The 2014 All-Japan Research Team: Retailing, No. 3: Takahiro Kazahaya
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The 2014 All-Japan Research Team: Retailing, No. 3: Takahiro Kazahaya

< The 2014 All-Japan Research Team Takahiro Kazahaya Deutsche Securities First-place appearances: 2


Total appearances: 5


Analyst debut: 2010 Although he slips one position to No. 3, Deutsche Securities’ Takahiro Kazahaya continues to impress investors with the accuracy of his earnings forecasts and stock recommendations. In addition, “he has good access to the top managements of his covered, and noncovered, companies,” one fund manager states, “and is aware of the long-term direction that they are heading.” The analyst’s coverage universe includes 22 Japanese retailers, and he expects the prospects for the group to improve as the year advances. “The worst will be over during April-to-June quarter,” he advises. Going forward, Kazahaya counsels investors to prefer companies that provide value in price and quality, show constant innovation and have the ability to successfully raise prices. He therefore recommends three Tokyo-based players: Ryohin Keikaku Co., which sells consumer and household goods under the Mujirushi Ryohin brand; Seven & i Holdings Co., whose operations span several retailing segments, including convenience stores, department stores and superstores; and United Arrows, an apparel and accessories vendor.


See also Takahiro Kazahaya's profile in the 2013 All-Japan Research Team and the 2012 All-Japan Research Team.



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