Tatsuo Yoshida UBS The buy side says: “He has strong insights on new products.”
Dubbed “a superb analyst” by one grateful client, Tatsuo Yoshida of UBS repeats in first place. In July the 51-year-old Yoshida astutely anticipated an earnings recovery at Nissan Motor Co. and upgraded the stock from neutral to buy as a bargain at ¥657. Sales of the Yokohama-based automaker took off, and the stock rallied 27.1 percent, to ¥835, through February, outpacing the sector by 1.9 percentage points. “He loves cars, which puts him way ahead of other analysts who don’t even drive,” observes one appreciative investor. Fans also applaud a recent jump in Yoshida’s travels, which the analyst confirms is because of a loosening of his purse strings. “There have been many helpful discussions after his visits to the overseas plants of Japanese automakers, and he really understands the market through his visits with buy-siders worldwide,” says one fund manager.
Polling and tabulation of data as well as reporting on the sector profiles were completed before the March 11 Tohoku earthquake.