Every year, after Institutional Investor has tabulated the votes and determined which sell-side analysts make the All-Japan Research Team, we invite voters to tell us what prompted them to support a particular person. Listed below are responses we received about some of this year’s top-ranked researchers.
Click on an individual’s name to view his or her profile. (Free site registration will be requested of anyone who hasn’t already signed up.)
• Daisuke Fukushima “produces useful research that’s important to my investment decisions, especially in this volatile market.”
• Shinsuke Iwasa’s “insights in the broadcasting sector have been very consistent — he has chosen well among his coverage which companies to be positive and negative on.”
• Masataka Kunugimoto is “very thorough in his research, very clear and easy to understand, and more accurate than the other guys.”
• Daisaku Masuno is “the most trusted analyst” in the Telecommunications sector.
• Toshiya Mizutani’s “investment opinions and comments on earnings results are always helpful.”
• Masao Muraki is “especially good on regulatory changes throughout the region.”
• Yasuo Nakane is “cognizant of the sector’s fundamentals and has proven he is very much in touch with market sentiment.”
• Taku Ouchi “doesn’t force trades, and he’s very patient in terms of timing the entry and exit points.”
• Takumi Sado “is precise, and I rely on his fundamental reports and periodic notes.”
• Katsushi Saito is “a very experienced analyst who provides good insight and thoughtful research.”
• Ryota Sakagami “always comes up with fresh ideas on how to view the market.”
• Norimasa Shinya “understands the nature of the industry very well.”
• Naomi Takagi is “excellent at producing very timely updates on stocks.”
• Toshio Takahashi is “always on top of business trends.”
• “His investment judgments on the regional banks are an important differentiating factor” of Ken Takamiya.
• Shinobu Takeuchi’s “timely research adds value to our stock-selection process.”
• Hidekatsu Watanabe possesses “outstandingly deep knowledge of the domestic health care system and regulations, which results in convincing opinions on the industry outlook and company earnings.”
• Mariko Watanabe “always [finds] growing companies no one else covers.”
• Atsushi Yamaguchi’s “reports are very thorough and easy to understand, and he has a good grasp of trends.”
• Masaya Yamasaki’s “very wide and timely global data coverage is a good indicator of industry trends.”
II’s 23rd annual All-Japan Research Team reflects the opinions of more than 1,100 individuals at 357 buy-side firms that collectively manage roughly $1.2 trillion in Japanese equities.
