2016 All-Japan Research Team: Electronics/Industrial, No. 3: Kenji Yasui
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2016 All-Japan Research Team: Electronics/Industrial, No. 3: Kenji Yasui

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At No. 3 for a fifth consecutive year is UBS researcher Kenji Yasui.

< The 2016 All-Japan Research Team

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Kenji Yasui

UBS

First-place appearances: 0


Total appearances: 5


Team debut: 2012


At No. 3 for a fifth consecutive year is UBS researcher Kenji Yasui. The 38-year-old analyst is “able to take a fresh view on stocks and isn’t biased by his previous opinions,” one admirer remarks. Another client lauds his “excellence in comparing global players’ strengths and weaknesses.” Yasui tracks 14 domestic industrial electronics stocks and is convinced that, in the context of an increasingly challenging macroeconomic backdrop, “long-term strategy and management execution” are the crucial differentiators for the group. Accordingly, on this theme he recommends that investors buy shares of a trio of Tokyo-based manufacturers. Multinational information technology provider Fujitsu is restructuring its hardware business, the researcher notes, and diversified conglomerate Hitachi boasts a superior executive team. Even so, his favorite is Mitsubishi Electric Corp., a leading provider of high-capacity energy storage systems, as well as photovoltaic modules and other solar power products. “In any angle — such as balance sheet, cash-flow generation and risk profile — this company’s earnings power is by far stronger than [that of] anyone else in this sector,” Yasui insists.



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