Kunihiro Matsumoto.瑞银
第二队Eiji Hakomori戴瓦研究所
第三队阿里芬吉田Nikko Citi.
赛跑者Shinji Kakiuchi.摩根士丹利;Yuki Kimura高盛;Takashi Moriwaki.野蛮人;Takao Oshitari.mizuho;Kohei Takahashi.jpmorgan.
随着一位投资者把它置于一个投资者，瑞银的Kunihiro Matsumoto首先重复，担心他的“清爽的热情”。Matsumoto, 43, downgraded Denso Corp. to hold in August, at ¥2,755, largely on declining demand from the component supplier’s top client, Toyota Motor Corp. By late February, Denso’s stock had slid 31.8 percent, to ¥1,878, but was still ahead of the sector by 6.3 percentage points. Eiji Hakomori, in second place for a second straight year, “knows what we need, which is the latest information,” cheers one buy-sider. The Daiwa Institute of Research analyst gets high marks for client service, but his stock picking is another story. Hakomori maintained an outperform rating on the sector for the 12 months through February, anticipating strong demand from China and emerging markets, but he was wrong: The sector plunged 45.9 percent and underperformed Japan’s broad market by 3.0 percentage points. Newcomer Arifumi Yoshida debuts in third. The Nikko Citi researcher “is a good stock picker,” declares one money manager. In July, Yoshida downgraded transmission manufacturer Aisin Seiki Co. to hold, on slowing demand from key client Toyota. The stock trailed the sector by 14.3 percentage points as of late February.