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2.49 MB
Extraction Summary
1
People
4
Organizations
3
Locations
4
Events
1
Relationships
4
Quotes
Document Information
Type:
Financial research report / presentation slide
File Size:
2.49 MB
Summary
This document is page 18 of a UBS financial research presentation regarding Japanese equities, dated late June 2012. It provides a neutral outlook on the market, analyzing the impact of the 2011 earthquake and Thai floods, while outlining tactical and strategic recommendations based on earnings recovery and Yen strength. The document bears the Bates stamp 'HOUSE_OVERSIGHT_024153', indicating it was part of a document production to the US House Oversight Committee, likely related to investigations into financial institutions' relationships with Jeffrey Epstein or similar compliance probes.
People (1)
| Name | Role | Context |
|---|---|---|
| Toru Ibayashi | CIO asset class specialist |
Listed as the contact person for further information at UBS.
|
Organizations (4)
| Name | Type | Context |
|---|---|---|
| UBS |
Author of the report.
|
|
| Bank of Japan (BoJ) |
Mentioned regarding monetary policy meetings.
|
|
| Thomson Reuters |
Source for the earnings chart.
|
|
| House Oversight Committee |
Implied by the Bates stamp 'HOUSE_OVERSIGHT' indicating this document was produced during an investigation.
|
Relationships (1)
Listed as 'CIO asset class specialist' with a UBS email address.
Key Quotes (4)
"We expect earnings growth of about 45% over the coming 12 months."Source
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Quote #1
"The Japanese government has started implementing its JPY 18tn recovery budget in 4Q 2011"Source
HOUSE_OVERSIGHT_024153.jpg
Quote #2
"Preference: neutral"Source
HOUSE_OVERSIGHT_024153.jpg
Quote #3
"A rapidly aging population and the lack of a powerful and stable government remain negative for the country’s longer-term economic prospects."Source
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Quote #4
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