Page 1

IND-X Securities - Japanese Results, Revisions & Ratings Roundup – Tuesday, 01 May 2012 #Results –

code

latest announcement period

9719 9733

name

sales

y/y

OP y/y

RP y/y

NP y/y

%ofNP4'cast

2012:A

SCSK CORP

200,326

2012:A

NAGASE BROTHERS

38,168

50.8%

82.0%

126.9%

575.0%

144.2%

4.5%

160.5%

182.2%

489.3%

5445

2012:A

TOKYO TEKKO CO

42.2%

53,736

22.6%

121.6%

159.1%

222.7%

8143

2012:A

70.4%

LAPINE CO LTD

12,137

-4.7%

-3.6%

-0.6%

221.7%

7616

77.0%

2012:A

COLOWIDE CO LTD

101,879

0.8%

4.6%

24.2%

128.2%

20.9%

8179

2012:Q1

ROYAL HOLDINGS

26,838

7.9%

286.1%

196.3%

96.8%

-4.3%

4282

2012:S1

EPS CORPORATION

17,342

13.4%

38.3%

31.9%

64.9%

24.7%

8860

2012:A

FUJI CORP LTD/O

71,594

19.7%

35.1%

33.2%

36.5%

69.2%

5444

2012:A

YAMATO KOGYO CO

157,902

17.3%

125.7%

36.8%

31.6%

72.4%

2144

2009:S1

YAMANE MEDICAL

2,409

30.0%

23.0%

25.4%

29.6%

4967

2012:A

KOBAYASHI PHARM

131,166

0.5%

3.6%

5.7%

25.6%

6319

2012:C3

SNT CORP

15,620

17.4%

22.0%

30.2%

22.8%

4927

2012:Q1

POLA ORBIS HOLD

38,945

9.8%

5.2%

8.1%

21.4%

5.0%

3341

2012:A

NIHON CHOUZAI C

130,041

16.0%

14.2%

13.4%

14.4%

31.2%

4286

2012:Q1

LEGS CO LTD

2,232

1.0%

-33.2%

0.3%

11.2%

12.0%

5019

2012:A

IDEMITSU KOSAN

4,310,348

17.8%

7.2%

4.3%

6.1%

58.8%

9950

2012:A

HACHI-BAN CO LT

6,388

10.5%

-4.0%

1.2%

5.2%

46.6%

2208

2012:C3

BOURBON CORP

75,548

0.9%

-26.4%

-16.5%

-0.3%

16.7%

6467

2012:A

NICHIDAI CORP

12,524

21.6%

19.5%

21.0%

-5.6%

46.8%

6823

2012:A

RION CO LTD

16,634

-0.3%

-2.2%

-1.0%

-27.9%

40.1%

9909

2012:A

AIKO CORP

10,250

4.8%

25.9%

21.9%

-40.9%

4.2%

2190

2012:C3

JCL BIOASSAY CO

1,337

-13.9%

-222.5%

-146.7%

-45.4%

267.1%

7951

2012:C3

YAMAHA CORP

270,644

-5.2%

-32.8%

-34.1%

-72.7%

37.3%

56.1%

#Revisions –

code

name

op inc

eps

co f'cst per

mkt cap [Ybn]

