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Rating Change / Equity
- Anchor Report: Asia Pacific oil & gas/chemicals - Consensus still too optimistic by Nomura Research
- SAIC Motor (600104 CH, Reduce) - Downgrade to Reduce with new TP of CNY21.7 by Nomura Research
- Mezzion Pharma (140410 KS, Neutral) - Downgrade to Neutral; entirely on valuation by Nomura Research
- O-film (002456 CH, Neutral) - Worst is over, but restructuring takes time by Nomura Research
- HDFC Standard Life Insurance (HDFCLIFE IN, Neutral) - Downgrade to Neutral, solely on valuations by Nomura Research
- Eisai (4523 JP)(Buy from Neutral) Raising rating from Neutral to Buy by Nomura Research
- Samsung Engineering (028050 KS, Buy) - Upgrade to Buy; our 2020F top sector pick by Nomura Research
- Sany Heavy Industry (600031 CH, Buy) - Upgrade to Buy; TP raised to CNY16.0 by Nomura Research
- GlobalWafers (6488 TT, Buy) - Up to Buy; y-y sales recovery by end-2Q20F by Nomura Research
- Suzuki Motor (7269 JP)(Reduce from Neutral) Downgrading to Reduce on downturns in India, Europe by Nomura Research
- WONIK IPS (240810 KS, Buy) - Memory capex cycle bottomed out by Nomura Research
- Minth Group (425 HK, Neutral) - Upgrade to Neutral by Nomura Research
- Daiwa Office Investment (8976 JP)(Neutral from Reduce) Raising our rating from Reduce to Neutral by Nomura Research
- AAC Technologies (2018 HK, Neutral) - Recovery may take longer by Nomura Research
- SEMCO (009150 KS, Neutral) - MLCC downturn to continue until 1Q20 by Nomura Research
- Flexium Interconnect (6269 TT, Buy) - Buy on higher 5G iPhone volume in 2020F by Nomura Research
- GS Holdings (078930 KS, Neutral) - Lacks earnings momentum but… by Nomura Research
- India financials - The way ahead by Nomura Research
- Gujarat State Petronet (GUJS IN, Neutral) - Strong volume/earnings pose risk to tariffs by Nomura Research
- インフォマート (2492 JP)(Neutral -> Reduce) 事æ¥ã¸ã®é«˜ã„評価ã¯ä¸å¤‰ã ãŒæ ªä¾¡ã«éŽç†±æ„Ÿ by Nomura Research
- Rakus (3923 JP)(Neutral from Buy) Share price reflects potential earnings upside by Nomura Research
- Hong Leong Bank (HLBK MK, Buy) - De-rating offers buying opportunity by Nomura Research
- ユナイテッド・アーãƒãƒ³æŠ•è³‡æ³•äºº (8960 JP)(Buy -> Neutral) - 投資判æ–を「Buyã€ã‹ã‚‰ã€ŒNeutralã€ã«å¤‰æ›´ by Nomura Research
- Phison Electronics (8299 TT, Buy) - Riding on the NAND cycle, upgrade to Buy by Nomura Research
- Ping An (601318 CH)(Buy) - Sustainable strategy brings long-term rewards by Nomura Research
- Ashok Leyland (AL IN, Buy) - Risk-reward turns favourable; upgrade to Buy by Nomura Research
- Silicon Motion (SIMO US, Neutral) - Preliminary results better than expected by Nomura Research
- China banks - Sticking to big and quality banks by Nomura Research
- Bajaj Finserv (BJFIN IN, Buy) - Lending biz continues to deliver (Erratum) by Nomura Research
- エーザイ (4523 JP)(Neutral -> Buy) レーティング「Neutralã€â†’「Buyã€å¼•ã上㒠by Nomura Research
- Toray Industries (3402 JP)(Neutral from Buy) We cut forecasts to factor in lower 787 output, downgrade to Neutral by Nomura Research
- Bharat Heavy Electricals (BHEL IN, Reduce) - Rally ahead of fundamentals; Reduce by Nomura Research
- Sumco (3436 JP)(Buy from Neutral) Likely to benefit strongly from logic semiconductor recovery by Nomura Research
- スズ゠(7269 JP)(Neutral -> Reduce) インドã€æ¬§å·žã®æ‚ªåŒ–ã«ã‚ˆã‚ŠReduceã«å¼•ã下㒠by Nomura Research
- Japan Lifeline (7575 JP)(Neutral from Buy) We lower rating to Neutral, from Buy by Nomura Research
- Exide Industries (EXID IN, Buy) - Upgrade to Buy by Nomura Research
- 大和証券オフィス投資法人 (8976 JP)(Reduce -> Neutral) 投資判æ–を「Reduceã€ã‹ã‚‰ã€ŒNeutralã€ã«å¤‰æ›´ by Nomura Research
- China Resources Gas Group (1193 HK, Neutral) - Downgrade to Neutral by Nomura Research
- HDFC Standard Life Insurance (HDFCLIFE IN, Buy) - Upgrade to BUY; continues to innovate by Nomura Research
- 富士通 (6702 JP)(Neutral -> Buy) レーティングを「Buyã€ã«å¼•ã上㒠by Nomura Research
- Makino Milling Machine (6135 JP)(Buy from Neutral) Upgrading to Buy; expecting orders and earnings to bottom out by Nomura Research
- Asia Aviation PCL (AAV TB, Buy) - Brace for turnaround in FY20F; up to Buy by Nomura Research
- AIA Engineering (AIAE IN, Neutral) - Turning cautious on weak volume outlook by Nomura Research
- Anchor Report: China insurance - Auto insurance: concentration, consolidation by Nomura Research
- Infomart (2492 JP)(Reduce from Neutral) Still upbeat on business, but stock looks overheated by Nomura Research
- Sansan (4443 JP)(Buy from Not Rated) Deep dive: initiating coverage with a Buy rating by Nomura Research
- Anchor Report: India roads - Improving cash generation key to returns by Nomura Research
- United Urban Investment (8960 JP)(Neutral from Buy) - Lowering our rating from Buy to Neutral by Nomura Research
- Genius Electronic Optical Co Ltd (Genius) (3406 TT)(Buy) - Right place, right time; initiating at Buy by Nomura Research
- Balkrishna Industries (BIL IN)(Buy) - Demand outlook improving; upgrade to Buy by Nomura Research