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, 20 Nov 2009 Sun, 22 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 21-Nov-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17976|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=uew17976|native|public|20091120181725 Fri, 20 Nov 2009 <![CDATA[Machinery Sector Watch Vol. 114 "Order rebound rate comparison to Jul-Sept"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17972|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
  • 6861.T Keyence

  • 6954.T Fanuc


Subjects
  • Industry Overview

  • Morning Note

]]> Hidehiko Hoshino 6861.T 6954.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17972|native|public|20091120150842 Fri, 20 Nov 2009 <![CDATA[US Tyre Shipments "September 2009: replacement tyres +9.3%, new vehicle ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17971|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Consumer, Cyclical

  • Global Automobiles

  • Global Auto Parts & Tires

  • Japanese Consumer, Cyclical

  • Japanese Automobiles

  • Japanese Auto Parts & Tires


Subjects
  • Industry Overview

  • Morning Note

]]> Kunihiro Matsumoto http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17971|native|public|20091120150822 Fri, 20 Nov 2009 <![CDATA[Unsecured Loan Monthly Trends (Oct) "Concerns mount towards the year end, ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17970|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
  • 8564.T Takefuji

  • 8572.T Acom

  • 8574.T Promise


Subjects
  • Industry Overview

  • Morning Note

]]> Aya Fujiki 8564.T 8572.T 8574.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17970|native|public|20091120150523 Fri, 20 Nov 2009 <![CDATA[Paper/Paperboard Supply-Demand in Oct "P&W paper inventories decline, but ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17968|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Paper Products

  • Global Basic Materials

  • Global Forest Products & Paper

  • Global Basic Resources

  • Japanese Paper Products

  • Japanese Basic Materials

  • Japanese Forest Products & Paper

  • Japanese Basic Resources


Subjects
  • Industry Overview

  • Morning Note

]]> Takaaki Muramatsu http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17968|native|public|20091120150437 Fri, 20 Nov 2009 <![CDATA[Chemical Market Weekly Update "Petrochemical prices rise for a fifth ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17969|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=uew17969|native|public|20091120150446 Fri, 20 Nov 2009 <![CDATA[Yamada Denki "Interview report: Q3 profit turnaround looking more likely" (Buy)]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17967|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
  • 9831.T Yamada Denki


Subjects
  • Company Update

  • Morning Note

]]> Nozomi Moriya 9831.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17967|native|public|20091120150420 Fri, 20 Nov 2009 <![CDATA[Blast Furnace Sector H1 Results Review (6) "Japan's steel supply-demand balance"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17966|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


Subjects
  • Industry Overview

  • Morning Note

]]> Atsushi Yamaguchi http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17966|native|public|20091120150209 Fri, 20 Nov 2009 <![CDATA[BF Crude Steel Production Watch "Output recovers at Nippon Steel" 20-Nov-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17965|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


Subjects
  • Industry Overview

  • Morning Note

]]> Atsushi Yamaguchi http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17965|native|public|20091120150153 Fri, 20 Nov 2009 <![CDATA[Japan Real Estate Sector Update "Stocks do not look overvalued, but the ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17964|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=uew17964|native|public|20091120060028 Fri, 20 Nov 2009 <![CDATA[Japan's Transport Sector Monthly Trends "Recovery trend in the door-to-door ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17963|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Air Freight

  • Global Airlines

  • Global Marine Transport

  • Global Railroads

  • Global Trucking

  • Global Consumer, Cyclical

  • Global Industrial

  • Global Industrial Transportation

  • Global Cyclical Goods & Services

  • Global Industrial Goods & Services

  • Global Transportation Services

  • Japanese Air Freight

  • Japanese Airlines

  • Japanese Marine Transport

  • Japanese Railroads

  • Japanese Trucking

  • Japanese Consumer, Cyclical

  • Japanese Industrial

  • Japanese Industrial Transportation

  • Japanese Cyclical Goods & Services

  • Japanese Industrial Goods & Services

  • Japanese Transportation Services


Subjects
  • Industry Overview

]]> Jun Harada http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17963|native|public|20091120060015 Fri, 20 Nov 2009 <![CDATA[UBS Asian Telecom Daily 20-Nov-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51920|native|public Regions
  • Global

