2015年全日本研究团队：软件，第2号：Makoto Ueno

从今年开始，前软件/商业和软件/娱乐部门组合成一个类别。Makoto Ueno.董安证券集团是2014年排名第一的商业软件分析师，赢得了在这个新名单上的2号职位。他认为，该部门将在未来一年内发布健康成果，并计划将其投资组合扩展到目前在其报道中的20家公司之外。他注意到，更广泛的集团从信息技术支出中的增幅受益于信息技术支出。Moreover, he foresees “a boost to the sector from Japan’s national [identification] program,” which will be implemented in January 2016. “Major sector players will likely continue to increase operating profit by 15 to 20 percent annually through 2020,” adds Ueno, 49. Of course, not all the news is good, he cautions. “The issue of system engineer shortages has already come to the surface with the country’s population declining and the IT services industry unpopular among job seekers. This could be serious risk to small to midsize system integrators given their disadvantage in hiring versus major firms.” In this environment, the researcher says, more competitive providers will focus on leveraging automation, packaged software and cloud IT services to reduce dependency on manpower. Investors would be wise to consider his opinions on this subject, one admirer insists, because “Ueno is a great IT services analyst.”