Japan Specialist

Mark Chadwick

Over 20 years experience in equities and asset management in Asia and Japan. Qualified CFA with experience analyzing companies as a buy-side analyst. In-depth knowledge of company fundamental analysis, corporate governance and valuations.

Good Morning Japan | SPX Breakout but After-Hours Earnings Sap FOMO; Sony Beat; Pana-Still Deciding

Good Morning Japan | Spy Balloons?? SPX Holds; Google Responds with BARD; BOJ AMAMIYA Story Refuted!

Good Morning Japan |GOLDILOCKS?: Higher Rates, Strong USD=Higher Equities; In JP, Mr Yen Says 120

SONY (6758) | Q2 Earnings Beat, Guidance Raise

Equity Bottom-Up

<ul>
<li>Sony’s Q3 operating profit fell 8% YoY to Y428b beating consensus estimates by around 15%</li>
<li>The PS5 has now sold over 32m units, finally shaking off supply constraints. Will VR2 surprise?</li>
<li>We remain bullish on the stock at 15x earnings. Sony is a core play on content creation and digitization.</li>
</ul>


Sony’s Q3 operating profit fell 8% YoY to Y428b beating consensus estimates by around 15%
The PS5 has now sold over 32m units, finally shaking off supply constraints. Will VR2 surprise?
We remain bullish on the stock at 15x earnings. Sony is a core play on content creation and digitization.


SONY (6758) | Re-Acceleration of Growth in Games

Sony Corp

SONY (6758) | Re-Acceleration of Growth in Games