We favor Sony due to its strategic emphasis on acquiring and utilizing appealing content to create recurring-revenue streams that facilitate long-term monetization from customers, particularly in gaming, streaming music, and movies. The company maintains a disciplined approach in its consumer electronics sector to safeguard profitability and cash flow through careful inventory management. Overall, Sony's business portfolio is significantly less susceptible to economic fluctuations, allowing it to generate robust earnings growth even in uncertain conditions. The company is targeting double-digit operating income growth as part of its three-year midterm plan.
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