Daiwa Investment Conference

Transcription

1 [ テキストを入力 ] Save the Date! Tokyo 2019 The 13 th Annual Daiwa Investment Conference Interact with more than 400 leading companies from Japan, the Asia-Pacific region, Europe & United States March 4 th -8 th (Monday Friday) Friday) The Prince Park Tower Tokyo For further information, please contact your sales representative. As of August As of 21 December 2018

2 Tuesday, 5 th March Thematic Presentations Time RoomC(B2F) RoomD(B2F) RoomE(B2F) T:Tentative 10:10-10:15 Daiwa Securities Group Mr. Seiji Nakata President & CEO Opening Remarks RoomB TBC 1 Keynote Speech 10:15-11:15 RoomB TBC CyberAgent ORIX 2 Mr. Susumu Fujita Mr. James Meyler 11:30-12:30 President, Founder Orix Aviation Systems CEO 4751 JP 8591 JP Develop Internet TV station "Abema TV" as a Medium to Long-term Business Pillar TBC 12:40-13:35 < Daiwa Research Session > *Lunch will be served. TBC FUJIFILM Holdings 3 Mr. Toshiyuki Nabeta 13:45-14:45 General Manager IT Solution Medical System Business Div JP (T)"REiLi", Fujifilm's AI Technologies for the future if image diagnosis Toyota Motor Corp. Dentsu 4 Dr. James Kuffner Mr. Arinobu Soga, Director & Executive Officer 15:00-16:00 Toyota Research Institute Advanced Development CEO Mr. Soichi Takahashi, Executive Director 7203 JP 4324 JP (T) Development Strategy of Automatic Driving (T) Dentsu Group and Sports Business Nihon M&A Center Inc. Asahi Group Holdings 5 Mr. Yasuhiro Wakebayashi Mr. Akiyoshi Koji 16:15-17:15 Chairman & Founder President & CEO 2127JP 2502 JP TBC Corporate Value Enhancement based on the New Group Philosophy 6 Welcome Reception 17:30-19:30

3 Wednesday, 6 th March Thematic Presentations Time RoomC(B2F) RoomD(B2F) RoomE(B2F) 9:00-10:00 Dr. Paul Kitney Chief Equity Strategist of Asia Pacific Research Mr. Kevin Lai Chief Economist for Asia ex-japan Daiwa Capital Markets Hong Kong Limited T:Tentative Speech 1 10:15-11: :30-12:30 Speech Mr. Mitsumaru Kumagai KDDI Corporation (T) Sumitomo Chemical Executive Managing Director, Mr. Makoto Takahashi TBC Chief Economist President Daiwa Institute of Research 9433 JP 4005 JP (T) Integration of Telecommunications and Life Design TBC Nabtesco Meiji Holdings TBC Mr. Atsushi Habe Mr. Kazuo Kawamura Executive Officer, President of President Precision Equipment Company 6268 JP 2269 JP (T) Outlook for Nabtesco precision reduction gear (T) Meiji's Growth Strategy < Daiwa Research Session > 12:40-13:35 *Lunch will be served. 3 13:45-14:45 Yamaha Motor SBI Holdings Rakuten Mr. Tatsumi Okawa Mr. Yoshitaka Kitao Mr. Hiroshi Mikitani Director, Chief General Manager President Chairman & CEO 7272 JP 8473 JP 4755 JP (T) Medium-term Management Plan (T) Business Strategy for FinTech 2.0 TBC 4 15:00-16:00 Mitsubishi Motors Shin-Etsu Chemical Shiseido Mr. Nobuo Momose Mr. Yasuhiko Saitoh Ms. Yoko Ishikura Chief Technology Engineer President External Director 7211 JP 4063JP 4911 JP Development of PHEV Complying with CO2 Standards TBC (T) The Corporate Governance of Shiseido

4 Venue: Sky Banquet (33F) Monday, 4 th March Expert Tracks Time Theme Speaker 1 13:45-14:45 (T) Challenge to Smart Supply Chain Mr. Shoji Kato - Digitization of Physical Space through IoT Assistant Manager Commerce and Service Industry Policy Group Consumer Affairs, Distribution and Retail Industry Division Ministry of Economy, Trade and Industry Moderator: Kazunori Tsuda (Chief Analyst, Daiwa Securities Co. Ltd.) T:Tentative Thursday, 7 th March Time Theme Speaker 1 13:45-14:45 TBC Mr.Shigeharu Minakawa Director Fluoride Gases Management Office Manufacturing Industries Bureau Ministry of Economy, Trade and Industry Moderator: Yusuke Miura (Analyst, Daiwa Securities Co. Ltd.) 2 15:00-16:00 TBC Mr. Izuru Kato President, Chief Economist The Totan Research Co., Ltd. Moderator: Shunsuke Kobayashi (Economist, Daiwa Institute of Research) 3 16:15-17:15 TBC Dr. Tomohiko Taniguchi Special Adviser to Prime Minister Shinzo Abe's Cabinet Professor Keio University Graduate School of System Design and Management Moderator: Shunsuke Kobayashi (Economist, Daiwa Institute of Research)

