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Company First Look / Equity
- First Look: Dropbox, Inc. (DBX US, Neutral) - 4Q Beat, 2019 Guidance in Focus by Nomura Instinet Research
- Quick Note - Baidu (BIDU US, Neutral) - 4Q beats, 1Q19 guidance in line by Nomura Research
- First Look - Mitsubishi UFJ Financial Group (8306 JP) (Buy) - Media: adopting more results-oriented wage system (ADR:MUFG US) by Nomura Research
- First Look: Caesars Entertainment Corporation (CZR US, Buy) - 4Q and 2019 Outlook Mushy by Nomura Instinet Research
- First Look - クレディセゾン (8253 JP) (Neutral) - ã¿ãšã»éŠ€è¡Œã¨ã®æ¥å‹™ææºè§£æ¶ˆã‚’発表 by Nomura Research
- First Look - オービックビジãƒã‚¹ã‚³ãƒ³ã‚µãƒ«ã‚¿ãƒ³ãƒˆ (4733 JP) (Neutral) - 19.3期会社計画 2度目ã®ä¸Šæ–¹ä¿®æ£ç™ºè¡¨ by Nomura Research
- First Look - Credit Saison (8253 JP) (Neutral) - Dissolving partnership with Mizuho Bank by Nomura Research
- First Look - ミスミグループ本社 (9962 JP) (Buy) - 1月売上: 為替ã€ç¨¼åƒæ—¥èª¿æ•´å¾Œã§2%増 by Nomura Research
- First Look - Obic Business Consultants (4733 JP) (Neutral) - Second upward revisions to 19/3 guidance by Nomura Research
- Quick Note: Voyager Therapeutics, Inc. (VYGR US, Buy) - Expanded ABBV Collab. Validates Approach by Nomura Instinet Research
- Quick Note - Gamuda (GAM MK, Buy) - Highway disposals: doing the math by Nomura Research
- First Look: BioMarin Pharmaceutical Inc. (BMRN US, Neutral) - Roche/ONCE May See ValRox “Worst-to-Market†by Nomura Instinet Research
- First Look - Yokogawa Bridge Holdings (5911 JP) (Neutral) - Outlines of new medium-term plan from 20/3 by Nomura Research
- Quick Note - Sunway Construction Group Bhd (SCGB MK, Buy) - In-line FY18 results by Nomura Research
- Quick Note - Hong Leong Bank (HLBK MK, Neutral) - 2Q in line; maintain Neutral by Nomura Research
- MongoDB, Inc. (MDB US, Reduce) - Pay No Att’n to That Man Behind the Curtain by Nomura Instinet Research
- First Look: Wyndham Destinations, Inc. (WYND US, Buy) - 4Q Results and Outlook Support FCF Ramp-Up by Nomura Instinet Research
- Quick Note - Lite-On Technology Corp (2301 TT, Neutral) - Cash dividend likely a cushion to 4Q GM miss by Nomura Research
- First Look: ServiceMaster Global Holdings, Inc. (SERV US, Buy) - Strong Organic Growth SERVs Investors Well by Nomura Instinet Research
- Quick Note: Charter Communications, Inc. (CHTR US, Neutral) - Spectrum Streaming Service a Savvy Strategy by Nomura Instinet Research
- Quick Note - Sea (SE US, Buy) - 4Q18: positively resetting expectations by Nomura Research
- Quick Note - IMAX China (1970 HK, Buy) - 2H18 top line and bottom line both miss by Nomura Research
- First Look - Credit Saison (8253 JP) (Neutral) - Announces new company president by Nomura Research
- Quick Note - RHB Bank Bhd (RHBBANK MK, Neutral) - 4Q18 beats; dividend policy normalisation by Nomura Research
