EFTA01446868.pdf

DataSet-10 1 page 156 words document
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New Suggested Basket DB Price % change to Price as of % vs. Sector Company Current Price DB Rating Target target 12/17/13 current Auto Toyota 5830 Buy 8000 37% 6100 -5% 0.5 Retail Rakuten 1524 Hold 1750 15% 1491 2% 0.5 Consumer Seven & I Holdings 3837 Buy 4700 22% 3840 0% 0.5 Finance Resona 550 Buy 785 43% 510 7% 0.5 Insurance Dai-ichi Life 1458 Buy 1940 33% 1620 -11% 0.5 Consumer Electronics Panasonic 1262 Buy 1300 3% 1170 7% 0.5 Electronic Equipment Hitachi* 770 NA 912.5 19% 752 2% 0.5 Automation Equipment Omron* 3935 NA 4608 17% 4180 -6% 0.5 Shipping Kawasaki Kisen 225 Buy 330 47% 234 -4% 0.5 Average implied up/downside: 26% -0.8% Not covered by DB. Price target reflects Bloomberg Average target. 4.5 Nikkei 14,180.38 19,000 34% 15,278.63 -8% Topix 1,162.64 1,232.31 -6% Source: Bloomberg as of 2/5/14 CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0101284 CONFIDENTIAL SDNY_GM_00247468 EFTA01446868
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fed63bc43f046aff64d59ca64d7b0741af450bd6045154f385d1c49239b98d43
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EFTA01446868
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DataSet-10
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document
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1

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