5 Participating Companies (by Sector) Invited & confirmed companies: 511 (Japan: 432 Ex-Japan: 79) (As of 21 December) (As of 21 December) *Newly confirmed (red), Potential (blue), Cancelled (strike-through) Communication Services CH Focus Media Information Technology Co., Ltd. HK / China 2120 JP LIFULL Co.Ltd. Japan 2121 JP Mixi, Inc. Japan 2371 JP Kakaku.com, Inc. Japan 2379 JP DIP Corporation Japan 2432 JP DeNA Co., Ltd. Japan 9468 JP KADOKAWA DWANGO CORP Japan 9474 JP Zenrin Co., Ltd. Japan 9684 JP Square Enix Holdings Co., Ltd. Japan 9697 JP Capcom Co., Ltd. Japan 9766 JP KONAMI HOLDINGS CORP Japan 9984 JP SoftBank Group Corp. Japan Z IN Zee Entertainment Enterprises Ltd India 2433 JP Hakuhodo DY Holdings Incorporated Japan 3632 JP GREE, Inc. Japan 3635 JP Koei Tecmo Holdings Co., Ltd. Japan 3659 JP NEXON Co., Ltd. Japan 3668 JP COLOPL, Inc. Japan 3765 JP Gungho Online Entertainment, Inc. Japan 3774 JP Internet Initiative Japan Inc. Japan 3978 JP Macromill, Inc. Japan 4324 JP Dentsu Inc. Japan 4676 JP Fuji Media Holdings, Inc. Japan 4689 JP Yahoo Japan Corporation Japan 4751 JP CyberAgent, Inc. Japan 6027 JP Bengo4.com, Inc. Japan 6049 JP ItoKuro, Inc. Japan 6054 JP Livesense Inc. Japan 6094 JP FreakOut Holdings, Inc. Japan 9409 JP TV Asahi Holdings Corporation Japan 9412 JP SKY Perfect JSAT Holdings Inc. Japan 9432 JP Nippon Telegraph and Telephone Corporation Japan 9433 JP KDDI Corporation Japan 9434 JP SoftBank Corp. Japan 9437 JP NTT DoCoMo, Inc. Japan Consumer Discretionary JP Haseko Corporation Japan 1911 JP Sumitomo Forestry Co., Ltd. Japan 1928 HK Sands China Ltd. HK / China 1929 HK Chow Tai Fook Jewellery Group Limited HK / China KS Mando Korea 2170 JP Link and Motivation Inc. Japan 2282 HK MGM China Holdings Limited HK / China 2453 JP Japan Best Rescue System Co., Ltd. Japan 2484 JP Yume No Machi Souzou Iinkai Co., Ltd. Japan 2782 JP Seria Co., Ltd. Japan 3086 JP J. FRONT RETAILING Co., Ltd. Japan 3092 JP ZOZO.Inc. Japan 3099 JP Isetan Mitsukoshi Holdings Ltd. Japan 3116 JP Toyota Boshoku Corp. Japan 3197 JP Skylark Holdings Co., Ltd. Japan 3291 JP Iida Group Holdings Co., Ltd. Japan 3397 JP TORIDOLL Holdings Corporation Japan 3479 JP TKP Corp Japan 3543 JP KOMEDA Holdings Co., Ltd. Japan 3564 JP LIXIL Viva Corp. Japan As of 28 October 2016

6 3591 JP WACOAL HOLDINGS CORP Japan 4204 JP Sekisui Chemical Co., Ltd. Japan 4385 JP Mercari, Inc. Japan 4661 JP Oriental Land Co., Ltd. Japan 4680 JP ROUND ONE Corporation Japan 4681 JP Resorttrust, Inc. Japan 4732 JP USS Co., Ltd. Japan 4755 JP Rakuten, Inc. Japan 5108 JP Bridgestone Corporation Japan 5110 JP Sumitomo Rubber Industries, Ltd. Japan 5334 JP NGK SPARK PLUG CO., LTD. Japan 5802 JP Sumitomo Electric Industries, Ltd. Japan 6201 JP Toyota Industries Corp. Japan 6417 JP Sankyo Co., Ltd. Japan 6460 JP Sega Sammy Holdings Inc. Japan 6752 JP Panasonic Corporation Japan 6753 JP Sharp Corporation Japan 6755 JP Fujitsu General Limited Japan 6758 JP Sony Corporation Japan 6902 JP DENSO CORPORATION Japan 6952 JP Casio Computer Co., Ltd. Japan 6995 JP TOKAI RIKA CO., LTD. Japan 7202 JP Isuzu Motors Limited Japan 7203 JP Toyota Motor Corp. Japan 7211 JP Mitsubishi Motors Corporation Japan 7240 JP NOK Corporation Japan 7242 JP KYB Corporation Japan 7259 JP Aisin Seiki Co Ltd Japan 7261 JP Mazda Motor Corp. Japan 7599 JP IDOM Inc. Japan 7606 JP UNITED ARROWS LTD. Japan 7731 JP Nikon Corp. Japan 7740 JP Tamron Co., Ltd. Japan 7832 JP BANDAI NAMCO Holdings Inc. Japan 7936 JP Asics Corporation Japan 7988 JP Nifco Inc. Japan 8060 JP Canon Marketing Japan Inc. Japan 8136 JP Sanrio Company, Ltd. Japan 8218 JP KOMERI CO., LTD. Japan 8219 JP AOYAMA TRADING Co., Ltd. Japan 8233 JP Takashimaya Company, Limited Japan 8242 JP H2O Retailing Corporation Japan 8252 JP Marui Group Co., Ltd. Japan 8273 JP Izumi Co., Ltd. Japan 8282 JP K'S Holdings Corporation Japan 8283 JP Paltac Corporation Japan 9435 JP Hikari Tsushin, Inc. Japan 9603 JP H.I.S.Co., Ltd. Japan 9832 JP Autobacs Seven Co., Ltd. Japan 9843 JP Nitori Holdings Co., Ltd. Japan EDU US New Oriental Education & Technology Group Inc HK / China GENS SP Genting Singapore Ltd Singapore JD US JD.com Inc HK / China KO Coca-Cola Company United States LPPF IJ Matahari Department Store Tbk PT Indonesia MSS IN Motherson Sumi Systems Ltd India RCL US Royal Caribbean Cruises Ltd United States VNE Veoneer United States 7267 JP Honda Motor Co., Ltd. Japan 7269 JP Suzuki Motor Corp. Japan 7270 JP SUBARU CORP Japan 7272 JP Yamaha Motor Co., Ltd. Japan 7276 JP Koito Manufacturing Co., Ltd. Japan 7282 JP Toyoda Gosei Co., Ltd. Japan 7296 JP F.C.C.Co., Ltd. Japan Consumer Staples CH Hangzhou Robam Appliances HK / China 2201 JP Morinaga & Co., Ltd. Japan 2206 JP Ezaki Glico Co., Ltd. Japan 2229 JP CALBEE, Inc. Japan 2264 JP Morinaga Milk Industry Co., Ltd. Japan

