Skip to main content
Skip to content
Case File
sd-10-EFTA01450718Dept. of JusticeOther

EFTA Document EFTA01450718

Supplemental Information: DB Research expects Japanese equities could double by 2015 http://pull.db-qmresearch.com/cqi-bin/pull/DocPull/10496-D6FF/89936366/The House 18oct2013.pdf • Abenomics will lead to higher operational leverage and an improved domestic economy • BoJ will ease further as needed; DB expects USD/JPY FX to reach 120 by 2015 • Strong macroeconomic data and increase in overseas asset purchases by the Japanese • GPIF panel report (a third arrow initiative) strongly posit

Date
Unknown
Source
Dept. of Justice
Reference
sd-10-EFTA01450718
Pages
1
Persons
0
Integrity
Loading PDF viewer...

Summary

Supplemental Information: DB Research expects Japanese equities could double by 2015 http://pull.db-qmresearch.com/cqi-bin/pull/DocPull/10496-D6FF/89936366/The House 18oct2013.pdf • Abenomics will lead to higher operational leverage and an improved domestic economy • BoJ will ease further as needed; DB expects USD/JPY FX to reach 120 by 2015 • Strong macroeconomic data and increase in overseas asset purchases by the Japanese • GPIF panel report (a third arrow initiative) strongly posit

Ask AI About This Document

0Share
PostReddit

Extracted Text (OCR)

EFTA Disclosure
Text extracted via OCR from the original document. May contain errors from the scanning process.
Supplemental Information: DB Research expects Japanese equities could double by 2015 http://pull.db-qmresearch.com/cqi-bin/pull/DocPull/10496-D6FF/89936366/The House 18oct2013.pdf Abenomics will lead to higher operational leverage and an improved domestic economy BoJ will ease further as needed; DB expects USD/JPY FX to reach 120 by 2015 Strong macroeconomic data and increase in overseas asset purchases by the Japanese GPIF panel report (a third arrow initiative) strongly positive for Japanese risk assets http://www.cas.go.ip/ip/seisaku/koutekisikin unyourisk/pdf/e final report.pdf Yen weakening will likely continue to be a theme, benefiting exporters. Toyota: https://ger.qm. ci b. intranet.db.com/ger/document/pdf/0900b8c0877259ad.pdf 7203 JP Buy Current price 6170 Target price (11m) 8000 Upside 29% Panasonic https://ger.qm .ci b. i ntranet.db.com/ger/document/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 .db.com/ger/document/ShowPdf. eqsr?productIDMore=0900b8c087790d17 9107 JP Buy Current price 236 Target price (12m) 280 Upside 18% Reflation is the other major theme, which should be positive for retailers and banks, where DB Research is bullish Rakuten and Resona respectively. Rakuten: https://ger.qm.cib.intranet.db.comkier/document/pdf/0900b8c087a30eda.pdf 4755 JP Buy Current price 1531 Target price (12m) 1710 CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0106540 CONFIDENTIAL SDNY_GM_00252724 EFTA01450718

Technical Artifacts (6)

View in Artifacts Browser

Email addresses, URLs, phone numbers, and other technical indicators extracted from this document.

Phone9936366
URLhttp://pull.db-qmresearch.com/cqi-bin/pull/DocPull/10496-D6FF/89936366/The
URLhttp://www.cas.go.ip/ip/seisaku/koutekisikin
URLhttps://ger.qm
URLhttps://ger.qm.cib.intranet.db.comkier/document/pdf/0900b8c087a30eda.pdf
Wire RefReflation

Related Documents (6)

Dept. of JusticeOtherUnknown

EFTA Document EFTA01344664

Sector Company Ticker Current Price DB Price Target % Auto Toyota 7203 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% Average implied up/downside: 18% * Not covered by DB. Price target reflects Bloomberg Average target. CONF

1p
DOJ Data Set 10CorrespondenceUnknown

EFTA Document EFTA01371151

0p
Dept. of JusticeOtherUnknown

EFTA Document EFTA01369194

BUILDINGART S. DE R.L. account exceeded the Incoming and Outgoing amount for January 2016., Account was reviewed for the period January 2016 through February 2016. Account balance: 43.184.38 There were 2 Incoming Wires totaling $1,550,000 as follows: $1MM from DETERGENTES LTDA - household products (http://www.bloomberg.comiprofiles/compantes/69893133:CB-detergentes-ltda + http://vmnv.dersa.com.co/pagina/) at JPMC and $550K from CORSONAR SA at COUTTS AND COMPANY - related entity, Daniel Hai

1p
Dept. of JusticeOtherUnknown

EFTA Document EFTA01381454

Bloomberg ROTH FP Equity (Rothschild & Co) • Last Price 27.585 ■ Close on 05/19 - - - - 27.70 High on 05/22 03:00 28.00 Average 27.7326 a. Low on 05/22 05:35 27.58 I 0.42% 04:00 05:00 06:00 07:00 08:00 09:00 10:00 11:00 22 Ma 2017 77.60 The 8L,XE1..RE-:—.Pec`FL'...ii..M.i. "..^.M1tZ4 'int ctn.* Ogitt,nt,i 4;.D:, L CER.f, t ro is ete....z.Lrieet -n ada ;.4 r«, + LNbo. flow" and Vf.reo Ole %LP Count:lin-1 EFLP vetnily-04..xl rdkeloev Ell-e.oetrieg t..P (Tyr) 81.P prA

1p
Dept. of JusticeOtherUnknown

EFTA Document EFTA01344670

Sector Company Ticker Current Price DB Price Target % Auto Toyota 7203 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% Average implied up/downside: 18% * Not covered by DB. Price target reflects Bloomberg Average target. CONF

1p
Dept. of JusticeOtherUnknown

EFTA Document EFTA01447353

. . . . . . . . . . . . . . . . . . . . . . . . . . Jun Sep Dec 2013 USOINR Curacy (USD-INR X-RATE) Daily 20MAY2013-20NAY2014 68.0000 66.0000 64.0000 62.0000 60.0(X)0 5c. 00 • • • 56.0000 54.0000 Mar 2014 Copyrightt 2014 Bloomberg Finance L.P. 20-Kay-2014 17:57:03 CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0101960 CONFIDENTIAL SDNY_GM_00248144 EFTA01447353

1p

Forum Discussions

This document was digitized, indexed, and cross-referenced with 1,400+ persons in the Epstein files. 100% free, ad-free, and independent.

Annotations powered by Hypothesis. Select any text on this page to annotate or highlight it.