行业 - 电子/消费者：第二

虽然他滑到第二位，Eiichi Katayama.美国银行Merrill Lynch继续赞美他的“有洞察力和深思熟虑的观点”，因为一个投资组合经理把它置了。Katayama对该部门的近期前景的预期较低，因为智能手机市场的快速增长具有数码相机等其他产品的钙化收入，而且由于中国的抗日情绪爆发在那里的一些商品的销售镇压。Although the sector’s large-cap names have experienced substantial upside because of the yen’s pullback, Katayama says, once the currency stabilizes investors should focus on stocks that “remain undervalued, despite strong international competitiveness in certain products, and those with potential for profit growth, even as smartphones become commoditized.” A likely winner, he advises, should be Tokyo’s Alpine Electronics, one of the world’s top makers of audio equipment and navigation systems for cars, which the analyst believes will benefit from sales to luxury automakers like Germany’s BMW. . —Carolyn Koo.