7 2267 JP Yakult Honsha Co., Ltd. Japan 2269 JP Meiji Holdings Co., Ltd. Japan 2270 JP MEGMILK SNOW BRAND Co., Ltd. Japan 2282 JP NH Foods Ltd. Japan 2502 JP Asahi Group Holdings,Ltd. Japan 2503 JP Kirin Holdings Company, Limited Japan 2531 JP Takara Holdings Inc. Japan 2579 JP Coca-Cola Bottlers Japan Holdings Inc. Japan 2587 JP Suntory Beverage & Food Ltd. Japan 8267 JP AEON Co., Ltd. Japan 9627 JP Ain Holdings Inc. Japan 973 HK L Occitane International S.A. HK / China 9956 JP Valor Holdings Co., Ltd. Japan CLX US The Clorox Company United States NCLH Norwegian Cruise Line United States SAB VN Saigon Beer Alcohol Beverage Corp (SABECO) Vietnam URC PM Universal Robina Corporation Philippines VNM VN Vietnam Dairy Products JSC (VINAMILK) Vietnam 2593 JP ITO EN,Ltd. Japan 2607 JP Fuji Oil Holdings, Inc. Japan 2651 JP Lawson, Inc. Japan 2801 JP Kikkoman Corporation Japan 2802 JP Ajinomoto Co., Inc. Japan 2809 JP Kewpie Corporation Japan 2810 JP House Foods Group Inc. Japan 2871 JP Nichirei Corporation Japan Energy JP INPEX CORPORATION Japan 5019 JP Idemitsu Kosan Co., Ltd. Japan 5020 JP JXTG Holdings. Inc. Japan 6269 JP Modec, Inc. Japan EOG US EOG Resources, Inc. United States GALP PL GALP ENERGIA - PT EU 2897 JP Nissin Foods Holdings Co., Ltd. Japan 2914 JP Japan Tobacco Inc. Japan 2928 JP RIZAP GROUP, Inc. Japan 3098 JP cocokara fine Inc. Japan 3341 JP Nihon Chouzai Co., Ltd. Japan 3349 JP COSMOS Pharmaceutical Corporation Japan 3382 JP Seven & I Holdings Co., Ltd. Japan 4911 JP Shiseido Company,Limited Japan 4912 JP Lion Corporation Japan 4917 JP Mandom Corporation Japan 4921 JP Fancl Corporation Japan 4922 JP Kose Corporation Japan 4927 JP Pola Orbis Holdings Inc. Japan 4967 JP Kobayashi Pharmaceutical Co., Ltd. Japan CH Qingdao Haier Co Ltd HK / China 7649 JP Sugi Holdings Co., Ltd. Japan 7806 JP MTG Co., Ltd. Japan 7956 JP Pigeon Corporation Japan 8028 JP FamilyMart UNY Holdings Co. Ltd. Japan Financials KS Hana Financial Group Korea 2881 TT Fubon Financial Holding Co., Ltd Taiwan 6178 JP JAPAN POST HOLDINGS Co., Ltd. Japan 7148 JP Financial Products Group Co., Ltd. Japan 7164 JP Zenkoku Hosho Co., Ltd. Japan 7167 JP Mebuki Financial Group, Inc. Japan 7172 JP Japan Investment Adviser Co., Ltd. Japan 7177 JP GMO Financial Holdings, Inc. Japan 7180 JP Kyushu Financial Group, Inc. Japan 7181 JP JAPAN POST INSURANCE Co., Ltd. Japan 7182 JP Japan Post Bank Co., Ltd. Japan 7186 JP Concordia Financial Group, Ltd. Japan 823 HK Link Real Estate Investment Trust HK / China 8253 JP Credit Saison Co., Ltd. Japan 8303 JP Shinsei Bank, Limited Japan 8304 JP Aozora Bank, Ltd. Japan 8306 JP Mitsubishi UFJ Financial Group, Inc. Japan

