I joined Sony $6758 today. There was a discussion here the other day, so I did another big analysis. Looks very promising in the long term and is currently rather misunderstood as a hardware conglomerate (TVs, headphones, cell phones, games consoles). In the long term, however, they are more focused on IP, services, entertainment, digital infrastructure, semiconductors, mobility and camera technology (with high synergies between all areas). This leaves a lot of room for imagination in terms of margin expansion and revaluation, which overall represents a high upside potential with minimal risk.
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@PikaPika0105 sounds good. That was @topicswithhead who started the discussion
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•@Tenbagger2024 ah genau. In der Analyse habe ich echt nochmal total interessante Sachen herausgefunden über die Blockchain Technologie die Sony aufbaut und die Dominanz im Animationsbereich. Die Art der Umsätze und die daraus resultierenden Gewinne werden also immer interessanter.
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•@Tenbagger2024 ein Tag nach Investment wird das E-Auto eingestampft 😂 Immer wieder brillantes Timing…. Aber eigentlich ist das gar nicht so falsch, da man nun wieder asset-light unterwegs ist und wahrscheinlich nur seine Mobility-Software an andere Hersteller lizenziert. Das hat deutlich höhere Margen und der Bedarf ist gewaltig bei den traditionellen Autobauern.
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•@PikaPika0105 gute Entscheidung.
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•@Tenbagger2024 Sony is also relatively immune to supply bottlenecks for chips
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@PikaPika0105 Did they really want to build an electric car?
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@Tenbagger2024 yes in a JV with Honda. But Honda is scaling back its electric plans and so the project is now being terminated. The new brand was called AFEELA and was supposed to be a living room on wheels with the best sound system, built-in Playstation, mission mode, etc. I could well imagine that Sony will not abandon the work already invested, but will license its mobility and entertainment software (+ PlayStation integration) to other car manufacturers. Their technology is already in almost every self-driving car anyway (image sensors). The demand will continue to grow.
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@Tenbagger2024 The image sensor market is also very interesting as it is expected to reach $70bn+ by the early to mid 2030s. Sony controls over 40% of the market.
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@PikaPika0105 The e-car market is a shark tank with tough price pressure. It's good that they're doing it this way now
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@PikaPika0105 Anime is also becoming more and more interesting. The subscribers to their streaming service will probably also grow from 20 to 60 million + in the next 5-10 years.
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