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Company Update / Equity
- 三和ホールディングス (5929 JP) (Buy) - 北米での部材不足は特殊要因もあろう by Nomura Research
- Alfresa Holdings (2784 JP) (Reduce) - 22/3 Q2 results: focusing on measures to offset deteriorating margins by Nomura Research
- 三井不動産 (8801 JP) (Buy) - 2Q:不動産の売却益で大幅増益 by Nomura Research
- Pan-European Capital Goods: Friday Nuts'n'Bolts - Palfinger / Kito / Offshore wind vs O&G capex / US construction outlook / COP26 by Credit Suisse
- ＳＵＢＡＲＵ (7270 JP) (Buy) - 12月から漸く増産、フル生産の持続力が魅力 by Nomura Research
- European Cement: October 2021 Europe Construction PMI - Back to growth, Commercial adds to the positive momentum by Credit Suisse
- European Food Retail: Something to chew on: The news, the previews, the invites, reminders: HelloFresh NDR key takes, Food Lion finishes store remodelling, Ahold 3Q preview by Credit Suisse
- Taiyo Yuden (6976 JP) (Buy) - 22/3 Q2 results: we retain forecasts by Nomura Research
- Subaru (7270 JP) (Buy) - Production expected to rise from December, we view sustainability of full production as appealing by Nomura Research
- ダイキン工業 (6367 JP) (Buy) - 中国などでの自力の成長力を評価 by Nomura Research
- MS: 10Q highlights: trading revenue distribution (skewed positive), rate sensitivity, fee rate progression, balance sheet management by Credit Suisse
- WFC: 10Q highlights
focused on legacy issues and the path forward, above-average interest rate sensitivity and credit quality by Credit Suisse
- LXSG.DE: Lanxess - Executive Call Feedback- Consumer Protection by Credit Suisse
- Machinery sector: Implications for Japanese stocks from Airtac, Hiwin, Suzuden's October sales by Credit Suisse
- 関西電力 (9503 JP) (Buy) - 原発7基体制下では原油高は実質増益要因 by Nomura Research
- SGP.AX: Stockland Group - No seismic shift in strategy, but more clarity over target capital mix and returns by Credit Suisse
- Kansai Electric Power (9503 JP) (Buy) - Higher crude oil prices effectively increase profits under seven-reactor structure by Nomura Research
- 6383.T: Daifuku - 2Q FY3/22 results briefing: Losses in automotive segment likely to be one-off by Credit Suisse
- 三菱電機 (6503 JP) (Neutral) - 野村予想を小幅上方修正 by Nomura Research
- CCOI: vNDR - Corporate Rebound to Benefit From Multiple Novel Tailwinds by Credit Suisse
- Iida Group Holdings (3291 JP) (Buy) - 22/3 Q2 results: operating margin remains strong by Nomura Research
- SYF: Demystifying RSA - 2022 RSA To Be In $3.8 Bn Area - Will Be Defensive As Credit Normalizes by Credit Suisse
- Tokyo Century (8439 JP) (Neutral) - 22/3 Q2 results: as expected despite dropout of capital gains by Nomura Research
- Swiss CDMO and specialty pharma: Assumption of coverage by Credit Suisse
- SANN.S: Santhera Pharmaceuticals - Termination of coverage by Credit Suisse
- JMDC (4483 JP) (Buy) - ヘルスビッグデータの利活用環境充実 by Nomura Research
- ベネッセホールディングス (9783 JP) (Buy) - 業績V字回復と持続成長への仕掛創りに注目 by Nomura Research
- Sanwa Holdings (5929 JP) (Buy) - Parts shortages in North America likely involve special factors by Nomura Research
- 太陽誘電 (6976 JP) (Buy) - 決算コメント：野村予想は据え置き by Nomura Research
- JMDC (4483 JP) (Buy) - Expanding applications for health big data by Nomura Research
- Mitsui Fudosan (8801 JP) (Buy) - 22/3 H1 results: profits up sharply on property sales gains by Nomura Research
- Benesse Holdings (9783 JP) (Buy) - We focus on efforts to create springboard for sharp earnings recovery and sustained growth by Nomura Research
- JPM: 10Q highlights: asset sensitivity and liquidity deployment, card rewards liability detail, and credit quality/allowance assumptions by Credit Suisse
- Specialty Finance Weekly: Visa, Discover, OneMain, Buy Now Pay Later by Credit Suisse
- Daikin Industries (6367 JP) (Buy) - Strong autonomous growth potential in China and elsewhere by Nomura Research
- Mexico Real Estate: AMEFIBRA Day highlights: 10 years, just getting started by Credit Suisse
- CNQ.TO: Adjusting estimates by Credit Suisse
- Telecom: Subscriber Roll Ups 3QTD by Credit Suisse
- Machinery sector: CS Machinery weekly (8 Nov~) by Credit Suisse
- ICT sector: CS ICT Weekly update Vol. 26: Telecom stocks, SBG, results implications, SBG NAV Tracker by Credit Suisse
- HUO.AX: Huon Aquaculture Group Limited - Termination of coverage by Credit Suisse
- デンカ (4061 JP) (Neutral) - 決算コメント：計画増額修正も想定の範囲内 by Nomura Research
- 飯田グループホールディングス (3291 JP) (Buy) - 2Q:高い営業利益率を維持 by Nomura Research
- CHNG: Q&A Our Way: Deal or No Deal, Strong Growth Drivers Remain Intact by Credit Suisse
- 東京センチュリー (8439 JP) (Neutral) - 22.3期Q2：キャピタルゲイン剥落もインライン by Nomura Research
- Denka (4061 JP) (Neutral) - 22/3 H1 results: company raises guidance within bounds of our expectations by Nomura Research
- EDIT: Q3 Earnings and Pipeline Updates by Credit Suisse
- Mitsubishi Electric (6503 JP) (Neutral) - Raising our forecasts slightly by Nomura Research
- Swiss biotech: Assumption of coverage by Credit Suisse
- CADL: Credit Suisse Healthcare Conference: Fireside Chat Takeaways by Credit Suisse