8 8308 JP Resona Holdings, Inc. Japan 8309 JP Sumitomo Mitsui Trust Holdings, Inc. Japan 8316 JP Sumitomo Mitsui Financial Group, Inc. Japan 8331 JP Chiba Bank, Ltd. Japan 8334 JP The Gunma Bank, Ltd. Japan 8355 JP Shizuoka Bank, Ltd. Japan 8410 JP Seven Bank, Ltd. Japan 8411 JP Mizuho Financial Group, Inc. Japan 8439 JP Tokyo Century Corporation Japan 8473 JP SBI Holdings, Inc. Japan 8515 JP Aiful Corporation Japan 8570 JP AEON Financial Service Co., Ltd. Japan 8572 JP ACOM Co., Ltd. Japan 8591 JP ORIX Corporation Japan 8593 JP Mitsubishi UFJ Lease & Finance Company Limited Japan 8595 JP Jafco Co., Ltd. Japan 8601 JP Daiwa Securities Group Inc. Japan 8630 JP Sompo Holdings,Inc. Japan 8697 JP Japan Exchange Group, Inc. Japan 8725 JP MS&AD Insurance Group Holdings, Inc. Japan 8729 JP Sony Financial Holdings Inc. Japan 8750 JP Dai-ichi Life Holdings,Inc. Japan 8766 JP Tokio Marine Holdings, Inc. Japan 8795 JP T&D Holdings, Inc. Japan AGT SP Accordia Golf Trust Singapore AXSB IN Axis Bank Ltd India BK US The Bank of New York Mellon United States CAPL SP CapitaLand Ltd Singapore VCB VN Bank for Foreign Trade of Vietnam JSC (Vietcombank) Vietnam WBC AU Westpac Banking Corporation Australia WDI GR Wirecard AG EU 3360 JP Ship Healthcare Holdings, Inc. Japan 4151 JP Kyowa Hakko Kirin Co., Ltd. Japan 4502 JP Takeda Pharmaceutical Co. Ltd. Japan 4503 JP Astellas Pharma Inc. Japan 4506 JP Sumitomo Dainippon Pharma Co. Ltd. Japan 4507 JP Shionogi & Co., Ltd. Japan 4508 JP Mitsubishi Tanabe Pharma Corporation Japan 4527 JP Rohto Pharmaceutical Co., Ltd. Japan 4528 JP ONO Pharmaceutical Co., Ltd. Japan 4530 JP Hisamitsu Pharmaceutical Co., Inc. Japan 4536 JP Santen Pharmaceutical Co., Ltd. Japan 4540 JP Tsumura & Co. Japan 4543 JP Terumo Corporation Japan 4555 JP Sawai Pharmaceutical Co., Ltd. Japan 4568 JP Daiichi Sankyo Company, Limited Japan 4578 JP Otsuka Holdings Co., Ltd. Japan 4581 JP Taisho Pharmaceutical Holdings Co., Ltd. Japan 6197 JP Solasto Corp. Japan 6376 JP Nikkiso Co., Ltd. Japan 6849 JP Nihon Kohden Corporation Japan 7459 JP Medipal Holdings Corporation Japan 7733 JP Olympus Corp. Japan 7741 JP HOYA CORPORATION Japan 7779 JP CYBERDYNE Inc. Japan 7780 JP Menicon Co., Ltd. Japan 7817 JP Paramount Bed Holdings Co., Ltd. Japan 9987 JP Suzuken Co., Ltd. Japan AZN LN AstraZeneca PLC EU CSL AU CSL Limited Australia KLBF IJ Kalbe Farma Tbk PT Indonesia ROG VX Roche Holding AG EU OCBC SP Oversea-Chinese Banking Corp Ltd SGP Industrials 114 Health Care JP M3, Inc. Japan CH Hangzhou Tigermed Consulting Co Ltd HK / China KS CJ Logistics Korea CH Han's Laser Technology Industry Group Co Ltd HK / China CH O-Film Tech Co Ltd. HK / China

9 KS Hyundai Glovis Co Ltd Korea 1417 JP Mirait Holdings Corporation Japan 1477 TT Makalot Industrial Co., Ltd. Taiwan 1590 TT Airtac International Group Taiwan 1801 JP TAISEI CORP Japan 1802 JP Obayashi Corporation Japan 1812 JP Kajima Corporation Japan 1824 JP Maeda Corporation Japan 1951 JP Kyowa Exeo Corporation Japan 1959 JP Kyudenko Corporation Japan 1963 JP JGC Corp. Japan 2127 JP Nihon M&A Center Inc. Japan 2154 JP Trust Tech Inc. Japan 2181 JP PERSOL HOLDINGS CO. LTD. Japan 2331 JP Sohgo Security Services Co., Ltd. Japan 2412 JP Benefit One Inc. Japan 3064 JP MonotaRO Co., Ltd. Japan 3105 JP Nisshinbo Holdings Inc. Japan 3110 JP Nitto Boseki Co., Ltd. Japan 4384 JP RAKSUL INC. Japan 4666 JP Park24 Co., Ltd. Japan 4849 JP En-Japan Inc. Japan 5201 JP AGC Inc. Japan 5332 JP TOTO Ltd Japan 5393 JP Nichias Corporation Japan 5801 JP Furukawa Electric Co., Ltd. Japan 5929 JP Sanwa Holdings Corporation Japan 5938 JP LIXIL Group Corp. Japan 5959 JP Okabe Co., Ltd. Japan 6028 JP TechnoPro Holdings Inc. Japan CH Shenzhen Goodix Technology Company Limited HK / China 6098 JP Recruit Holdings Co., Ltd. Japan 6103 JP Okuma Corp. Japan 6113 JP AMADA HOLDINGS CO.,LTD Japan 6118 JP Aida Engineering,Ltd. Japan 6135 JP Makino Milling Machine Co., Ltd. Japan 6141 JP DMG MORI CO., LTD. Japan 6222 JP Shima Seiki Mfg. Ltd. Japan 6268 JP Nabtesco Corporation Japan 6287 JP Sato Holdings Corporation Japan 6301 JP Komatsu Ltd. Japan 6302 JP Sumitomo Heavy Industries, Ltd. Japan 6305 JP Hitachi Construction Machinery Co., Ltd. Japan 6361 JP Ebara Corporation Japan 6366 JP Chiyoda Corp. Japan 6367 JP DAIKIN INDUSTRIES, LTD. Japan 6370 JP Kurita Water Industries Ltd. Japan 6383 JP Daifuku Co., Ltd. Japan 6395 JP TADANO Ltd. Japan 6407 JP CKD Corporation Japan 6457 JP Glory Ltd. Japan 6471 JP NSK Ltd. Japan 6472 JP NTN Corporation Japan 6473 JP JTEKT Corporation Japan 6479 JP MinebeaMitsumi Inc. Japan 6502 JP Toshiba Corporation Japan 6503 JP Mitsubishi Electric Corp. Japan 6504 JP Fuji Electric Co., Ltd. Japan 6586 JP Makita Corporation Japan 6594 JP Nidec Corporation Japan 6674 JP GS Yuasa Corporation Japan 6925 JP Ushio Inc. Japan 7003 JP Mitsui E&S Holdings Co., Ltd. Japan 7011 JP Mitsubishi Heavy Industries, Ltd. Japan 7013 JP IHI Corporation Japan 7205 JP Hino Motors,Ltd. Japan 7911 JP Toppan Printing Co., Ltd. Japan 7984 JP Kokuyo Co., Ltd. Japan 7994 JP OKAMURA CORP Japan 8001 JP Itochu Corporation Japan 8002 JP Marubeni Corporation Japan 8015 JP Toyota Tsusho Corp. Japan

