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Plans $500 Motorcycle in India WSJ<http://online.wsj.com/article/SB10001424052702304782404577488061792406958.html? mod=ITP_marketplace_1> Sony and Panasonic to Ally On Technology for Big TVs WSJ<http://online.wsj.com/article/SB10001424052702304870304577487852086118534.html? mod=ITP_marketplace_2> More
c0.htmlfaxzzlysTaf4sf>) +1.2%) June 29 on board) EFTA00410573 Germany facing pressure to scrap senior status on rescue loans to Spain's banks (Bloomberg) Spanish treasury analyzing the idea of raising VAT from 8.0% to 18.0% in certain products Local chatter that Spain will have 20yrs to pay back Eu
in the Yen that was more due to general dollar weakness, with exporters weak. Of note Hitachi fell 9% after lowering outlook citing Chinese demand, Panasonic (-9%) likewise revealed poor outlook. Energy names lead Hong Kong (+1%) higher with the financials mixed. European markets open stronger on the high
ty & Unit Labor Costs / Jobless Claims @ 8:30am, Bloomberg Consumer Comfort @ 9:45am, Factory Orders / Durab
common touch detector was an IR field. All of these were hooked up to PCs. Every screen is a touchscreen or it feels broken. Also pictured below is Panasonic's 4K portable running Windows. EFTA00667819 ;:',4K TCL touch ;'.',PC Panasonic 4K Trending Down PCs. While Microsoft, HP, Dell, and others havi
ding side by side and multiple inputs. If you combine the ultra-wide screen, more pixels, and curved display you recreate a developer workstation or Bloomberg terminal but with a single screen which can mean less space, easier ergonomics, and perhaps less power. Again, it seems like the use cases are goin
ey Research: Citi upgrades CNP (buy) & downgrades SUG/EP/OKE, GS downgrades ARG EFTA00420353 Reporting Pre-Open: AON, BEAM, CLX, EL, SPG, TSN, WY, Panasonic (6752 JP), ABMD, AXL, BAH, HNT, IMN, JOUT, MAC, MGI, MOD, OB, SEP, SIRO, SPB, TXCC, UFS, WI, WTM, AIRT Reporting Post-Close: RBO, WGL Economic Dat
man Sachs plans to sell $1B (owns $6.2B) of ICBC shares (Hong Kong Economic Blackstone Group studying a leveraged buyout of Brocade Communications (Bloomberg<http://www.bloomberg.com/news/2012-02-02/blackstone-said-to-study-brocade- leveraged-buyout-as-deal-interest-fades.html>) Sunoco strategic initiativ
3 JP Equity 6180 8000 29% Retail Rukaten 4755 JP Equity 1496 1710 14% Finance Resona 8308 JP Equity 506 650 28% Consumer Electronics Panasonic 6752 JP Equity 1158 1300 12% Automation Equipment Omron* 6645 JP Equity 4105 4426 8% Shipping Kawasaki Kisen 9107 JP Equity 236 280 19
4105 4426 8% Shipping Kawasaki Kisen 9107 JP Equity 236 280 19% Average implied up/downside: 18% * Not covered by DB. Price target reflects Bloomberg Average target. CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0030392 CONFIDENTIAL SDNY_GM_00176576 EFTA01344670
3 JP Equity 6180 8000 29% Retail Rukaten 4755 JP Equity 1496 1710 14% Finance Resona 8308 JP Equity 506 650 28% Consumer Electronics Panasonic 6752 JP Equity 1158 1300 12% Automation Equipment Omron* 6645 JP Equity 4105 4426 8% Shipping Kawasaki Kisen 9107 JP Equity 236 280 19
4105 4426 8% Shipping Kawasaki Kisen 9107 JP Equity 236 280 19% Average implied up/downside: 18% * Not covered by DB. Price target reflects Bloomberg Average target. CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0030377 CONFIDENTIAL SDNY_GM_00176561 EFTA01344664
4700 22% 3840 0% Finance Resona 550 Buy 785 43% 510 7% Insurance Dai-ichi Life 1458 Buy 1940 33% 1620 -11% Consumer Electronics Panasonic 1262 Buy 1300 3% 1170 7% Electronic Equipment Hitachi* 770 NA 912.5 19% 752 2% Automation Equipment Omron* 3935 NA 4608 17% 4180
4180 -6% Shipping Kawasaki Kisen 225 Buy 330 47% 234 -4% Average implied up/downside: 26% -0.8% Not covered by DB. Price target reflects Bloomberg Average target. 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 0.5 0.5 0.5 0.5
y 4700 22% 3840 0% Finance Resona 550 Buy 785 43% 510 7% nsurance Dai-ichi Life 1458 Buy 1940 33% 1620 '11% Consumer Fectronics Panasonic 1262 Buy 1300 3% 1170 7% Electronic Equipment Hitachi* 770 NA 912.5 19% 752 2% Automation E uipn-en: Omron' 3935 NA 4608 17% 418
4180 -6% Sh p in Kawasaki Icsert 225 Buy 330 47% 234 -4% Average imps led up/downside' 26% -08% • Nat covered by OB P. ce target reflects Bloomberg Average target. Nikkei 14,180.38 19.000 34% 15.278.63 -8% Topix 1,162.64 1,232.31 .6% Source. Bloomberg as 412/5/14 JE Basket Sector Co
3 JP Equity 6180 8000 29% Retail Rukaten 4755 JP Equity 1496 1710 14% Finance Resona 8308 JP Equity 506 650 28% Consumer Electronics Panasonic 6752 JP Equity 1158 1300 12% Automation Equipment Omron" 6645 JP Equity 4105 4426 8% Shipping Kawasaki Kisen 9107 JP Equity 236 280 19
4105 4426 8% Shipping Kawasaki Kisen 9107 JP Equity 236 280 19% Average Implied up/downside: 18% Not covered by 08. Price target reflects Bloomberg Average target. Indicative levels, subject to market movement. Source: Bloomberg and DB Global Markets Research 12/16/13. CONFIDENTIAL - PURSUANT
ps://cier.gm. ci b. intranet.db.com/ger/document/pdf/0900b8c0877259ad.pctf 7203 JP Buy Current price 6170 Target price (11m) 8000 Upside 29% Panasonic https://ger.gm.cib. intranet.db.com/qeddocument/pdf/0900b8c08795101a. pdf (6752 JP Buy Current price 1158 Target price (12m) 1300 Upside 12%
JP Buy Current price 1158 Target price (12m) 1300 Upside 12% Omron 6645 JP Not rated at DB Current price 4105 Target price (12m) 4426 (Bloomberg avg. Not covered by DB) Upside 8% Kawasaki Kisen: http://qm.db.com/ger/document/ShowPdf.eqsr?productIDMore=0900b8c087790d17 9107 JP Buy Curren
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