invest in taiwan promotion conference 2011

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  • 1. Invest in TaiwanPromotion Conference in Tokyo/OsakaDaiwa-Cathay Capital Markets Co., LtdThis document has been prepared by Daiwa Capital Markets Hong Kong Ltd. (Daiwa) based on information, the sources of which are believed by Daiwa to be reliable, butDaiwa makes no representation nor warranty as to the accuracy or completeness of such information. Recipients of this document must make their own decisions on whetheror not to adopt the recommendations discussed in this document, based upon their specific situations and objectives. Any use, disclosure, distribution, dissemination,0 2011216copying, or reproduction of this document without prior written consent from Daiwa is prohibited.

2. Capital Markets - ECFA - - One onOne MeetingThis document has been prepared by Daiwa Capital Markets Hong Kong Ltd. (Daiwa) based on information, the sources of which are believed by Daiwa to be reliable, butDaiwa makes no representation nor warranty as to the accuracy or completeness of such information. Recipients of this document must make their own decisions on whetheror not to adopt the recommendations discussed in this document, based upon their specific situations and objectives. Any use, disclosure, distribution, dissemination,1copying, or reproduction of this document without prior written consent from Daiwa is prohibited. 3. / This document has been prepared by Daiwa Capital Markets Hong Kong Ltd. (Daiwa) based on information, the sources of which are believed by Daiwa to be reliable, butDaiwa makes no representation nor warranty as to the accuracy or completeness of such information. Recipients of this document must make their own decisions on whetheror not to adopt the recommendations discussed in this document, based upon their specific situations and objectives. Any use, disclosure, distribution, dissemination,2copying, or reproduction of this document without prior written consent from Daiwa is prohibited. 4. 4/18 4/19 /Hilton Osaka 4/20 4/21 / 4/22 4/23 This document has been prepared by Daiwa Capital Markets Hong Kong Ltd. (Daiwa) based on information, the sources of which are believed by Daiwa to be reliable, but Daiwa makes no representation nor warranty as to the accuracy or completeness of such information. Recipients of this document must make their own decisions on whether or not to adopt the recommendations discussed in this document, based upon their specific situations and objectives. Any use, disclosure, distribution, dissemination,3 copying, or reproduction of this document without prior written consent from Daiwa is prohibited. 5. 13:00 13:3013:45 Capital Markets 13:4514:00 DVD14:0014:30 14:3015:00 ECFA15:0015:15 QA15:1515:30 15:3017:30 17:3019:00 This document has been prepared by Daiwa Capital Markets Hong Kong Ltd. (Daiwa) based on information, the sources of which are believed by Daiwa to be reliable, but Daiwa makes no representation nor warranty as to the accuracy or completeness of such information. Recipients of this document must make their own decisions on whether or not to adopt the recommendations discussed in this document, based upon their specific situations and objectives. Any use, disclosure, distribution, dissemination,4 copying, or reproduction of this document without prior written consent from Daiwa is prohibited. 6. Monday 18 April Tuesday 19 April Wednesday 20 AprilThursday 21 AprilFriday 22 April Saturday 23 April One on One Meeting One on One Meeting One on One Meeting One on One Meeting 1330Opening Remarks 1330Opening Remarks 1400Speech: 1400Speech: 1430Speech: 1430Speech: 1500Q&A 1500Q&A 153041530 4 17:30 17:30 Hotel in Hotel in Hotel in Hotel in Hotel in This document has been prepared by Daiwa Capital Markets Hong Kong Ltd. (Daiwa) based on information, the sources of which are believed by Daiwa to be reliable, butDaiwa makes no representation nor warranty as to the accuracy or completeness of such information. Recipients of this document must make their own decisions on whetheror not to adopt the recommendations discussed in this document, based upon their specific situations and objectives. Any use, disclosure, distribution, dissemination,5copying, or reproduction of this document without prior written consent from Daiwa is prohibited. 