save the date - みずほ証券*company names in bold are confirmed. confirmed 316 companies as of...

See next pages for list of participating companies and the detailed information of workshop and Tours.

SAVE THE DATE

Please go to https://mic-tokyo.mizuho-sc.com/iconference/ for more the details.

3 days of 30+ thematic Macro/Sector Workshops

295 Japanese corporates and 16 Asian/ 5 North & South America companies are confirmed for 1x1 meetings.

Mizuho Investment Conference

Wednesday, September 3 - Tuesday, September 9, 2014

Venue : Palace Hotel Tokyo

https://mic-tokyo.mizuho-sc.com/iconference/





*Company names in bold are confirmed.

Confirmed 316 Companies as of 22 July 2014 (by GICS)

1

Consumer Discretionary 9404 JP Nippon Television Holdings Financials

1766 JP Token New! 9409 JP TV Asahi New! 1925 JP Daiwa House Industry

1928 JP Sekisui House 9413 JP TV TOKYO Holdings 3003 JP Hulic

2193 JP COOKPAD 9435 JP Hikari Tsushin 3231 JP Nomura Real Estate Holdings

2433 JP Hakuhodo DY Holdings 9783 JP Benesse Holdings 3289 JP Tokyu Fudosan Holdings Corp

3046 JP JIN 9435 JP Hikari Tsushin 3291 JP Iida Group Holdings Co Ltd

3092 JP Start Today 9783 JP Benesse Holdings 7157 JP LIFENET INSURANCE

3099 JP Isetan Mitsukoshi Holdings 8253 JP Credit Saison

3591 JP Wacoal Holdings Consumer Staples 8304 JP Aozora Bank

4204 JP Sekisui Chemical 2267 JP Yakult Honsha 8308 JP Resona Holdings

4324 JP Dentsu 2269 JP MEIJI Holdings 8309 JP Sumitomo Mitsui Trust Holdings

4661 JP Oriental Land 2270 JP Megmilk Snow Brand 8332 JP Bank of Yokohama

4681 JP Resorttrust 2282 JP NH Foods 8411 JP Mizuho Financial Group

4751 JP CyberAgent 2502 JP Asahi Group Holdings 8439 JP Century Tokyo Leasing

4755 JP Rakuten 2503 JP Kirin Holdings 8570 JP AEON Financial Service

5108 JP Bridgestone 2531 JP Takara Holdings 8572 JP Acom

6201 JP Toyota Industries 2580 JP Coca-Cola East Japan New! 8591 JP ORIX

6460 JP Sega Sammy Holdings 2587 JP Suntory Beverage & Food Ltd 8595 JP Jafco

6632 JP JVC Kenwood 2593 JP Ito En 8630 JP NKSJ Holdings

6752 JP Panasonic 2651 JP Lawson 8725 JP MS&AD Insurance Group Holdings

6753 JP Sharp 2801 JP Kikkoman 8729 JP Sony Financial Holdings

6902 JP DENSO 2802 JP Ajinomoto 8750 JP Dai-ichi Life Insurance

7201 JP Nissan Motor 2897 JP Nissin Foods Holdings 8766 JP Tokio Marine Holdings

7202 JP Isuzu Motors 2914 JP Japan Tobacco 8795 JP T&D Holdings

7203 JP Toyota Motor 3382 JP Seven & i Holdings 8801 JP Mitsui Fudosan

7238 JP Akebono Brake Industry 4911 JP Shiseido 8802 JP Mitsubishi Estate

7242 JP KYB 4922 JP Kose 8804 JP Tokyo Tatemono

7259 JP Aisin Seiki 4927 JP POLA ORBIS HOLDINGS 8905 JP Aeon Mall

7267 JP Honda Motor 7649 JP Sugi Holdings 8933 JP NTT Urban Development

7269 JP Suzuki Motor 8028 JP FamilyMart

7270 JP Fuji Heavy Industries 8113 JP Unicharm Health Care

7282 JP Toyoda Gosei 2191 JP tella

7532 JP Don Quijote HD Energy 2398 JP Tsukui

7606 JP United Arrows 1605 JP Inpex 2400 JP Message

7731 JP Nikon 5002 JP Showa Shell Sekiyu 2413 JP M3

7988 JP Nifco 5007 JP Cosmo Oil 3360 JP Ship Healthcare Holdings

8060 JP Canon Marketing Japan 5019 JP Idemitsu Kosan 3593 JP Hogy Medical

8136 JP Sanrio 5020 JP JX Holdings 3649 JP PSC

8242 JP H2O Retailing 4502 JP Takeda Pharmaceutical

8282 JP K's Holdings 4503 JP Astellas Pharma



4508 JP Mitsubishi Tanabe Pharma 6135 JP Makino Milling Machine New! 9202 JP ANA Holdings

4519 JP Chugai Pharmaceutical 6222 JP Shima Seiki Manufacturing 9370 JP Yusen Logistics

4523 JP Eisai 6301 JP Komatsu

4527 JP Rohto Pharmaceutical 6302 JP Sumitomo Heavy Industries Information Technology

4528 JP Ono Pharmaceutical 6310 JP Iseki 2121 JP mixi

4530 JP Hisamitsu Pharmaceutical 6361 JP Ebara 2432 JP DeNA

4540 JP Tsumura 6367 JP Daikin Industries 3632 JP Gree

4543 JP Terumo 6383 JP Daifuku New! 3659 JP Nexon

4548 JP Seikagaku 6395 JP Tadano 3765 JP GungHo Online Entertainment

4553 JP Towa Pharmaceutical 6457 JP Glory New! 3774 JP Internet Initiative Japan

4568 JP Daiichi Sankyo 6471 JP NSK 4307 JP Nomura Research Institute

4571 JP NanoCarrier 6479 JP Minebea 4689 JP Yahoo Japan

4578 JP Otsuka Holdings 6481 JP THK 4704 JP Trend Micro

4583 JP Chiome Bioscience 6503 JP Mitsubishi Electric 4739 JP Itochu Techno-Solutions

