Industries — Electonics/Industrial: Third
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Industries — Electonics/Industrial: Third

Kenji Yasui


In third place for a second consecutive year is Kenji Yasui of UBS. One client credits the analyst with providing a “bottom-up, data-driven approach in which it appears he’s not making recommendations based on ‘favorite’ stocks but taking a more objective, hard-valuation approach.” Yasui likes businesses that are evolving. “Competition in information technology–related industries gets very intense, so companies are forced to make a decision — to commit or to exit,” he asserts, adding that many outfits may keep unprofitable businesses if they don’t determine their course promptly. Consequently, Yasui recommends buying Hitachi because the Tokyo-based diversified manufacturer opted to discontinue making televisions and instead focus on producing TV components. By the same token he advises selling Fujitsu, also based in Tokyo, since the IT services provider and maker of computing products has “hesitated to make decisions.” — Carolyn Koo

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