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Campaigns / Third Point → Sony Corporation
Third Point vs. Sony Corporation

Sony Corporation · 6758.T

1 deck published between 2019-06-13 and 2019-06-13 — 102 pages, 102 analysed slides total.

initial thesis

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2019-06-13 initial thesis

    2019 06 Third Point Sony Presentation June 2019

    102pp · full_deck

    Sony trades at a ~50% conglomerate discount; spinning Semiconductors into 'Sony Technologies', divesting listed stakes, and refocusing on entertainment unlocks ~2x SOTP upside.