2015年日本研究小组:化学物质,不。1:Shinobu竹内

Shinobu竹内是“一个伟大的选股,”一位基金经理说。他可以帮助你赚钱,与另一个崇拜者。在他的第二次出现在这个名单,SMBC日兴证券研究员声称第一名荣誉,跳跃的从亚军。竹内,40,积极追踪26日本化学公司,最近支持日立化工有限公司的东京供应商焊接材料和化合物半导体行业。他将股票从中性评级,7月后宣布了大幅成本削减计划,其中包括管理显著减少公司的国内劳动力。上个月末日立化成¥2554年的股票交易上涨50.8%以来,分析师乐观,未来行业的7.7。在同一时期日本的广阔的市场上涨了24.2%。竹内另一个最喜欢的是日本大阪的油漆Holdings co .)。他一直被强调的涂料和粘合剂生产商和他在12月对股的增持评级,指因材料价格下滑。到3月底他们已经跳38.3%,¥4425,12.1%的行业的崛起。 Looking ahead, he recommends that investors buy Tosoh Corp., which makes fertilizer and petrochemicals. The manufacturer boasts a healthy balance sheet, notes Takeuchi, and its executive team is renewing its emphasis on enhancing shareholder value. His target for the stock is ¥760, which implies a 32.6 percent upside to its price late last month. Before joining his current firm in 2010, the researcher covered Japan’s chemicals companies for Daiwa Securities. He received a bachelor’s degree in economics from Keio University. Takeuchi “is fast becoming our go-to source on the sector,” insists another client.