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Company Update / Equity
- Quick Note - Supermax Corporation Berhad (SUCB MK, Buy) - LIVE from NIFA 2019 by Nomura Research
- Quick Note - ASE Technology Holding Co Ltd (3711 TT, Buy) - Live from NIFA 2019 by Nomura Research
- Fiat Chrysler Automobiles N.V. - Suspending coverage of FCA by Nomura Research
- Quick Note - MediaTek (2454 TT, Buy) - First 5G SoC launched at Computex by Nomura Research
- 日立金属 (5486 JP) (Neutral) IRデー：大型投資効果ã®åˆˆã‚Šå–ã‚Šã«æ³¨åŠ› by Nomura Research
- 大塚ホールディングス (4578 JP) (Neutral) 第3次ä¸æœŸçµŒå–¶è¨ˆç”»ã«ã¤ã„㦠by Nomura Research
- Hitachi Metals (5486 JP) (Neutral) IR Day: focusing on major investment returns by Nomura Research
- Costco Wholesale Corporation - Some Puts & Takes, Reit Neutral by Nomura Instinet Research
- VMware, Inc. - VMW 1Q20 Earnings Recap by Nomura Instinet Research
- Quick Note - Medy-Tox (086900 KS, Neutral) - Botox industry channel check by Nomura Research
- Seibu Holdings (9024 JP) (Buy) April hotel KPIs ahead of guidance by Nomura Research
- コストコホールセール(Neutral)19.8期第3å››åŠæœŸæ±ºç®—：Neutral継続 by Nomura Instinet Research
- Lixil Group (5938 JP) (Neutral) Briefing on company-proposed board candidate by Nomura Research
- アドãƒãƒ³ã‚¹ãƒˆãƒ»ãƒžã‚¤ã‚¯ãƒãƒ»ãƒ‡ãƒã‚¤ã‚»ã‚º(Buy)新製å“ãŒã‚·ã‚§ã‚¢æ‹¡å¤§ã¨å¹³å‡è²©ä¾¡ä¸Šæ˜‡ã‚’ã‚‚ãŸã‚‰ã™ by Nomura Instinet Research
- å”和エクシオ (1951 JP) (Buy) 5月ã®æœˆæ¬¡ã§ã‚‚モãƒã‚¤ãƒ«å—注ã¯å‰å¹´æ¯”増 by Nomura Research
- Redwood Trust, Inc. - Non-QM–The Next MREIT Frontier by Nomura Instinet Research
- Quick Note - Medy-Tox (086900 KS, Neutral) - Daewoong Pharma call takeaways by Nomura Research
- Adobe Inc. - ADBE 2Q19 Earnings Preview by Nomura Instinet Research
- NVIDIA Corporation - Notes from Meeting with Company by Nomura Instinet Research
- エヌビディア(Neutral)本社訪å•ã®è¦æ—¨ by Nomura Instinet Research
- Applied Materials, Inc. - Notes from Meeting with Company by Nomura Instinet Research
- 花王 (4452 JP) (Buy) é«˜ä¾¡æ ¼å¸¯ã®åŒ–粧å“ã®æ”¹é©ãŒä»Šç§‹ã‹ã‚‰æœ¬æ ¼åŒ– by Nomura Research
- WOOD Flash – Play Communications: presents its new bundled offer, Homebox, and increases prices by Wood and Company
- Adobe Inc. - ADBE 2Q19 Earnings Recap by Nomura Instinet Research
- 日本航空 (9201 JP) (Buy) 低PERã€é«˜æ°´æº–ã®ç·é‚„å…ƒã€21.3期ã¯æˆé•· by Nomura Research
- Quick Note - WCT Holdings (WCTHG MK, Reduce) - 1Q19: below estimates by Nomura Research
- Quick Note - Hartalega Holdings Berhad (HART MK, Buy) - LIVE from NIFA 2019 by Nomura Research
- Quick Note - Aekyung Industrial (018250 KS, Neutral) - 2Q19F operations update by Nomura Research
- Hilton Grand Vacation - Street Not Adjusting for Deferrals in 2Q by Nomura Instinet Research
- Quick Note - Genting Singapore (GENS SP, Buy) - LIVE from NIFA 2019 by Nomura Research
- ä¸å›½äººå¯¿ä¿é™ºï¼ˆãƒãƒ£ã‚¤ãƒŠãƒ»ãƒ©ã‚¤ãƒ•ï¼‰(Neutral → Buy)ä¸å›½è²¡æ”¿éƒ¨ãŒæ–°ãŸãªç¨Žè¦å®šã‚’発表 by Nomura Research
- Otsuka Holdings (4578 JP) (Neutral) New medium-term business plan by Nomura Research
- Ulta Beauty, Inc. - Strong Comp, Strong GM, but Strong Val’n by Nomura Instinet Research
- Quick Note - Oil and Natural Gas (ONGC IN, Neutral) - Weak 4Q on high opex, impairment/write-off by Nomura Research
- 西æ¦ãƒ›ãƒ¼ãƒ«ãƒ‡ã‚£ãƒ³ã‚°ã‚¹ (9024 JP) (Buy) 4月ã®ãƒ›ãƒ†ãƒ«ã®KPIã¯è¨ˆç”»ã‚’上回ã£ã¦è‰¯å¥½ by Nomura Research
- ＬＩＸＩＬグループ (5938 JP) (Neutral) 会社æ案ã®å–ç· å½¹å€™è£œãŒèª¬æ˜Žä¼š by Nomura Research
- アルタ・ビューティ(Neutral)20.2期第1å››åŠæœŸæ±ºç®—：好調ãŒç¶šã by Nomura Instinet Research
- コムシスホールディングス (1721 JP) (Buy) モãƒã‚¤ãƒ«ã®å—注ã¯ãƒœãƒˆãƒ ã‚’æŽ¢ã‚‹å±€é¢ by Nomura Research
- The Trade Desk, Inc. - The Expectations Gap Widens by Nomura Instinet Research
- Comsys Holdings (1721 JP) (Buy) Mobile orders look for bottom by Nomura Research
- Kyowa Exeo (1951 JP) (Buy) Mobile order receipts up y-y in May by Nomura Research
- lululemon athletica inc. - 1Q Beat, 2Q to Repeat, Margins Miss Street by Nomura Instinet Research
- Square, Inc. - Cash App Downloads Accelerate in May by Nomura Instinet Research
- ルルレモン・アスレティカ(Neutral)20.1期第1å››åŠæœŸæ±ºç®—：良好も利益率下振れ by Nomura Instinet Research
- Intel Corporation - Notes from Meeting with Company by Nomura Instinet Research
- Xilinx, Inc. - Notes from Meeting with Company by Nomura Instinet Research
- Kao (4452 JP) (Buy) Reforms to high-priced cosmetics from fall 2019 by Nomura Research
- F5 Networks, Inc. - Software Pivot to Lift Multiple by Nomura Instinet Research
- 伊藤ãƒãƒ 米久ホールディングス (2296 JP) (Neutral) 食肉ã€NZ回復ã§çŸæœŸå¥½èª¿ã¨äºˆæƒ³ by Nomura Research
- ANAホールディングス (9202 JP) (Buy) 20.3期ã¯æ¥ç¸¾ã®è¸Šã‚Šå ´ã ãŒ21.3期ã«æ‹¡å¤§ by Nomura Research