4587 JP PeptiDream 6504 JP Fuji Electric 4768 JP Otsuka

4775 JP Sogo Medical 6508 JP Meidensha 4901 JP FUJIFILM Holdings

6376 JP Nikkiso 6594 JP Nidec 4902 JP Konica Minolta

6849 JP Nihon Kohden 6674 JP GS Yuasa 6146 JP Disco

6869 JP Sysmex 6925 JP Ushio 6448 JP Brother Industries

7733 JP Olympus 7013 JP IHI 6501 JP Hitachi

7779 JP CYBERDYNE 7911 JP Toppan Printing 6502 JP Toshiba

8129 JP Toho Holdings 7915 JP Nissha Printing 6506 JP Yaskawa Electric

8001 JP ITOCHU 6588 JP Toshiba TEC

Industrials 8002 JP Marubeni 6645 JP OMRON

1801 JP Taisei 8015 JP Toyota Tsusho 6702 JP Fujitsu

1820 JP Nishimatsu Const. New! 8031 JP Mitsui 6703 JP Oki Electric Industry

1893 JP Penta-Ocean Const. 8053 JP Sumitomo 6707 JP Sanken Electric

1963 JP JGC 8058 JP Mitsubishi 6727 JP Wacom

1976 JP Meisei Industrial New! 9005 JP Tokyu Corp 6754 JP Anritsu

2168 JP Pasona Group 9020 JP East Japan Railway 6762 JP TDK

2331 JP Sohgo Security Services 9021 JP West Japan Railway 6770 JP Alps Electric

4666 JP Park24 9022 JP Central Japan Railway 6806 JP Hirose Electric

5201 JP Asahi Glass 9024 JP Seibu Holdings 6841 JP Yokogawa Electric

5202 JP Nippon Sheet Glass 9048 JP Nagoya Railroad 6845 JP Azbil

5801 JP Furukawa Electric 9062 JP Nippon Express 6856 JP Horiba

5929 JP Sanwa Holdings 9065 JP Sankyu 6857 JP Advantest

5938 JP LIXIL Group 9101 JP Nippon Yusen 6929 JP Nippon Ceramic

6113 JP Amada New! 9104 JP Mitsui OSK Lines 6963 JP Rohm

6118 JP Aida Engineering 9107 JP Kawasaki Kisen 6971 JP Kyocera

6134 JP Fuji Machine Manufacturing 9201 JP Japan Airlines 6976 JP Taiyo Yuden

2



6981 JP Murata Manufacturing 5714 JP Dowa Holdings ASIA

7518 JP NET One Systems 6988 JP Nitto Denko ASHT SP Ascendas Hospitality Trust

7701 JP Shimadzu 7966 JP Lintec 291 HK China Resources Enterprise

7732 JP Topcon New! 836 HK China Resources Power

7735 JP Dainippon Screen Manufacturing Telecommunication Services 2722 HK Chongqing Machinery & Electric

7741 JP Hoya 9432 JP Nippon Telegraph & Telephone CRT SP Croesus Retail Trust

7752 JP Ricoh 9433 JP KDDI 175 HK Geely Auto

7762 JP Citizen Holdings 9437 JP NTT DOCOMO 468 HK Greatview Aseptic Packaging

9613 JP NTT Data 9984 JP Softbank 1788 HK Guotai Junan International Holdings

9719 JP SCSK HPHT SP Hutchison Port Holdings Trust

9766 JP KONAMI Utilities KPLD SP Keppel Land

9501 JP Tokyo Electric Power 1555 HK MIE Holdings

Materials 9503 JP Kansai Electric Power 1180 HK Paradise Entertainment

3401 JP Teijin 9531 JP Tokyo Gas 702 HK Sino Oil and Gas

3402 JP Toray Industries 9532 JP Osaka Gas 3045 TT Taiwan Mobile

3405 JP Kuraray 9543 JP Shizuoka Gas 1216 TW Uni-President Enterprises

3407 JP Asahi Kasei 551 HK Yue Yuen Industrial

3863 JP Nippon Paper Industries J-REIT

4004 JP Showa Denko 3226 JP Nippon Accommodations Fund North and South America

4005 JP Sumitomo Chemical 3240 JP Nomura Real Estate Residential Fund COS CN Canadian Oil Sands

4021 JP Nissan Chemical Industries 3249 JP Industrial & Infrastructure Fund Investment CSAN3 BM Cosan

4043 JP Tokuyama 3263 JP Daiwa House REIT Investment HPQ US Hewlett-Packard

4063 JP Shin-Etsu Chemical 3269 JP Advance Residence Investment MU US Micron Technology

4088 JP Air Water 3279 JP Activia Properties PETR4 BZ Petroleo Brasileiro S.A.

4091 JP Taiyo Nippon Sanso 3285 JP Nomura Real Estate Master Fund Inc

4114 JP Nippon Shokubai 3295 JP Hulic Reit

4182 JP Mitsubishi Gas Chemical 8951 JP Nippon Building Fund

4183 JP Mitsui Chemicals 8952 JP Japan Real Estate Investment

4185 JP JSR 8955 JP Japan Prime Realty Investment

4202 JP Daicel 8959 JP Nomura Real Estate Office Fund

4208 JP Ube Industries 8960 JP United Urban Investment

4631 JP DIC 8961 JP Mori Trust Sogo Reit

5233 JP Taiheiyo Cement 8964 JP Frontier Real Estate Investment

5401 JP Nippon Steel & Sumitomo Metal 8976 JP Daiwa Office Investment

5406 JP Kobe Steel 8977 JP Hankyu Reit

5411 JP JFE Holdings 8979 JP Starts Proceed Investment

5471 JP Daido Steel 8982 JP Top REIT

5706 JP Mitsui Mining & Smelting 8984 JP Daiwahouse Residential Investment

5711 JP Mitsubishi Materials 8987 JP Japan Excellent

5713 JP Sumitomo Metal Mining

3


Confirmed 316 Companies as of 22 July 2014 (Order by Ticker)

