Industries – Broadcasting: First
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Industries – Broadcasting: First


Yoshitaka Nagao

Nomura Securities Co.

"He is great at spotting investment opportunities in changing trends."

Leaping from third place to lead the roster for the first time is Yoshitaka Nagao. “I see the sector positively for the coming year, and I expect advertising revenues will continue to rise, especially in the second half,” the Nomura Securities Co. analyst says. Ad demand will likely maintain its upward trajectory until April 2014, when Japan’s consumption tax increases from 5 percent to 8 percent, he adds. (It will rise again in October of the following year, to 10 percent.) The 34-year-old also believes the sector will benefit from the weak yen as well as government initiatives to end deflation. Nagao earned an MBA at the University of San Francisco in 2004, then joined Nomura to cover telecommunications companies. He moved to his current sector in 2007 and added Internet names last year (and in so doing doubled his coverage universe, to 20 stocks). “He researches his companies deeply and is familiar with overseas trends,” asserts one buy-side loyalist. — Pam Baker

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