Here are some of the facts, figures and highlights of the 2016 All-Japan Research Team, Institutional Investor’s 23rd annual ranking of the nation’s leading sell-side equity analysts.
Most popular analysts (as measured by votes cast in each sector):
• Ryota Sakagami of SMBC Nikko Securities, Equity Strategy (first place)
• Hayato Nagayoshi of Mizuho Securities Group, Quantitative Research (first place)
• Masatoshi Kikuchi of Mizuho Securities Group, Equity Strategy (second place)
• Shinsuke Iwasa of Mizuho Securities Group, Broadcasting (first place)
• Katsushi Saito of Nomura, Machinery (first place)
Most popular sectors (as measured by number of voters*):
• Equity Strategy (winner: Ryota Sakagami, SMBC Nikko Securities)
• Economics (Nobuyuki Saji, Mitsubishi UFJ Morgan Stanley Securities Co.)
• Autos (Masataka Kunugimoto, Nomura)
• Retailing (Toshio Takahashi, Mizuho Securities Group)
• Machinery (Katsushi Saito, Nomura)
Most popular sectors (as measured by number of votes*):
• Equity Strategy (winner: Ryota Sakagami, SMBC Nikko Securities)
• Autos (Masataka Kunugimoto, Nomura)
• Economics (Nobuyuki Saji, Mitsubishi UFJ Morgan Stanley Securities Co.)
• Retailing (Toshio Takahashi, Mizuho Securities Group)
• Machinery (Katsushi Saito, Nomura)
(*Survey participants may name up to four analysts per sector.)
All-Japan Research Team Hall of Famers who appear on this year’s team:
• Jun Harada of UBS, Transportation (runner-up)
• Shinsuke Iwasa of Mizuho Securities Group, Broadcasting (first place)
• Toshiya Mizutani of Mitsubishi UFJ Morgan Stanley Securities Co., Construction (first place)
• Toshihiko Okino of UBS, Housing & Real Estate (second place)
• Katsushi Saito of Nomura, Machinery (first place)
• Nobuyuki Saji of Mitsubishi UFJ Morgan Stanley Securities Co., Economics (first place)
• Mariko Watanabe of UBS, OTC & Small Companies (first place)
• Atsushi Yamaguchi of UBS, Metals (first place)
• Hidemaru Yamaguchi of Citi, Health Care & Pharmaceuticals (runner-up)
• Takaaki Yoshino of Daiwa Securities Group, Quantitative Research (third place)
Currently ranked analysts with the longest winning streaks:
• Nobuyuki Saji of Mitsubishi UFJ Morgan Stanley Securities Co., Economics, 15 years
• Atsushi Yamaguchi of UBS, Metals, 14 years
• Toshiya Mizutani of Mitsubishi UFJ Morgan Stanley Securities Co., Construction, ten years
• Kunihiro Matsumoto of SMBC Nikko Securities, Auto Parts, nine years
• Mariko Watanabe of UBS, OTC & Small Companies, nine years
Analysts who finish in first place for the first time:
• Daisuke Fukushima of Nomura, Housing & Real Estate
• Ryota Himeno of Barclays, Transportation
• Ken Takamiya of Nomura, Banks
Analysts who rank in more than one sector:
• Atsushi Ikeda of Citi
— Chemicals (runner-up)
— Technical Materials (runner-up)
• Taro Ishihara of Daiwa Securities Group
— Broadcasting (third place)
— Internet (runner-up)
• Shinsuke Iwasa of Mizuho Securities Group
— Broadcasting (first place)
— Internet (runner-up)
• Hiroki Kawashima of SMBC Nikko Securities
— Construction (second place)
— Housing & Real Estate (runner-up)
• Yoshitaka Nagao of Nomura
— Broadcasting (second place)
— Internet (second place)
• Taku Ouchi of SMBC Nikko Securities
— Machinery (runner-up)
— Plant Engineering & Shipbuilding (first place)
• Hidekatsu Watanabe of Mizuho Securities Group
— Health Care & Pharmaceuticals (first place)
— OTC & Small Companies (second place)
Analysts who appear on the team for the first time:
• Masaharu Hirokane of Nomura
— Transportation (runner-up)
• Kuni Kanamori of SMBC Nikko Securities
— Retailing (runner-up)
• Hirokazu Miyagi of Daiwa Securities Group
— Machinery (runner-up)
• Akira Morimoto of SMBC Nikko Securities
— Trading Companies (runner-up)
• Shinichiro Muraoka, of Morgan Stanley MUFG Securities Co.
— Health Care & Pharmaceuticals (runner-up)
• Katsuhiko Suzuki of Mizuho Securities Group
— Transportation (runner-up)
Number of analysts who appear on the roster: 135
Number of firms they represent: 13
Number of analysts who meet the eligibility criteria: 408**
Number of firms they represent: 26**
(**Data regarding analysts and firms not appearing here are available from the Institutional Investor Research Group; for information please contact Esther Weisz at 212-224-3307 or eweisz@iiresearchgroup.com.)
Number of participating buy-side individuals: 1,100
Number of participating buy-side institutions: 357
Total Japanese equity assets under management of participating buy-side institutions: $1.2 trillion