4

1605 JP Inpex 3099 JP Isetan Mitsukoshi Holdings 4202 JP Daicel

1766 JP Token New! 3226 JP Nippon Accommodations Fund 4204 JP Sekisui Chemical

1801 JP Taisei 3231 JP Nomura Real Estate Holdings 4208 JP Ube Industries

1820 JP Nishimatsu Const. New! 3240 JP Nomura Real Estate Residential Fund 4307 JP Nomura Research Institute

1893 JP Penta-Ocean Const. 3249 JP Industrial & Infrastructure Fund Investment 4324 JP Dentsu

1925 JP Daiwa House Industry 3263 JP Daiwa House REIT Investment 4502 JP Takeda Pharmaceutical

1928 JP Sekisui House 3269 JP Advance Residence Investment 4503 JP Astellas Pharma

1963 JP JGC 3279 JP Activia Properties 4508 JP Mitsubishi Tanabe Pharma

1976 JP Meisei Industrial New! 3285 JP Nomura Real Estate Master Fund Inc 4519 JP Chugai Pharmaceutical

2121 JP mixi 3289 JP Tokyu Fudosan Holdings Corp 4523 JP Eisai

2168 JP Pasona Group 3291 JP Iida Group Holdings Co Ltd 4527 JP Rohto Pharmaceutical

2191 JP tella 3295 JP Hulic Reit 4528 JP Ono Pharmaceutical

2193 JP COOKPAD 3360 JP Ship Healthcare Holdings 4530 JP Hisamitsu Pharmaceutical

2267 JP Yakult Honsha 3382 JP Seven & i Holdings 4540 JP Tsumura

2269 JP MEIJI Holdings 3401 JP Teijin 4543 JP Terumo

2270 JP Megmilk Snow Brand 3402 JP Toray Industries 4548 JP Seikagaku

2282 JP NH Foods 3405 JP Kuraray 4553 JP Towa Pharmaceutical

2331 JP Sohgo Security Services 3407 JP Asahi Kasei 4568 JP Daiichi Sankyo

2398 JP Tsukui 3591 JP Wacoal Holdings 4571 JP NanoCarrier

2400 JP Message 3593 JP Hogy Medical 4578 JP Otsuka Holdings

2413 JP M3 3632 JP Gree 4583 JP Chiome Bioscience

2432 JP DeNA 3649 JP PSC 4587 JP PeptiDream

2433 JP Hakuhodo DY Holdings 3659 JP Nexon 4631 JP DIC

2502 JP Asahi Group Holdings 3765 JP GungHo Online Entertainment 4661 JP Oriental Land

2503 JP Kirin Holdings 3774 JP Internet Initiative Japan 4666 JP Park24

2531 JP Takara Holdings 3863 JP Nippon Paper Industries 4681 JP Resorttrust

2580 JP Coca-Cola East Japan New! 4004 JP Showa Denko 4689 JP Yahoo Japan

2587 JP Suntory Beverage & Food Ltd 4005 JP Sumitomo Chemical 4704 JP Trend Micro

2593 JP Ito En 4021 JP Nissan Chemical Industries 4739 JP Itochu Techno-Solutions

2651 JP Lawson 4043 JP Tokuyama 4751 JP CyberAgent

2801 JP Kikkoman 4063 JP Shin-Etsu Chemical 4755 JP Rakuten

2802 JP Ajinomoto 4088 JP Air Water 4768 JP Otsuka

2897 JP Nissin Foods Holdings 4091 JP Taiyo Nippon Sanso 4775 JP Sogo Medical

2914 JP Japan Tobacco 4114 JP Nippon Shokubai 4901 JP FUJIFILM Holdings

3003 JP Hulic 4182 JP Mitsubishi Gas Chemical 4902 JP Konica Minolta

3046 JP JIN 4183 JP Mitsui Chemicals 4911 JP Shiseido

3092 JP Start Today 4185 JP JSR 4922 JP Kose



4927 JP POLA ORBIS HOLDINGS 6460 JP Sega Sammy Holdings 6981 JP Murata Manufacturing

5002 JP Showa Shell Sekiyu 6471 JP NSK 6988 JP Nitto Denko

5007 JP Cosmo Oil 6479 JP Minebea 7013 JP IHI

5019 JP Idemitsu Kosan 6481 JP THK 7157 JP LIFENET INSURANCE

5020 JP JX Holdings 6501 JP Hitachi 7201 JP Nissan Motor

5108 JP Bridgestone 6502 JP Toshiba 7202 JP Isuzu Motors

5201 JP Asahi Glass 6503 JP Mitsubishi Electric 7203 JP Toyota Motor

5202 JP Nippon Sheet Glass 6504 JP Fuji Electric 7238 JP Akebono Brake Industry

5233 JP Taiheiyo Cement 6506 JP Yaskawa Electric 7242 JP KYB