industry subgroup

5019

IDEMITSU KOSAN

- -

=

3341

NIHON CHOUZAI C

+++

+++

=

=

5.14

288.00

Oil Comp-Integrated

++ + ++

++ + ++

5.31

20.43

8860

FUJI CORP LTD/O

- -

- -

Retail-Drug Store

=

=

6.17

14.92

Real Estate Mgmnt/Servic

5930

BUNKA SHUTTER C

+++

6467

NICHIDAI CORP

+++

+++

++ + ++

++ + ++

7.60

21.73

Bldg Prod-Doors&Windows

+++

+++

+++

7.95

4.45

Auto/Trk Prts&Equip-Orig

6877

OBARA GROUP INC

9719

SCSK CORP

+++

+++

+++

+++

8.19

21.29

Machinery-General Indust

++ + ++

+ +

---

---

8.93

134.01

6823

RION CO LTD

Computer Services

+++

+ +

+++

+++

10.43

7.30

Miscellaneous Manufactur

9733 5445

NAGASE BROTHERS

+++

+++

++ + ++

++ + ++

10.60

24.20

Commercial Services

TOKYO TEKKO CO

---

---

---

---

11.61

11.61

2122

Steel-Producers

INTERSPACE CO L

=

=

=

=

12.02

2.66

E-Marketing/Info

4286

LEGS CO LTD

---

---

---

- -

12.78

3.07

Commercial Services

4967

KOBAYASHI PHARM

=

=

+++

+++

13.78

172.23

Medical-Drugs

5974

CHUGOKUKOGYO CO

++ + ++

+++

+++

13.82

3.32

Containers-Metal/Glass

7987

NAKABAYASHI CO

=

=

++ + ++

++ + ++

15.50

11.83

Paper&Related Products

8143

LAPINE CO LTD

+ +

+ +

++ + ++

++ + ++

16.60

2.66

Apparel Manufacturers

4282

EPS CORPORATION

=

=

=

=

16.76

37.79

Medical Labs&Testing Srv

6787

MEIKO ELECTRONI

+ +

++ + ++

++ + ++

++ + ++

16.86

19.38

Circuit Boards

7255

SAKURAI LTD

- -

- -

---

---

19.33

2.90

Auto/Trk Prts&Equip-Orig

4927

POLA ORBIS HOLD

=

=

=

=

19.62

137.31

Cosmetics&Toiletries

5269

NIPPON CONCRETE

+++

+++

+++

++ + ++

19.82

13.87

Bldg Prod-Cement/Aggreg

5444

YAMATO KOGYO CO

---

- -

- -

- -

21.12

147.87

Steel-Producers

8038

TOHTO SUISAN CO

---

- -

-- - --

-- - --

22.61

5.88

Food-Wholesale/Distrib

9950

HACHI-BAN CO LT

=

=

=

=

38.38

5.37

Retail-Restaurants

8179

ROYAL HOLDINGS

=

=

=

=

38.44

38.44

Retail-Restaurants

5820

MITSUBOSHI CO L

+ +

+ +

++ + ++

++ + ++

44.80

1.21

Wire&Cable Products

7616

COLOWIDE CO LTD

+++

+++

---

-- - --

81.65

44.42

Retail-Restaurants

9133

TOEI REEFER LIN

+ +

+ +

-- - --

-- - --

0.96

Transport-Marine

hilary.persent@indxsecurities.com

cur

net

1


IND-X Securities - Japanese Results, Revisions & Ratings Roundup – Tuesday, 01 May 2012 #Analysts Ratings and Revisions N

1924 PANAHOME COR

TACHIBANA

YOSHIKAZU SHIMA STRONG OUTPERFO

M M U M M M M M M M M M M M M M U M

3231 3401 4063 4151 4182 4185 4217 4516 4516 4739 4768 4901 5002 5214 5332 5332 5401 5405

NOMURA REAL TEIJIN LTD SHIN-ETSU CH KYOWA HAKKO MITSUBISHI G JSR CORP HITACHI CHEM NIPPON SHINY NIPPON SHINY ITOCHU TECHN OTSUKA CORP FUJIFILM HOL SHOWA SHELL NIPPON ELECT TOTO LTD TOTO LTD NIPPON STEEL SUMITOMO MET

NOMURA BARCLAYS C TACHIBANA SMBC NIKKO BARCLAYS C JPMORGAN JPMORGAN JEFFERIES MIZUHO SEC MIZUHO SEC MIZUHO SEC SMBC NIKKO MIZUHO SEC JPMORGAN NOMURA SMBC NIKKO TACHIBANA TACHIBANA

