The 2014 All-Japan Research Team: Electronics/Industrial, No. 3: Kenji Yasui
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The 2014 All-Japan Research Team: Electronics/Industrial, No. 3: Kenji Yasui

< The 2014 All-Japan Research Team Kenji Yasui UBS First-place appearances: 0

Total appearances: 3

Analyst debut: 2012 For a third consecutive year, Kenji Yasui captures the No. 3 slot. The UBS analyst provides analyses that one supporter describes as “very straightforward and driven by fundamentals.” Another backer appreciates his “focus on return on equity, which is aligned with investor interests, versus other analysts’ focus only on earnings per share.” Yasui has been directing clients’ attention to the growth that social infrastructure segments will reap from the replacement of aging electrical and medical equipment, trains, railway systems and so on. However, the market for such digital products as personal computers, smartphones and tablets is less attractive, he advises, owing to collaboration among U.S. operators Apple, Google, Microsoft Corp. and South Korea’s Samsung Electronics Co. — which is leaving “no space for small players” like the Japanese companies. The analyst recommends buying Hitachi and Mitsubishi Electric Corp., both based in Tokyo. These manufacturers are poised to benefit from the domestic recovery in capital expenditures that is being driven by Prime Minister Shinzo Abe’s economic policies, Yasui explains.

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

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