UBS Research: Japan Regional Highlights http://clientportal.ibb.ubs.com/portal/index.jsp?page=eqrschreghighjapan UBS Research: Japan Regional Highlights en Copyright (C) UBS 2008. All rights reserved. eMarketing@ubs.com eMarketing@ubs.com Mon, 6 Oct 2008 Mon, 6 Oct 2008 60 http://clientportal.ibb.ubs.com/portal/index.jsp?page=eqrschrss http://research.ibb.ubs.com:80/images/logo.gif UBS http://www.ubs.com 160 44 <![CDATA[JREIT Sector Update "Prices looking quite cheap" 06-Oct-2008 Okino]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew13341|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Real Estate

  • Global Financial

  • Global Financial Services

  • Japanese Real Estate

  • Japanese Financial

  • Japanese Financial Services


Companies
  • 8951.T Nippon Building Fund

  • 8952.T Japan Real Estate

  • 8953.T Japan Retail Fund

  • 8954.T ORIX JREIT

  • 8972.T Kenedix Realty

  • 3227.T MID REIT

  • 3234.T Mori Hills REIT


Subjects
  • Industry Overview

]]> Toshihiko Okino 8951.T 8952.T 8953.T 8954.T 8972.T 3227.T 3234.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew13341|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Neutral on the Real Estate Sector "Uncertainly soars since mid-September"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew13340|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Real Estate

  • Global Financial

  • Global Financial Services

  • Japanese Real Estate

  • Japanese Financial

  • Japanese Financial Services


Companies
  • 8801.T Mitsui Fudosan

  • 8802.T Mitsubishi Estate

  • 8830.T Sumitomo Realty&Dev.

  • 8933.T NTT Urban Developm't


Subjects
  • Industry Overview

]]> Toshihiko Okino 8801.T 8802.T 8830.T 8933.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew13340|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Japan Chemical/Fibre Monthly "Asian petrochemical prices down sharply"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew13339|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Basic Materials

  • Global Chemicals

  • Japanese Basic Materials

  • Japanese Chemicals


Companies
  • 3405.T Kuraray

  • 3407.T Asahi Kasei

  • 4063.T Shin-Etsu Chemical

  • 4208.T Ube Industries

  • 4021.T Nissan Chemical

  • 4185.T JSR

  • 3436.T SUMCO


Subjects
  • Industry Overview

]]> Takaaki Muramatsu 3405.T 3407.T 4063.T 4208.T 4021.T 4185.T 3436.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew13339|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Morning Expresso - Japan "Monday, 6 October 2008" 06-Oct-2008 Kanda]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew13338|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Companies
  • 1801.T Taisei

  • 1802.T Obayashi

  • 1803.T Shimizu

  • 1812.T Kajima

  • 1820.T Nishimatsu

  • 1860.T Toda

  • 3404.T Mitsubishi Rayon

  • 3405.T Kuraray

  • 3407.T Asahi Kasei

  • 4118.T Kaneka

  • 4183.T Mitsui Chemicals

  • 8801.T Mitsui Fudosan

  • 8802.T Mitsubishi Estate

  • 8830.T Sumitomo Realty&Dev.

  • 1824.T Maeda

  • 1833.T Okumura

  • 4185.T JSR

  • 4919.T Milbon

  • 5232.T SOC

  • 6367.T Daikin Industries

  • 7453.T Ryohin Keikaku

  • 7741.T HOYA

  • 7947.OS FP

  • 8248.OS Nissen Holdings

  • 2651.T LAWSON

  • 2685.T Point

  • 8951.T Nippon Building Fund

  • 8952.T Japan Real Estate

  • 8953.T Japan Retail Fund

  • 8954.T ORIX JREIT

  • 8933.T NTT Urban Developm't

  • 8972.T Kenedix Realty

  • 4188.T Mitsubishi Chemical

  • 3227.T MID REIT

  • 3234.T Mori Hills REIT


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> Hiroko Kanda 1801.T 1802.T 1803.T 1812.T 1820.T 1860.T 3404.T 3405.T 3407.T 4118.T 4183.T 8801.T 8802.T 8830.T 1824.T 1833.T 4185.T 4919.T 5232.T 6367.T 7453.T 7741.T 7947.OS 8248.OS 2651.T 2685.T 8951.T 8952.T 8953.T 8954.T 8933.T 8972.T 4188.T 3227.T 3234.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew13338|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Japan Daily Notes 04-Oct-2008]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew13337|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> Hiroko Kanda http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew13337|native|public|20081004000000 Sat, 4 Oct 2008 <![CDATA[Milbon "Strategy producing results" (Buy) Watanabe]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew13323|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Cosmetics

