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Shayne Heffernan on Ebara, Japan Railways, Idemitsu Kosan

May 15, 2011 6:33 AM ETEWJ2 Comments
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Shayne Heffernan is still bullish on Japan Equities. Tokyo Hot Stocks, Ebara, Japan Railways, Idemitsu Kosan

According to Shayne Heffernan It is time to start buying Japan Equities as Japan’s Parliament introduces a 4 trillion yen ($49 billion) tsunami recovery budget, but it will cover only a fraction of the cost of what was the world’s most expensive natural disaster ever, and what may become the worlds largest ever reconstruction project.

The budget will cover the building of new houses for the more than 100,000 people who remain without proper shelter, the massive undertaking of clearing debris and rubble, reconstruction of fishing grounds, and support for disaster-hit businesses and their employers.

The March 11 magnitude-9.0 earthquake and ensuing tsunami, which wiped out large swaths of Japan’s northeastern coastline, are believed to have caused an estimated $300 billion in damage, making it the most expensive disaster ever.

Japan listed Idemitsu Kosan TYO:5019 has been upgraded to a strong buy with a 2012 price target of 15,000 JPY issued by Shayne Heffernan.

Idemitsu Kosan TYO:5019 acquired interests of 10%-40% in oil and gas production licenses in four blocks of Norway’s continental shelf, according to The Nikkei. Through a subsidiary, Idemitsu Kosan Co., Ltd. participated in joint bids with Chevron Corp., BG Group PLC and other partners in a licensing round held by the Norwegian government. The exploration phase will take the coming two to four years, during which development costs and production scale will be determined.

Idemitsu Kosan Co., Ltd. announced that it has raised its full-year consolidated outlook for revenue from JPY 3,440,000 million to JPY 3,550,000 million, operating profit from JPY 67,000 million to JPY 99,000 million, ordinary profit from JPY 63,000 million to JPY 95,000 million, net profit from JPY 26,000 million to JPY 40,000 million and earning per share from JPY 650.16 to JPY 1,000.24 for the fiscal year ending March 31, 2011. The Company raised its full-year outlook mainly due to the increased price of crude oil. According to Reuters Estimates, analysts on average are expecting the Company to report full-year revenue of JPY 3,450,000 million and net profit of JPY 29,500 million.

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