5401 JP Nippon Steel & Sumitomo Metal 6508 JP Meidensha 7259 JP Aisin Seiki

5406 JP Kobe Steel 6588 JP Toshiba TEC 7267 JP Honda Motor

5411 JP JFE Holdings 6594 JP Nidec 7269 JP Suzuki Motor

5471 JP Daido Steel 6632 JP JVC Kenwood 7270 JP Fuji Heavy Industries

5706 JP Mitsui Mining & Smelting 6645 JP OMRON 7282 JP Toyoda Gosei

5711 JP Mitsubishi Materials 6674 JP GS Yuasa 7518 JP NET One Systems

5713 JP Sumitomo Metal Mining 6702 JP Fujitsu 7532 JP Don Quijote HD

5714 JP Dowa Holdings 6703 JP Oki Electric Industry 7606 JP United Arrows

5801 JP Furukawa Electric 6707 JP Sanken Electric 7649 JP Sugi Holdings

5929 JP Sanwa Holdings 6727 JP Wacom 7701 JP Shimadzu

5938 JP LIXIL Group 6752 JP Panasonic 7731 JP Nikon

6113 JP Amada New! 6753 JP Sharp 7732 JP Topcon New!

6118 JP Aida Engineering 6754 JP Anritsu 7733 JP Olympus

6134 JP Fuji Machine Manufacturing 6762 JP TDK 7735 JP Dainippon Screen Manufacturing

6135 JP Makino Milling Machine New! 6770 JP Alps Electric 7741 JP Hoya

6146 JP Disco 6806 JP Hirose Electric 7752 JP Ricoh

6201 JP Toyota Industries 6841 JP Yokogawa Electric 7762 JP Citizen Holdings

6222 JP Shima Seiki Manufacturing 6845 JP Azbil 7779 JP CYBERDYNE

6301 JP Komatsu 6849 JP Nihon Kohden 7911 JP Toppan Printing

6302 JP Sumitomo Heavy Industries 6856 JP Horiba 7915 JP Nissha Printing

6310 JP Iseki 6857 JP Advantest 7966 JP Lintec

6361 JP Ebara 6869 JP Sysmex 7988 JP Nifco

6367 JP Daikin Industries 6902 JP DENSO 8001 JP ITOCHU

6376 JP Nikkiso 6925 JP Ushio 8002 JP Marubeni

6383 JP Daifuku New! 6929 JP Nippon Ceramic 8015 JP Toyota Tsusho

6395 JP Tadano 6963 JP Rohm 8028 JP FamilyMart

6448 JP Brother Industries 6971 JP Kyocera 8031 JP Mitsui

6457 JP Glory New! 6976 JP Taiyo Yuden 8053 JP Sumitomo

5



8058 JP Mitsubishi 8979 JP Starts Proceed Investment ASIA

8060 JP Canon Marketing Japan 8982 JP Top REIT ASHT SP Ascendas Hospitality Trust

8113 JP Unicharm 8984 JP Daiwahouse Residential Investment 291 HK China Resources Enterprise

8129 JP Toho Holdings 8987 JP Japan Excellent 836 HK China Resources Power

8136 JP Sanrio 9005 JP Tokyu Corp 2722 HK Chongqing Machinery & Electric

8242 JP H2O Retailing 9020 JP East Japan Railway CRT SP Croesus Retail Trust

8253 JP Credit Saison 9021 JP West Japan Railway 175 HK Geely Auto

8282 JP K's Holdings 9022 JP Central Japan Railway 468 HK Greatview Aseptic Packaging

8304 JP Aozora Bank 9024 JP Seibu Holdings 1788 HK Guotai Junan International Holdings

8308 JP Resona Holdings 9048 JP Nagoya Railroad HPHT SP Hutchison Port Holdings Trust

8309 JP Sumitomo Mitsui Trust Holdings 9062 JP Nippon Express KPLD SP Keppel Land

8332 JP Bank of Yokohama 9065 JP Sankyu 1555 HK MIE Holdings

8411 JP Mizuho Financial Group 9101 JP Nippon Yusen 1180 HK Paradise Entertainment

8439 JP Century Tokyo Leasing 9104 JP Mitsui OSK Lines 702 HK Sino Oil and Gas

8570 JP AEON Financial Service 9107 JP Kawasaki Kisen 3045 TT Taiwan Mobile

8572 JP Acom 9201 JP Japan Airlines 1216 TW Uni-President Enterprises

8591 JP ORIX 9202 JP ANA Holdings 551 HK Yue Yuen Industrial

8595 JP Jafco 9370 JP Yusen Logistics

8630 JP NKSJ Holdings 9404 JP Nippon Television Holdings North and South America

