Unranked last year, Takeshi Koyama returns to the roster in third place thanks in part to his “open-minded, receptive character,” as one money manager puts it. Companies that can meet rising consumer demand for pachinko, pachislot and similar slot-machine games, as well as those that provide leisure travel and resort accommodations, will outperform game makers in the first half of the year, the Mizuho Securities Group analyst predicts. Consequently, he is a fan of Sega Sammy Holdings, an arcade-game manufacturer headquartered in Tokyo, and Chiba-based Oriental Land Co., which owns and operates Tokyo Disney Resort and other leisure properties. Koyama “provides detailed data about the industries, with frequent updates,” notes one satisfied client. — Pam Baker |
Industries — Software/Entertainment: Third