  • Global Consumer, Non-Cyclical

  • Global Non-Cyclical Goods & Services

  • Japanese Cosmetics

  • Japanese Consumer, Non-Cyclical

  • Japanese Non-Cyclical Goods & Services


Companies
  • 4919.T Milbon


Subjects
  • Company Update

  • Morning Note

]]> Mariko Watanabe 4919.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew13323|native|public|20081003000000 Fri, 3 Oct 2008 <![CDATA[Asahi Kasei "We favour Asahi Kasei as a defensive stock" (Buy) Muramatsu]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew13322|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Chemicals, Commodity

  • Global Basic Materials

  • Global Chemicals

  • Japanese Chemicals, Commodity

  • Japanese Basic Materials

  • Japanese Chemicals


Companies
  • 3407.T Asahi Kasei


Subjects
  • Change in Recommendation

  • Company Update

  • Morning Note

]]> Takaaki Muramatsu 3407.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew13322|native|public|20081003000000 Fri, 3 Oct 2008 <![CDATA[FP "UBS raises estimates to reflect price hikes" (Buy) Watanabe]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew13321|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Containers & Packaging

  • Global Industrial

  • Global Industrial Goods & Services

  • Japanese Containers & Packaging

  • Japanese Industrial

  • Japanese Industrial Goods & Services


Companies
  • 7947.OS FP


Subjects
  • Company Update

  • Morning Note

]]> Mariko Watanabe 7947.OS http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew13321|native|public|20081003000000 Fri, 3 Oct 2008 <![CDATA[Major real estate firms cut to Neutral "Uncertainty soars since mid-September"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew13319|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Real Estate

  • Global Financial

  • Global Financial Services

  • Japanese Real Estate

  • Japanese Financial

  • Japanese Financial Services


Companies
  • 8801.T Mitsui Fudosan

  • 8802.T Mitsubishi Estate

  • 8830.T Sumitomo Realty&Dev.

  • 8933.T NTT Urban Developm't


Subjects
  • Industry Overview

  • Morning Note

]]> Toshihiko Okino 8801.T 8802.T 8830.T 8933.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew13319|native|public|20081003000000 Fri, 3 Oct 2008 <![CDATA[Daikin Industries "Initiating coverage; first OP decline in 15 years ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew13320|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Factory Equipment

  • Global Industrial

  • Global Industrial Goods & Services

  • Global Industrial Equipment

  • Japanese Factory Equipment

  • Japanese Industrial

  • Japanese Industrial Goods & Services

  • Japanese Industrial Equipment


Companies
  • 6367.T Daikin Industries


Subjects
  • Company Update

  • Initiating Coverage

  • Morning Note

]]> Hidehiko Hoshino 6367.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew13320|native|public|20081003000000 Fri, 3 Oct 2008 <![CDATA[Morning Expresso - Japan "Friday, 03 October 2008" 03-Oct-2008 Kanda]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew13318|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Companies
  • 3405.T Kuraray

  • 6762.T TDK

  • 7974.OS Nintendo

  • 1963.T JGC

  • 4021.T Nissan Chemical

  • 4185.T JSR

  • 5232.T SOC

  • 5233.T Taiheiyo Cement

  • 9983.T Fast Retailing


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> Hiroko Kanda 3405.T 6762.T 7974.OS 1963.T 4021.T 4185.T 5232.T 5233.T 9983.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew13318|native|public|20081003000000 Fri, 3 Oct 2008 <![CDATA[JREIT Sector Update "Prices looking quite cheap" 03-Oct-2008 Okino]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew13333|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Real Estate

