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1、JapanResearchPackASummaryofSelectGlobalMarketsResearchMonday12June2017KEYFORECASTCHANGESRATINGTARGETPRICECURYEAREPSNEXTYEAREPSSECURITY/TICKERCURRCURRSECTOROLDNEWOLDNEWU/D%OLDNEWOLDNEWTARGETPRICECHANGESNissinFoods2897JPBuy-JPY7,7008,700+21.2JPY265.7255.5284.2270.9Holdings*U/D%=Potenti
2、alUp/Downside%HighlightsforTodayJapaneseequitiesinvestmentstrategy(June2017)-ESGandROAHisaoMatsuura-NSC/MasakiMotomura-NSC/KiichiFujita-NSC/BoqiongWang-NSC/ShokoTani-NSC/KengoNishiyama-NSC/RyozoMinagawa-NSC/AkihiroMurakami-NSC/TomoyoIzumi-NSCGPIFstatementonESGinvestmentimminentMachin
3、erysectorChinadata(May)-Constructionmachinery,FAstronginChinaKatsushiSaito-NSC/MasayasuNoguchi-NSC/YouZhou-NSCFAdemandrecoveringacrossabroadrangeofindustries,includingelectronicsandautosJapaneseEquityResearchNissinFoodsHoldings(2897JP)(Buy)Signsofrebirth(TPJPY7,700→JPY8,700,PRICEasof
4、6/9/2017JPY7,180)SatoshiFujiwara-NSCWeexpectstableprofitgrowthonbusinesssupports,increasedinvestmentdisciplineDispensingpharmacyupdate(2017)-AbilitytorespondtochangesbeingtestedKyoichiroShigemura-NSCM&Askey,asisresponsetopharmaciesopeninginhospitals,prescriptionsallowingrefillsSharp[
5、6753](Neutral)-Roundtablewithsell-sideanalystsYuOkazaki-NSCConsideringcapexinleading-edgetechnologies,workingonreformingbusinessattitudesJapanpharmaceuticalssector-EarlierconclusionofPhase3XtanditrialMotoyaKohtani-NSCPositiveformedium-termoutlookatAstellasPharmaJapanREITsector-Willpr
6、ivaterentalslawboostordentsupply?TomohiroAraki-NSCOpportunitiesforfreshentrants,butquestionmarksoverrestrictionsandpenaltiesDisco[6146]mid-quarterconferencecall-ConferencecallreportTetsuyaWadaki-NSCStillperformingstronglySekisuiHouse(1928JP)(Buy)18/1Q1results:OPup26%onoverseasprofits
7、(TPJPY2,410.0,PRICEasof6/9/2017JPY1,897.0)DaisukeFukushima-NSCWeakJapaneseordersinMay,asatrivalsProductionComplete:2017-06-1122:00UTCSeeAppendixA-1foranalystcertification,importantdisclosuresandthestatusofnon-USanalysts.Nomura
8、JapanResearchPack12June2017Japaneseequityquantitativestra
9、tegy-Negativ
