Sharp Corporation

  • Sony Could Deliver More Returns For Its Shareholders

    By Anh HOANG - July 31, 2013 | Tickers: PCRFY, SHCAY.PK, SNE

    Dan Loeb, the founder and CEO of Third Point LLC, has delivered great returns for his investors. Since Third Point Offshore Fund’s inception in 1996, Third Point has managed to produce a 17.8% annualized return, handily beating the S&P 500’s annualized gain of only 6.6%. The fund follows an opportunistic approach, seeking “attractive event-driven equity and credit opportunities and occasional “macro” trades.” Recently, Dan Loeb more »

  • Are These Tour de France Equities Worth the Cheer?

    By Arturo Cuevas - July 17, 2013 | Tickers: GRMN, RSH, SHCAY.PK

    The month-long Tour de France odyssey has entered its second half. Notably, the standards of some publicly traded companies are flying in this iconic bikathon across most of France and also occasionally touching parts of nearby countries. The main rationale for their participation, of course, is the global popularity and marketing value of this annual event which marks its centennial this year.

    Garmin (NASDAQ: GRMN) has been harnessing the marketing more »

  • Investing in Sony With Dan Loeb

    By Anh HOANG - July 8, 2013 | Tickers: PCRFY, SHCAY.PK, SNE

    Recently, billionaire Dan Loeb, the famous hedge fund manager, has boosted his stake in Sony (NYSE: SNE), from 64 million to around 70 million shares, via both direct ownership and cash-settle swaps, accounting for around 6.9% stake in the company. Since the beginning of the year, Sony stock has increased 93.30%, beating the S&P 500’s return of only 13.30%. Let’s take a closer look more »

  • Why Did Sony Get Such a Big Boost?

    By Mike Thiessen - June 13, 2013 | Tickers: PCRFY, SHCAY.PK, SNE

    Sony (NYSE: SNE) is a household name in Asia, but currently earns almost two-thirds of its annual revenue from its operations outside Japan, and is considering a corporate restructuring plan proposed by its largest shareholder Daniel Loeb. Mr. Loeb is the head of Third Point hedge fund and has earned quite a reputation for shareholder activism in recent years. Incidentally, Third Point currently owns around a six percent share in more »

  • Sony Is Relatively Cheap, and Opportunistic

    By Anh HOANG - May 15, 2013 | Tickers: PCRFY, SHCAY.PK, SNE

    Famous hedge fund manager Dan Loeb has come to Japan, targeting one of the biggest Japanese corporations, Sony (NYSE: SNE). Dan Loeb revealed that his firm, Third Point LLC, with 64 million shares, including both direct share ownership and cash-settled swaps, was the largest owner of Sony. Dan Loeb has laid out several steps to unlock the hidden shareholder value, believing that the company has as much as a 60 more »

  • Sharp’s Hopes Depend on Samsung Deal for IGZO

    By Peter Pham - April 2, 2013 | Tickers: AAPL, QCOM, SSNLF, SHCAY.PK

    The economic and political dynamics in Asia are quickly changing. Just a few decades ago, Japan was the tech-country that was home to almost every market leader in the consumer electronics segment. From video game consoles to TVs to home appliances, Japan’s rule was well established. However, now, former industry titans need the support of companies from other Asian economies such as China, South Korea and Taiwan for their more »

  • Monetary Easing Could Lead Japanese Firms Lower

    By Bill Edson - February 20, 2013 | Tickers: PCRFY, SHCAY.PK, SNE

    Loosening monetary policy is being cited as the driver for improvements in many Japanese companies. Yes, it makes their exports cheaper. Unfortunately, monetary easing will also make their imports more expensive and could lead to inflation in a highly indebted economy.

    American investors should be very picky when selecting Japanese stocks. They should restrict themselves to companies that are trading at bargain price multiples. Below, I will explain why Sony more »

  • iPhone Shipments Down: Should Investors Look Elsewhere?

    By Bill Edson - February 5, 2013 | Tickers: AAPL, BBRY, SHCAY.PK

    In a reversal of fortunes, Apple (NASDAQ: AAPL) shares have tumbled over the past few months while BlackBerry (NASDAQ: BBRY) shares have climbed. There seems to be much anticipation for BlackBerry's new products and much contempt for Apple. In this article, I will explain why Apple is a smart buy at current price levels despite decreased iPhone shipments, while BlackBerry continues to be a speculative play at best. The more »

  • Labor Trends Create Massive Headwinds for Japanese Firms

    By Bill Edson - January 14, 2013 | Tickers: AAPL, DCM, PCRFY, SHCAY.PK, SNE

    Value investors have to be skeptical in order to avoid value traps. Unfortunately, the low price multiples of Japanese stocks are bait that can lure unsuspecting foreigners into a terrible situation.

    Value investors should be cautious about Japan given its demographic challenges and imploding tech sector. They should be picky about selecting a few Japanese stocks that represent extreme value.

    Japanese Talent Avoids Tech

    Japanese technology companies are failing to more »

  • Investor Confidence In Japan Slides

    By Bill Edson - January 10, 2013 | Tickers: PCRFY, SHCAY.PK, SNE, TM

    Japanese equities have traded at cheap valuation multiples for two decades, and for about the same amount of time value investors have been eyeing these stocks. Though they trade at attractive price-to-book multiples, Japan also faces special macroeconomic challenges that should dampen the enthusiasm of U.S. Investors. In light of Japan’s challenges, are there any Japanese stocks that shrewd investors should buy?

    Record Low Confidence

    Japanese manufacturer confidence more »

  • Why Samsung Doesn’t Need Apple

    By Karen Rogers - September 14, 2012 | Tickers: AAPL, GOOG, SHCAY.PK

    Right about now, Apple (NASDAQ: AAPL) should be regretting their decision to attack Google (NASDAQ: GOOG) through Samsung.  The glow from that $1 billion dollar judgment against Samsung must have faded now that Apple realizes that, instead of shutting down Google’s Android, they’ve created a new rival.

    It’s easy to think of Samsung as just an Android handset producer.  According to the International Data Corporation (IDC) Worldwide more »

  • Bigger Screens, Bigger Market For Apple

    By Ron Chatterjee - May 22, 2012 | Tickers: AAPL, LPL, SHCAY.PK

     The other day I was reading an article about how Steve Jobs made a business of being “cool.” Just think about this. If you don’t have the latest iPad, you are outdated among your business colleagues. If you don’t carry the latest iPhone, you are not cool among your friends.

    As Apple (NASDAQ: AAPL) strives to bring new features every time, people are always ready to shell out more »

  • Sharp's LCD Division gets "Fox"y

    By Tom Gibbs - March 28, 2012 | Tickers: AMZN, AAPL, NTDOY.PK, SHCAY.PK | Editor's Choice

    Sharp Corp (NASDAQOTH: SHCAY.PK), the manufacturer of electronics products worldwide, has finally raised its white flag and has accepted the assistance of a Chinese rival.  Hon Hai Precision Industry Co., which includes the well-known Foxconn – the component manufacturer for popular consumer electronics including the Apple (NASDAQ: AAPL) iPhone, Amazon.com's (NASDAQ: AMZN) Kindle Fire, and Nintendo (NASDAQOTH: NTDOY.PK) Wii – has purchased a 10%, $800 million stake in more »