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  "documentTitle": "Sony Corporation (6758.T)",
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  "presentationDate": "2019-06-13 00:00:00",
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      "text": "Sony Semiconductors is a world class semiconductor asset with unique long-term growth prospects and the potential to garner a $35bn valuation within 5 years. The segment is an image sensor market leader. Long-term plan of 5-10% organic revenue growth and 10-15% profit growth.",
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      "text": "As it stands today, Sony’s corporate structure is sub-optimal for: Investors: Capital intensity and cyclicality deters media/gaming investors. Management and employees: Semis competes for capital with lower growth units like mobile.",
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      "text": "Despite the unique financial profile of Sony Semiconductors, we believe the business needs to stand alone for Sony and its management to achieve its potential and receive full value from the market",
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