UBS Research: Japan Regional Highlights http://clientportal.ibb.ubs.com/portal/index.jsp?page=eqrschreghighjapan UBS Research: Japan Regional Highlights en Copyright (C) UBS 2010. All rights reserved. eMarketing@ubs.com eMarketing@ubs.com Tue, 9 Feb 2010 Wed, 10 Feb 2010 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[Morning Expresso - Japan "Wednesday, 10 February 2010" 10-Feb-2010 Kanda]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew18790|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Companies
  • 5423.T Tokyo Steel

  • 6770.T Alps Electric

  • 6773.T Pioneer

  • 6963.T Rohm

  • 6976.T Taiyo Yuden

  • 7201.T Nissan

  • 8035.T Tokyo Electron

  • 6361.T Ebara

  • 6841.T Yokogawa Electric

  • 7741.T HOYA

  • 3626.T IT Holdings

  • 2651.T LAWSON

  • 9427.T eAccess

  • 5440.T Kyoei Steel


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> Hiroko Kanda 5423.T 6770.T 6773.T 6963.T 6976.T 7201.T 8035.T 6361.T 6841.T 7741.T 3626.T 2651.T 9427.T 5440.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew18790|native|public|20100209224239 Tue, 9 Feb 2010 <![CDATA[Japan Daily Notes 10-Feb-2010]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew18789|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Subjects
  • Company Update

  • Market Strategy / Comment

  • Operating Results

  • Morning Note

]]> Hiroko Kanda http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew18789|native|public|20100209201806 Tue, 9 Feb 2010 <![CDATA[Ebara "Better earnings visibility: record profit expected in FY10 for first ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew18777|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
  • 6361.T Ebara


Subjects
  • Company Update

  • Morning Note

]]> Hidehiko Hoshino 6361.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew18777|native|public|20100209154808 Tue, 9 Feb 2010 <![CDATA[Tokyo Steel "Financial strength may be waning" (Neutral) Takeuchi]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew18773|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Steel

  • Global Basic Materials

  • Global Mining & Metals

  • Global Basic Resources

  • Japanese Steel

  • Japanese Basic Materials

  • Japanese Mining & Metals

  • Japanese Basic Resources


Companies
  • 5423.T Tokyo Steel


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Katsuya Takeuchi 5423.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew18773|native|public|20100209151048 Tue, 9 Feb 2010 <![CDATA[eAccess "Q3 results flash: small upward revision comes as no surprise" (Sell)]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew18776|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Technology

  • Global Internet Services

  • Global Technology Services

  • Japanese Technology

  • Japanese Internet Services

  • Japanese Technology Services


Companies
  • 9427.T eAccess


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Makio Inui 9427.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew18776|native|public|20100209151055 Tue, 9 Feb 2010 <![CDATA[Kyoei Steel "A challenging operating environment, but could present ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew18774|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Steel

  • Global Basic Materials

  • Global Mining & Metals

  • Global Basic Resources

  • Japanese Steel

  • Japanese Basic Materials

  • Japanese Mining & Metals

  • Japanese Basic Resources


Companies
  • 5440.T Kyoei Steel


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Katsuya Takeuchi 5440.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew18774|native|public|20100209151033 Tue, 9 Feb 2010 <![CDATA[Godo Steel "Slump is likely to linger" (Neutral) Takeuchi]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew18775|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Steel

  • Global Basic Materials

  • Global Mining & Metals

  • Global Basic Resources

  • Japanese Steel

  • Japanese Basic Materials

  • Japanese Mining & Metals

  • Japanese Basic Resources


Companies
  • 5410.T Godo Steel


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Katsuya Takeuchi 5410.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew18775|native|public|20100209151040 Tue, 9 Feb 2010 <![CDATA[Machinery Sector Watch Vol. 7 "Q3 results for the 5 big shipbuilding/heavy ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew18772|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
  • 7011.T MHI


Subjects
  • Industry Overview

  • Morning Note

]]> Hidehiko Hoshino 7011.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew18772|native|public|20100209151024 Tue, 9 Feb 2010 <![CDATA[Japan Daily Notes 09-Feb-2010]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew18771|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Subjects
  • Company Update

  • Market Strategy / Comment

  • Operating Results

  • Morning Note

]]> Hiroko Kanda http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew18771|native|public|20100208225806 Mon, 8 Feb 2010 <![CDATA[Morning Expresso - Japan "Tuesday, 9 February 2010" 09-Feb-2010 Kanda]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew18769|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Companies
  • 3404.T Mitsubishi Rayon