  • Global Financial

  • Global Financial Services

  • Japanese Real Estate

  • Japanese Financial

  • Japanese Financial Services


Companies
  • 8951.T Nippon Building Fund

  • 8952.T Japan Real Estate

  • 8953.T Japan Retail Fund

  • 8954.T ORIX JREIT

  • 8972.T Kenedix Realty

  • 3227.T MID REIT

  • 3234.T Mori Hills REIT


Subjects
  • Industry Overview

  • Morning Note

]]> Toshihiko Okino 8951.T 8952.T 8953.T 8954.T 8972.T 3227.T 3234.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew13333|native|public|20081003000000 Fri, 3 Oct 2008 <![CDATA[Semiconductor/SPE Sector Update "NAND supply slowing, DRAM supply accelerating"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew13332|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Technology

  • Japanese Technology


Subjects
  • Industry Overview

  • Morning Note

]]> Yoshitsugu Yamamoto http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew13332|native|public|20081003000000 Fri, 3 Oct 2008 <![CDATA[Construction Sector Earnings Revised "Uncertainty increasing for order ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew13330|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Heavy Construction

  • Global Industrial

  • Global Construction

  • Japanese Heavy Construction

  • Japanese Industrial

  • Japanese Construction


Companies
  • 1801.T Taisei

  • 1802.T Obayashi

  • 1803.T Shimizu

  • 1812.T Kajima

  • 1820.T Nishimatsu

  • 1860.T Toda

  • 1824.T Maeda

  • 1833.T Okumura


Subjects
  • Industry Overview

  • Morning Note

]]> Toshihiko Okino 1801.T 1802.T 1803.T 1812.T 1820.T 1860.T 1824.T 1833.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew13330|native|public|20081003000000 Fri, 3 Oct 2008 <![CDATA[HOYA "Restructuring progress, but lacking drivers" (Neutral) Yamamoto]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew13331|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Advanced Industrial Equipment

  • Global Industrial

  • Global Industrial Goods & Services

  • Japanese Advanced Industrial Equipment

  • Japanese Industrial

  • Japanese Industrial Goods & Services


Companies
  • 7741.T HOYA


Subjects
  • Company Update

  • Morning Note

]]> Yoshitsugu Yamamoto 7741.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew13331|native|public|20081003000000 Fri, 3 Oct 2008 <![CDATA[Japan Daily Notes 03-Oct-2008]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew13317|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> Hiroko Kanda http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew13317|native|public|20081003000000 Fri, 3 Oct 2008 <![CDATA[Nissen Holdings "Worst is past, FY09 earnings poised for rebound" (Buy) Watanabe]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew13329|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Retailers, Specialty

  • Global Consumer, Cyclical

  • Global Retail

  • Japanese Retailers, Specialty

  • Japanese Consumer, Cyclical

  • Japanese Retail


Companies
  • 8248.OS Nissen Holdings


Subjects
  • Company Update

  • Morning Note

]]> Mariko Watanabe 8248.OS http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew13329|native|public|20081003000000 Fri, 3 Oct 2008 <![CDATA[Point "Inventories and margins confirmed as healthy, upgrading to Buy again"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew13328|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Retailers, Apparel

  • Global Consumer, Cyclical

  • Global Retail

  • Japanese Retailers, Apparel

  • Japanese Consumer, Cyclical

  • Japanese Retail


Companies
  • 2685.T Point


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Taketo Yamate 2685.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew13328|native|public|20081003000000 Fri, 3 Oct 2008 <![CDATA[Ryohin Keikaku "Upgrade to Buy" (Buy) Yamate]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew13327|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Retailers, Broadline

  • Global Consumer, Cyclical

  • Global Retail

  • Japanese Retailers, Broadline

  • Japanese Consumer, Cyclical

  • Japanese Retail


Companies
  • 7453.T Ryohin Keikaku


Subjects
  • Change in Recommendation

  • Company Update

  • Morning Note

]]> Taketo Yamate 7453.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew13327|native|public|20081003000000 Fri, 3 Oct 2008 <![CDATA[LAWSON "Lawson announces an upward revision" (Neutral) Yamate]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew13326|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Food Retailers & Wholesalers

  • Global Consumer, Non-Cyclical

  • Global Non-Cyclical Goods & Services

  • Japanese Food Retailers & Wholesalers

  • Japanese Consumer, Non-Cyclical

  • Japanese Non-Cyclical Goods & Services


Companies
  • 2651.T LAWSON


Subjects
  • Company Update

  • Morning Note

]]> Taketo Yamate 2651.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew13326|native|public|20081003000000 Fri, 3 Oct 2008