Industries – Ceramics & Glass: First
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Industries – Ceramics & Glass: First

Yusuke Ando

Daiwa Securities Group

"He has deep sector knowledge and is good at expressing his views concisely."

Yusuke Ando, who debuted in third place last year, shoots straight to the top; he also is No. 3 in Paper & Textiles. The Daiwa Securities Group researcher “understands the culture and history of the companies he covers, which unfortunately is lacking these days among inexperienced analysts, and provides interesting actionable ideas,” according to one investor. After a difficult year in which demand for liquid-crystal-display glass dropped, especially in Europe, the situation is improving, Ando maintains. “The LCD glass market seems to be stabilizing, and new markets like cover glass have started to grow,” he notes. (Cover glass is used to make panels for smartphones and tablets.) “The window glass market in the European Union is also picking up.” Well positioned to take advantage of both of these trends is Tokyo-based manufacturer Asahi Glass Co., which is one of Ando’s top picks for the year. The 42-year-old joined Daiwa in 1998 after working as an accountant at Nippon Steel & Sumitomo Metal Corp.; he earned a bachelor’s degree in economics at Hitotsubashi University in Tokyo. — Leslie Kramer


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