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Company Update / Equity
- WOOD Flash – Lukoil: targeting 100% distribution of FCF by Wood and Company
- Incyte Corporation - 3Q19 Preview: Ruxo in GVHD, Pipeline Shines by Nomura Instinet Research
- WOOD Flash – Echo Investment: a new controlling shareholder on the horizon by Wood and Company
- SCREEN Holdings (7735 JP)(Buy) Deep dive: fluid technology specialist by Nomura Research
- Kakao Corp. (035720 KS, Neutral) - Intensifying competition in online finance by Nomura Research
- ベイカレント・コンサルティング (6532 JP)(Not Rated) æ¥ç¸¾äºˆæƒ³æ›´æ–°ï¼š20.2期OPã¯è¨ˆç”»ã‚’å¤§å¹…è¶…éŽ by Nomura Research
- Bic Camera (3048 JP)(Buy) We lower forecasts to factor in investments in e-commerce by Nomura Research
- Synchrony Financial - The Long-Awaited Buyback Lift Is Here by Nomura Instinet Research
- CommScope - Stabilizing Foundation, Upgrade to Buy by Nomura Instinet Research
- アルプスアルパイン (6770 JP)(Neutral) アップデート：æ¥ç¸¾äºˆæƒ³ã€ç›®æ¨™æ ªä¾¡ã¨ã‚‚ä¸å¤‰ by Nomura Research
- Alps Alpine (6770 JP)(Neutral) Update: Leaving our earnings forecasts and target price unchanged after reviewing assumptions by Nomura Research
- Merry (2439 TT, Neutral) - 3Q19 preview by Nomura Research
- WOOD Flash – Polyus: 3Q19 trading update - production volumes, gold sales and net debt broadly in line by Wood and Company
- Biogen Inc. - 3Q19: Aducanumab and Earnings by Nomura Instinet Research
- Discover Financial Services - Good Quarter; Outlook Intact by Nomura Instinet Research
- Focus: Turkish banks - as good as it gets (AKBNK and VAKBN downgraded to SELL; BUYs maintained on GARAN and YKBNK; HOLD maintained for ISCTR); Bizim Toptan’s 3Q19 results - broadly in line, a with beat on net profit from a lower tax rate by Wood and Company
- 京セラ (6971 JP)(Neutral) æ¥ç¸¾ã‚¢ãƒƒãƒ—デート：予想ã¯å¾®ä¿®æ£ã«ç•™ã‚ã‚‹ (ADR : KYOCY US) by Nomura Research
- 日本電産 (6594 JP)(Buy) 決算コメント：EV用途ã§å…ˆè¡Œé–‹ç™ºè²»ã‚’上ç©ã¿ by Nomura Research
- Minebea Mitsumi (6479 JP)(Neutral) Earnings update: retaining our forecasts by Nomura Research
- Kyocera (6971 JP)(Neutral) Earnings update: we only fine tune earnings forecasts (ADR : KYOCY US) by Nomura Research
- SoftBank Group (9984 JP)(Buy) WeWork announces large-scale funding from SoftBank Group by Nomura Research
- HCL Technologies (HCLT IN, Buy) - Still our top pick by Nomura Research
- PayPal Holdings, Inc. - Checking All the Right Boxes by Nomura Instinet Research
- Polish Banks: 3Q19E previews - only one shining star - NII growth (PKO BP, Bank Pekao, Santander Bank Polska, mBank, Bank Handlowy, ING BSK, Bank Millennium, Alior Bank) by Wood and Company
- ジャフコ (8595 JP)(Neutral) 2Q: 低調ãªæ±ºç®—ã€ä¸‹æœŸã®å£²å´ç›Šã‚’å¾…ã¡ãŸã„ by Nomura Research
- Ally Financial Inc. - Strong Print Overshadowed by CECL Fears by Nomura Instinet Research
- BioMarin Pharmaceutical Inc. - 3Q Preview: Data Rich YE by Nomura Instinet Research
- SCREENホールディングス (7735 JP)(Buy) ベーシックレãƒãƒ¼ãƒˆï¼šæ¶²ä½“ã®ã‚¨ã‚スパート by Nomura Research
- Radiant Opto-Electronics Corp (6176 TT, Neutral) - Near-term margin upside potential by Nomura Research
- ビックカメラ (3048 JP)(Buy) EC先行投資ã«ã‚ˆã‚Šé‡Žæ‘äºˆæƒ³ã‚’ä¸‹æ–¹ä¿®æ£ by Nomura Research
- WOOD Flash – EVRAZ: Capital Markets Day – higher capex, low IRR projects by Wood and Company
- American Express Company - AXP Algorithm Receives the Market’s Blessing by Nomura Instinet Research
- PayPal Holdings, Inc. - All Eyes on 2020 Guidance by Nomura Instinet Research
- ユーピーアール (7065 JP)(Not Rated) 19.8期：計画上振れã€ãƒ‘レットã®å°Žå…¥ãŒé€²ã‚€ by Nomura Research
- 日本電産 (6594 JP)(Buy) アップデート：æ¥ç¸¾äºˆæƒ³ã‚’æ®ãˆç½®ãBuy継続 by Nomura Research
- Nidec (6594 JP)(Buy) Update: we retain our earnings forecasts, reiterate Buy by Nomura Research
- アメリカン・エã‚スプレス(Buy)第3å››åŠæœŸæ±ºç®—：ç·åŽç›Šã¨EPSãŒè‰¯å¥½ by Nomura Instinet Research
- Texas Instruments Inc. - Earnings - Unexpected Weakening in 4Q by Nomura Instinet Research
- Akamai - Despite Security Traction, Patience Required by Nomura Instinet Research
- Boyd Gaming Corp. - Absent Flooding, 3Q Was Essentially in Line by Nomura Instinet Research
- ミãƒãƒ™ã‚¢ãƒŸãƒ„ミ (6479 JP)(Neutral) æ¥ç¸¾ã‚¢ãƒƒãƒ—デート：予想æ®ãˆç½®ã by Nomura Research
- Owens Corning - Cost Control Drives 3Q Beat by Nomura Instinet Research
- テã‚サス・インスツルメンツ(Neutral)第3å››åŠæœŸæ±ºç®—:セグメントã€åœ°åŸŸå•ã‚ãšä½Žèª¿ by Nomura Instinet Research
- ソフトãƒãƒ³ã‚¯ã‚°ãƒ«ãƒ¼ãƒ— (9984 JP)(Buy) WeWorkãŒå½“社ã‹ã‚‰å¤§è¦æ¨¡è³‡é‡‘調é”を発表 by Nomura Research
- Nidec (6594 JP)(Buy) 20/3 Q2 results: ramping up EV-related development costs by Nomura Research
- Alexion Pharmaceuticals, Inc. - 3Q19: Conversion Goals and Pipeline by Nomura Instinet Research
- Microsoft Corporation - The Billion Dollar Beat by Nomura Instinet Research
- Xilinx, Inc. - Earnings – Guiding for Large Dec Drop by Nomura Instinet Research
- F5 Networks, Inc. - Software Transition Accelerates by Nomura Instinet Research
- Quick Note - LG Household & Health Care (051900 KS, Neutral) - Solid 3Q19 results: China 36% growth by Nomura Research