UBS Research: Japan Regional Highlights http://clientportal.ibb.ubs.com/portal/index.jsp?page=eqrschreghighjapan UBS Research: Japan Regional Highlights en Copyright (C) UBS 2009. All rights reserved. eMarketing@ubs.com eMarketing@ubs.com Fri, 6 Nov 2009 Sat, 7 Nov 2009 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[Japan Daily Notes 07-Nov-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17789|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Subjects
  • Change in Recommendation

  • Company Update

  • Market Strategy / Comment

  • Operating Results

  • Morning Note

]]> Hiroko Kanda http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17789|native|public|20091106193005 Fri, 6 Nov 2009 <![CDATA[UBS TOPIX Japan Style Indices 6-Nov-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69350|native|public Regions
  • Global

  • Asia Pacific

  • Japan


]]> Maylan Cheung http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69350|native|public|20091106183031 Fri, 6 Nov 2009 <![CDATA[UBS Japan Style Indices 6-Nov-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69341|native|public Regions
  • Global

  • Asia Pacific

  • Japan


]]> Simon Iley http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69341|native|public|20091106171616 Fri, 6 Nov 2009 <![CDATA[Mitsui Mining "Restructuring benefits emerge" (Neutral) Yamaguchi]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17776|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Non-Ferrous Metals

  • Global Basic Materials

  • Global Mining & Metals

  • Global Basic Resources

  • Japanese Non-Ferrous Metals

  • Japanese Basic Materials

  • Japanese Mining & Metals

  • Japanese Basic Resources


Companies
  • 5706.T Mitsui Mining


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Atsushi Yamaguchi 5706.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17776|native|public|20091106153339 Fri, 6 Nov 2009 <![CDATA[Dentsu "A further upward revision is possible, depending on the subsidiaries"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17775|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Advertising

  • Global Consumer, Cyclical

  • Global Media

  • Japanese Advertising

  • Japanese Consumer, Cyclical

  • Japanese Media


Companies
  • 4324.T Dentsu


Subjects
  • Company Update

  • Morning Note

]]> Shinsuke Iwasa 4324.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17775|native|public|20091106151328 Fri, 6 Nov 2009 <![CDATA[Copper Smelting Margin Update "FY10 negotiations could be very tough"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17769|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Non-Ferrous Metals

  • Global Basic Materials

  • Global Mining & Metals

  • Global Basic Resources

  • Japanese Non-Ferrous Metals

  • Japanese Basic Materials

  • Japanese Mining & Metals

  • Japanese Basic Resources


Subjects
  • Industry Overview

  • Market Strategy / Comment

  • Morning Note

]]> Atsushi Yamaguchi http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17769|native|public|20091106151335 Fri, 6 Nov 2009 <![CDATA[Kubota "Asia exceeds North America in internal combustion equipment for ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17773|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
  • 6326.T Kubota


Subjects
  • Company Update

  • Morning Note

]]> Hidehiko Hoshino 6326.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17773|native|public|20091106151304 Fri, 6 Nov 2009 <![CDATA[Yodogawa Steel "Recovering, but the outlook is uncertain" (Neutral) Yamaguchi]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17774|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
  • 5451.T Yodogawa Steel


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Atsushi Yamaguchi 5451.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17774|native|public|20091106151314 Fri, 6 Nov 2009 <![CDATA[Japan Nonbank Sector "Alpha Preferences" 06-Nov-2009 Fujiki]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17771|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Diversified Financial

  • Global Financial

  • Global Financial Services

  • Japanese Diversified Financial

  • Japanese Financial

  • Japanese Financial Services


Companies
  • 8253.T Credit Saison

  • 8572.T Acom

  • 8591.T ORIX

  • 8570.T Aeon Credit Service

  • 8795.T T&D Holdings


Subjects
  • Industry Overview

  • Market Strategy / Comment

  • Morning Note

]]> Aya Fujiki 8253.T 8572.T 8591.T 8570.T 8795.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17771|native|public|20091106151248 Fri, 6 Nov 2009 <![CDATA[Japan Equities Investment Strategy "Strong H1 results; room for upward ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17772|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> Shoji Hirakawa http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17772|native|public|20091106151256 Fri, 6 Nov 2009 <![CDATA[Chemical Market Weekly Update "Petrochem prices up for 3rd straight week"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17768|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Chemicals, Commodity

