This content is from: Research

2016 All-Japan Research Team: Electronics/Precision Instruments, No. 3: Masahiro Shibano

For a second year running, Masahiro Shibano of Citi captures third place.

Masahiro Shibano
Citi
First-place appearances: 0

Total appearances: 2

Team debut: 2015

For a second year running, Masahiro Shibano of Citi captures third place. He is “one of the best analysts on the Street, with a quick response and deep knowledge of fundamentals of the sector,” attests one asset manager. The 35-year-old researcher contends that fundamentals will remain tough for precision instruments manufacturers this year, citing slower growth potential for such core products as cameras and office equipment. “Realignment of players might be the key discussion point in 2016,” he advises, “given lots of changes for the strategies of both American and Japanese players.” Even so, his favorite names are Fujifilm Holdings Corp. and Olympus Corp. Although these Tokyo-headquartered producers might be best known for their camera and photocopier brands, he is touting them because their diversified operations in the medical and pharmaceuticals industries offer potential for solid gains — and each is managed by a quality executive team. Shibano, who monitors 14 stocks in this space, is “the best at analyzing companies,” insists another admirer.


Related Content