Industries – Electronics/Precision Instruments: Second
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Industries – Electronics/Precision Instruments: Second

Hisashi Moriyama

J.P. Morgan

J.P. Morgan’s Hisashi Moriyama, who captures second place for a second year in a row, is “the best stock picker and one of the most experienced analysts in the industry,” declares one buy-side supporter. Moriyama is bullish, citing the benefits of the depreciating currency and an expected gradual recovery in information technology investment that should help the multifunction-printer market. “We recommend companies that benefit from the weaker yen and are proceeding with structural transformations at the same time,” he says. One example is Ricoh Co., a Tokyo-based maker of office and industrial equipment that’s in the process of shedding 10,000 employees. Another is Nagano-based Seiko Epson Corp., which has changed the cost and size of its ink-jet multifunction printer and is launching a new printer that will attempt to capture more of the corporate market. — Carolyn Koo



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