2016 All-Japan Research Team: Machinery, No. 3: Hidehiko Hoshino
Institutional Investor Research is part of the Delinian Group, Delinian Limited, 4 Bouverie Street, London, EC4Y 8AX, Registered in England & Wales, Company number 00954730
Copyright © Delinian Limited and its affiliated companies 2024

Accessibility | Terms of Use | Privacy Policy | Modern Slavery Statement

2016 All-Japan Research Team: Machinery, No. 3: Hidehiko Hoshino

2016-04-tom-johnson-all-japan-research-team-hidehiko-hoshino-small.jpg

Rising from runner-up, Hidehiko Hoshino reclaims the No. 3 spot he occupied in 2014.

< The 2016 All-Japan Research Team

2016-04-tom-johnson-all-japan-research-team-hidehiko-hoshino.jpg

Hidehiko Hoshino

UBS

First-place appearances: 3


Total appearances: 20


Team debut: 1997


Rising from runner-up, Hidehiko Hoshino reclaims the No. 3 spot he occupied in 2014. The 51-year-old researcher, who records his 20th straight showing on this lineup, covered Japan’s machinery shares for UBS from June 2006 until his departure from the firm early this year. “He has a good grasp of the sector, knows all the individual names inside and out and reads the trends very well,” reports one buy-side fan. “He makes accurate calls at just the right time.” Hoshino tracked 29 companies over the past year and named Osaka-based Daikin Industries a favorite. The manufacturer, which supplies air conditioning and industrial refrigeration systems, should see a boost to earnings from “up-front investments,” he advised. Another preferred name was Aichi’s Makita Corp., which produces a panoply of electric and cordless power tools for construction and commercial use — including a full line of drills, saws and woodworking machines — as well as gardening and household tools. Its cordless devices, powered by advanced lithium batteries, are entering a second phase, the analyst reported, and catalyzing a renewed round of profitability.



Gift this article