2014年全日本研究团队：汽车零件，2：Shiro Sakamaki

达华证券集团Shiro Sakamaki.升起一个档次来申请2号职位。在一个具有很多活动部件的行业中，这位研究员突出了一个基金经理继电器，突出了“宝贵的分析，他提供了公司利基”，他在跟踪“原材料价格的趋势”以及生产等变量中的曲线卷或需求。“Sakamaki继续赞同一家基于Aichi的电力列车和电子部件的州立州长最受欢迎的Denso Corp.。在10月份关于泛亚工业的报告中，他建议投资者认为，中国在高质量但昂贵的外国汽车之间的明亮线，较低的国内车辆正在模糊，催化“新市场的经济实惠的产品”。Handicapping the suppliers vying to gain market share, he dubbed Denso holder of the “pole position,” ahead of competitors in Europe, Japan and the U.S. The company’s shares leaped 22.6 percent in mid-January before being dragged down in a broad-market correction. But two months later they were still ahead 8.6 percent since October, at ¥5,029, compared with the sector’s 1.9 percent rise over that period. Sakamaki remains bullish, crediting the vendor’s strong earnings potential abroad and at home, and noting in particular that the collapse of the traditional keiretsu relationship between assemblers and suppliers “could support Denso’s growth, as they are well prepared to expand their business to everybody.”