SNEJF News and Headlines - Sony Group Corp

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The stock of Sony Group (NYSE:SONY, 30-year Financials) shows every sign of being significantly overvalued, according to GuruFocus Value calculation. GuruFocus Value is GuruFocus' estimate of the fair value at which the stock should be traded. It is calculated based on the historical multiples that the stock has traded at, the past business growth and analyst estimates of future business performance. If the price of a stock is significantly above the GF Value Line, it is overvalued and its future return is likely to be poor. On the other hand, if it is significantly below the GF Value

0 Views    GF Value    2021-04-06 19:12

The stock of Sony Group (OTCPK:SNEJF, 30-year Financials) is estimated to be significantly overvalued, according to GuruFocus Value calculation. GuruFocus Value is GuruFocus' estimate of the fair value at which the stock should be traded. It is calculated based on the historical multiples that the stock has traded at, the past business growth and analyst estimates of future business performance. If the price of a stock is significantly above the GF Value Line, it is overvalued and its future return is likely to be poor. On the other hand, if it is significantly below the GF Value Line,

0 Views    GF Value    2021-04-03 04:12
Some international diversification is usually a good idea

I think a big boom is coming in the U.S., which may keep a richly valued stock market out of trouble.

But you never know. Some international diversification is usually a good idea. And I think it's wise now, since U.S. stock valuations are high and interest rates are rising – a potentially dangerous combination.

If you are exclusively or almost entirely in U.S. stocks and you want to diversify a little, here are five ideas for stocks outside America.

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Right now, Europe is struggling worse with the coronavirus pandemic than the U.S. is. But when it finally begins

2686 Views    John Dorfman    2021-03-29 14:11
Intel makes the list

As of March 17, the GuruFocus All-in-One Screener, a Premium feature, found that the following guru-owned tech stocks have low price-earnings ratios. While some of them are great value investments, others may need to be researched more carefully, according to the discounted cash flow calculator.

Intel

With a market cap of $255.64 billion, Intel Corp. (INTC) has a price-earnings ratio of 12.73 and a price-book ratio of 3.15. According to the DCF calculator, the stock has a fair value of $68.30 while trading at $62.94.

The stock has climbed 41.06% over the last 12 months and is now 3.33%

211 Views    Tiziano Frateschi    2021-03-17 15:44
Guru stock highlight

Sony Corp. (9.3%) (SNE) (SNE – $101.10 – NYSE) is a conglomerate based in Tokyo, Japan focused on direct-to-consumer entertainment products supported by the company's technology. Sony is the #1 integrated global gaming company and we expect the gaming segment to contribute nearly half of EBITDA (ex-financial) in 2020 following the much anticipated launch of the PlayStation 5, in the 2020 holiday season. Sony Music Recording commands #2 and Music Publishing #1 global share and is a hidden asset as music values have increased with the success of streaming. Sony also operates the Sony/Columbia film studio, which is well

41 Views    Sydnee Gatewood    2021-03-02 23:08
Discussion of markets and holdings

INVESTMENT SCORECARD

Sony Corp. (9%, +33%), was the largest contributor to fourth quarter and annual returns as its latest generation PlayStation 5 game console launched with great fanfare, and the company's sensor business stands to benefit from a new smartphone cycle and increased automotive production. Although it remained the largest detractor for the year, ViacomCBS (10%, +26%) gained significant ground in the fourth quarter, making it the second largest contributor. Like many media companies, ViacomCBS was hit hard in the first quarter by lower advertising revenue, a lack of sports programming, theater closures and the suspension of film and TV

91 Views    Sydnee Gatewood    2021-03-02 22:26
Discussion of markets and performance

To Our Shareholders,

For the year ended December 31, 2020, the net asset value (NAV) total return per class AAA Share of The Gabelli Asset Fund was 11.2% compared with a total return of 18.4% for the Standard & Poor's (S&P) 500 Index. Other classes of shares are available. See page 3 for the performance information for all classes.

Enclosed are the financial statements, including the schedule of investments, as of December 31, 2020.

Performance Discussion (Unaudited)

The Fund primarily seeks to provide growth of capital. The Fund's secondary goal is to provide current income.

