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Company Update / Equity
- Chroma ATE Inc. (2360 TT)(Buy) - Strong beat on 1Q20 GM by Nomura Research
- MasterCard Incorporated (MA US)(Buy) - Refreshing Optimism as Green Shoots Emerge by Nomura Instinet Research
- QUALCOMM Incorporated (QCOM US)(Buy) - Earnings: License Weakness, Chips +9-10% YoY by Nomura Instinet Research
- Nippon Electric Glass (5214 JP)(Buy) - Expecting profits to fall in 20/12, but shares look attractive based on DPS prospects by Nomura Research
- クアルコム(QCOM US)(Buy) - 20.9期第2å››åŠæœŸæ±ºç®—：ライセンスãŒä½Žèª¿ by Nomura Instinet Research
- Murata Manufacturing (6981 JP)(Buy) - Results: strong results, firm guidance by Nomura Research
- MGM Resorts International (MGM US)(Buy) - 1Q Less Important than Demand When Reopen by Nomura Instinet Research
- メルコホールディングス (6676 JP)(Neutral) - æ¥ç¸¾ã‚¢ãƒƒãƒ—デート by Nomura Research
- Melco Holdings (6676 JP)(Neutral) - Earnings update by Nomura Research
- Charter Communications, Inc. (CHTR US)(Neutral) - Playing the Long Game by Nomura Instinet Research
- Merry (2439 TT)(Neutral) - 1Q20 should mark the bottom by Nomura Research
- Mueller Water Products, Inc. (MWA US)(Buy) - Pockets of Sharp Sales Declines Coming by Nomura Instinet Research
- マスターカード (MA US)(Buy) - 20.12期第1å››åŠæœŸæ±ºç®—：明るã•ãŒè¦‹ãˆã‚‹ by Nomura Instinet Research
- Zhen Ding Technology Holding (4958 TT)(Buy) - Investing to widen its lead amid downturn by Nomura Research
- Incyte Corporation (INCY US)(Buy) - 1Q20 Earnings: Solid Q into Catalyst Heavy 2H20 by Nomura Instinet Research
- MacroGenics, Inc. (MGNX US)(Buy) - 1Q20: ASCO Significant Solid Tumor Data Ahead by Nomura Instinet Research
- JOYY Inc. (YY US)(Buy) - De-consolidating Huya by Nomura Research
- Vulcan Materials Company (VMC US)(Buy) - Construction Delays Expected by Nomura Instinet Research
- Alexion Pharmaceuticals, Inc. (ALXN US)(Buy) - 1Q20 Earnings – Portola Acquisition a Positive by Nomura Instinet Research
- PayPal Holdings, Inc. (PYPL US)(Buy) - PYPL’s Moment in Time by Nomura Instinet Research
- Wynn Resorts, Limited (WYNN US)(Buy) - 1Q Call Theme – The Pace of Reopening by Nomura Instinet Research
- Sarepta Therapeutics, Inc. (SRPT US)(Buy) - 1Q20 Update – Accumulate on Any Weakness by Nomura Instinet Research
- Equinix (EQIX US)(Buy) - COVID, FX Punctures Inflated Expectations by Nomura Instinet Research
- WONIK IPS (240810 KS)(Buy) - 1Q20 result beat; climbing out of the trough by Nomura Research
- Prothena Corporation plc (PRTA US)(Buy) - 1Q20: Prasinezumab and PRX004 Data by YE20 by Nomura Instinet Research