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Company Update / Equity
- T&Dホールディングス (8795 JP) (Buy) - 「26.3期にかけて増益維持」の見方は不変 by Nomura Research
- Baidu (BIDU US) (Buy) - More aggressive capital return is likely needed by Nomura Research
- Shimano (7309 JP) (Neutral) - Earnings hit bottom, inventories likely to return to normal in 24/12 H2 by Nomura Research
- オープンワーク (5139 JP) (Not Rated) - 23.12期決算:会社計画を超過し増収増益 by Nomura Research
- Lion (4912 JP) (Buy) - Margins likely to benefit from improvements in focus areas by Nomura Research
- NetEase (NTES US) (Buy) - Two promising new titles are coming by Nomura Research
- グリッド (5582 JP) (Not Rated) - 24.6期2Q:微増収と人員増で減益 by Nomura Research
- ネットイーズ (NTES US) (Buy) - 23.12期第4四半期決算:堅調だが下振れ by Nomura Research
- 日本ライフライン (7575 JP) (Buy) - 材料価格改定は概ね想定の範囲内 by Nomura Research
- JD Logistics (2618 HK) (Buy) - Margin likely to expand steadily in FY24F by Nomura Research
- ファンケル (4921 JP) (Neutral) - サプリの更なる海外成長期待の高まりが必要 by Nomura Research
- Fancl (4921 JP) (Neutral) - Need for further increase in expectations for growth in supplements overseas by Nomura Research
- WOOD Flash – Sphera Group: 2024 budget above our expectations by Wood and Company
- WOOD Flash - CCC: key takeaways from the recent site visit by Wood and Company
- WOOD Flash - EMEA airlines: 1Q24 traffic - a good start to the year by Wood and Company
- WOOD Flash - Kalekim: 2023 IAS 29 results - strong operating results 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
- 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 Flash - Lamda Developments: 4Q23 results - a significant step-up in Ellinikon revenues, revaluation gain on existing malls by Wood and Company
- WOOD Flash – Alkaloid: 1Q24 numbers a strong start to the year by Wood and Company
- WOOD Flash - Piraeus Financial Holdings: 1Q24 highlights by Wood and Company
- European Oil and Gas Monthly: April 2024 – margins retreating by Wood and Company