The Fund's investment strategy is

71 Views    Sydnee Gatewood    2021-03-01 22:52
Discussion of markets and performance

To Our Shareholders,

For the year ended December 31, 2020, the net asset value (NAV) total return per Class A Share of The Gabelli Value 25 Fund Inc. was 5.8% compared with a total return of 18.4% for the Standard & Poor's (S&P) 500 Index. Other classes of shares are available. See page 3 for performance information for all classes of shares.

Enclosed are the financial statements, including the schedule of investments, as of December 31, 2020.

Performance Discussion (Unaudited)

The investment objective of the Fund is to seek to provide long term capital appreciation. The Fund's investment strategy is

85 Views    Sydnee Gatewood    2021-03-01 22:49
They have outperformed the S&P 500 index recently

Shareholders of United Parcel Service Inc (UPS), Sony Corp (SNE) and Starbucks Corp (SBUX) have witnessed significant increases in the value of their positions in recent years, outperforming the S&P 500 Index. The share price of the benchmark index for the U.S. market ($3,915.59 as of Feb. 8) has climbed by 18% over the past year, 45% over the past two years and 49% over the past three years through Feb. 8.

Wall Street sell-side analysts have also issued positive recommendation ratings for these stocks, suggesting that their share prices are expected to continue performing strongly in the coming years.

108 Views    Alberto Abaterusso    2021-02-09 16:28
By Masakazu Takeda, CFA, CMA

How is Japan faring with the pandemic?

Like many countries, Japan experienced another wave of COVID-19 beginning toward the end of 2020. Japan, however, appears to be faring better with the virus than the U.S. Japan has a population of a little over one-third of the U.S., yet the total number of COVID-19 cases to date in Japan (approximately 300,000) is just 1-2% that in the U.S. (over 22 million). Japan's cultural norms, including bowing instead of shaking hands, may have helped mitigate the spread, and to date Japan has not implemented stringent lockdowns.

How has Japan's economic

24 Views    Sydnee Gatewood    2021-01-21 22:02
$1.2 billion offer irresistible for racing games developer

Electronic Arts Inc. (EA) has announced an agreement to acquire British racing game publisher Codemasters Group Holdings PLC (LSE:CDM) with an offer of approximately $1.2 billion that far surpasses an offer from Take-Two Interactive Software Inc. (TTWO).

In early November, Codemasters and Take-Two settled up on an agreement valued at close to $1 billion. EA upped the ante with a counteroffer that would give Codemasters shareholders 604 pence ($7.96) in cash for each ordinary share of Codemasters according to a press release from EA. The deal is expected to be completed in the first quarter of 2021.

Take-Two has announced

317 Views    Graham Griffin    2020-12-14 21:18
Guru stock highlight

Sony Corp. (SNE) (8.4%) (SNE — $76.75 — NYSE) is a conglomerate based in Tokyo, Japan focusing on direct-to-consumer entertainment products supported by the company's technology. Sony is the #1 integrated global gaming company, and we expect the gaming segment to contribute nearly half of EBITDA (ex-financial) in 2020 following the much anticipated launch of the PlayStation 5 in the 2020 holiday season. Sony Music Recording commands #2 and Music Publishing #1 global share and is a hidden asset as music values have increased with the success of streaming. Sony also operates the Sony/Columbia film studio, which is well

31 Views    Sydnee Gatewood    2020-12-04 20:44
Discussion of markets and holdings

INVESTMENT SCORECARD

The largest contributor to the third quarter performance was ViacomCBS (9.0% of net assets as of September 30, 2020) (+19%) which benefited from a recovery in advertising, progress in combining its legacy CBS and Viacom businesses and traction in its direct-to-consumer efforts. Stockholm-based smokeless tobacco producer Swedish Match (8.3%) (+16%) was another top contributor, largely due to continued sales growth and expanding distribution for its tobacco-free nicotine pouch ZYN. Finally, Navistar (2.0%) rose as TRATON, Volkswagen's truck manufacturing unit raised its bid for the company to $43.

Detractors from performance included Bank of New York Mellon (2.5%) (-11%)

81 Views    Sydnee Gatewood    2020-12-04 20:38
They hold potential for robust growth

Investors looking for opportunities amid fairly priced growing companies may be interested in the three stocks listed below, as their share prices are trading lower than their Peter Lynch Fair Values.

