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Company Update / Equity
- iQIYI Inc (IQ US) (Neutral) - Awaiting the success of more blockbuster titles by Nomura Research
- T&D Holdings (8795 JP) (Buy) - We still think profits will carry on rising through 26/3 by Nomura Research
- BYD (002594 CH) (Buy) - Competition entering into a decisive stage (Erratum) by Nomura Research
- ライオン (4912 JP) (Buy) - 注力分野の強化による収益性改善を見込む by Nomura Research
- IHH Healthcare (IHH MK) (Buy) - Operational outperformance continues in 4Q23 by Nomura Research
- NetEase (9999 HK) (Buy) - Two promising new titles are coming by Nomura Research
- バイドゥ (BIDU US) (Buy) - 23.12期第4四半期決算 by Nomura Research
- European Oil and Gas Monthly: February 2024 – return of the crack by Wood and Company
- Japan Lifeline (7575 JP) (Buy) - Material price revisions roughly in line with our assumptions by Nomura Research
- WOOD Flash – Aselsan: quo vadis? New contracts, new products and upcoming transition to inflation accounting by Wood and Company
- 武蔵精密工業 (7220 JP) (Buy) - 業績好調も株価出遅れ、新事業も離陸間近 by Nomura Research
- Musashi Seimitsu Industry (7220 JP) (Buy) - Share price lagging despite strong earnings, new businesses poised for lift-off by Nomura Research
- European Oil and Gas Monthly: March 2024 – winter was survived, as expected by Wood and Company
- WOOD Daily: SOKM TI, CAR PW, PL telecoms, PL media, SNP RO by Wood and Company
- WOOD Daily: LAMDA GA, EL RO, PEO PW, 11B PW, SNN RO, EMEA airlines, BUD PW by Wood and Company
- WOOD Daily: LPP - the glass is half full (stays BUY), EUR PW, 11B PW, Polish banks, MOL HB, FROTO TI, KLKIM TI, LAMDA GA, SHO PW by Wood and Company
- WOOD Flash - Air Astana Group: 1Q24 – 15% ASK growth, RASK down slightly yoy, but CASK stable by Wood and Company
- WOOD Flash - National Bank of Greece: 1Q24 highlights by Wood and Company
- WOOD Daily: EMEA airlines; AKCNS TI; 4IG HB by Wood and Company
- WOOD Flash – Lamda Development: 4Q23 results – a significant step-up in Ellinikon revenues, revaluation gain on existing malls by Wood and Company
- WOOD Flash - OMV Petrom: strategy update by Wood and Company
- WOOD Flash – NEPI Rockcastle: sells Promenada Novi Sad in Serbia for EUR 177m by Wood and Company
- WOOD Flash – Lamda Development: closes sale of Ellinikon resi land plots for EUR 106m by Wood and Company
- European Oil and Gas Monthly: July 2024 – refining margins up again by Wood and Company
- European Oil and Gas Monthly: August 2024 – refining decline continues by Wood and Company