Sony (6758) - Might Yoshida Sell Sony Pictures?

Nikkei Announcement of Hirai Shift to Chairman, Yoshida Promotion to CEO Moves Sony up 2%

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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

Along with some real good movies, like Jumanji, Sony Pictures has made some highly questionable ones in FY17. In the past, it would be punished for this failing at the box office, but these days, its luck is with it. Not only did The Emoji Movie just about cover its costs, but Peter Rabbit has already done enough business in the US to meet its production budget, and sales overseas are ramping up with east yet to come. Globally, it has taken in US$182mil against a US$50mil budget. Sony /…

Along with some real good movies, like Jumanji, Sony Pictures has made some highly questionable ones in FY17. In the past, it would be punished for this failing at the box office, but these days, its luck is with it. Not only did The Emoji Movie just about cover its costs, but Peter Rabbit has already done enough business in the US to meet its production budget, and sales overseas are ramping up with east yet to come. Globally, it has taken in US$182mil against a US$50mil budget. Sony /…

Sony (6758) Up to #2 in US Box Office 2018 YTD

Sony Corp

Sony (6758) Up to #2 in US Box Office 2018 YTD