Back to the main directory
Sector Quick Note / Equity
- Quick Note - Japan machinery sector results: SMC, Nabtesco - Signs of bottoming in orders from electronics/precision industry at SMC by Nomura Research
- Quick Note - Japan equity morning memo (14 February 2024) - Rundown of factors behind the Nikkei 225 hitting 38,000; US CPI tops expectations by Nomura Research
- Quick Note - 決算速報:損保セクター (SOMPO、MS&AD、東京海上) - 早い利益進捗、政策株の議論は途上 by Nomura Research
- Quick Note - 決算速報:生保セクター (かんぽ生命、第一生命HD、T&D HD) - ガイダンス下方修正の懸念は杞憂に終わる by Nomura Research
- Quick Note - 24/3 Q1–3 results at nonlife insurance companies (Sompo, MS&AD, Tokio Marine) - Strong profits versus guidance, strategic shareholdings still being debated by Nomura Research
- Quick Note - 24/3 Q1–3 results at life insurance companies (Japan Post Insurance, Dai-ichi Life Holdings, T&D Holdings) - Concerns about downward revisions to guidance prove unfounded by Nomura Research
- Quick Note - 日本株朝メモ(2024年2月15日) - 米株急落でも崩れない日本株の構造・需給 by Nomura Research
- Quick Note - 日本株朝メモ(2024年2月16日) - 日経平均40,000円超えシナリオに改定 by Nomura Research
- Quick Note - Japan equity morning memo (16 February 2024) - We now forecast Nikkei 225 above 40,000 by Nomura Research
- Quick Note - India Financials - RBI directs card network to stop commercial card payments by Nomura Research
- Quick Note - ASEAN palm oil - Key newsflow (February 10 – 16) by Nomura Research
- Quick Note - Japan tire producers: First impression of Q4 results - Yokohama Rubber, Bridgestone by Nomura Research
- Quick Note - China Internet & New Media - Updates on China’s travel industry in the CNY holiday by Nomura Research
- Quick Note - Indonesia Autos - Is BYD Seal a steal? by Nomura Research
- Quick Note - 日本株朝メモ(2024年2月20日) - 米中ディカップリング恩恵銘柄は? by Nomura Research
- Quick Note - 中国インターネット関連セクター - 旧正月連休中の中国旅行業界の動向 by Nomura Research
- Quick Note - 日本株朝メモ(2024年2月21日) - 中国「大幅」利下げはFA関連に追い風? by Nomura Research
- Quick Note - 海運 - Walmartの決算からのインプリケーション by Nomura Research
- Quick Note - J-REITセクター - 国内金融機関FAQ by Nomura Research
- Quick Note - Korea Healthcare - Takeaways from Korea Beauty Device Tour 2024 by Nomura Research
- Quick Note - 日本株朝メモ(2024年2月22日) - 「トランプ政権復活なら日本株買い」の理由 by Nomura Research
- Quick Note - Technology - NVDA earnings – tech read-through by Nomura Research
- Quick Note - Japan equity morning memo (22 February 2024) - Why investors are likely to buy Japanese equities if Trump is reelected by Nomura Research
- Quick Note - China AutoEV - New price cuts make ICE car OEMs jittery by Nomura Research
- Quick Note - Indonesia Retail - Alfa group: Steadily rising tide by Nomura Research