2016 All-Japan Research Team: Transportation, No. 1: Ryota Himeno
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: Transportation, No. 1: Ryota Himeno

2016-04-tom-johnson-all-japan-research-team-ryota-himeno-small.jpg

In his fifth appearance on this roster, Ryota Himeno claims his first top finish, advancing from the third-place spot he held the past two years.

< The 2016 All-Japan Research Team

2016-04-tom-johnson-all-japan-research-team-ryota-himeno.jpg

Ryota Himeno

Barclays

First-Place Appearances: 1


Total Appearances: 5


Analyst Debut: 2012


In his fifth appearance on this roster, Ryota Himeno claims his first top finish, advancing from the third-place spot he held the past two years. He received a bachelor of economics degree from Tokyo’s Keio University and covered Japan’s transportation stocks, and other sectors, at Meiji Dresdner Asset Management Co. and Mitsubishi UFJ Morgan Stanley Securities Co. before jumping to Barclays in April 2012. In January, Barclays announced that it is closing its Asia-Pacific equities research operations, and clients will surely be watching to see where Himeno lands. As one long-short hedge fund manager reports, the 34-year-old analyst “provided data points that were deadly accurate for a string of macro calls.” At the same time, “he has also been incredibly accurate on the short side with calls on shippers,” this admirer attests. Before ceasing coverage, Himeno was recommending that investors overweight Sankyu, a Tokyo-headquartered provider of shipping and logistical services by air, rail, marine and truck transport. The company also builds and maintains blast furnaces and other plants. While he expects “a possible negative impact from production cutbacks and earnings setbacks at major customers,” the researcher nonetheless forecasts higher sales and profits, led by increased orders for project work at coke furnaces and similar sites. “The logistics margin has been improving more than anticipated,” he reports, “and Sankyu shares are undervalued using an assumption of higher profit.”



Gift this article