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TYO:6758  // Posts tagged as "TYO:6758"

OLED Leader PANL Will See More Patent Challenges As Market Scales Up

Research Question: Is Universal Display Corp.’s current OLED patent strategy defensible, and is the company positioned to grow for the remainder of 2012? By: David Franklin Companies: AAPL, AMS:PHIA/PHG, AMZN, ETR:BAS, FRA:MRK, FRA:SIE/SI, KRX:005930, PANL, TYO:4901, TYO:6701, TYO:6752, TYO:6753, TYO:6758/SNE Click here to download the report (.pdf)   Summary of Findings Universal Display Corp. (PANL), also known as […]

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MSOs, Studios and Telecoms Emerge As OTT Winners at Netflix’s Expense

Research Question: Who will be the OTT market’s big winners and losers in the next three to six months? By: Reverdy Johnson Companies: AAPL, AMZN, ARRS, CBS, CHTR, CMCSA, CSTR, CVC, DIS, DISH, LGF, NFLX, NLSN, RENT, T, TWC, TWX, TYO:6758/SNE, VIA, VZ, YHOO Click here to download the report (.pdf)   Summary of Findings MSOs, telecoms and […]

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Amazon’s Kindle Fire Poised to Be No. 2 Tablet After iPad (AMZN)

Research Question: What is the No. 2 tablet after Apple’s iPad: Amazon’s Kindle Fire, Samsung’s Galaxy Tab or Barnes & Noble’s Nook Tablet? By: Reverdy Johnson Companies: AAPL, AMZN, ARM, BKS, DELL, GOOG, HKG:0992, HPQ, LON:SMSN, MMI, MSFT, NVDA, TPE:2353, TPE:2357, TPE:2498, TSE:RIM/RIMM, TXN, TYO:6502, TYO:6758/SNE Click here to download the report (.pdf)   Summary of Findings […]

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Used-Game Sales Thriving But Signs of Slow Down on Horizon (GME)

Research Question: What are the sales and inventory trends of used video games, and how fast are these trends moving? By: Reverdy Johnson Companies: AAPL, AMZN, ATVI, BBY, EBAY, EPA:UBI, ERTS, GME, MSFT, OSA:7974, THQI, TTWO, TYO:6758/SNE, TYO:9697, WMT Click here to download the report (.pdf)   Summary of Findings The used video-game business remains strong. Gamers, […]

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Cognex Growth Continues As Factory Automation Expands (CGNX)

Research Question: Is the factory automation market growing, and will Cognex capture even more share? By: David Franklin Companies: BIT:DAL, CGNX, EPA:MTG, HON, LON:SXS, NATI, NCR, TYO:6645, TYO:6758/SNE, TYO:6861 Click here to download the report (.pdf)   Summary of Findings Three sources based in China said the factory automation market will grow between 10% and 20% in the […]

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MW3, Battlefield 3 to Meet Sales Plan, Star Wars Could Fall Short (ATVI)

Research Question: How will upcoming releases from Electronic Arts and Activision fare, and how will their online strategies affect GameStop? By: Reverdy Johnson Companies: AAPL, ATVI, DIS, EPA:UBI, ERTS, GME, MSFT, OSA:7974, TTWO, TYO:6758/SNE, TYO:9697 Click here to download the report (.pdf)   Summary of Findings Activision Blizzard Inc.’s (ATVI) Call of Duty: Modern Warfare 3 (MW3) is […]

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Jun 30 2011 Semiconductors, Technology

SIMG to Benefit from MHL Technology Though Wide Adoption Questionable

Research Question: Will Mobile High-Definition Link technology be widely adopted? What effect will this have on Silicon Image? By: Reverdy Johnson Companies: AAPL, ETR:DTE, GOOG, HEL:NOK1V/NOK, INTC, MSFT, MSI, SEO:005930, SIMG, T, TPE:2498, TYO:6502, TYO:6758/SNE Click here to download the report (.pdf)   Summary of Findings MHL technology is not expected to be widely adopted in smartphones because […]

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DTS Inc. Hurt By Lack of Demand For Enhanced Audio In Connected Devices (DTSI)

Research Question: How successful will DTS be in entering new markets and expanding its current technology? By: Reverdy Johnson Companies: AAPL, DLB, DTSI, ETR:DTE, MMI, tyo:6758/SNE, TYO:7951, TYO:8058 Click here to download the report (.pdf)   Summary of Findings Sources do not expect DTS Inc. (DTSI) to enjoy any meaningful growth in new markets such as smartphones, tablets, […]

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Rovi’s Long-Term Future Called Into Question (ROVI)

Research Question: Will acquisitions and new offerings push Rovi Corp. (ROVI) to become a leading content guide and metadata provider for MSOs and online media services? By: David Franklin Companies: AAPL, AMZN, BRCM, CBS, CMCSA, GOOG, INTC, MSFT, NFLX, NWSA, QCOM, ROVI, SEO:003550, SEO:005930, SNIC, T, TIVO, TYO:6758/SNE, TWX, VMED, YHOO Click here to download the report (.pdf) […]

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Mar 22 2011 Retail, Services

Best Buy’s Buy Back Program Just Getting Off The Ground (BBY)

Research Question: Is Best Buy’s “Buy Back Program” being adopted by consumer electronics customers? By: Reverdy Johnson Companies: AAPL, AMZN, BBY, COST, EBAY, SEO:005935, SEO:066570, TYO:6502, tyo:6752, TYO:6758/SNE, WMT Click here to download the report (.pdf)   Summary of Findings Stores and customers estimate 10% of customers are purchasing Best Buy’s Buy Back Program, providing incremental cash and […]

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