Insights and perspective for our clients
SMBC’s team of research analysts delivers unique and timely insights to provide differentiated value to institutional investors. Our analysts draw upon their extensive experience analyzing markets, sectors, and companies in pursuit of impactful investment advice.
Thoughtful and differentiated research
We provide thoughtful, differentiated research to institutional investors to help them as they conduct their investment due diligence.
Our analysts employ proprietary field work, deep industry expertise, and extensive data and financial analysis in their fundamental research process. We work hard and smart to deliver non-consensus thinking and insights to our clients.
Focused Japan and U.S. Equity Research expertise
Our team holds the dominant position in Japan Equity Research, Sales and Trading, and Corporate Access products for North American institutional investors. We cover a wide range of Japanese companies, with 54 publishing sector analysts, economists, technical/quantitative analysts and strategists providing written research on more than 500 companies—80 percent of the TPX market cap. Our clients’ trust in us is backed by the fact that our Japan Equity Research product is consistently rated in the top three in industry investor surveys, with our Japan Credit Research the #1 ranked team in the Nikkei Veritas Poll for four consecutive years.
Client success and ours depends on the expertise of our people—many of whom are themselves highly ranked analysts in Institutional Investor and Nikkei Veritas surveys. Further service comes through the Corporate Access team. They help investors to connect with corporate management, and consistently organize highly sought-after opportunities to meet with a continuous pipeline of Japanese corporates. In 2021 alone, they arranged approximately 1,000 meetings.
We differentiate our U.S. Equity Research business in part based on depth of insights and focus on the areas of healthcare/biotech, energy, technology, and real estate. Our value proposition also includes a range of offerings, such as non-deal road shows, expert access, panels, events, and conferences focused on specific themes and industries.
Research areas of focus
U.S. Equity Research is currently focused on the following sectors: