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1、JapanResearchPackASummaryofSelectGlobalMarketsResearchThursday15June2017KEYFORECASTCHANGESRATINGTARGETPRICECURYEAREPSNEXTYEAREPSSECURITY/SECTORTICKERCURRCURROLDNEWOLDNEWU/D%OLDNEWOLDNEWTARGETPRICECHANGESMaeda1824JPBuy-JPY1,2131,570+24.2JPY112.8121.0118.5131.6Penta-Ocean1893JPBuy-JPY77
2、4800+27.6JPY54.263.059.566.5ConstructionTokyoOhkaKogyo4186JPBuy-JPY4,2504,400+16.4JPY142.9150.6224.8229.0HoshinoResortsREIT3287JPBuy-JPY789,000748,000+26.6JPY11,73611,89211,82112,029*U/D%=PotentialUp/Downside%HighlightsforTodayScreeningforrelevantstockswithAI(3)-Humanresourceinvestmen
3、t,educationHisaoMatsuura-NSC/MasakiMotomura-NSC/KiichiFujita-NSC/SatoshiYamanaka-NSC/YukoOnishi-NSCFocusonsubtitleofBasicPolicies2017Japanconsumerelectronics-MarketdevelopmentsandgrowthstrategiesYuOkazaki-NSCMajorcompanies'businessstrategiesshowingsteadyinroadstowardfuturegrowthMaeda(
4、1824JP)(Buy)Raisingforecastsonsmalleroverseaslosses(TPJPY1,213→JPY1,570,PRICEasof6/14/2017JPY1,271)KentaroMaekawa-NSCInfrastructureoperationsalsoboostingprofitsPenta-OceanConstruction(1893JP)(Buy)Raisingforecastsmainlyforoverseasoperations(TPJPY774→JPY800,PRICEasof6/14/2017JPY636)Kent
5、aroMaekawa-NSCShifttocashinpaymentstopartnercompanieswillwarrantattentionoverlongertermTokyoOhkaKogyo(4186JP)(Buy)WereiterateBuyrating(TPJPY4,250→JPY4,400,PRICEasof6/13/2017JPY3,780)YifanZhang-NSC/ShigekiOkazaki-NSCPriorinvestmentshouldboostearningsthanksto3DNANDandadvancedpackagingme
6、gatrendJapaneseEquityResearchJSRacquiresSwisscelllinedeveloper-Weseeonlymodestimpactonnear-termearningsShigekiOkazaki-NSC/NarumiNakagiri-NSCWarrantsattentionaspartofmovestostrengthenlifesciencesbusinessJapanmajorbanks:financialregulation-USTreasuryreportonregulatoryeasingKenTakamiya-N
7、SCRegulatoryeasingrecommended,butlikelyimpactonJapanesebanksunknownJapansteelsector:end-MayH-beaminventories-Supply-demandlooksstableYujiMatsumoto-NSC/TakashiNishizu-NSCProductionComplete:2017-06-1422:00UTCSeeAppendixA-1foranalystcertification,importantdisclosuresandthestatusofnon-USa
8、nalys
