Japan Forum 2016 23-26 February 2016
Total Page:16
File Type:pdf, Size:1020Kb
Japan Forum 2016 23-26 February 2016 . Grand Hyatt Tokyo Registration Fortune favours the brave th wales.clsa.com with Please come join us at the 13 CLSA Japan Forum to be held from 23 (Tue) to your CLSA delegate ID 26 (Fri) February at the Grand Hyatt Tokyo. Marching confidently into its 13th year, the CLSA Japan Forum is the country's most comprehensive annual investment event. In 2015, 650 investors from 22 countries met with the CEOs and CFOs of 177 listed companies. Delegates also heard from over 40 specialist guests and keynote speakers, who shared th their unique insights on a broad range of topics. Please come to the 13 CLSA Japan Forum for direct access to another all-encompassing ensemble of key decision-makers and global opinion leaders. It has been a white-knuckle ride in the Japanese stock market this year, with a collapse in the market at the start of the year on China slowdown fears, compounded by unease caused by the Fed rate hike decision. Then, at the end of January, the market was shaken out of its panic by an extraordinary decision by the BoJ to charge a penalty rate on banks’ excess reserves - in addition to roaring QE at 16% of GDP per year that it was already doing. Will it work, and who will be the winners and losers? The pivotal event of the year will be the elections, which have to be held by the end of July. Before them, Abe has to juice the economy and be popular: will he give way to temptation and announce pushout of his promised April 2017 VAT hike? It would certainly be popular with voters. Till elections are over, he is unlikely to do anything that might damage his chances, but, after that, he is virtually guaranteed the top job for another two years - perhaps more. From then on, lack of elections frees him to take on the tough tasks, such as labour reform - but will he? Corporate-governance reform has made a great start, but where does it go from here? What hope is there for cross- shareholding unwind - and buybacks? Format More than 80 presentations in three tracks over four days, including: Over 170 Japanese companies of all sizes discussing their strategies. Select companies from across the region of interest to Japan watchers. International VIP speakers, industry specialists and commentators. CLSA Breakfast and Lunch Series on macro topics on the first day. One track devoted to specialist speaker presentations every day. CLSA macro, country and sector analysis. Evening social functions at Tokyo’s trendiest venues. To register, complete the online registration form (wales.clsa.com) with your For more information, please contact delegate ID or contact your local CLSA sales representative. your local CLSA sales representative. th Contacts: We look forward to seeing you at the 13 CLSA Japan Forum. Yasuo Hinoki Head of Asia, Corporate Marketing [email protected] Karming Lai Head of Event Marketing [email protected] www.clsa.com Updated as of 4 February 2016 For more information about CLSA Forums, please contact your local sales representative or email [email protected]. Japan Forum 2016 23-26 February 2016 . Grand Hyatt Tokyo Companies invited to the 13th CLSA Japan Forum (177 confirmed in bold) Company Code Company Code Company Code Acom 8572 Lixil 5938 Sharp 6753 Advantest 6857 M3 2413 Shimadzu 7701 Aeon 8267 Marubeni 8002 Shin-Etsu Chemical 4063 Ajinomoto 2802 Matsui Securities 8628 Shiseido 4911 Alfresa 2784 Medipal 7459 Shizuoka Bank 8355 Alps Electric 6770 Minebea 6479 Showa Denko 4004 Anritsu 6754 Mitsubishi Corp 8058 Softbank 9984 Aozora Bank 8304 Mitsubishi Estate 8802 Sompo Japan Nipponkoa 8630 Asahi Glass 5201 Mitsubishi Heavy Industries 7011 Sony 6758 Asahi Group 2502 Mitsubishi Materials 5711 Sony Financial 8729 Azbil Corporation 6845 Mitsubishi Motors 7211 Sumitomo Corp 8053 Bank of Yokohama 8332 Mitsubishi Tanabe Pharma 4508 Sumitomo Heavy 6302 Capcom 9697 MUFG 8306 Sumitomo Metal Mining 5713 Central Japan Railway 9022 Mitsui Chemicals 4183 SMFG 8316 Chiba Bank 8331 Mitsui Fudosan 8801 Sumitomo Mitsui Trust 8309 Chiyoda 6366 Mixi 2121 Sumitomo Realty 8830 Citizen 7762 Mizuho Financial 8411 Suntory Beverage & Food 2587 Coca-Cola East Japan 2580 Monex 8698 Suruga Bank 8358 Colopl 3668 MonotaRO 3064 T&D 8795 Credit Saison 8253 MS&AD Insurance 8725 Taisei Corporation 1801 CyberAgent 4751 Murata 6981 Taiyo Nippon Sanso 4091 Dai-ichi Life Insurance 8750 Nabtesco 6268 Takashimaya 8233 Daiwa House Industry 1925 NEC Networks 1973 Takeda Pharmaceutical 4502 Dentsu 4324 Nexon 3659 Terumo 4543 DIP 2379 Nidec 6594 THK 6481 Disco Corporation 6146 Nihon Kohden 6849 Toho Gas 9533 Don Quijote 7532 Nikon 7731 Tokio Marine 8766 East Japan Railway 9020 Nintendo 7974 Tokyo Electron 8035 Fast Retailing 9983 Nippon Express 9062 Tokyo Gas 9531 Fuji Heavy Industries 7270 Nippon Steel & Sumitomo Metal 5401 Tokyu 9005 Fujitsu 6702 Nippon Television 9404 Tokyu Fudosan 3289 GS Yuasa 6674 Nippon Yusen 9101 Toray Industries 3402 Gulliver International 7599 Nissan Chemical Industries 4021 Toshiba 6502 GungHo Online Entertainment 3765 Nissan Motor 7201 Toto 5332 H2O Retailing 8242 Nissin Foods 2897 Toyota Motor 7203 Hakuhodo 2433 Nitto Denko 6988 Toyota Tsusho 8015 Hamamatsu Photonics 6965 NOK 7240 Trend Micro 4704 Hikari Tsushin 9435 Nomura Real Estate 3231 Tsumura 4540 Hitachi 6501 Nomura Real Estate Office Fund 8959 USHIO 6925 Honda Motor 7267 Nomura Research Institute 4307 Unicharm 8113 Horiba 6856 NTT Docomo 9437 United Arrows 7606 Hulic 3003 NTT Urban 8933 USS 4732 Inpex 1605 Obayashi 1802 Wacoal 3591 Internet Initiative Japan 3774 OJI 3861 Wacom 6727 Isetan Mitsukoshi 3099 Olympus 7733 West Japan Railway 9021 Itochu 8001 Omron 6645 Yahoo Japan 4689 Jafco 8595 Optex 6914 Yaskawa Electric 6506 Japan Exchange 8697 Oriental Land 4661 Yokogawa Electric 6841 JAPEX 1662 Osaka Gas 9532 Japan Retail Fund Investment 8953 Otsuka 4578 Chinese Companies JFE 5411 Panasonic 6752 Nameson Private JSR 4185 Pola Orbis 4927 Kabu.com Securities 8703 Rakuten 4755 Korean Companies Kansai Paint 4613 Recruit 6098 LG Chem 051910 Kao 4452 Resona Holdings 8308 KDDI 9433 Resorttrust 4681 US Companies Kikkoman 2801 Ricoh 7752 Las Vegas Sands LVS US Komatsu 6301 Sankyo 6417 Konami 9766 Sanrio 8136 K's 8282 Santen Pharmaceutical 4536 Lawson 2651 Screen 7735 Lintec 7966 Sega Sammy 6460 Lion 4912 Seven & I 3382 www.clsa.com For more information about CLSA Forums, please contact your local sales representative or email [email protected]. .