The document provides an analysis of Japanese equities, predicting a potential doubling by 2015 due to Abenomics, BoJ easing, and strong macroeconomic data. It highlights specific companies like Toyota, Panasonic, Omron, and Kawasaki Kisen with their current and target prices, and mentions the positive impact of yen weakening on exporters. Reflation is also noted as a positive theme for retailers and banks, with bullish views on Rakuten and Resona.
doj/DataSet10/EFTA01450718.pdf
{"key_people":["Abenomics","BoJ"],"document_type":"other","key_locations":["Japan"],"key_organizations":["DB Research","GPIF","Toyota","Panasonic","Omron","Kawasaki Kisen","Rakuten","Resona"],"reference_numbers":["DB-SDNY-0106540","SDNY_GM_00252724","EFTA01450718"]}