DAISUKE FUKUSHI MIKIYA YAMADA YUKIHIKO FUKUNA YASUHIRO NAKAZA MIKIYA YAMADA NOBUHITO OWAKI NOBUHITO OWAKI JUNYA YAMAZAKI HIROSHI TANAKA YUSUKE HORI YUSUKE HORI KAZUHARU MIURA NORIMASA SHINYA MASASHI KANEKO DAISUKE FUKUSHI HIROKI KAWASHIM TAKESHI IRISAWA TAKESHI IRISAWA

BUY UNDERWT/NEUTRAL STRONG OUTPERFO OUTPERFORM OVERWT/NEUTRAL OVERWEIGHT NEUTRAL BUY BUY NEUTRAL BUY NEUTRAL NEUTRAL UNDERWEIGHT NEUTRAL OUTPERFORM OUTPERFORM OUTPERFORM

1700 1389 270 262 4520 970 851 730 518 2000 1552 1500 1474 1300 1004 1250 1004 3800 3835 6800 6800 2060 1704 510 504 590 596 660 592 700 592 193 140

M M M M M M M M M M M M M M M M M M

5406 5471 5482 6103 6135 6135 6370 6370 6503 6586 6592 6592 6594 6701 6702 6724 6753 6753

KOBE STEEL L DAIDO STEEL AICHI STEEL OKUMA CORP MAKINO MILLI MAKINO MILLI KURITA WATER KURITA WATER MITSUBISHI E MAKITA CORP MABUCHI MOTO MABUCHI MOTO NIDEC CORP NEC CORP FUJITSU LTD SEIKO EPSON SHARP CORP SHARP CORP

NOMURA TOKAI TOKY TOKAI TOKY TOKAI TOKY TACHIBANA SMBC NIKKO TOKAI TOKY DAIWA SECU JPMORGAN TOKAI TOKY DAIWA SECU MITSUBISHI MITSUBISHI SMBC NIKKO JPMORGAN SMBC NIKKO JPMORGAN DAIWA SECU

YUJI MATSUMOTO YOSHIYUKI TAKAN YOSHIYUKI TAKAN MITSUYUKI ODAIR YOSHIKAZU SHIMA QIAN ZHANG MITSUYUKI ODAIR HIROSUKE TAI YOSHIHARU IZUMI MITSUYUKI ODAIR TAKUMI SADO AKIHIKO UCHINO AKIHIKO UCHINO YUKIHIKO SHIMAD YOSHIHARU IZUMI HIROSUKE TAKAYA YOSHIHARU IZUMI JUNYA AYADA

NEUTRAL NEUTRAL STRONG BUY NEUTRAL OUTPERFORM OUTPERFORM NEUTRAL NEUTRAL NEUTRAL NEUTRAL NEUTRAL NEUTRAL OUTPERFORM NEUTRAL OVERWEIGHT NEUTRAL OVERWEIGHT NEUTRAL

130 112 501 360 615 535 630 535 1918 2000 1918 600 690 3015 4000 3375 3800 3375 9000 6980 170 143 550 389 1300 996 650 468 460 468

M M M M M M M M M M M M D M M M U M

6753 6753 6754 6762 6762 6923 6971 6971 6971 6981 6981 7011 7011 7011 7202 7203 7267 7267

SHARP CORP SHARP CORP ANRITSU CORP TDK CORP TDK CORP STANLEY ELEC KYOCERA CORP KYOCERA CORP KYOCERA CORP MURATA MANUF MURATA MANUF MITSUBISHI H MITSUBISHI H MITSUBISHI H ISUZU MOTORS TOYOTA MOTOR HONDA MOTOR HONDA MOTOR

SMBC NIKKO BARCLAYS C TACHIBANA TOKAI TOKY JPMORGAN MIZUHO SEC TOKAI TOKY JPMORGAN TACHIBANA TOKAI TOKY DAIWA SECU JPMORGAN TACHIBANA DAIWA SECU BARCLAYS C BARCLAYS C TACHIBANA DAIWA SECU