10 8031 JP Mitsui & Co.,Ltd Japan 8053 JP Sumitomo Corporation Japan 8058 JP Mitsubishi Corporation Japan 8078 JP Hanwa Co., Ltd. Japan 9005 JP Tokyu Corporation Japan 9007 JP Odakyu Electric Railway Co., Ltd. Japan 9020 JP East Japan Railway Company Japan 9021 JP West Japan Railway Company Japan 9022 JP Central Japan Railway Company Japan 9024 JP Seibu Holdings, Inc. Japan 9044 JP Nankai Electric Railway Co., Ltd. Japan 9045 JP Keihan Holdings Co.,Ltd. Japan 9048 JP Nagoya Railroad Co., Ltd. Japan 9062 JP NIPPON EXPRESS CO., LTD. Japan 9064 JP Yamato Holdings Co., Ltd. Japan 9076 JP Seino Holdings Co., Ltd. Japan 9086 JP Hitachi Transport System,Ltd. Japan 9101 JP Nippon Yusen Kabushiki Kaisha Japan 9104 JP Mitsui O.S.K.Lines,Ltd. Japan 9142 JP Kyushu Railway Company Japan 9143 JP SG Holdings Co., Ltd. Japan 9201 JP Japan Airlines Co., Ltd. Japan 9202 JP ANA Holdings Inc. Japan 9301 JP Mitsubishi Logistics Corporation Japan 9303 JP Sumitomo Warehouse Co., Ltd. Japan 9364 JP Kamigumi Co., Ltd. Japan 9551 JP METAWATER Co.Ltd. Japan 9678 JP Kanamoto Co., Ltd. Japan 9735 JP Secom Co., Ltd. Japan 9744 JP Meitec Corporation Japan 9787 JP AEON Delight Co., Ltd. Japan 9962 JP Misumi Group Inc. Japan DWDP US DowDuPont Inc United States IVL TB Indorama Ventures PCL Thailand KNEBV FH KONE Corporation EU TCL AU Transurban Group Australia VJC VN Vietjet Aviation JSC Vietnam SATS SP SATS Ltd Singapore Information Technology CH Hangzhou Hikvision Digital HK / China KS Samsung Electronics Korea KS LG Display Korea KS LG Electronics Inc Korea 2308 TT Delta Electronics Inc Taiwan 2327 TT Yageo Taiwan CH Sunwoda Electronic Co Ltd HK / China 3436 JP SUMCO Corporation Japan 3697 JP SHIFT, Inc. Japan 3711 TT ASE Technology Holdings Taiwan 3769 JP GMO Payment Gateway, Inc. Japan 3994 JP Money Forward, Inc. Japan 4704 JP Trend Micro Incorporated Japan 4739 JP Itochu Techno-Solutions Corporation Japan 4819 JP Digital Garage, Inc. Japan 4901 JP FUJIFILM Holdings Corp Japan 4902 JP Konica Minolta, Inc. Japan 4980 JP Dexerials Corp. Japan 5214 JP Nippon Electric Glass Co., Ltd. Japan 522 HK ASM Pacific Technology Limited HK / China 6047 JP Gunosy, Inc. Japan 6146 JP Disco Corporation Japan 6436 JP Amano Corporation Japan 6448 JP Brother Industries, Ltd. Japan 6501 JP Hitachi,Ltd. Japan 6645 JP OMRON Corporation Japan 6701 JP NEC Corp. Japan 6702 JP Fujitsu Limited Japan 6703 JP OKI Electric Industry Company, Limited Japan 6707 JP Sanken Electric Co., Ltd. Japan 6723 JP Renesas Electronics Corporation Japan 6727 JP Wacom Co., Ltd. Japan 6728 JP ULVAC, Inc. Japan

