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    Ryosuke Katsura

    Senior Analyst at SMBC Nikko Securities Inc.

    Ryosuke Katsura is a Senior Analyst at SMBC Nikko Securities Inc., specializing in coverage of the Consumer Goods sector for major Japanese companies including Sony Group Corp. and Seiko Epson Corporation. He has maintained a 50% success rate and a 2.04-star ranking on TipRanks as of 2025, based on his coverage of five stocks. Katsura began his analyst career in September 2015 at SMBC Nikko, with ongoing coverage of earnings calls and published equity research for leading consumer electronics and technology firms. He is recognized as an official analyst for companies like Epson, but details regarding FINRA registration or securities licenses are not publicly disclosed.

    Ryosuke Katsura's questions to Sony Group (SONY) leadership

    Ryosuke Katsura's questions to Sony Group (SONY) leadership • Q3 2025

    Question

    Ryosuke Katsura of SMBC Nikko Securities Inc. raised concerns about the profit sustainability of the G&NS and I&SS segments into the next fiscal year. He also asked about expectations for the next generation of management and for the company's engagement with capital markets.

    Answer

    Executive Kenichiro Yoshida addressed business sustainability, stating G&NS profits are supported by network services and a strong game pipeline, while I&SS growth will continue via larger sensors, with the smartphone market being a key variable. Regarding management, Executive Hiroki Totoki added that he has high expectations for the 'Internet native' next generation, who can leverage new technologies like AI to innovate products and work styles.

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    Ryosuke Katsura's questions to Sony Group (SONY) leadership • Q1 2025

    Question

    Ryosuke Katsura from SMBC Nikko Securities asked about the I&SS segment's outlook for major customers and competitive risks. He also inquired about the Financial Services segment's operating income progress and associated risks.

    Answer

    Executive Hiroki Totoki stated I&SS production was increased for high-end products and competitive risk is low for the MLP period. An executive from Sony Financial Group, Yamada-san, explained the segment's slow start was due to increased policy surrenders and disaster impacts, with market fluctuations remaining a key risk.

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    Ryosuke Katsura's questions to Sony Group (SONY) leadership • Q3 2024

    Question

    Asked about the planned inventory reduction for Q4, the outlook for inventory levels into the next fiscal year, and the financial forecast for business segments other than Games and Pictures.

    Answer

    The executive stated that Q4 inventory impact will be limited and levels will be flat or slightly up. For the next fiscal year, inventory will grow in line with top-line growth. For other segments in FY24, Music is expected to outpace market growth, and Finance is projected to have gradual, slow growth due to IFRS adoption costs. More details will be provided in the spring.

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