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Industries – Broadcasting: Second

Shinsuke Iwasa
Mizuho Securities Group

Shinsuke Iwasa held the top spot for the past four years; he moved from UBS to Mizuho Securities Group in June and this year claims second place. “He is a consistently reliable, seasoned analyst,” declares one money manager. Iwasa’s coverage universe of 13 companies includes broadcasters as well as Internet names. “Advertising spending could get stronger, especially after summer, supported by demands right before the rise in the consumption tax rate in April 2014,” he says. Nippon Television Holdings is among Iwasa’s current favorites. The Tokyo-based broadcaster should reap earnings gains from both the expected recovery in ad spending and a rise in viewership ratings. Plus, he adds, “nonterrestrial broadcasting such as satellite broadcasting and movie production could get better.” — Pam Baker

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