8725 JP MS&AD Insurance Group Holdings 9409 JP TV Asahi New! COS CN Canadian Oil Sands

8729 JP Sony Financial Holdings 9413 JP TV TOKYO Holdings CSAN3 BM Cosan

8750 JP Dai-ichi Life Insurance 9432 JP Nippon Telegraph & Telephone HPQ US Hewlett-Packard

8766 JP Tokio Marine Holdings 9433 JP KDDI MU US Micron Technology

8795 JP T&D Holdings 9435 JP Hikari Tsushin PETR4 BZ Petroleo Brasileiro S.A.

8801 JP Mitsui Fudosan 9437 JP NTT DOCOMO

8802 JP Mitsubishi Estate 9501 JP Tokyo Electric Power

8804 JP Tokyo Tatemono 9503 JP Kansai Electric Power

8905 JP Aeon Mall 9531 JP Tokyo Gas

8933 JP NTT Urban Development 9532 JP Osaka Gas

8951 JP Nippon Building Fund 9543 JP Shizuoka Gas

8952 JP Japan Real Estate Investment 9613 JP NTT Data

8955 JP Japan Prime Realty Investment 9719 JP SCSK

8959 JP Nomura Real Estate Office Fund 9766 JP KONAMI

8960 JP United Urban Investment 9783 JP Benesse Holdings

8961 JP Mori Trust Sogo Reit 9984 JP Softbank

8964 JP Frontier Real Estate Investment

8976 JP Daiwa Office Investment

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Quality Keynote Speakers have been confirmed for MIC Tokyo 2014, and will be announced. Our Research strategists and analysts will provide

investment ideas by organizing more than 30 Macro and Thematic sessions from Wednesday, 3rd to Friday, 5th September for 3 days.

*Program detail will be changed without prior notice

Reception Party (Yamabuki, 4th Floor)

GPIF

(TBD)

<< Keynote >>

(TBD)

Urban Policy for 2020

Mr. Kisaburo Ishii

Vice-Minister of Land, Infrastructure, Transport and Tourism,

Ministry of Land, Infrastructure, Transport and Tourism

Toward a hydrogen-powered society: the hydrogen supply chain

and the roadmap to a fuel cell business

(TBD)

Track 2 (AOI 2, 2nd Floor) Track 1 (AOI 1, 2nd Floor)

Wednesday, September 3

“HAL(Hybrid Assistive Limb)”:

Outlook for its Future and Robot Industry

Yoshiyuki Sankai, Ph.D., President & CEO, CYBERDYNE Inc.

Professor/Director, Center for Cybenics Research, Cybenics Lab.

Graduate School of Systems and Information Engineering, University of Tsukuba

Updated as of July 22

Current State of China under Xi Jinping’s Leadership

and Japan-China Relations Dr. Ryosei Kokubun, Ph.D. (Law)

President of National Defense Academy of Japan

Global Equity Strategy Mr. David Bowers

Absolute Strategy Research Co., Ltd.

Managing Director – Chief Global Strategist

IPOs of Postal Companies in Europe

and Comparison with Japan Post Prof. Narunto Nishigaki

Professor of Graduate School of Humanities and Social Sciences,

Graduate School of Okayama University

Infrastructure Fund Prof. Hirotaka Yamauchi, Graduate School of Commerce and Management,

Hitotsubashi University

Mr. Makoto Inoue, General Manager, PPP Promotion Dept.,

Project Finance Div., Mizuho Bank, Ltd.

Updated !



Shinichi Miura, Ph.D. Deputy General Manager, Product Development Department, Development Center,

Machinery Business, KOBE STEEL,LTD.

Efforts to lower costs for hydrogen stations

Mr. Hitoshi Imamura General Manager, Hydrogen Refueling Station Project, Project Administration Section,

Development & Engineering Division, Taiyo Nippon Sanso Corporation



Mr. Shigeki (Sean) Miwa Representative Director & CEO

Bloom Energy Japan Ltd.

