THIRD TEAM

Takashi Enomoto BofA Merrill Lynch Global Research

BofA Merrill Lynch Global Research’s Takashi Enomoto debuts at third place. His October 2010 analysis of the steel industry stands out for its “value-added details,” recalls one reader, especially an upgrade of Kobe Steel from neutral to buy, at ¥182. Enomoto argued the diversified steel products supplier would benefit from a construction surge in China, and he was right. Through February’s end the stock jumped 22.5 percent, to ¥223, beating the sector by 12 percentage points.

Polling and tabulation of data as well as reporting on the sector profiles were completed before the March 11 Tohoku earthquake.