SECOND TEAM
Masayuki Onozuka J.P. Morgan
Masayuki Onozuka vaults from runner-up to second place. The J.P. Morgan analyst’s winning recommendations include an October 2009 upgrade of Sawai Pharmaceutical Co. from neutral to overweight, at ¥4,980, on the Osaka drugmaker’s earnings momentum from its vast pipeline of new medicines and generics. The stock catapulted 54 percent through February 2011, to ¥7,670, and pummeled the sector by 58.7 percentage points. In February 2010, when Miraca Holdings of Tokyo announced that it would acquire Japan Clinical Laboratories, Onozuka pounded the table, arguing that the biotechnology provider could now expand its clinical testing. The stock, then ¥2,560, had jumped 23.4 percent, to ¥3,160, by the end of February 2011. “His work is informative and comprehensive,” explains one constituent.
Polling and tabulation of data as well as reporting on the sector profiles were completed before the March 11 Tohoku earthquake.