Materials and Issues of Motor Fuel Battery

before the General Sales of FCV

Dr. Masaru Yoshitake

Executive Director/ General Manager

Fuel Cell Development Information Center (FCDIC)

Updated !

Updated !

Updated !

Updated !


and the roadmap to a fuel cell business Hydrogen and Fuel Cell Promotion Office, New and Renewable Energy Division,

Energy Conservation and Renewable Energy Department,

Agency for Natural Resources and Energy, METI (Ministry of Economy, Trade and Industry)

Opening Remarks: Hiroshi Motoyama, President & CEO, Mizuho Securities Co., Ltd.

Updated !

Updated !

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US Economic Outlook Mr. Steven Ricchiuto

Chief Economist Mizuho Securities USA Inc.

Wages and Prices - Inflationary pressures emerging Prof. Hiroshi Yoshikawa

Graduate School of Economics, Faculty of Economics, The University of Tokyo

Prof. Tsutomu Watanabe

Graduate School of Economics, Faculty of Economics, The University of Tokyo

<< Lunch Time Speech >> Mr. Yasuhiro Sato

President & Group CEO, Mizuho Financial Group, Inc.

Japan in the international political arena Mr. Yoshiji Nogami

President, The Japan Institute of International Affairs (JIIA), ex Vice-Minister for

Foreign Affairs

Case studies in the changing world of computing and the

significance of wearable devices Mr. Kazuhiro Sasao

Senior Manager, Work Style Innovation Center, Systems Research & Development

Center, Technology Bureau, NS Solutions Corporation

Latest developments in smartglasses and hardware makers’ take on

the potential of wearables Mr. Keiichiro Fujii

Director of Operations Japan, Vuzix Corporation

European Economic Outlook Dr. Riccardo Barbieri Hermitte

Chief Economist Mizuho International plc


Updated !

Towards the Passage of the Integrated Resort (IR) Bill

at the Extraordinary Diet Session in Autumn

Mr. Takeshi Iwaya

Secretary-General of the International Tourism Promotion Parliament Members’ Association

(IR Giren), Liberal Democratic Party, The House of Representatives

MGM Resorts: Our Vision for an Integrated Resort in Japan Dr. Bill Hornbuckle

President and Chief Marketing Officer, MGM Resorts International

Government Policy for Use of Foreign Workers

and Maintaining Population Dr. Hisakazu Kato, Professor, Doctor of Economics, Meiji University

Prof. Kiyoto Tanno, Professor, Tokyo Metropolitan University

Japanese Women’s Power Mr. Norio Tadakawa

Corporate Officer CFO, Responsible for Finance, IR,

Information System Planning and Internal Control, Shiseido Company, Limited.

Updated !

Strategy for Growing Market of Home-Meal-Replacement

from Women’s Perspective Mr. Toru Hyodo

Executive Managing Director, Senior Corporate Officer, Kewpie Corporation

On Abenomics and Taxes Mr. Etsuro Honda, Special Advisor To The Cabinet

Mr. Hajime Takata, Managing executive officer and Chief economist,

Mizuho Research Institute Ltd.

Updated !


Thursday, September 4

Tokyo’s Approach towards National Strategic Special Zones

~ Global Innovation starting from Tokyo ~ Mr. Nobuhiro Maeda

Vice Governor, Tokyo Metropolitan Government

Updated !

*Program detail will be changed without prior notice 8

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Chinese Economic Outlook Dr. Jianguang Shen

Chief Economist, Mizuho Securities (Asia) Ltd.

The Japanese economy and prices: the current

situation and outlook

(TBD)

Collective Self-defense, Amending the

Constitution Shinichi Kitaoka, Ph.D.

President, International University of Japan

Abenomics and Corporate Governance Reform

(TBD)

Trends of medical imaging system Mr. Makoto Kakegawa

Adviser, Tokyo President Office,

Hamamatsu Photonics K.K.

Innovation of nontraditional peptide therapeutics Hiroaki Suga, Ph.D. (Founder of PeptiDream Inc.)

Professor, Graduate School of Science, The University of

Tokyo

Equity Strategy for China Mr. Kengo Yoshida

Asia Equity Strategist, Mizuho Securities (Asia) Ltd.

Track 3 (Tachibana, 2nd Floor)

Cap. Intro (TBD)

The extent of shale value chain Mr. Masaharu Okubo

General Manager, Shale Gas Division, Energy

Business Unit I, Mitsui & Co., Ltd.

Cap. Intro (TBD)

Cap. Intro

Panel Discussion (TBD)

Cap. Intro (TBD)

Cap. Intro (TBD)


Political Situation of ASEAN Countries Ph.D. Takashi Shiraishi

President, National Graduate Institute for Policy Studies (GRIPS)

/ President, Institute of Developing Economics , JETRO

TBD

Outlook of Friendly Activists in Japan Mr. Brian K. Heywood, CEO, Taiyo Pacific Partners LP

Mr. Takaaki Eguchi, Consultant / Doctorate Candidate

(Business Law), Graduate School of International Corporate

Strategy, Hitotsubashi University

<< Keynote >>

Mr. David Pillinｇ

Asia Editor

Financial Times

Updated !