- Quick Note - Infosys (INFO IN, Neutral) - The causes of margin erosion by Nomura Research
- Quick Note - Sime Darby (SIME MK, Buy) - 2Q19 core EPS: +24% y-y; Industrials thrives by Nomura Research
- First Look - 三è±ï¼µï¼¦ï¼ªãƒ•ã‚£ãƒŠãƒ³ã‚·ãƒ£ãƒ«ãƒ»ã‚°ãƒ«ãƒ¼ãƒ— (8306 JP) (Buy) - æˆæžœä¸»ç¾©ã‚’å¼·ã‚ãŸè³ƒé‡‘制度を導入ã¨ã®å ±é“ (ADR:MUFG US) by Nomura Research
- First Look: Boyd Gaming Corp. (BYD US, Buy) - Operational Excellence – 4Q and 2019 by Nomura Instinet Research
- Quick Note: Retrophin, Inc. (RTRX US, Buy) - Bardoxolone FSGS Data: No Sparsentan Impact by Nomura Instinet Research
- First Look - 三è±ï¼µï¼¦ï¼ªãƒ•ã‚£ãƒŠãƒ³ã‚·ãƒ£ãƒ«ãƒ»ã‚°ãƒ«ãƒ¼ãƒ— (8306 JP) (Buy) - マãƒãƒãƒ³ã«é–¢ã™ã‚‹ç±³å½“å±€ã¨ã®åˆæ„を公表 (ADR:MUFG US) by Nomura Research
- ベライゾン・コミュニケーションズ(Buy)アナリストデーã®è¦æ—¨ by Nomura Instinet Research
- サムスン電å(Buy)Galaxy S10を発表。S7以æ¥ã®æœ‰æœ›æ©Ÿç¨® by Nomura Research
- First Look - Mitsubishi UFJ Financial Group (8306 JP) (Buy) - Anti-money laundering Consent Order in US (ADR:MUFG US) by Nomura Research
- First Look - Misumi Group (9962 JP) (Buy) - Jan sales up 2% y-y on adjusted basis by Nomura Research
- Quick Note - China Life Insurance (2628 HK, Neutral) - Huge room for improvement by Nomura Research
- Quick Note - Asia Aviation PCL (AAV TB, Buy) - Acquiring Nok Airlines? by Nomura Research
- First Look - 横河ブリッジホールディングス (5911 JP) (Neutral) - 20.3期ã‹ã‚‰ã®æ–°ä¸æœŸçµŒå–¶è¨ˆç”»æ¦‚è¦ã‚’公表 by Nomura Research
- Quick Note - Gamuda (GAM MK, Buy) - Highway disposals: management update by Nomura Research
- Quick Note - Malayan Banking (MAY MK, Buy) - Solid results on low credit costs by Nomura Research
- Hotaru Signal - Keppel Corp (KEP SP, Reduce) - Hotaru alert by Nomura Research
- First Look - Mizuho Financial Group (8411 JP) (Buy) - Capital and business alliance with IBJ Leasing (ADR:MFG US) by Nomura Research
- First Look: Worldpay, Inc. (WP US, Buy) - Organic Growth Shines; Guidance Conservative by Nomura Instinet Research
- Quick Note - IJM Corp (IJM MK, Reduce) - 3Q19: another weak quarter by Nomura Research
- Quick Note - Hyundai Mobis (012330 KS, Neutral) - Renewed shareholder returns unsurprising by Nomura Research
- First Look - 三è±ï¼µï¼¦ï¼ªãƒ•ã‚£ãƒŠãƒ³ã‚·ãƒ£ãƒ«ãƒ»ã‚°ãƒ«ãƒ¼ãƒ— (8306 JP) (Buy) - 関西ä¸å¿ƒã«æŒ‡å®šé‡‘èžæ©Ÿé–¢è¾žé€€ã¨ã®å ±é“ (ADR:MUFG US) by Nomura Research
- First Look - Mitsubishi UFJ Financial Group (8306 JP) (Buy) - Ceasing some services for local governments (ADR:MUFG US) by Nomura Research
- First Look - クレディセゾン (8253 JP) (Neutral) - 社長交代人事ã€çµ„織改定を発表 by Nomura Research
- ワールドペイ(Buy)第4å››åŠæœŸæ±ºç®—：良好。ガイダンスã¯ä¿å®ˆçš„ by Nomura Instinet Research
- Quick Note - IHH Healthcare Bhd (IHH MK, Buy) - Fortis Healthcare accretive to PATMI in 4Q by Nomura Research
- Quick Note - Genting Malaysia Bhd (GENM MK, Buy) - 4Q18: EBITDA in-line; special dividend by Nomura Research