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    Toda san

    Research Analyst at Yomiuri Shimbun

    No publicly available information confirms the existence of a professional equities or research analyst named Toda san at Yomiuri Shimbun, nor is there verifiable evidence of relevant performance metrics, professional credentials, or specific sector coverage. Attempts to locate a LinkedIn profile, analyst rankings, or coverage history did not yield conclusive results. Yomiuri Shimbun is a leading Japanese media organization primarily focused on journalism, and there is no record of Toda san employed there as an analyst with a tracked record, certifications, or notable analyst achievements.

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

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

    Question

    Toda san from Yomiuri Shimbun asked for a more detailed explanation for the JPY 30 billion reduction in the expected U.S. tariff impact and questioned the potential risk if the U.S. were to impose a 100% tariff on semiconductors.

    Answer

    CFO Lin Tao explained the reduced tariff forecast was due to factors like strategic inventory and a lower-than-expected impact in Q2 onwards, with the JPY 70 billion impact now factored into the forecast. Regarding a potential 100% tariff, she stated that forecasts are based on officially announced rates as of August 1, and that direct semiconductor exports to the U.S. are very limited.

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