Friday, September 5

Current world affairs and energy security: considering

the role of nuclear power post-Fukushima

Mr. Nobuo Tanaka, ex- Executive Director, International Energy

Agency (IEA) / Global Associate for Energy Security

and Sustainability, The Institute of Energy Economics, Japan (IEEJ),

/ Professor, Graduate School of Public Policy (GraSPP),

The University of Tokyo

Novel Treatment Strategy of Type 2 Diabetes

~Increasing roles of DPP4 inhibitors and SGLT2 inhibitors~

Masato Odawara, M.D., Ph.D.

Director and Professor, The Department of Diabetes, Endocrinology

and Metabolism, Tokyo Medical University Updated !

*Program detail will be changed without prior notice 9

Wearable Devices Trial Session: Thu, Sep 4th

Hosted by NS Solutions Corporation (2327) and Vuzix Corporation.

More global companies started to develop and introduce their wearable devices, which are gathering worldwide attentions as

the next generation of digital products by replacing mobile. We are pleased to offer you an opportunity to experience some of

these devices after workshops on the latest technology and case studies of wearable products.

Will “wearable devices” actually become new mainstream and change our lifestyle?

Find it out by looking at the world through wearable devices!

Schedule

12:00 – 13:30, Thursday, 4th September

“Ume” Room at Palace Hotel Tokyo

Prior booking is NOT required for this trial session. Please feel free to drop by during the session time listed above.

Program detail will be changed without prior notice (as of July 22). Interpretation will be also available during the session.

9:45 – 10:45

“ Case studies in the changing world of computing and

the significance of wearable devices “ by Mr. Kazuhiro Sasao, Senior Manager, Work Style Innovation Center, Systems

Research & Development Center, Technology Bureau, NS Solutions Corporation

(2327)

11:00 – 12:00

“ Latest developments in smartglasses and hardware makers’

take on the potential of wearables “ by Mr. Keiichiro Fujii, Director of Operations Japan, Vuzix Corporation

Two workshops on wearable devices will be also held at the “Aoi” room before this

trial session. We will be looking forward to seeing you at these workshops as well!

Updated !

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Investor Tour 2014 : Tue, Sep 2nd - Fanuc & Maglev Tour in Yamanashi Pref

Hosted by Junji Sakurada, Machinery Analyst "II No.1 Analyst in Machinery Sector" will accompany you.

Actually JR Central(9022) is in process of the precertification from Ministry of Land, Infrastructure, Transport and Tourism. Mizuho

assume that they expedite the acceptance of the application of the actual execution of Maglev in Sept. – Nov. term. This is good

timing to visit their exhibition center and meet the appropriate person to integrate an updated understanding of Maglev business into

your investment idea.

As for Fanuc Factory, this is their ordinary tour for their shareholders, but our analyst will be accompanying to host this tour. We hope

to get more details of their product and production lines from Mr. Fujii, Head of Corporate Communication Dept.

Related Companies:

Central Japan Railways (9022), Fanuc Corporation (6954)

Itinerary

Tuesday, 2nd September

Maglev Exhibition Center

Fanuc Corporation

Time Details

7:15 Meet at the 1F lobby of the Palace Hotel

7:30 Bus Departing

10:00～11:45 Arriving at Yamanashi Pref. Maglev Exhibition Center

Facility tour hosted by navigator of Exhibition Center

11:50 Bus Departing with lunchbox

13:00～14:00 Arriving at Fanuc Corporation

Plant tour hosted by Mr. Fujii, Head of Corp. Comm. Dept.

14:10 Bus Departing

16:30 Arriving at the Palace Hotel

If you want to attend, please register your name via on-line registration site or contact your Mizuho Sales representative.

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Investor Tour 2014 : Mon, Sep 1st - Osaka /Potential Casino Development Tour

Hosted by Yoshihiro Hashimoto, Housing and Real Estate Analyst and Katsuhiko Suzuki, Transportation Analyst

The House of Representatives finally began deliberations on the Integrated Resort (IR) Promotion Law on 18 June, further

deliberation would make it highly likely it will be enacted during the autumn Diet session. Osaka has replaced Tokyo as the leading

candidate city. Its mayor, Toru Hashimoto, has long been a vocal supporter of casinos in Japan. One possible location is

Yumeshima, close to the Universal Studios Japan theme park.

Related companies

Construction: Obayashi(1802), Penta Ocean Construction(1893)

Land owners: Sumitomo Warehouse(9303), Hitachi Zosen(7004)

Railways: Hankyu Hanshin(8042), JR West(9021), Kintestu(9041)

Real estate &JREITs: Daibiru(8806), Hankyu REIT(8977), MID REIT(3277), Daiwa House(1925), Sekisui House(1928)

Itinerary

Osaka Bay side - former Osaka City office(WTC) is now owned by Osaka Prefecture. What is happening ?

Date: Mon, September 1st

Time Details

9:40 Meet at Shin-Osaka Station (in front of Central Gate of Shinkansen)

10:10～11:30 Yumeshima at Osaka bay side, one of strong candidate of

“Casino”=Integrated Resort!

