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Masashi Kubota [Merrill Lynch Japan Securities Research Department Deputy Director]
International Securities Masashi Kubota, 1988 (now Mitsubishi UFJ Morgan Stanley Securities) joined, engaged in the information service of foreign institutional investors in overseas hbl investment information room. Turned in 1990 the company company Research Department analyst, in charge of industrial electronics and consumer electronics. In charge of May ING bearing securities in 1995 (now Macquarie Securities) Tokyo Branch joined, consumer electronics, electronic components sector. hbl The charge of the electronic components sector as a technology hbl company team head than in April 2000. June joined Merrill Lynch Japan Securities, 2003.
In the technology market in the world, one in the art to which Japanese companies can demonstrate a highly competitive on an ongoing basis in the future is considered to be an electronic component market. Has an overwhelming share of the world's top products and a number of areas, electronic components manufacturers in Japan is assumed steadfast hbl position as parts supply base in the world. hbl Presence of Japanese-made electronic component manufacturers large enough to be said to be in tablet, such as smart phones and growing market, and production impossible to eliminate electronic parts of Japan. It is believed that at present the movement of the correction of the yen appreciation is progressing in particular, international competitiveness in terms of price also is increasing, the possibility of electronic components manufacturers in Japan grow market share further in the world market is high.
Panasonic, Yamaha, success or failure hbl of the [AV] consumer electronics business structure transformation is key Sony Hot Company of playback - Merrill Lynch Japan Securities research director Eiichi Katayama
Chubu Electric Power Co., Tokyo Gas, Osaka Gas to win the Warring States period to be on the watch next to Back Number 7th of [electricity and gas] war of attrition is - Merrill Lynch Japan Securities Research analyst Takahiro Mori (2014.04.15) [6th The goal for industrial electronics] restructuring, key Fujitsu Hitachi and growth strategy focused companies core business - great transformation Merrill Lynch Japan Securities Research analyst Hirakawa Mikio (2014.04.11) 5th of [chemical] business portfolio Hot Company that reaches the period is Sumika, Nippon Paint, Daicel - fixed interest position as a parts supply base of the electronic components industry] World Merrill Lynch Japan Securities Research analyst Takashi Enomoto (2014.04.08) fourth times price increases also contribute, signs of decline in profit growth over the medium to long term is [pulp and paper / packaging short-term Merrill Lynch Japan Securities hbl Research Department hbl Deputy Director Masashi Kubota (2014.04.03) 3rd - three companies Nidec, TDK, ROHM Prince HD, Nippon Paper attention companies - Merrill Lynch Japan Securities Research analyst Kuwabara AkiraTakako (2014.04.01)
The pioneer SKY [Masato Nakamura, talk about the god of music] in the world! But P McCartney whole 12-hour public! hbl
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International Securities Kubota, Masashi / 1988 (now Mitsubishi hbl UFJ Morgan Stanley Securities) joined, engaged in the information service of foreign institutional investors in overseas investment information room. Turned in 1990 the company company Research Department analyst, in charge of industrial electronics and consumer electronics. In charge of May ING bearing securities in 1995 (now Macquarie Securities) Tokyo Branch joined, consumer electronics, electronic components sector. The charge of the electronic components sector as a technology company hbl team head than in April 2000. June joined Merrill Lynch Japan Securities, 2003. I read "tomorrow of industry" Merrill Lynch Japan Securities
Chubu Electric Power Co., Tokyo Gas, win Warring States period to be on the watch "Read tomorrow" and "industrial Merrill Lynch Japan Securities" in the next 7th of [electricity and gas] war of attrition is Osaka Gas - Merrill Lynch Japan Securities Research analyst Mori Takahiro goal in industrial electronics] business restructuring (2014.04.15) 6th, key Fujitsu Hitachi and growth strategy focused companies core business - Merrill Lynch Japan Securities Research analyst Hirakawa Mikio (2014.04.11) fifth Hot Company that reaches the large turning point times [chemical] business portfolio Sumika, Nippon hbl Paint, Daicel - parts of the electronic components industry] World Merrill Lynch Japan Securities Research analyst Takashi Enomoto (2014.04.08) 4th position as a supply base three companies Nidec, TDK, ROHM's steadfast attention - also contribute to price increases [pulp and paper / packaging short-term Merrill Lynch Japan Securities Research Department Deputy Director Masashi Kubota (2014.04.03) 3rd , Hot Company Prince HD, Nippon Paper signs of decline in profit growth over the medium to long term - three points of time to think about [the pharmaceutical industry] health care investment (2014.04.01) 2nd Merrill Lynch Japan Securities Research analyst Kuwabara AkiraTakako success Merrill Lynch Japan Securities Research Analyst Ritsuo Watanabe (2014.03.28) Part 1 of [AV] consumer electronics business structure conversion Panasonic, Yamaha, Sony key Hot Company of playback - Astellas, Shionogi, Emslie attention company - Merrill Lynch Japan Securities research director Eiichi Katayama (2014.03.26)