Sectors: Transportation
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Sectors: Transportation

Jun Harada of UBS wears the crown for a ninth year in a row.

Jun Harada UBS

second team Hajime Hitotsuyanagi Daiwa

third team Naoko Matsumoto Citi

Jun Harada of UBS wears the crown for a ninth year in a row. The 39-year-old analyst is “the best stock picker in the sector,” according to one pleased investor. One example: Harada initiated coverage in March 2009 with a sell recommendation on Kinte­tsu Corp., at ¥430, on valuation. The railway provider’s stock screeched to ¥281 through February, a loss of 34.7 percent that trailed the sector by 33.9 points.

Holding steady in second place for a sixth straight year is Daiwa’s Hajime Hitotsuyanagi, who “makes his opinions clear,” as one backer puts it. In June, Hitotsu­yanagi downgraded Nippon Yusen K.K. to neutral, at ¥447, citing falling freight rates. Through February the marine transporter’s stock plunged 28 percent, to ¥322, while the sector sank 20.3 percent.

Citi’s Naoko ­Matsumoto repeats at No. 3. Supporters stress her “excellent breadth of knowledge” and “quick responsiveness to questions.” In July, Matsu­moto upgraded ­Mitsui O.S.K. Lines from hold to buy, at ¥555, largely on valuation. That was early, as shares of the container ship and oil tanker operator settled to ¥458 in December before rallying to ¥573 by the end of February. Nevertheless, she captured a 3.2 percent gain, beating the sector index by 9.6 points.


Deutsche Bank rises one rung to share third place with Morgan Stanley.
Portfolio managers tell Institutional Investor what they admire about the analysts on this year’s roster.
UBS, the highest-ranked nondomestic firm, jumps from seventh place to fifth in annual ranking of the nation’s best sell-side analysts.
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