Mikiya Yamada Barclays Capital

Mikiya Yamada slips one level to the third tier. The Barclays Capital analyst “doesn’t listen to the noise, but stays fundamental and tends to be right,” cheers one enthusiast. For example, Yamada downgraded Teijin from equal weight to underweight in July, at ¥359, predicting its earnings would stall, given uncertainty about the Osaka-based specialty-rubber maker’s next-generation growth drivers. Yamada’s forecast was on target: Teijin’s earnings per share dropped from ¥20.33 to ¥15.34 year-over-year in the first nine months of fiscal 2012, which ended in March. By the end of February, the stock had tumbled 24.2 percent, to ¥272, and trailed the sector by 17.1 percentage points.  — Ben Mattlin

RUNNER(S)-UP
- Takashi Enomoto Bank of America Merrill Lynch
- Nobuhito Owaki J.P. Morgan