The question also included the status of the Japanese market. Japan will not be able to maintain high levels of debt with higher interest rates and this will affect its currency. In general Asian markets are very cheap, U.S. markets are very expensive, and European markets are somewhere in between. Gaming stocks are cyclical so wait to buy.
Have a lot of businesses going on. Every segment needed a turnaround. Gaming’s done well and has pulled the rest along. That’s the problem with this type of conglomerate. Investors have to assess where the percentage of profits is coming from.
They are benefiting from being a leader in image sensors that is a highly profitable business segment for them. They have exposure to gaming and music as well, which captures value through a subscription business. Yield 0.66% (Analysts’ price target is $81.83)
(A Top Pick Mar 20/20, Up 51%) He continues to like it. It's not expensive relative to other tech stocks. Their gaming business has helped offset weakness in streaming and smartphone business because of covid.
A fine company that is interesting to watch. Lessening of pandemic is helping but doesn't know the catalysts. Is inexpensive, best in category. Weakness in shipments of Play Station. Buy 5, Hold 0, Sell 0.
Is a great company that currently owns shares in.
Would recommend holding shares for the long term.
Not optimistic about gaming segment of business.
Diversified business in media and image sensor segments.
Would recommend buying.
He owns a number of Japanese stocks such as Yamaha, but not Sony. It is unfocused with management making many changes in direction over the years. It started as a small electronics shop at the end of the war.
The question also included the status of the Japanese market. Japan will not be able to maintain high levels of debt with higher interest rates and this will affect its currency. In general Asian markets are very cheap, U.S. markets are very expensive, and European markets are somewhere in between. Gaming stocks are cyclical so wait to buy.