Guided by Mr. Toshimitsu Tanaka, Osaka Port Authority Manager

11:30～12:30 Lunch presentation “Osaka Redevelopment – Casino, Uekita 2 phase”

Mr. Toru Takahashi, Executive Manager, Osaka City Planning Div.

Presentation by Osaka City executive manager

12:30～13:30 Moving by Bus

Mizuho analysts will explain the property and transportation market

13:30～14:30 Miki Shoji Osaka

How we see Osaka office market !

-Osaka branch manger –Morikawa-san

15:00～16:00 Major Osaka project tour (REITs and developers)

Daibiru(8806) and NBF(8951) / Hankyu REIT(8977)

16:45～17:30 Daimaru Umeda Building on 24th floor

Briefing about Ume-kita area

17:30～19:00 Dinner Party at Osaka Grand Front

19:20 Leaving for Tokyo

Integrated Resort plan by “Kansai association of corporate executives”


Updated !

12

Hosted by Yoshihiro Hashimoto, Housing and Real Estate Analyst and Katsuhiko Suzuki, Transportation Analyst

Japanese Government plans redevelopment and upgrade Tokyo. We will visit several main area in Kioicho, Toranomon, Yaesu,

Nihonbashi, Otemachi and Shinagawa. In addition, we will host luncheon meeting with CBRE on office market.

Related Companies

Nishimatsu Construction (1820), Kajima (1912), Mitsui Fudosan (8801), NTT Urban Development (8933), JR East (9022), Seibu Holdings (9024)

Itinerary

Investor Tour 2014 : Tue, Sep 2nd - Tokyo Property Tour

Tuesday, September 2nd

Time Details

8:30 Meet at the 1F lobby of the Palace Hotel

9:00～10:00 Kioi-cho project(former Akasaka Prince Hotel)

Guided by Seibu HD(owner of project).Kajima(1912) is

constructing now.

10:30～11:30 Toranomon Hills

Area Tour by Mizuho Analysts. REIT Manager will join.

12:00～13:00 Luncheon Meeting at Totanomon Hills

"Prospects of office market “ by Mr. Hiroshi Okubo, Executive

Director, CBRE

13:30～14:00 Hibiya Area - Potential Big Redevelopment

Fully guided by Mitsui Fudosan(8801)

14:30～15:30 Yesu, Nihonbashi and Otemachi Area

Fully guided by Mitsui Fudosan(8801)

16:00～17:00 Shinagawa Area

Shinagawa New Station by JR East(9021), Shinagawa Season

Terrance by NTT Urban Development(8933)

17:30～19:30 Dinner Party at Shinagawa Prince Hotel

20:00 Return to the Palace Hotel

“Shinagawa area” is one of attractive area as a corporation office, because

of Shinkansen-station and Haneda airport access. NTT Urban(8933) is

developing “”Shinagawa Season Terrace” with completion Feb 2015.And June

3rd,

JR East(9021) announced to open new station between Shinagawa and

Tamachi before 2020.

“Toranomon Hills” symbolize good office market in 2014, since more than 80%

tenants signed before its completion of May 2014. And Toranomon area is still

changing not only new road (MacArthur road), but also Hibiya line new station or

rapid bus terminal for Haneda airport, and neighboring land redevelopments by

Mori building and Nishimatsu Construction(1820) are planed.

“Tora-no-mon” welcomes you

Kioi-cho project site

Developments is changing landscape of Nihonbashi/Yaesu


“Kioi-cho Project” is a flagship development of Seibu HD (9024) and one of key

project to monitor office market. Kioi-cho Project will be completed in May 2016,

however, Yahoo! Japan (4689) already announced to take major 83% of office

space.

Updated !

13

Investor Tour 2014 : Sun, Sep 7th - Mt. Fuji Cleanup Activity

Date: Sun, September 7th *details subject to change

Time Place

7.25 - 30 Meet at Palace Hotel

Depart for Yamanashi Pref. by bus

10.30 Arrive Bird Sanctuary Park in Yamanashi

11.00 Start Clean-up

13.00 Finish Clean-up

13.15 Transfer to Lunch venue / Hot spring

13.30 Lunch + free time

15.30 Depart Tokyo

18.30 Arrive Palace Hotel

Hosted by Corporate Communication Dept. of Mizuho Securities

As you may know, Mt. Fuji, Japan’s highest mountain with 3,776 m, has been listed as a World Heritage site by UNESCO in Jun, 2013.

In spite of positive efforts by residents as well as some volunteer groups working to clean up and raise garbage awareness, illegal dumping under the

Fifth Station of Mt. Fuji is still a major problem.

Mizuho has been cooperating Mt. Fuji Club, NPO, and working on Mt. Fuji Cleanup Activities since 2007. Mizuho staffs and their families are collecting

illegally-dumped items once a year and this time open to our clients.

Mt. Fuji club’s activities ( http://www.nippon.com/en/views/b00306/ )

Itinerary <fee>

Free of charge


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http://www.nippon.com/en/views/b00306/

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