Industries – Electronics/Industrial: Second
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Industries – Electronics/Industrial: Second

Hideyuki Maekawa

Credit Suisse

Hideyuki Maekawa of Credit Suisse repeats in second place. “As the industrial electronics sector’s fundamentals remain unchanged in the near term, it’s important to watch the progress of the cost-reduction programs established at each company,” Maekawa advises. His top pick is Toshiba Corp. He predicts that in fiscal 2013 the Tokyo-based electronics producer will exceed its historical records for operating and net profits, owing to the stabilizing NAND flash memory storage market, as well as gains from the effects of restructuring its semiconductors business last year. “Maekawa-san’s research is very detailed,” observes one buy-side loyalist. — Carolyn Koo



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