Sony

Based in Tokyo, Sony is widely regarded as one of Japan's flagship electronics operators. Its scale — about 113k people, around $87B in turnover — translates into genuine strategic weight across Asia Pacific.

Digital reinvention is no longer a marketing line: it is reshaping unit economics across customer acquisition, supply chain and after-sales.

“Sony is, in its category, exactly the kind of compounding regional champion the next decade of capital allocation will reward.”

Capital markets have started to price in the durability of the model, and rating agencies have followed.