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Company First Look / Equity
- Quick Note - Wanhua Chemical Group (600309 CH, Buy) - Strong MDI price hike in Mar-19 (Erratum) by Nomura Research
- Quick Note - China Mobile (941 HK, Buy) - Read-across on CM’s potential MOR by Nomura Research
- Quick Note - SK Innovation (096770 KS, Neutral) - Splitting-off separator business by Nomura Research
- Quick Note - Hong Kong Exchanges and Clearing (388 HK, Buy) - FY18 results largely in line by Nomura Research
- スクエア(Buy)第4å››åŠæœŸæ±ºç®—：良ãも悪ãã‚‚ãªã„内容 by Nomura Instinet Research
- Quick Note - ENN Energy Holdings (2688 HK, Buy) - Announced Share Award Scheme by Nomura Research
- Quick Note: Deciphera Pharmaceuticals, Inc. (DCPH US, Buy) - Avapritinib Safety Issues, Positive for DCPH by Nomura Instinet Research
- Quick Note - Nexen Tire (002350 KS, Buy) - Nexen increasing its European OE presence by Nomura Research
- ãƒã‚¤ãƒ¤ãƒ«ãƒ»ã‚«ãƒªãƒ“アン・クルーズ(Buy)新型客船を就航。å“質改善ãŒç¶šã by Nomura Instinet Research
- First Look - 日立ã‚ャピタル (8586 JP) (Buy) - 増é…発表もサプライズãªã— by Nomura Research
- First Look - アスクル (2678 JP) (Neutral) - 2月度売上；é€æ–™ç„¡æ–™ã‚’åŽ³æ ¼åŒ–ã—ãŸå½±éŸ¿ãªã— by Nomura Research
- Quick Note - CIMB Group Holdings (CIMB MK, Buy) - 4Q: in-line; 5-year strategic plan announced by Nomura Research
- First Look: Installed Building Products, Inc. (IBP US, Buy) - Investments Lift Growth by Nomura Instinet Research
- First Look - エイãƒãƒ»ã‚¢ã‚¤ãƒ»ã‚¨ã‚¹ (9603 JP) (Buy) - 全世界全ã¦ã®æ–¹é¢ã®æµ·å¤–旅行事æ¥ãŒèºé€² by Nomura Research
- First Look: Marriott Vacations Worldwide Corp. (VAC US, Buy) - Buy; Strong FCF & Capital Return by Nomura Instinet Research
- Quick Note - Wanhua Chemical Group (600309 CH, Buy) - 2018 net profit down 4.7% y-y by Nomura Research
- Quick Note - JD.com (JD US, Neutral) - A surprise beat on margin by Nomura Research
- Quick Note - Hong Kong Exchanges and Clearing (388 HK, Buy) - Corporate day: key takeaways by Nomura Research
- Quick Note - SM Investments Corporation (SM PM, Neutral) - First take on FY18 results by Nomura Research
- First Look - ＳＵＢＡＲＵ (7270 JP) (Buy) - 大è¦æ¨¡ãƒªã‚³ãƒ¼ãƒ«ã‚‚æ¥æœŸVå—回復ã®è¦‹æ–¹ã¯ä¸å¤‰ by Nomura Research
- First Look: Marriott International, Inc. (MAR US, Buy) - Mostly Non-core Items Reduce 2019E Growth by Nomura Instinet Research
- First Look - エムスリー (2413 JP) (Buy) - 先端医療機器ã®M&A～目利ã力試ã•ã‚Œã‚‹ by Nomura Research
- First Look - 三è±ï¼µï¼¦ï¼ªãƒ•ã‚£ãƒŠãƒ³ã‚·ãƒ£ãƒ«ãƒ»ã‚°ãƒ«ãƒ¼ãƒ— (8306 JP) (Buy) - 航空機ファイナンス関連事æ¥è²·åŽã‚’公表 (ADR:MUFG US) by Nomura Research
- First Look - Mitsubishi UFJ Financial Group (8306 JP) (Buy) - Acquiring aviation finance business (ADR:MUFG US) by Nomura Research
