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Rating Change / Equity
- Kingdee (268 HK, Neutral) - SaaS dominance intact; rich valuations by Nomura Research
- Eisai (4523 JP) (Reduce from Buy) We lower rating to Reduce, from Buy by Nomura Research
- Hitachi Construction Machinery (6305 JP) (Neutral from Buy) Downgrading to Neutral on China sales hit by Nomura Research
- ZTE Corp (763 HK, Buy) - Time to revisit the key 5G enabler by Nomura Research
- ZTE (000063 CH, Neutral) - Fair valued compared with H-share by Nomura Research
- 七å七銀行 (8341 JP) (Neutral → Buy) レーティングBuyã«å¼•ä¸Šã’ by Nomura Research
- Q Technology (1478 HK, Buy) - Valuations to catch-up; upgrade to Buy by Nomura Research
- Sunny Optical (2382 HK, Buy) - GPM improvement is never too late; Buy by Nomura Research
- Tata Consultancy Services (TCS IN, Neutral) - Upgrade to Neutral; prefer TCS over INFO by Nomura Research
- Risk/Reward Improves For Cyclical Chemicals - Buys: DOW, EMN, HUN, LYB; Neutrals: WLK, OLN by Nomura Instinet Research
- JVC Kenwood (6632 JP) (Buy from Neutral) Upbeat on radio system growth potential by Nomura Research
- ヤマトホールディングス (9064 JP) (Buy → Neutral) 「Neutralã€ã¸ã€æ–°æ–¹é‡ã‚’確èªã—ãŸã„ by Nomura Research
- å‰ç”°é“è·¯ (1883 JP) (Neutral → Buy) åˆæã®è£½é€ 販売事æ¥ã®æ¥æ³ãŒå¥½è»¢ã—よㆠby Nomura Research
- 安å·é›»æ©Ÿ (6506 JP) (Neutral → Reduce) 延ã³ã‚‹åŠå°Žä½“投資vs伸ã³ã‚‹æ ªä¾¡ãƒ—レミアムby Nomura Research
- イビデン (4062 JP) (Neutral → Buy) 投資判æ–ã‚’Buyã¸å¼•ã上㒠by Nomura Research
- GoerTek Inc (002241 CH, Buy) - Earnings growth resumes by Nomura Research
- O-film (002456 CH, Reduce) - Large asset impairment loss by Nomura Research
- Flexium Interconnect (6269 TT, Buy) - Key beneficiary of Apple-QCOM settlement by Nomura Research
- E-MART (139480 KS, Reduce) - Downgrade to Reduce; new KRW150,000 TP by Nomura Research
- Cognizant (CTSH US, Neutral) - Downgrade to Neutral by Nomura Research
- 大和証券オフィス投資法人 (8976 JP) (Neutral → Reduce) 投資判æ–を「Neutralã€ã‹ã‚‰ã€ŒReduceã€ã«å¤‰æ›´ by Nomura Research
- Daito Trust Construction (1878 JP) (Neutral from Buy) Lowering to Neutral on weaker EPS growth by Nomura Research
- ツクイ (2398 JP) (Buy → Neutral) レーティングNeutralã¸å¼•ä¸‹ã’ by Nomura Research
- Hotel Shilla (008770 KS, Neutral) - Downgrade to Neutral reflecting new licenses by Nomura Research
- Flexium Interconnect (6269 TT, Neutral) - Weak amid trade war and spec uncertainty by Nomura Research
- エーザイ (4523 JP) (Buy → Reduce) レーティング「Buyã€â†’「Reduceã€å¼•ä¸‹ã’ by Nomura Research
- AAC Technologies (2018 HK, Buy) - Seeing a silver lining; upgrade to BUY by Nomura Research
- Cheetah Mobile (CMCM US, Neutral) - Short-term headwinds ahead in 1H19 by Nomura Research
- Anchor Report: Global EV batteries - A multi-year re-rating story by Nomura Research
- Portfolio Positioning: U.S. Cards & Regional Banks - Extension of the Cycle Favors Cards by Nomura Instinet Research
- Lotte Shopping (023530 KS, Reduce) - Downgrade to Reduce, from Neutral by Nomura Research
- フォード(Neutral → Reduce)Reduceã¸å¼•ã下㒠by Nomura Research
- Havells India (HAVL IN, Neutral) - A compelling story, but at what price? by Nomura Research
- Infosys (INFO IN, Reduce) - Downgrade to Reduce; prefer TCS over INFO by Nomura Research
- ＪＶＣケンウッド (6632 JP) (Neutral → Buy) 無線システムã®æˆé•·æ€§ã‚’評価 by Nomura Research
- ãµããŠã‹ãƒ•ã‚£ãƒŠãƒ³ã‚·ãƒ£ãƒ«ã‚°ãƒ«ãƒ¼ãƒ— (8354 JP) (Suspended → Neutral) レーティングNeutralを付与 by Nomura Research
- Wipro (WPRO IN, Reduce) - Least preferred pick in IT by Nomura Research
- エーザイ (4523 JP) (Reduce → Neutral) レーティング「Reduceã€â†’「Neutralã€ã¸å¼•ä¸Šã’ by Nomura Research
- é«˜ç ‚ç†±å¦å·¥æ¥ (1969 JP) (Buy → Neutral) 竣工時点ã§ç²—利率ãŒä½Žä¸‹ã™ã‚‹ãƒªã‚¹ã‚¯ã«æ³¨æ„ by Nomura Research
- Hyundai E & C (000720 KS, Neutral) - 1Q19 OP/NP in-line; upgrade to Neutral by Nomura Research
- Maruti Suzuki (MSIL IN, Neutral) - Tough near-term outlook by Nomura Research
- Amorepacific (090430 KS, Reduce) - Downgrade to Reduce on valuation by Nomura Research
- Kotak Mahindra Bank (KMB IN, Neutral) - In-line 4Q; cut to Neutral on valuation by Nomura Research
- Korea Aerospace Industries (047810 KS, Reduce) - Downgrade to Reduce by Nomura Research
- China property - Policy to remain supportive by Nomura Research
- Daiwa Office Investment (8976 JP) (Reduce from Neutral) We lower our rating from Neutral to Reduce by Nomura Research
- WONIK IPS (240810 KS, Neutral) - Semi capex to recover in 2020F by Nomura Research
- Shinsegae (004170 KS, Neutral) - Downgrade to Neutral, new KRW340,000 TP by Nomura Research
- Orion (271560 KS, Neutral) - Downgrade to Neutral, new KRW92,000 TP by Nomura Research
- Bajaj Finserv (BJFIN IN, Neutral) - Downgrade to Neutral by Nomura Research