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Company First Look / Equity
- First Look - Air Water (4088 JP) (Neutral) - Improvement in Q4, but guidance hurdle high by Nomura Research
- Quick Note: Caesars Entertainment Corporation (CZR US, Buy) - CZR; Icahn, What’s Next? by Nomura Instinet Research
- First Look - Shinko Electric Industries (6967 JP) (Neutral) - New management; hoping for bold action on capex by Nomura Research
- First Look: Westlake Chemical Corporation (WLK US, Reduce) - 4Q18 EBITDA and FCF Fall Short by Nomura Instinet Research
- Quick Note: Marker Therapeutics, Inc. (MRKR US, Buy) - AML P2 Plans Ahead, Solid Tumor Data ASCO by Nomura Instinet Research
- Quick Note - Minth Group (425 HK, Reduce) - Earnings risks ahead by Nomura Research
- First Look - ã¿ãšã»ãƒ•ã‚£ãƒŠãƒ³ã‚·ãƒ£ãƒ«ã‚°ãƒ«ãƒ¼ãƒ— (8411 JP) (Buy) - J-Coin Payã®æ供開始ã«ã¤ã„㦠(ADR:MFG US) by Nomura Research
- First Look - ソフトãƒãƒ³ã‚¯ (9434 JP) (Buy) - ゼãƒãƒ¬ãƒ¼ãƒ†ã‚£ãƒ³ã‚°ã¸ã®ç·å‹™çœè¦‹è§£ by Nomura Research
- Quick Note - Public Bank (PBK MK, Buy) - 4Q18 steady; reiterate Buy by Nomura Research
- Quick Note - Bank of the Philippine Islands (BPI PM, Buy) - First take on 4Q18 results by Nomura Research
- First Look - SoftBank Corp (9434 JP) (Buy) - MIC's opinion on zero-rating by Nomura Research
- First Look - ヤマトホールディングス (9064 JP) (Buy) - 社長交代を発表ã€å®Ÿç¸¾å分ã®é•·å°¾æ–°ç¤¾é•·ã¸ by Nomura Research
- Quick Note: Ciena Corporation (CIEN US, Buy) - WL5 Hits Ahead of Trade Shows by Nomura Instinet Research
- Quick Note: Verizon Communications Inc. (VZ US, Buy) - It’s 5G, if You Hadn’t Heard…and GDP+ Growth by Nomura Instinet Research
- Quick Note: MGM Resorts International (MGM US, Buy) - Mgmt. Change – Reading Between the Lines by Nomura Instinet Research
- Hotaru Signal ? Hanon Systems (018880 KS, Reduce) - Hotaru alert by Nomura Research
- Quick Note - Adani Port & SEZ (ADSEZ IN, Neutral) - Investor concern on related-party deal by Nomura Research
- First Look - ã¿ãšã»ãƒ•ã‚£ãƒŠãƒ³ã‚·ãƒ£ãƒ«ã‚°ãƒ«ãƒ¼ãƒ— (8411 JP) (Buy) - 興銀リースã¨ã®è³‡æœ¬æ¥å‹™ææºå¥‘ç´„ç· çµã‚’公表 (ADR:MFG US) by Nomura Research
- Quick Note - VIPSHOP (VIPS US, Neutral) - 4Q18 revenue and 1Q19 guidance remain soft by Nomura Research
- First Look: Albemarle Corporation (ALB US, Neutral) - 2019 Guide Solid, Slow Start in 1Q by Nomura Instinet Research
- Quick Note - Samsung Electronics (005930 KS, Buy) - First positive impression since GS7 by Nomura Research
- First Look - Yamato Holdings (9064 JP) (Buy) - Yutaka Nagao to take over as president by Nomura Research
- Quick Note: CommScope (COMM US, Neutral) - Guidance a Notch Above Stale Consensus by Nomura Instinet Research
- シエナ・コープ(Buy)大型見本市をå‰ã«WaveLogic 5を発表 by Nomura Instinet Research
- Quick Note - PICC P&C (2328 HK, Buy) - Jan-19 premium up 31% y-y by Nomura Research
- First Look: Moody’s Corporation (MCO US, Buy) - 4Q Disappoints, but the Worst May Be Over by Nomura Instinet Research
- First Look - ã¿ã‚‰ã‹ãƒ›ãƒ¼ãƒ«ãƒ‡ã‚£ãƒ³ã‚°ã‚¹ (4544 JP) (Neutral) - Aβ検査ã®Breakthrough Deviceèªå®šç™ºè¡¨ by Nomura Research
- Quick Note - China Taiping (966 HK, Buy) - Maintain Buy by Nomura Research
- First Look - Fujitsu (6702 JP) (Neutral) - Booking career transition support costs by Nomura Research
- Quick Note - China Molybdenum (3993 HK, Reduce) - Glencore plans to cut cobalt production by Nomura Research
- Quick Note - Tata Consultancy Services (TCS IN, Reduce) - Retain Reduce by Nomura Research
- Quick Note - Bank Central Asia (BBCA IJ, Buy) - Acquisition target is too small to matter by Nomura Research
- Quick Note - CP ALL (CPALL TB, Buy) - A weak results heads-up by Nomura Research
- Quick Note - Xiaomi Corporation (1810 HK, Buy) - Mi 9 event – high spec; competitive price by Nomura Research
- First Look - Mizuho Financial Group (8411 JP) (Buy) - Start of J-Coin Pay service (ADR:MFG US) by Nomura Research
- Quick Note - CIMB Group Holdings (CIMB MK, Buy) - Niaga 4Q: asset quality continues to recover by Nomura Research
- Quick Note - Chroma ATE Inc. (2360 TT, Buy) - Near-term headwinds, long-term tailwinds by Nomura Research
- Quick Note - Airports of Thailand PCL (AOT TB, Buy) - Updates on Terminal 2 and Duty free by Nomura Research
- Quick Note - AirAsia X Bhd (AAX MK, Buy) - Smaller-than-expected 4Q EPS; FY19F intact by Nomura Research
- VMware, Inc. (VMW US, Reduce) - 4Q19 Earnings Preview by Nomura Instinet Research
- PICCä¸å›½äººæ°‘財産ä¿é™º(Buy)1月ã®ä¿é™ºæ–™åŽå…¥ã¯å‰å¹´åŒæœˆæ¯”31%増 by Nomura Research
- Quick Note - Sembcorp Marine (SMM SP, Neutral) - Order wins worth SGD175mn by Nomura Research
- ä¸å›½äººå¯¿ä¿é™ºï¼ˆãƒãƒ£ã‚¤ãƒŠãƒ»ãƒ©ã‚¤ãƒ•ï¼‰(Neutral)投資家/メディアå‘ã‘イベントã®å ±å‘Š by Nomura Research
- Quick Note - NetEase (NTES US, Buy) - Solid 4Q results by Nomura Research
- Quick Note - Hysan Development (14 HK, Neutral) - Results in line, with office a bright spot by Nomura Research
- アルベマール(Neutral)19.12期ガイダンスã¯è‰¯å¥½ by Nomura Instinet Research
- Quick Note - AMMB Holdings (AMM MK, Buy) - 3Q in-line; recoveries offset fall in NOII by Nomura Research
- First Look: Norwegian Cruise Line Holdings Ltd. (NCLH US, Buy) - Outlook Well Ahead of the Street by Nomura Instinet Research
- Quick Note - Champion REIT (2778 HK, Neutral) - Demonstration of operational strength by Nomura Research
- Quick Note - Petronas Chemicals Group Bhd (PCHEM MK, Buy) - Tracking key trends by Nomura Research