2010 (5)
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2019 (105)
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有在日本的朋友来谈谈日本人不做电器了干什么。。
下面这篇文章有点老,不过读了以后就知道日本家电业已经基本完了。不仅家电,那些公司的芯片元件市场份额也越来越小。
再看汽车,连续两年,日本车辆销售每年递减10%或更多。。。。
日本人不做电器不做汽车剩下来干啥呢。。。(我们知道不会去写软件。。。)
by ADMIN on MAY 25, 2012
If small is beautiful, then is big ugly? Big conservative Japanese companies in fast-changing competitive industries are pig-ugly.
Many people think of Japanese stocks and they think of Sony, which has been a consistent value-destroyer for some time now.
But how much value has the Japanese electronics destroyed as a whole?
Net income: $40 B in the hole
Net assets: -8% per year
Interestingly, removing Hitachi (slightly more diversified model) from the list makes the net asset growth rate -14% per year. To be fair, they are all restructuring now, but that is an impressive rate of loss for so many massive companies.

