连续第三年，kenji yasui捕获3号插槽。UBS分析师提供分析，即一个支持者描述为“非常简单，由基本面驱动”。另一个背板赞赏他的“关注股权回报，与投资者兴趣一致，与其他分析师的重点关注每股收益。”Yasui一直指导客户对社会基础设施细分将从更换老化电气和医疗设备，火车，铁路系统等获得的增长的增长。However, the market for such digital products as personal computers, smartphones and tablets is less attractive, he advises, owing to collaboration among U.S. operators Apple, Google, Microsoft Corp. and South Korea’s Samsung Electronics Co. — which is leaving “no space for small players” like the Japanese companies. The analyst recommends buying Hitachi and Mitsubishi Electric Corp., both based in Tokyo. These manufacturers are poised to benefit from the domestic recovery in capital expenditures that is being driven by Prime Minister Shinzo Abe’s economic policies, Yasui explains. |
另见kenji yasui的个人资料2013年全日本研究团队和2012年全日本研究团队。