admittedly it hasn’t done for a while). However, instead, nervousness is created by (1) management’s cautiousness at the FY17 results (which occurred one-third of the way into the 1Q), (2) general concerns over iPhone production and (3) a tough base of…

Sony's (6758 JP) results out on the 31st July are set to be one of the most eagerly watched from Japan’s earnings season. The 31st is a Tuesday, so there should be none of the nervousness created by the company reporting on a Friday (which admittedly it hasn’t done for a while). However, instead, nervousness is created by (1) management’s cautiousness at the FY17 results (which occurred one-third of the way into the 1Q), (2) general concerns over iPhone production and (3) a tough base of…

Sony Corp

Sony (6758 JP) - 1Q Results Preview