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What Sony Would Look Like after a Semiconductor Spin-Off

Anuradha Garg
What Sony Would Look Like after a Semiconductor Spin-Off

Dan Loeb is proposing that, after the spin-off of its semiconductor business, Sony (SNE) would emerge as the leading entertainment company with global positions in gaming, music, and pictures. He sees "New Sony’s" EBIT growing by 10% compounded annually or better because of tailwinds in gaming and music. Let' take a closer look.