11 6740 JP Japan Display Inc. Japan 6744 JP Nohmi Bosai Ltd. Japan TCS IN Tata Consultancy Services Ltd India UTX US United Technologies Corp United States 6750 JP Elecom Co., Ltd. Japan 6754 JP Anritsu Corporation Japan 6762 JP TDK Corporation Japan 6770 JP Alps Electric Co., Ltd. Japan 6806 JP HIROSE ELECTRIC CO., LTD. Japan 6841 JP Yokogawa Electric Corp. Japan 6845 JP Azbil Corporation Japan 6856 JP Horiba, Ltd. Japan 6857 JP Advantest Corp. Japan 6963 JP Rohm Co., Ltd. Japan 6965 JP Hamamatsu Photonics K.K. Japan 6971 JP Kyocera Corporation Japan 6976 JP Taiyo Yuden Co., Ltd. Japan 6981 JP Murata Manufacturing Co., Ltd. Japan 7518 JP Net One Systems Co., Ltd. Japan 7701 JP Shimadzu Corporation Japan 7732 JP Topcon Corp. Japan 7735 JP SCREEN Holdings Co., Ltd Japan 7752 JP Ricoh Company, Ltd. Japan 7762 JP Citizen Watch Co, Ltd. Japan 8035 JP Tokyo Electron Ltd. Japan 8036 JP Hitachi High-Technologies Corp. Japan 9449 JP GMO Internet Inc. Japan 9613 JP NTT DATA Corporation Japan 9719 JP SCSK Corporation Japan 992 HK Lenovo Group Limited HK / China ASML NA ASML Holding NV EU BABA US Alibaba Group Holding Limited HK / China BIDU US Baidu Inc HK / China CTSH Cognizant Technology Solutions Corp United States HPE US Hewlett Packard Enterprise Co United States HPQ Hewlett-Packard Company United States NonListed Arm Limited EU SAP US SAP SE EU Materials JP Teijin Limited Japan 3402 JP Toray Industries, Inc. Japan 3405 JP Kuraray Co., Ltd. Japan 3407 JP Asahi Kasei Corporation Japan 3861 JP Oji Holdings Corp. Japan 3880 JP Daio Paper Corporation Japan 3941 JP Rengo Co., Ltd. Japan 4004 JP Showa Denko K.K. Japan 4005 JP Sumitomo Chemical Co., Ltd. Japan 4021 JP Nissan Chemical Corporation Japan 4023 JP Kureha Corporation Japan 4043 JP Tokuyama Corporation Japan 4063 JP Shin-Etsu Chemical Co Ltd Japan 4088 JP Air Water Inc. Japan 4091 JP Taiyo Nippon Sanso Corporation Japan 4114 JP Nippon Shokubai Co., Ltd. Japan 4118 JP Kaneka Corporation Japan 4183 JP Mitsui Chemicals, Inc. Japan 4188 JP Mitsubishi Chemical Holdings Corporation Japan 4202 JP Daicel Corporation Japan 4203 JP Sumitomo Bakelite Co., Ltd. Japan 4208 JP UBE Industries, Ltd. Japan 4613 JP Kansai Paint Co., Ltd. Japan 4631 JP DIC Corporation Japan 5232 JP Sumitomo Osaka Cement Co., Ltd. Japan 5233 JP Taiheiyo Cement Corporation Japan 5401 JP Nippon Steel & Sumitomo Metal Corp. Japan 5406 JP Kobe Steel, Ltd. Japan 5706 JP Mitsui Mining and Smelting Company, Limited Japan 5711 JP Mitsubishi Materials Corp. Japan 5713 JP Sumitomo Metal Mining Co., Ltd. Japan 5714 JP Dowa Holdings Co., Ltd. Japan

12 5741 JP UACJ Corp. Japan 5901 JP Toyo Seikan Group Holdings Ltd. Japan CH Baoshan Iron & Steel Co Ltd HK / China 6988 JP Nitto Denko Corp. Japan 7947 JP FP Corporation Japan 7966 JP Lintec Corporation Japan BAS GR BASF SE EU CHR DC Chr Hansen Holdings EU UMI BB Umicore EU Utilities 10 2 HK CLP Holdings Limited HK / China 9501 JP Tokyo Electric Power Company Holdings, Incorporated Japan 9502 JP Chubu Electric Power Company,Incorporated Japan 9503 JP Kansai Electric Power Company, Incorporated Japan 9513 JP Electric Power Development Co., Ltd. Japan 9519 JP RENOVA, Inc. Japan 9531 JP TOKYO GAS Co., Ltd. Japan 9532 JP Osaka Gas Co., Ltd. Japan 9533 JP TOHO GAS Co., Ltd. Japan Real Estate 10 CESC IN CESC Limited India 1435 JP TATERU, Inc. Japan 1925 JP Daiwa House Industry Co., Ltd. Japan Unlisted JP Hulic Co., Ltd. Japan 3289 JP Tokyu Fudosan Holdings Corp. Japan 8801 JP Mitsui Fudosan Co., Ltd. Japan 8802 JP Mitsubishi Estate Company, Limited Japan 8804 JP Tokyo Tatemono Co., Ltd. Japan 8919 JP KATITAS CO. LTD. Japan CPN TB Central Pattana PCL Thailand VHM VN Vinhomes JSC Vietnam Telecommunication Services 2 ERICB SS ERICSSON EU TLS AU Telstra Corporation Ltd Australia freee K.K. Paidy Inc. Net Protections,Inc. SmartNews Inc. Framgia Inc. WHILL, Inc. PHC Holdings Corporation FOLIO Co.,Ltd. Inagora Co., Limited Idein Inc. Japan Japan Japan Japan Japan Japan Japan Japan Japan Japan