KAZUHARU MIURA YUJI FUJIMORI TSUNENORI OHMAK KOUICHIROU HAGI MASASHI ITAYA TAIRIKU SAKAGUC KOUICHIROU HAGI MASASHI ITAYA TSUNENORI OHMAK KOUICHIROU HAGI TAKUMI SADO MASASHI X HAYAM YOSHIKAZU SHIMA HIROSUKE TAI KEI NIHONYANAGI KEI NIHONYANAGI KENTARO HAYASHI EIJI HAKOMORI

NEUTRAL EQUALWT/NEUTRAL STRONG OUTPERFO STRONG BUY NEUTRAL BUY ABOVE AVERAGE NEUTRAL STRONG OUTPERFO ABOVE AVERAGE OUTPERFORM NEUTRAL OUTPERFORM NEUTRAL OVERWT/NEUTRAL OVERWT/NEUTRAL STRONG OUTPERFO BUY

530 468 550 468 1034 4700 3940 4400 3940 1450 1303 7700 7660 8200 7660 7660 5000 4605 6000 4605 410 353 353 360 353 570 458 4200 3190 2799 3300 2799

M M M M M M M M M M M M M M M M M M

7269 8113 8601 8604 8795 9021 9104 9107 9202 9437 9501 9503 9504 9506 9507 9509 9513 9531

SUZUKI MOTOR UNICHARM COR DAIWA SECURI NOMURA HOLDI T&D HOLDINGS WEST JAPAN R MITSUI OSK L KAWASAKI KIS ALL NIPPON A NTT DOCOMO I TOKYO ELECTR KANSAI ELECT CHUGOKU ELEC TOHOKU ELECT SHIKOKU ELEC HOKKAIDO ELE ELECTRIC POW TOKYO GAS CO

BARCLAYS C ACE RESEAR TOKAI TOKY TOKAI TOKY DAIWA SECU JPMORGAN MIZUHO SEC MIZUHO SEC JPMORGAN DAIWA SECU MIZUHO SEC MIZUHO SEC MIZUHO SEC MIZUHO SEC MIZUHO SEC MIZUHO SEC MIZUHO SEC MIZUHO SEC

KEI NIHONYANAGI TOMOHIKO IKENO TATSUO MAJIMA TATSUO MAJIMA JUN SHIOTA HITOSHI HOSOYA SATORU KUNIEDA SATORU KUNIEDA HITOSHI HOSOYA KOKI SHIRAISHI NORIMASA SHINYA NORIMASA SHINYA NORIMASA SHINYA NORIMASA SHINYA NORIMASA SHINYA NORIMASA SHINYA NORIMASA SHINYA NORIMASA SHINYA

EQUALWT/NEUTRAL 2100 1849 NEUTRAL 4700 4510 ABOVE AVERAGE 286 NEUTRAL 315 NEUTRAL 900 830 NEUTRAL 3900 3260 BUY 470 296 NEUTRAL 200 160 NEUTRAL 260 224 OUTPERFORM 150000 134700 NEUTRAL 235 196 BUY 1700 1143 UNDERPERFORM 1200 1373 NEUTRAL 820 821 UNDERPERFORM 1700 2064 NEUTRAL 1300 1102 BUY 2600 2193 BUY 440 386

hilary.persent@indxsecurities.com

525

2


IND-X Securities - Japanese Results, Revisions & Ratings Roundup – Tuesday, 01 May 2012 #Reporting next 02/05/2012