  • Emerging Markets

  • Asia

  • China

  • Indonesia

  • Thailand

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Japan

  • Asia Emerging


Subjects
  • Company Update

  • Industry Overview

  • Operating Results

  • Morning Note

]]> Mars Cao http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51920|native|public|20091120021136 Fri, 20 Nov 2009 <![CDATA[SPE Sector Update "Strong SPE orders in Oct; orders from TSMC likely to ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17973|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=uew17973|native|public|20091120013000 Fri, 20 Nov 2009 <![CDATA[Morning Expresso - Japan "Friday, 20 November 2009" 20-Nov-2009 Kanda]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17962|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Companies
  • 3404.T Mitsubishi Rayon

  • 3861.T Oji Paper

  • 5801.T Furukawa Electric

  • 5802.T Sumitomo Electric

  • 5803.T Fujikura

  • 5812.T Hitachi Cable

  • 6758.T Sony

  • 8001.T ITOCHU Corporation

  • 8002.T Marubeni Corporation

  • 8031.T MITSUI & CO.,LTD.

  • 8053.T Sumitomo Corporation

  • 8058.T Mitsubishi Corp.

  • 9501.T Tokyo Electric Power

  • 9502.T Chubu Electric Power

  • 9503.T Kansai Electric Pwr

  • 9504.T Chugoku Electric Pow

  • 9505.T Hokuriku Electric Po

  • 9506.T Tohoku Electric Powe

  • 9507.T Shikoku Electic Pwr

  • 9508.T Kyushu Electric Pwr

  • 9509.T Hokkaido Electric

  • 9511.T Okinawa Elec.Power

  • 3893.T Nippon Paper Group

  • 8795.T T&D Holdings

  • 4188.T Mitsubishi Chemical


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> Hiroko Kanda 3404.T 3861.T 5801.T 5802.T 5803.T 5812.T 6758.T 8001.T 8002.T 8031.T 8053.T 8058.T 9501.T 9502.T 9503.T 9504.T 9505.T 9506.T 9507.T 9508.T 9509.T 9511.T 3893.T 8795.T 4188.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17962|native|public|20091119225244 Thu, 19 Nov 2009 <![CDATA[Japan Daily Notes 20-Nov-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17961|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=uew17961|native|public|20091119211637 Thu, 19 Nov 2009 <![CDATA[Komori Corp. "Order climate difficult, operating loss expected to continue ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17974|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
  • 6349.T Komori Corp.


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Satomi Yamazaki 6349.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17974|native|public|20091119164100 Thu, 19 Nov 2009 <![CDATA[Fujikura "Momentum weakens near term" (Neutral) Yamaguchi]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17950|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
  • 5803.T Fujikura


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Atsushi Yamaguchi 5803.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17950|native|public|20091119151445 Thu, 19 Nov 2009 <![CDATA[Crude Steel Production Watch "Output grows at the BFs, declines at EAFs"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17941|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


Subjects
  • Industry Overview

  • Market Strategy / Comment

  • Morning Note

]]> Atsushi Yamaguchi http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17941|native|public|20091119151120 Thu, 19 Nov 2009 <![CDATA[Furukawa Electric "Sharp growth, but the level is the problem" (Neutral)]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17949|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
  • 5801.T Furukawa Electric


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Atsushi Yamaguchi 5801.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17949|native|public|20091119151137 Thu, 19 Nov 2009 <![CDATA[ITOCHU Corporation "Pricing a key point for FY10" (Neutral) Takeuchi]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17946|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Industrial Services

  • Global Industrial

  • Global General Industrial Services

  • Global Industrial Goods & Services

  • Japanese Industrial Services

  • Japanese Industrial

  • Japanese General Industrial Services

  • Japanese Industrial Goods & Services


Companies
  • 8001.T ITOCHU Corporation


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Katsuya Takeuchi 8001.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17946|native|public|20091119151106 Thu, 19 Nov 2009