  • 4118.T Kaneka

  • 5711.T Mitsubishi Materials

  • 5801.T Furukawa Electric

  • 5803.T Fujikura

  • 6806.T Hirose Electric

  • 7011.T MHI

  • 7735.T Dainippon Screen Mfg

  • 4004.T Showa Denko

  • 5714.T DOWA Holdings

  • 6146.T Disco

  • 7251.T Keihin

  • 9041.T Kintetsu

  • 9684.T Square Enix Holdings

  • 9831.T Yamada Denki

  • 7606.T United Arrows

  • 9449.T GMO Internet

  • 8316.T Sumitomo Mitsui FG


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> Hiroko Kanda 3404.T 4118.T 5711.T 5801.T 5803.T 6806.T 7011.T 7735.T 4004.T 5714.T 6146.T 7251.T 9041.T 9684.T 9831.T 7606.T 9449.T 8316.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew18769|native|public|20100208223642 Mon, 8 Feb 2010 <![CDATA[Tokyo Electron "Turn to profit in Q3, next awaiting news of a rise in ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew18787|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Semiconductors

  • Global Technology

  • Japanese Semiconductors

  • Japanese Technology


Companies
  • 8035.T Tokyo Electron


Subjects
  • Company Update

  • Morning Note

]]> Yoshitsugu Yamamoto 8035.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew18787|native|public|20100208184500 Mon, 8 Feb 2010 <![CDATA[Nissan "Q3 results far above estimates, full-year net profitability in sight"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew18786|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Automobile Manufacturers

  • Global Consumer, Cyclical

  • Global Automobiles

  • Japanese Automobile Manufacturers

  • Japanese Consumer, Cyclical

  • Japanese Automobiles


Companies
  • 7201.T Nissan


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Tatsuo Yoshida 7201.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew18786|native|public|20100208181600 Mon, 8 Feb 2010 <![CDATA[Alps Electric "Results stronger than expected, watching stance after ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew18785|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Electric Components & Equipment

  • Global Industrial

  • Global Industrial Goods & Services

  • Japanese Electric Components & Equipment

  • Japanese Industrial

  • Japanese Industrial Goods & Services


Companies
  • 6770.T Alps Electric


Subjects
  • Company Update

  • Morning Note

]]> Fumihide Goto 6770.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew18785|native|public|20100208181600 Mon, 8 Feb 2010 <![CDATA[Yokogawa Electric "Full-term guidance revised up, but much as assumed"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew18784|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
  • 6841.T Yokogawa Electric


Subjects
  • Company Update

  • Morning Note

]]> Yoshitsugu Yamamoto 6841.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew18784|native|public|20100208181500 Mon, 8 Feb 2010 <![CDATA[HOYA "In line with our forecast, but possibly not quite enough to satisfy ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew18783|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=uew18783|native|public|20100208172700 Mon, 8 Feb 2010 <![CDATA[Pioneer "Focus after capital increase on raising OEM car electronics ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew18782|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Consumer Electronics

  • Global Consumer, Cyclical

  • Global Leisure Goods & Services

  • Global Cyclical Goods & Services

  • Japanese Consumer Electronics

  • Japanese Consumer, Cyclical

  • Japanese Leisure Goods & Services

  • Japanese Cyclical Goods & Services


Companies
  • 6773.T Pioneer


Subjects
  • Company Update

  • Morning Note

]]> Shunsuke Tsuchiya 6773.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew18782|native|public|20100208164100 Mon, 8 Feb 2010 <![CDATA[Taiyo Yuden "Fundamentals in line; we are still bullish" (Buy) Goto]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew18781|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Electric Components & Equipment

  • Global Industrial

  • Global Industrial Goods & Services

  • Japanese Electric Components & Equipment

  • Japanese Industrial

  • Japanese Industrial Goods & Services


Companies
  • 6976.T Taiyo Yuden


Subjects
  • Company Update

  • Morning Note

]]> Fumihide Goto 6976.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew18781|native|public|20100208162100 Mon, 8 Feb 2010 <![CDATA[IT Holdings "Downside appears limited, but growth drivers are unlikely to ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew18780|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Technology

  • Global Technology Services

  • Global Diversified Technology Services

  • Japanese Technology

  • Japanese Technology Services

  • Japanese Diversified Technology Services


Companies
  • 3626.T IT Holdings


Subjects
  • Company Update

  • Morning Note

]]> Yuki Nakayasu 3626.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew18780|native|public|20100208161700 Mon, 8 Feb 2010 <![CDATA[Rohm "Better than expected, but not enough to change our view" (Neutral) Goto]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew18779|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Semiconductors

  • Global Technology

  • Japanese Semiconductors

  • Japanese Technology


Companies
  • 6963.T Rohm


Subjects
  • Company Update

  • Morning Note

]]> Fumihide Goto 6963.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew18779|native|public|20100208161400 Mon, 8 Feb 2010 <![CDATA[LAWSON "Misconduct found at ticket sales subsidiary" (Buy) Yamate]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew18778|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=uew18778|native|public|20100208160000 Mon, 8 Feb 2010