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1、JapanResearchPackASummaryofSelectGlobalMarketsResearchThursday08June2017KEYFORECASTCHANGESRATINGTARGETPRICECURYEAREPSNEXTYEAREPSSECURITY/SECTORTICKERCURRCURROLDNEWOLDNEWU/D%OLDNEWOLDNEWTARGETPRICECHANGESAinHoldings9627JPBuy-JPY9,90010,800+22.3JPY394.2359.5510.9463.6NipponSoda4041
2、JPBuy-JPY850680+17.6JPY68.248.573.153.5Resorttrust4681JPBuy-JPY2,6002,500+20.1JPY126.7127.5155.3150.1Kura2695JPBuy-JPY6,9007,000+47.1JPY264.2249.8300.0279.1ESTIMATECHANGESMitsubishiChemical4188JPBuy-JPY1,030.0-+17.8JPY100.4102.6106.1107.6HoldingsMitsubishiHeavy7011JPNeutral-JPY47
3、0.0-+8.2JPY28.928.331.932.2Industries*U/D%=PotentialUp/Downside%HighlightsforTodayJapanautoparts&tiresmonthly-ExpectingearningsdisparitybasedonJapanoutputHisahiroYamaoka-NSCOutlookfor18/3earningslookstobekeyforassessingsharepricemovementsFurukawaElectricbusinessbriefing-Increased
4、high-voltagecabledemandfrom19/3YujiMatsumoto-NSCPursuinggrowthinautomotivecomponents,opticalfiberoutsideofChinaRicoh[7752]presidenthostsbriefing-BusinesspoliciesTetsuyaWadaki-NSCGrittingteethamidtoughconditionsAinHoldings(9627JP)(Buy)Weraisetargetprice;competitiveedgegrowing(TPJP
5、Y9,900→JPY10,800,PRICEasof6/6/2017JPY8,830)KyoichiroShigemura-NSCLikelyemphasisonroleofpharmaciesinFY18revisionsshouldbenefitcompanyResorttrust(4681JP)(Buy)Focusonmembershipratherthancontractvalue(TPJPY2,600→JPY2,500,PRICEasof6/6/2017JPY2,081)JunkoYamamura-NSCStrengtheningmedical
6、segmentinviewofincreasingageofmembersovermediumtermKura(2695JP)(Buy)H1earningsslide;over-concernunwarranted(TPJPY6,900→JPY7,000,PRICEasof6/7/2017JPY4,760)RyozoMinagawa-NSCFactoringinnewTaiwansubsidiary,growthpotentialinJapanandoverseasNipponSoda(4041JP)(Buy)Methioninepricedecline
7、impactnolongerlarge(TPJPY850→JPY680,PRICEasof6/6/2017JPY578)KaoriIwasaki-NSC/ShigekiOkazaki-NSCWeexpectrevaluationonexpansioninsalesofprofitablenichechemicalproducts,agroproductsProductionComplete:2017-06-0722:00UTCSeeAppendixA-1foranalystcertification,importantdisclosuresandthes
8、tatusofnon-USanalysts.Nomura
9、JapanResear