- Quick Note - Tata Motors (TTMT IN, Neutral) - JLR US retail sales jump 29% y-y in Feb by Nomura Research
- Quick Note - Central Pattana (CPN TB, Neutral) - Key meeting takeaways by Nomura Research
- Quick Note - Hyundai Motor (005380 KS, Neutral) - Aggressive targets - OPM 7%, ROE 9% by 2022 by Nomura Research
- Quick Note: Sarepta Therapeutics, Inc. (SRPT US, Buy) - LGMD Data Platform Validation by Nomura Instinet Research
- First Look: Square, Inc. (SQ US, Buy) - 4Q: Not Bad but Not Great Either by Nomura Instinet Research
- First Look: Extended Stay America, Inc. (STAY US, Buy) - No Stock Repo Could Be a Good Thing by Nomura Instinet Research
- First Look: argenx SE – ADR (ARGX US, Buy) - ASH: Poster Cancellation – Not Data Related by Nomura Instinet Research
- AT&T(Buy)アナリストデーã®æŒ¯ã‚Šè¿”ã‚Š by Nomura Instinet Research
- Quick Note: Acceleron Pharma, Inc. (XLRN US, Buy) - ASH Phase 3 Data: Luspatercept Still Great by Nomura Instinet Research
- First Look - エイãƒãƒ»ã‚¢ã‚¤ãƒ»ã‚¨ã‚¹ (9603 JP) (Buy) - 18å¹´7～9月期HTBグループ決算発表 by Nomura Research
- First Look - パーク２４ (4666 JP) (Neutral) - 19.10期Q1決算コメント by Nomura Research
- First Look - Hitachi Capital (8586 JP) (Buy) - Dividend hike announced, no surprise by Nomura Research
- First Look - Park24 (4666 JP) (Neutral) - 19/10 Q1 results by Nomura Research
- ãƒãƒ£ã‚¤ãƒŠãƒ»ãƒ¢ãƒã‚¤ãƒ«(Buy)æ··åˆæ‰€æœ‰åˆ¶æ”¹é©ãŒå®Ÿæ–½ã•ã‚Œã‚‹å¯èƒ½æ€§ã«ã¤ã„㦠by Nomura Research
- First Look - Askul (2678 JP) (Neutral) - Feb sales: no impact from change in fee criteria by Nomura Research
- インフォシス(Neutral)å–¶æ¥åˆ©ç›ŠçŽ‡ä½Žä¸‹ã®ç†ç”±ã‚’åˆ†æž by Nomura Research
- First Look - HIS (9603 JP) (Buy) - Overseas travel expanding in all directions by Nomura Research
- Quick Note: MongoDB, Inc. (MDB US, Reduce) - Continuation to Lyft/MDB Saga by Nomura Instinet Research
- Quick Note - Yinson Holdings Bhd (YNS MK, Buy) - Contract win to bolster FY21F profit rise by Nomura Research
- First Look: VMware, Inc. (VMW US, Reduce) - 4Q Beat, FY20 Guidance Focus for Call by Nomura Instinet Research
- First Look - Subaru (7270 JP) (Buy) - Still expect V-shaped recovery despite major recall by Nomura Research
- Quick Note - Doosan Infracore (042670 KS, Buy) - Asia NDR takeaways by Nomura Research
- Quick Note - Sea (SE US, Buy) - NDR takeaways by Nomura Research
- First Look - M3 (2413 JP) (Buy) - M&A in advanced medical equipment by Nomura Research
- Quick Note: MGM Growth Properties LLC (MGP US, Buy) - Highlights from Our Meetings w/ Management by Nomura Instinet Research
- First Look - 日本電信電話 (9432 JP) (Buy) - ã€è¨‚æ£ç‰ˆã€‘20.3期æ±è¥¿è¨ˆç”»ã¯ãƒã‚¸ãƒ†ã‚£ãƒ–ãªå†…容 by Nomura Research