Opinions
Karl Berger
Panasonic Corp
6752-TYO
DON'T BUY
Dec 05, 2012
$4.990
Stock price when the opinion was issued
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DON'T BUY
They are suffering from the same things that Sony is, that is they are totally out of touch with consumer tastes. This remains a huge issue for some of these companies. Earnings are going to improve simply because of the depreciation of the yen, but the reality is that there are serious problems with their model and their products and they require a massive overhaul.
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Not one that he would be very keen on at all at this point. Essentially that space has become very, very commoditized. There isn’t an awful lot of ways to differentiate between companies.