The Peter Lynch Fair Value is based on the idea that the fair price-earnings ratio for a growing company matches its growth rate (that is, the price-earnings-to-growth (PEG) ratio is equal to 1). The calculation is a combination of the following three factors:

  • The stock's PEG ratio.
  • The stock's five-year Ebitda growth rate.
  • The stock's earnings per share (EPS) without non-recurring items (NRI) for the trailing twelve months
298 Views    Alberto Abaterusso    2020-11-13 16:22
Tech giants fail to take cues from competitor's struggle

Tech giants Sony Corp. (SNE) and Microsoft Corp. (MSFT) have released their competing, next generation consoles into a market where demand far exceeds supply.

With the pandemic limiting the production of movies and television, notably televised professional sports, consumers were forced to shift their focus to other forms of entertainment. The global gaming industry in particular has seen a massive surge during the pandemic as companies have struggled to keep up with new demand.

Earlier this year, as pandemic lockdowns reached full effect, Nintendo Co. Ltd. (TSE:7974)(NTDOF) was the first company to be targeted by consumers. Within weeks of the

214 Views    Graham Griffin    2020-11-12 21:20
Firm's largest sales of the 3rd quarter

GAMCO Investors' Mario Gabelli (Trades, Portfolio) sold shares of the following stocks during the third quarter of fiscal 2020, which ended on Sept. 30.

El Paso Electric

The firm closed its stake in El Paso Electric Co. (EE). The trade had an impact of -0.65% on the portfolio.

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The public utility company has a market cap of $2.79 billion and an enterprise value of $4.36 billion.

GuruFocus gives the company a profitability and growth rating of 6 out of 10. The return on equity of 6.88% and return on assets

59 Views    Tiziano Frateschi    2020-11-11 16:24
Guru's largest transaction was the divestment of El Paso Electric holding

Billionaire investor Mario Gabelli (Trades, Portfolio), leader of New York-based GAMCO Investors, disclosed his third-quarter portfolio earlier this week.

With the goal of generating long-term capital appreciation, the renowned guru and his team search for opportunities among undervalued stocks that have a catalyst for growth.

Keeping these criteria in mind, Gabelli entered 55 new positions, sold out of 43 holdings and added to or trimmed a slew of other investments during the quarter. Notable trades included the divestment of El Paso Electric Co. (EE), reductions in the Honeywell International Inc. (HON), Sony Corp. (SNE) and Quidel Corp.

600 Views    Sydnee Gatewood    2020-11-10 20:32
They are cheaper than the S&P 500's historical mean

Investors who are seeking for value opportunities may be interested in the following stocks, as their price-sales ratios are lower than the S&P 500's historical mean, which is 1.57 as of the writing of this article.

Furthermore, sell-side analysts on Wall Street predict these stocks will increase their sales significantly this year and in 2021.

UnitedHealth Group Inc

The first company investors could be interested in is UnitedHealth Group Inc (UNH), a Minnetonka, Minnesota-based diversified healthcare company.

As of Oct. 23, UnitedHealth Group has a price-sales ratio of 1.27, which results from a share price of $330.60 and revenue

125 Views    Alberto Abaterusso    2020-10-25 12:43
Biogen makes the list

According to the GuruFocus All-in-One Screener, a Premium feature, as of Oct. 1, the following companies are trading below their Peter Lynch fair value with wide margins of safety and have had positive performances over the past 12 months.

BHP

BHP Group PLC (BBL) was trading around $42.66 per share as of Oct. 1. The Peter Lynch fair value is $80.88, which suggests the stock is undervalued with a 47% margin of safety. The stock registered a 52-week increase of 5.18%.

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The provider of iron ore, copper, oil, gas and metallurgical coal

281 Views    Tiziano Frateschi    2020-10-01 14:25
Masa Takeda provides his thoughts on the impact of COVID-19 in Japan Shinzo Abe's resignation, Berkshire Hathaway's purchase of 5 Japanese stocks, the Fund's success in 2020 and compelling investment

Would you please provide an update on COVID-19 in Japan?

The impact of the COVID-19 pandemic has been less severe in Japan compared to many other parts of the world. Japan with a population of about one-third the size of the U.S., had 67,000 cases and only 1,300 deaths as of the end of August. The Japanese government has not implemented stringent lockdowns. The cultural norms of wearing masks and greetings by bowing, instead of shaking hands or exchanging kisses, has helped mitigate the spread. Although Japan experienced a second wave of coronavirus cases in August 2020, they already

49 Views    Sydnee Gatewood    2020-09-21 21:01