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. Ne.v5uggeste3 Basket Sector Company Current Price DB Rating DB Price Target %change to target Price as of 12/17/13 %vs. current Auto Toyota 5830 Buy 8000 37% 61' -5% Retail Rakuten 1514 Hold 1750 15% 1491 2% Consumer Seven & l Holdings 3837 Buy 4700 22% 3840 0% Finan
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% 4180 -6% Sh p in Kawasaki Icsert 225 Buy 330 47% 234 -4% Average imps led up/downside' 26% -08% • Nat covered by O
tp://www.cas.00.ip/ip/seisaku/koutekisikin unyourisk/pdf/e final report.pdf Yen weakening will likely continue to be a theme, benefiting exporters. Toyota: https://cier.gm. ci b. intranet.db.com/ger/document/pdf/0900b8c0877259ad.pctf 7203 JP Buy Current price 6170 Target price (11m) 8000 Upside
https://ger.gm.cib. intranet.db.com/qeddocument/pdf/0900b8c08795101a. pdf (6752 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.d
ttp://www.cas.go.jp/jp/seisaku/koutekisikin unyourisk/pdf/e final report.pdf Yen weakening will likely continue to be a theme, benefiting exporters. Toyota: https://gergm.cib.intranet.db.com/ger/document/pdf/0900b8c0877259ad.pdf 7203 JP Buy Current price 6170 Target price (11m) 8000 Upside 29% Pa
ps://gergm.ci b. i ntranet.d b.com/ger/docu ment/pdf/0900b8c08795101a.pdf (6752 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://g m.
Entities connected to both Toyota and Omron

Jeffrey Epstein
PERSON
Bloomberg L.P.
ORGANIZATIONResona
ORGANIZATION
Panasonic
ORGANIZATION
Target
ORGANIZATION
Tazia Smith
PERSON
Paul Morris
PERSONRakuten
ORGANIZATIONJPY FX
ORGANIZATION