13 Participating Ex-Japan Companies (by Country) (As of 21 December) *Newly confirmed (red), Potential (blue) Australia 4 CSL Limited CSL AU Health Care Transurban Group TCL AU Industrials Telstra Corporation Ltd TLS AU Telecommunication Services Westpac Banking Corporation WBC AU Financials EU 11 ASML Holding NV ASML NA Information Technology AstraZeneca PLC AZN LN Health Care BASF SE BAS GR Materials Chr Hansen Holdings CHR DC Materials ERICSSON ERICB SS Telecommunication Services GALP ENERGIA - PT GALP PL Energy KONE Corporation KNEBV FH Industrials Arm Limited NonListed Information Technology Roche Holding AG ROG VX Health Care SAP SE SAP US Information Technology Umicore UMI BB Materials Wirecard AG WDI GR Financials HK / China 21 Han's Laser Technology Industry Group Co Ltd CH Industrials Focus Media Information Technology Co., Ltd CH Communication Services Hangzhou Hikvision Digital CH Information Technology O-Film Tech Co Ltd CH Industrials Hangzhou Robam Appliances CH Consumer Staples Sands China Ltd HK Consumer Discretionary Chow Tai Fook Jewellery Group Limited 1929 HK Consumer Discretionary CLP Holdings Limited 2 HK Utilities MGM China Holdings Limited 2282 HK Consumer Discretionary Sunwoda Electronic Co Ltd CH Information Technology

14 Hangzhou Tigermed Consulting Co Ltd CH Health Care ASM Pacific Technology Limited 522 HK Information Technology Baoshan Iron & Steel Co Ltd CH Materials Qingdao Haier Co Ltd CH Consumer Staples Shenzhen Goodix Technology Company Limited CH Industrials Link Real Estate Investment Trust 823 HK Financials L Occitane International S.A. 973 HK Consumer Staples Lenovo Group Limited 992 HK Information Technology Alibaba Group Holding Limited BABA US Information Technology Baidu Inc BIDU US Information Technology New Oriental Education & Technology Group Inc EDU US Consumer Discretionary JD.com Inc JD US Consumer Discretionary India 5 Axis Bank Ltd AXSB IN Financials CESC Limited CESC IN Utilities Motherson Sumi Systems Ltd MSS IN Consumer Discretionary Tata Consultancy Services Ltd TCS IN Information Technology Zee Entertainment Enterprises Ltd Z IN Communication Services Indonesia 2 Kalbe Farma Tbk PT KLBF IJ Health Care Matahari Department Store Tbk PT LPPF IJ Consumer Discretionary Korea 7 CJ Logistics KS Industrials Samsung Electronics KS Information Technology LG Display KS Information Technology LG Electronics Inc KS Information Technology Hyundai Glovis Co Ltd KS Industrials Hana Financial Group KS Financials Mando KS Consumer Discretionary Philippines 1 Universal Robina Corporation URC PM Consumer Staples

15 Singapore 5 Accordia Golf Trust AGT SP Financials CapitaLand Ltd CAPL SP Financials Genting Singapore Ltd GENS SP Consumer Discretionary Oversea-Chinese Banking Corp Ltd OCBC SP Financials SATS Ltd SATS SP Industrials Taiwan 6 Makalot Industrial Co., Ltd TT Industrials Airtac International Group 1590 TT Industrials Delta Electronics Inc 2308 TT Information Technology Yageo 2327 TT Information Technology Fubon Financial Holding Co., Ltd 2881 TT Financials ASE Technology Holdings 3711 TT Information Technology Thailand 2 Central Pattana PCL CPN TB Real Estate Indorama Ventures PCL IVL TB Industrials United States 11 The Bank of New York Mellon BK US Financials The Clorox Company CLX US Consumer Staples Cognizant Technology Solutions Corp CTSH Information Technology DowDuPont Inc DWDP US Industrials EOG Resources, Inc. EOG US Energy Hewlett Packard Enterprise Co HPE US Information Technology Hewlett-Packard Company HPQ Information Technology Coca-Cola Company KO Consumer Discretionary Norwegian Cruise Line NCLH Consumer Staples Royal Caribbean Cruises Ltd RCL US Consumer Discretionary United Technologies Corp UTX US Information Technology Veoneer VNE Consumer Discretionary Vietnam 4 Saigon Beer Alcohol Beverage Corp (SABECO) SAB VN Consumer Staples Bank for Foreign Trade of Vietnam JSC (Vietcombank) VCB VN Financials

16 Vinhomes JSC VHM VN Real Estate Vietjet Aviation JSC VJC VN Industrials Vietnam Dairy Products JSC (VINAMILK) VNM VN Consumer Staples

17 Participating Companies from Daiwa Startup 2019 (As of 21 December) FOLIO Description FOLIO develops and operates the next generation mobile trading platform for thematic portfolios and robot advisors, for both passive and active retail investors Industry Fintech Service, Financial Services Peers Motif Investing (US: Private), Robinhood (US: Private), Betterment (US: Private), acorns (US, Private), Wealthnavi, Money design, TORANOTEC, One Tap Buy Framgia Description Framgia is the IT company specializing in the design, application development, platform games that run on smartphones. Industry B2B Platform (IT service, business services, consulting) Peers M3, MonotaRO, SHIFT, TerraSky freee Description freee provides Japanese SMBs with tools to automate their back office tasks and help their growth. The solutions that freee offers support the entire lifecycle of SMBs Industry Service (Cloud software) Peers MoneyForward, OBC, Orbic