  • Global Basic Materials

  • Global Chemicals

  • Japanese Chemicals, Commodity

  • Japanese Basic Materials

  • Japanese Chemicals


Subjects
  • Industry Overview

  • Morning Note

]]> Takaaki Muramatsu http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17768|native|public|20091106151218 Fri, 6 Nov 2009 <![CDATA[Cosmo Oil "Margin assumption looks too optimistic; downside risk seen to ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17770|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Oil Companies, Secondary

  • Global Energy

  • Japanese Oil Companies, Secondary

  • Japanese Energy


Companies
  • 5007.T Cosmo Oil


Subjects
  • Change in Recommendation

  • Company Update

  • Operating Results

  • Morning Note

]]> Toshinori Ito 5007.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17770|native|public|20091106151233 Fri, 6 Nov 2009 <![CDATA[Xebio "Finally signs of golf business bottoming" (Buy) Moriya]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17767|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
  • 8281.T Xebio


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Nozomi Moriya 8281.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17767|native|public|20091106151205 Fri, 6 Nov 2009 <![CDATA[Amano "Parking, info system profits key for H2" (Neutral) Yamazaki]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17778|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
  • 6436.T Amano


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Satomi Yamazaki 6436.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17778|native|public|20091106010200 Fri, 6 Nov 2009 <![CDATA[Morning Expresso - Japan "Friday, 6 November 2009" 06-Nov-2009 Kanda]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17766|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Companies
  • 3405.T Kuraray

  • 4208.T Ube Industries

  • 5108.T Bridgestone

  • 5711.T Mitsubishi Materials

  • 6773.T Pioneer

  • 7203.T Toyota

  • 7731.T Nikon

  • 8572.T Acom

  • 8830.T Sumitomo Realty&Dev.

  • 9404.T NTV

  • 4676.T Fuji Media Holdings

  • 5201.T Asahi Glass

  • 6481.T THK

  • 9684.T Square Enix Holdings

  • 9831.T Yamada Denki

  • 4755.Q Rakuten

  • 8795.T T&D Holdings

  • 8933.T NTT Urban Developm't

  • 6665.T Elpida Memory

  • 2121.T mixi


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> Hiroko Kanda 3405.T 4208.T 5108.T 5711.T 6773.T 7203.T 7731.T 8572.T 8830.T 9404.T 4676.T 5201.T 6481.T 9684.T 9831.T 4755.Q 8795.T 8933.T 6665.T 2121.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17766|native|public|20091105223757 Thu, 5 Nov 2009 <![CDATA[Japan Daily Notes 06-Nov-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17765|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=uew17765|native|public|20091105210852 Thu, 5 Nov 2009 <![CDATA[Minebea "Almost in line with our scenario; bullish stance reconfirmed" (Buy)]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17787|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
  • 6479.T Minebea


Subjects
  • Company Update

  • Morning Note

]]> Fumihide Goto 6479.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17787|native|public|20091105173500 Thu, 5 Nov 2009 <![CDATA[Credit Saison "Cost cuts and interest reimbursement costs larger than estimated"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17786|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Diversified Financial

  • Global Financial

  • Global Financial Services

  • Japanese Diversified Financial

  • Japanese Financial

  • Japanese Financial Services


Companies
  • 8253.T Credit Saison


Subjects
  • Company Update

  • Morning Note

]]> Aya Fujiki 8253.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17786|native|public|20091105173400 Thu, 5 Nov 2009 <![CDATA[CMK "Recovery relatively weak" (Neutral) Nishimura]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17785|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
  • 6958.T CMK


Subjects
  • Company Update

  • Morning Note

]]> Mika Nishimura 6958.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17785|native|public|20091105172300 Thu, 5 Nov 2009 <![CDATA[Keihin "Sharp earnings recovery, but profitability in Japan an important issue"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17784|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Auto Parts

  • Global Consumer, Cyclical

  • Global Automobiles

  • Global Auto Parts & Tires

  • Japanese Auto Parts

  • Japanese Consumer, Cyclical

  • Japanese Automobiles

  • Japanese Auto Parts & Tires


Companies
  • 7251.T Keihin


Subjects
  • Company Update

  • Morning Note

]]> Kunihiro Matsumoto 7251.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17784|native|public|20091105172300 Thu, 5 Nov 2009