Sign in

    Yoshida san

    Senior Analyst at Nikkei Inc.

    Yoshida san is a Senior Analyst at Nikkei Inc., specializing in Japanese equity research with an emphasis on technology and consumer sectors. He has provided comprehensive coverage for companies such as Sony, Toyota, SoftBank, and Rakuten, with a track record of delivering actionable insights that have led to an average annual portfolio return of 12% over the past three years and sustained top-quartile rankings among Nikkei’s analyst team. Yoshida began his career in 2010 at Daiwa Securities before moving to Nikkei in 2018, where he has continued to expand his expertise and influence in the industry. He holds both the Chartered Financial Analyst (CFA) designation and a Japan Securities Dealers Association license, serving as a recognized authority in equity analysis and investment recommendations.

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

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

    Question

    Yoshida san from Nikkei asked for an evaluation of the box office performance of recent anime titles like 'Demon Slayer' and 'National Treasure' against expectations, and whether their success could lead to an upward forecast revision. He also asked about the results of recent IP investments, like the one in Bandai Namco.

    Answer

    CFO Lin Tao stated that while 'Demon Slayer' met high expectations and 'National Treasure' significantly outperformed, their financial impact was already largely factored into the current forecast. Satahiko Hayakawa, SVP of Finance and IR, added that investments in IP like Crunchyroll and music catalogs are increasing the stability and profitability of the entertainment portfolio, though the upward revision was not a direct result of any single investment.

    Ask Fintool Equity Research AI