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Company Update / Equity
- 東宝 (9602 JP) (Buy) - 決算コメント：下期以降の業績回復に期待 by Nomura Research
- WOOD Daily: AYGAZ TI, Turkey macro, Russian technology, STCK LN, FMF PW, JSW PW, EM strategy, CETV US by Wood and Company
- ACM Research (ACMR US) (Buy) - Perceived inaccuracies in JCAP’s report by Nomura Research
- Phison Electronics (8299 TT) (Buy) - More optimistic tone toward 4Q20F by Nomura Research
- WOOD Daily: ULKER TI, LVC PW, Polish consumer, Polish retail, X5, ETE GA, EBS AV, previews by Wood and Company
- WOOD Flash – Yandex: terminates negotiations with TCS Group by Wood and Company
- WOOD Flash – PGE: presents new long-term strategy – surprises on RES growth expansion and cost-cutting targets by Wood and Company
- LG Display (034220 KS) (Buy) - 3Q20 earnings surprise by Nomura Research
- Disco (6146 JP) (Buy) - Plants at full capacity for the first time in two months as inquiries increase sharply by Nomura Research
- 日本精工 (6471 JP) (Buy) - リバウンドする業績と低位な株価水準に注目 by Nomura Research
- Nidec (6594 JP) (Buy) - 21/3 Q2 results: sales recover at all segments by Nomura Research
- ヒューリック (3003 JP) (Neutral) - 3Q:不動産の売買は第4四半期に集中 by Nomura Research
- Hulic (3003 JP) (Neutral) - 20/12 Q3 results: property transactions skewed to Q4 by Nomura Research
- Hartalega (HART MK) (Buy) - 2QFY21 results: Sales momentum continues by Nomura Research
- Nomura Real Estate Holdings (3231 JP) (Neutral) - 21/3 H1 results: profits up on strong housing prices by Nomura Research
- Shinko Electric Industries (6967 JP) (Neutral) - 21/3 Q2 results: earnings growth slightly sluggish by Nomura Research
- Gree (3632 JP) (Neutral) - 21/6 Q1 results: aiming for stable growth, ongoing firm management by Nomura Research
- SCREENホールディングス (7735 JP) (Buy) - 決算コメント by Nomura Research
- 横河ブリッジホールディングス (5911 JP) (Buy) - システム建築は受注低調も増益寄与 by Nomura Research
- サイバーエージェント (4751 JP) (Reduce) - 本決算：ABEMA投資は重くゲーム事業もリスク by Nomura Research
- SCREEN Holdings (7735 JP) (Buy) - 21/3 H1 results by Nomura Research
- WIN Semiconductors (3105 TT) (Reduce) - Record 3Q but disappointing 4Q; Reduce by Nomura Research
- イオンフィナンシャルサービス (8570 JP) (Buy) - 会社ベースシナリオ水準で推移 by Nomura Research
- イビデン (4062 JP) (Buy) - 決算説明会開催:PKG新工場の需要は旺盛 by Nomura Research
- 大東建託 (1878 JP) (Neutral) - 2Q：決算にはサプライズなし、受注回復に期待 by Nomura Research