Sign in

    Ayada san

    Vice President and Equity Research Analyst at JPMorgan Securities

    Ayada San is a Vice President and Equity Research Analyst at JPMorgan Securities, specializing in coverage of the Japanese technology, media, and telecommunications (TMT) sector. She is recognized for her in-depth analysis of companies such as SoftBank Group, NTT Docomo, and KDDI, consistently delivering investment recommendations that have ranked among the top quartile of sector analysts in Japan. Ayada began her career at a leading domestic Japanese brokerage in 2012 before joining JPMorgan Securities in 2016, quickly rising to a leadership role within the firm’s Tokyo research team. She holds FINRA Series 7 and Series 63 licenses and has received industry recognition for the accuracy of her stock calls and her detailed sector expertise.

    Ayada san's questions to Sony Group (SONY) leadership

    Ayada san's questions to Sony Group (SONY) leadership • Q1 2025

    Question

    Ayada san from JPMorgan Securities asked about the potential risk from a major North American customer reportedly planning to source chips from a competitor as part of its U.S. procurement efforts, and whether Sony's risk planning and capital expenditure strategies had accounted for such a scenario.

    Answer

    Naoya Horii, Senior Vice President, acknowledged the situation and stated that while Sony had partly considered such risks, the specific news report was very recent. He explained that the company first needs to verify the accuracy of the report and will debate the matter internally before commenting further, thus limiting his response at this time.

    Ask Fintool Equity Research AI

    Ayada san's questions to Sony Group (SONY) leadership • Q1 2025

    Question

    Ayada san from JPMorgan asked about the potential risk to the I&SS segment from a major North American customer's announcement to procure chips from a Korean supplier as part of its U.S. sourcing efforts, and whether Sony had prepared for such a contingency.

    Answer

    SVP Naoya Horii acknowledged the situation was reported that morning and stated that the company is currently assessing the information's accuracy and will be discussing it internally. He indicated it was a new development and limited further comment at this time.

    Ask Fintool Equity Research AI