7. 1 ()() 4506 2,960 Cmic 2309 208 (CRO) Takara Bio 4974 Mothers564 8053 14,920 8031 24,840 8058 38,044 8001 13,075 8002 85 4535 5,399 4523 8,701 4528 4,568 2269 2,882 M&A 8591 7,947 Gene Techno Science Chiome Bioscience Inc.ADLibThis document has been prepared by Daiwa Capital Markets Hong Kong Ltd. (Daiwa) based on information, the sources of which are believed by Daiwa to be reliable, butDaiwa makes no representation nor warranty as to the accuracy or completeness of such information. Recipients of this document must make their own decisions on whetheror not to adopt the recommendations discussed in this document, based upon their specific situations and objectives. Any use, disclosure, distribution, dissemination,6copying, or reproduction of this document without prior written consent from Daiwa is prohibited. 8. 2 () () 8053 14,920 8031 24,840 7912 7,754 9477 559 4676 3,094 3D() 9602 2,519 Asatsu-DK9747 1,035 8591 7,947 KDDI 9433 21,975 12/15KKBOX NTT Data 9613 7,643 ATM CTC4739 1,947 9409 1,207 Docomo 9437 59,685 LTE 9605 587 9601 749 9984 30,646 30200 Gree 3632 2,498 Mixi 2121 Mothers678 DeNA 2432 4,477 4324 7,079 DY2433 1,847 Benesse9783 3,919 Imagica Robot Holdings Colopl GPSColony Life Plus gumi MilogM-policeSocial AppSmart phone App KayacWebThis document has been prepared by Daiwa Capital Markets Hong Kong Ltd. (Daiwa) based on information, the sources of which are believed by Daiwa to be reliable, butDaiwa makes no representation nor warranty as to the accuracy or completeness of such information. Recipients of this document must make their own decisions on whetheror not to adopt the recommendations discussed in this document, based upon their specific situations and objectives. Any use, disclosure, distribution, dissemination,7copying, or reproduction of this document without prior written consent from Daiwa is prohibited. 9. 3 ()() 8053 14,920 8031 24,840 8058 38,044 8001 13,075 8002 10,115 4005 6,473 4188 7,968 Kaneka4118 1,974 Kuraray 3405 4,522 Kureha4023 919 5108 13,359 4901 14,965 3105 1,6254 7011 10,560 (Smart community) ()4 1963 4,627 (JV)()()9Eurus-energy Group 9501 32,012() 7012 4,627 7003 1,787 8058 38,044This document has been prepared by Daiwa Capital Markets Hong Kong Ltd. (Daiwa) based on information, the sources of which are believed by Daiwa to be reliable, butDaiwa makes no representation nor warranty as to the accuracy or completeness of such information. Recipients of this document must make their own decisions on whetheror not to adopt the recommendations discussed in this document, based upon their specific situations and objectives. Any use, disclosure, distribution, dissemination,8copying, or reproduction of this document without prior written consent from Daiwa is prohibited. 10. 4 ()()Takuma6013 211 6299 161 Lintec7966 1,669 Asahi Diamond(Diamond6140 901Industrial wire) 8801 13,4248802 20,216 (4.5) 8815 2,064 8830 8,783 8804 1,455 ()HULIC 3265 1,093 8591 7,947 8840 596 House 1925 5,717 1928 5,388 sheet Puequ LEDThis document has been prepared by Daiwa Capital Markets Hong Kong Ltd. (Daiwa) based on information, the sources of which are believed by Daiwa to be reliable, butDaiwa makes no representation nor warranty as to the accuracy or completeness of such information. Recipients of this document must make their own decisions on whetheror not to adopt the recommendations discussed in this document, based upon their specific situations and objectives. Any use, disclosure, distribution, dissemination,9copying, or reproduction of this document without prior written consent from Daiwa is prohibited. 11. 5 () () 8031 24,840 8058 38,044 8015 5,169 6764 8,375 AESC TeslaPEVE 6503 18,359 SUBARU(AESC)PHEV 6501 18,615 Suzuki() GS Yuasa 6674 2,411 8591 7,947 This document has been prepared by Daiwa Capital Markets Hong Kong Ltd. (Daiwa) based on information, the sources of which are believed by Daiwa to be reliable, but Daiwa makes no representation nor warranty as to the accuracy or completeness of such information. Recipients of this document must make their own decisions on whether or not to adopt the recommendations discussed in this document, based upon their specific situations and objectives. Any use, disclosure, distribution, dissemination,10 copying, or reproduction of this document without prior written consent from Daiwa is prohibited.