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1、JapanResearchPackASummaryofSelectGlobalMarketsResearchMonday19June2017KEYFORECASTCHANGESRATINGTARGETPRICECURYEAREPSNEXTYEAREPSSECURITY/SECTORTICKERCURRCURROLDNEWOLDNEWU/D%OLDNEWOLDNEWTARGETPRICECHANGESHouseFoodsGroup2810JPReduce-JPY2,2002,700-9.5JPY105.3108.1108.3112.0I
2、HI7013JPNeutral-JPY295365-4.5JPY17.016.219.120.1NipponLightMetal5703JPNeutral-JPY310300+14.9JPY28.327.629.128.7HoldingsSekisuiHouseReit3309JPNeutral-JPY161,000144,000+1.8JPY2,590.92,728.82,598.32,708.5Shimano7309JPNeutral-JPY15,77016,400-4.0JPY682.8550.1787.5652.3SankiE
3、ngineering1961JPNeutral-JPY9951,200+2.2JPY86.588.694.499.1PremierInvestment8956JPNeutral-JPY130,000117,000-3.7JPY2,419.02,437.42,464.12,508.9*U/D%=PotentialUp/Downside%HighlightsforTodayJapanmaterialsmonthly:June2017-Diversifiedchemicals,wire&cable,oilrefining,etcYujiMa
4、tsumoto-NSC/TakashiNishizu-NSC/ShigekiOkazaki-NSC/KaoriIwasaki-NSC/YifanZhang-NSC/TakaomiKono-NSC/YasuhiroNarita-NSC/ShigekiMatsumoto-NSCCommentaddedonoilsector;focusonoilrefiningforeffectofindustryrealignmentJapanconstructionandrealestatemarket-TokyoFinancialStreet,bri
5、skpropertydevelopmentDaisukeFukushima-NSC/KentaroMaekawa-NSCOfferingplentyofvariationintermsofapplications,sizeandrentlevelsSekisuiHouseReit(3309JP)(Neutral)17/4results(TPJPY161,000→JPY144,000,PRICEasof6/15/2017JPY141,400)RyoTakatsu-NSC/TomohiroAraki-NSCPipelineincrease
6、dby¥140bn,focusonearningsfromhotelsJapaneseEquityResearchJapanmajorbanks:financialregulation-MediareportonIRRBBregulationsKenTakamiya-NSCJapanFinancialNewsreportsthatFSAwillissuenotificationbeforeendofJuneGree[3632]-GuidancerevisedonPerBlueimpairmentsJunkoYamamura-NSC/Y
7、oshitakaNagao-NSCLookingforoverallmarginstoimprovePremierInvestment(8956JP)(Neutral)17/4results(TPJPY130,000→JPY117,000,PRICEasof6/16/2017JPY121,500)TomohiroAraki-NSCAcquiring67%stakeinSphereTowerTennozufor¥15.0bnonassumptionofhigheroccupancySankiEngineering(1961JP)(Neu
8、tral)StillwaitingforYamatoredevelopmentnews(TPJPY995→JPY1,200,PRICEasof6/15/2017JPY1,174)KentaroMaekawa-NSCPro
