Fumihide Goto UBS
second teamTakumi Sado Daiwa
third teamDaiki Takayama Goldman Sachs
After three straight years in second place, Fumihide Goto of UBS climbs the final rung to claim first-place honors for the first time. Praised by one fan for his ability to maintain the long-term view under difficult circumstances, Goto reiterated his buy on Nidec Corp. in December 2008, after the manufacturer of computer motors revised its fiscal year 2008 guidance down from a 17.1 percent gain in operating income to a 28.4 percent loss. Goto believed orders would rebound sooner than expected, and he told clients the shares were a bargain at ¥3,340. The stock catapulted 158.4 percent, to ¥8,630, through February 2010 and bested the sector by an eye-popping 118.5 points. Goto, 41, who earned a bachelors degree in mechanical engineering from Keio University in 1991, worked as a electronics analyst at Daiwa Institute of Research and Merrill Lynch before joining UBS in 2003.
Takumi Sado moves up one spot to second place. In a late September sector update, the Daiwa researcher predicted a pullback in share prices on the horizon for November, when demand usually softens, and advised investors to prepare themselves for a buying opportunity. He followed up in November with an upgrade on Taiyo Yuden Co. from neutral to outperform, at ¥875. The stock had surged to ¥1,229 by the end of February, a gain of 40.5 percent that outpaced the sector by 26.6 points.
Although he falls from first place to third, Daiki Takayama continues to impress buy-siders with his deep industry knowledge, according to one investor. The Goldman Sachs analyst added NGK Insulators to the firms conviction-buy list in June, at ¥1,702, citing strong sales of the companys new energy-saving battery. The stock rose 12.6 percent, to ¥1,917, through February.