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Sector Quick Note / Equity
- Quick Note - Japan equity morning memo (12 May 2023) - US and China economic data disappointing by Nomura Research
- Quick Note - 決算速報:建設セクター(5月12日):ゼネコ ン3社(大成建設、熊谷組、五洋建設) - 大成や熊谷は計画が弱いが精査も必要 by Nomura Research
- Quick Note - 機械セクター決算:クボタ、アズビル - それぞれの懸念、課題の解消を見極めたい by Nomura Research
- Quick Note - Japan construction sector: results (12 May) - Taisei, Kumagai Gumi, Penta-Ocean Construction - Guidance looks weak for Taisei and Kumagai, but requires further examination by Nomura Research
- Quick Note - First impression of results at Honda-affiliated parts suppliers - Musashi Seimitsu Industry, FCC, TS Tech by Nomura Research
- Quick Note - Japan machinery sector results: Kubota, Azbil - We plan to take closer look at efforts to dispel concerns, deal with challenges by Nomura Research
- Quick Note - 主要銀行セクター - SBI新生銀行へのTOB公表について by Nomura Research
- Quick Note - Japan regional banks: 23/3 results for four banks (12 May) - Chugin, Kyoto, Shiga, Yamaguchi by Nomura Research
- Quick Note - Japan major banks - Regarding announced tender offer for SBI Shinsei Bank by Nomura Research
- Quick Note - J-REITセクター - 国内金融機関からのFAQ by Nomura Research
- Quick Note - Japan REIT sector - Questions frequently asked by Japanese financial institutions by Nomura Research
- Quick Note - 決算速報:乳業2社 - 森永乳業、雪印メグミルク by Nomura Research
- Quick Note - Results at two Japanese dairy producers - Morinaga Milk Industry, Megmilk Snow Brand by Nomura Research
- Quick Note - タイヤメーカーのQ1決算第一印象 - ブリヂストン、住友ゴム by Nomura Research
- Quick Note - Japan tire producers: first impression of Q1 results - Bridgestone, Sumitomo Rubber Industries by Nomura Research
- Quick Note - 日本株朝メモ(2023年5月16日) - 「TOPIXは11%上昇後に急落」の法則 by Nomura Research
- Quick Note - 海運 - 米国向けのコンテナ運賃が下落 by Nomura Research
- Quick Note - Revisions to regulated rates expected in June - Focus on extent of reductions to size of hikes by Nomura Research
- Quick Note - China Internet & New Media - Ecommerce accelerated in April on a low base by Nomura Research
- Quick Note - Indonesian digital banks - 1Q23 results summary by Nomura Research
- Quick Note - 日本株朝メモ(2023年5月17日) - 楽観的なガイダンス/中国景気さらに悪化 by Nomura Research
- Quick Note - Global NAND controller - SIMO is driving severe controller price cuts by Nomura Research
- Quick Note - 日本株朝メモ(2023年5月18日) - 30,000円到達の7つの背景と伸びしろ、リスク by Nomura Research
- Quick Note - SPEセクター:Micronが広島工場への投資を発表 - 中期SPE市場成長の見方を下支えしよう by Nomura Research
- Quick Note - 日本株朝メモ(2023年5月19日) - 海外投資家は日本株の現物を積み上げ by Nomura Research
- Quick Note - Japan regional banks: 23/3 results (12 May) - Concordia Financial Group, Mebuki Financial Group, 77 Bank, Nishi-Nippon Financial Holdings by Nomura Research
- Quick Note - 決算速報:ビール・飲料2社 - アサヒグループHD、コカ・コーラBJH by Nomura Research
- Quick Note - ホンダ系部品企業の決算第一印象 - 武蔵精密工業、FCC、TSテック by Nomura Research
- Quick Note - Results at two Japan beer and soft drinks companies - Asahi Group Holdings, Coca-Cola Bottlers Japan Holdings by Nomura Research
- Quick Note - Results at Japanese regional banks (12 May) - Hirogin Holdings, Suruga Bank by Nomura Research
- Quick Note - 決算速報:建設セクター(5月12日):専門工 事4社(オリエンタル白石、東鉄工業ほか) - 利益率の計画は保守的な会社が多い印象 by Nomura Research
- Quick Note - 23.3期決算:地銀4社(5月12日発表) - ちゅうぎん、京都、滋賀、山口 by Nomura Research
- Quick Note - Japan construction sector: results (12 May): Four specialist engineering companies (Oriental Shiraishi, Totetsu Kogyo, etc) - Guidance for profit margins generally seem conservative to us by Nomura Research
- Quick Note - 日本株朝メモ(2023年5月15日) - 日本の「業績堅調」に偏り/ミシガン大指数 by Nomura Research
- Quick Note - ASEAN palm oil - Key newsflow (May 6 – 12) by Nomura Research
- Quick Note - 23.3期決算:地銀2社(5月15日発表) - 千葉銀行、北洋銀行 by Nomura Research
- Quick Note - Japan regional banks: 23/3 results for two banks (15 May) - Chiba Bank and North Pacific Bank by Nomura Research
- Quick Note - 決算速報:建設セクター(5月15日):鹿島、戸田建設、大氣社、横河ブリッジHD - 鹿島では建築粗利率が改善の見方 by Nomura Research
- Quick Note - Japan construction sector: results (15 May): Kajima, Toda, Taikisha, Yokogawa Bridge - Kajima expects improvement in gross margin on building construction by Nomura Research
- Quick Note - Indonesia Automotive - Apr-23 results and EV incentive update by Nomura Research
- Quick Note - 電気規制料金の改定を6月に実施見込み - 値上げ幅の圧縮規模に注目 by Nomura Research
- Quick Note - Japan equity morning memo (16 May 2023) - Over the past year, the TOPIX has plunged after each gain of 11% by Nomura Research
- Quick Note - Shipping - Containership rates to the US down by Nomura Research
- Quick Note - Malaysia Technology - Read-across from upcoming Edelteq IPO by Nomura Research
- Quick Note - 電力7社:電気規制料金値上げに係る補正認可を申請 - 燃料費を中心に値上げ幅圧縮 by Nomura Research
- Quick Note - Japan equity morning memo (17 May 2023) - Optimistic guidance / further deterioration in Chinese economy by Nomura Research
- Quick Note - Thailand consumer and hospitals - Negative sentiment from election results by Nomura Research
- Quick Note - Japan equity morning memo (18 May 2023) - Seven factors that put the Nikkei 225 back above 30,000, the potential for further gains, and the risks by Nomura Research
- Quick Note - SPE sector: Micron announces investment at Hiroshima fab - Backing for our outlook for growth in SPE market over medium term by Nomura Research
- Quick Note - Japan equity morning memo (19 May 2023) - Non-resident investors accumulating Japanese cash equities by Nomura Research