18 Idein Description Idein is developing an IoT platform Actcast which links various physical events and data to the web by deep learning inference on the edge. Industry IT Service Peers LeapMind, Broamann (Israel: Private), DeepHi (China: Private) Inagora Description Inagora operates a cross-border e-commerce platform Wando Platform that connects Japan and China. The company offers over 2,600 brands, such as beauty, fashion, healthcare and living products. Industry Service (Cross-border e-commerce platform) Peers N/A Net Protections Description Net Protections provides e-commerce payment services for online stores. Specifically, the company engages in pay after delivery (or post-pay) service which provides users with a "Buy Now, Pay Later" scheme Industry Financial Service (Payment service) Peers GMO-PG, Klarna (Sweden: Private), Afterpay (ASX)

19 Paidy Description Paidy allows consumers to buy goods online quickly and safely without credit card information or pre-registration. Paidy is a cardless e-commerce payment platform that provides instant post-pay credit services. Industry Financial Service (Payment service) Peers GMO-PG, Klarna (Sweden: Private), Afterpay (ASX) SmartNews Description SmartNews is the provider of a news discovery platform intended to discover and deliver latest stories. The company's platform uses proprietary machine learning algorithms to evaluate articles, social signals and other cues, enabling users to stay aware of their surroundings. Industry IT Service Peers LINE, UZABASE, Gunosy WHILL Description WHILL creates the personal mobility (EVs) by combining innovative design and technology. Its technology includes the original IoT/AI software which applied to the autonomous driving systems. The company is selling its personal mobility globally and developing the one-stop package of sharing service (MaaS). The company primarily founded in Silicon Valley in The representative awards WHILL received include : CES 2018 Best of Innovation Award and Fast Company 2018 one of the Most Innovative Companies in Robotics category Industry Transportation Equipment Peers TSLA (US), Intuitive Surgical (US), CYBERDYNE, Aero Vironment (US)

20 Extra Unlisted Company PHC Holdings Description PHC Holdings researches, designs, develops, manufactures, and distributes medical devices. The Company produces blood glucose monitoring systems, diabetes management systems, and other related testing devices through Ascensia Diabetes Care globally. PHC Holdings also offers medical IT solutions, freezers, incubators and autoclaves for life science industry, and other services. PHC Holdings was formerly known as Panasonic healthcare. Industry Healthcare Peers Roche, Nipro, Terumo, Hitachi, Fujitsu,

21 Venue: The Prince Park Tower Tokyo Centrally located in the heart of Tokyo, The Prince Park Tower Tokyo is adjacent to the Tokyo Tower and historic Zojo-ji Temple. Surrounded by the tranquil Shiba Park, The Prince Park Tower Tokyo is also near the business districts of Toranomon and Kasumigaseki, as well as the fashionable shopping districts of Ginza and Roppongi. The Prince Park Tower Tokyo offers quick and easy access to the major downtown areas from four nearby JR railway and subway stations. Roppongi Sta. Embassy of The Russian Federation Subway Oedo Line Shiba Kamiyacho Sta. Post Office Ginza Atago Green Hills Jikei-Idai Hospital MORI Tower Onarimon Royal Netherlands Junior High School Embassy Onarimon Onarimon Sta. Shiba Fire Department JMA Elementary Atago Police Station School Panasonic St.Andrew s Church Shiba Minato Iikura Corporation St.Alban s Church Park library Japan Red Cross Tokyo Police Prince Hotel Box Beer Restaurant Keio University Tokyo Tower Garden Islands Restaurant Faculty of Pharmacy Tokyo Prince Villa Crossing Minato City Hall Tower Zojoji Temple Shiba Daijingu Zojojimae Crossing Shrine Daimon Sta The Tokyo Electric Power Police Box The Pince Park Co.,Ltd. Akabanebashi Sta. Hamamatsucho Sta. Akabanebashi Tower Tokyo World Trade Miel Parque Crossing Center Bldg. Shiba Park Shiba-koen Sta.Exit A4 Crossing Ichinohashi Junction Subway Hibiya Line Sakurada-Dori Ave. Hibiya-Dori Ave. Shiba-koen Ramp Subway Mita Line Shuto Expressway Route 15 Subway Asakusa Line JR Yamanote Line Keihin-Tohoku Line Tokyo Monorail Shinbashi Sta. Mita Sta. Hamasakibashi Junction Tamachi Sta. TEL: , Shibakoen, Minato-ku, Tokyo , Japan Access By car: Ten minutes (4 km) from Tokyo Station; 15 minutes (16 km) from Haneda Airport (on Metropolitan Expressway); 15 minutes from Tokyo City Air Terminal (T-CAT Hakozaki). By train: Twelve-minute walk from Hamamatsucho Station (JR lines or Tokyo Monorail). By subway: Two-minute walk from Akabanebashi Station (Akebanebashi Exit) on Oedo Line. Three-minute walk from Shiba-Koen Station (Exit A4) on Mita Line. Nine-minute walk from Daimon Station (Exit A6) on Asakusa Line or Oedo Line. Disclaimer Daiwa has appointed Congress Corporation for administration duties such as manning the conference reception desks and Congress Global Communication Co. for providing interpretation services. Names of individuals and companies will be shared with these two companies for using to organize and conduct the Daiwa Investment Conference in an appreciate manner. Your understanding would be highly appreciated.