{FIFW 6794 Equity GUID<GO>} FOSTER ELECTRIC

02/05/2012

{FIFW 5906 Equity GUID<GO>} MK SEIKO

02/05/2012

{FIFW 9702 Equity GUID<GO>} ISB CORP

02/05/2012

{FIFW 2693 Equity GUID<GO>} YKT CORP

02/05/2012

{FIFW 6222 Equity GUID<GO>} SHIMA SEIKI MFG

02/05/2012

{FIFW 8256 Equity GUID<GO>} MARUMITSU CO LTD

02/05/2012

{FIFW 7564 Equity GUID<GO>} WORKMAN CO LTD

02/05/2012

{FIFW 7446 Equity GUID<GO>} TOHOKU CHEM CO

02/05/2012

{FIFW 8158 Equity GUID<GO>} SODA NIKKA CO

02/05/2012

{FIFW 2480 Equity GUID<GO>} SYSTEM LOCATION

02/05/2012

{FIFW 4350 Equity GUID<GO>} MEDICAL SYSTEM

02/05/2012

{FIFW 9376 Equity GUID<GO>} EURASIA TRAVEL

02/05/2012

{FIFW 8133 Equity GUID<GO>} ITOCHU ENEX CO

02/05/2012

{FIFW 7609 Equity GUID<GO>} DAITO ELECTRON

02/05/2012

{FIFW 5933 Equity GUID<GO>} ALINCO INC

02/05/2012

{FIFW 2503 Equity GUID<GO>} KIRIN HOLDINGS C

02/05/2012

{FIFW 9827 Equity GUID<GO>} LILYCOLOR CO LTD

02/05/2012

{FIFW 8186 Equity GUID<GO>} OTSUKA KAGU LTD

02/05/2012

{FIFW 9938 Equity GUID<GO>} SUMIKIN BUSSAN

02/05/2012

{FIFW 6265 Equity GUID<GO>} MYOTOKU LTD

02/05/2012

{FIFW 4921 Equity GUID<GO>} FANCL CORP

02/05/2012

{FIFW 7228 Equity GUID<GO>} DAYTONA CORP

02/05/2012

{FIFW 2572 Equity GUID<GO>} MIKUNI COCA-COLA

02/05/2012

{FIFW 8255 Equity GUID<GO>} HARASHIN NARUS C

02/05/2012

{FIFW 6718 Equity GUID<GO>} AIPHONE CO LTD

02/05/2012

{FIFW 7961 Equity GUID<GO>} KANEMATSU-NNK

02/05/2012

{FIFW 9783 Equity GUID<GO>} BENESSE HD

02/05/2012

{FIFW 1518 Equity GUID<GO>} MITSUI MATSUSHIM

#News 2427 2678 4063 4967 6971 7122 7203 7951 7951 8031 8725 CHIN CHIN AUS

*OUTSOURCING INC. TO BE DELISTED FROM OSAKA'S JASDAQ JUNE 2 Askul Plunges After Plan to Sell Stake to Yahoo Japan Shin-Etsu Chemical to Spend $120m to Build U.S. Plant *KOBAYASHI PHARMA TO BUILD PLANT IN CHINA Japan Solar Gets Boost From Government Incentives Kinki Sharyo Wins $900m L.A. Light Rail Car Order, Nikkei Says *TOYOTA INDIA APRIL SALES 14,378 UNITS VS 9,681 Yamaha Loss/Shr 151.73 Yen vs 55.42 Yen Loss Est (Table) Yamaha Corp Targets 79% Jump in Full-Year Operating Profit Mitsui, Mitsubishi Buy $2 Billion Stake in Woodside Venture (2) *MS&AD INSURANCE REVERSES 45.4B YEN OF STOCKHOLDING LOSSES IN 4Q China Manufacturing PMI at 53.3 Vs 53.6 Analysts’ Forecast China PMI Rebound Won’t Lower Probability of Easing, SocGen Says Australia Cuts Key Rate to 3.75%, More Than Expected

hilary.persent@indxsecurities.com

3

MAY012012RESULTS  

name sales y/y OP y/y RP y/y NP y/y %ofNP4'cast code name op inc cur net eps co f'cst per mkt cap [Ybn] industry subgroup 1 latest announcem...

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