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Sector Quick Note / Equity
- Quick Note - First take on AeJ results - Phison by Nomura Research
- Quick Note - 日本株朝メモ:パウエルプット期待は低下 - 早期利下げと関税撤回・米中融和は両立困難 by Nomura Research
- Quick Note - Japan equity morning memo: "Powell put" expectations recede - Early rate cuts, repeal of tariffs, and a US–China deal unlikely to happen simultaneously by Nomura Research
- Quick Note - Medical devices sector: Implications of results at Siemens Healthineers and Bruker - Analyzer demand generally weak by Nomura Research
- Quick Note - 決算速報：トイレタリー2社：花王、ライオン - 花王は売上高、営業利益とも良好なスタート by Nomura Research
- Quick Note - Japan retailing sector - 25/3 Q4 results at K's Holdings and Yamada Holdings by Nomura Research
- Quick Note - Jan–Mar results at two Japanese toiletries companies: Kao, Lion - Kao off to good start for both sales and operating profits by Nomura Research
- Quick Note - Japan regional banks: 25/3 results at three banks (9 May) - 77 Bank, Shizuoka Financial Group, Nishi-Nippon Financial Holdings by Nomura Research
- Quick Note - 決算速報：トイレタリー2社：ユニ・チャーム、小林製薬 - 両社ともにQ1実績は厳しい内容 by Nomura Research
- Quick Note - China healthcare - MNCs’ March-quarter results read-through by Nomura Research
- Quick Note - 機械セクター決算：クボタ、三菱重工業、川崎重工業 - 航空機部材の関税には留意も重工は堅調 by Nomura Research
- Quick Note - Japan machinery sector results: Kubota, Mitsubishi Heavy Industries, Kawasaki Heavy Industries - Tariffs on aircraft parts a concern, but heavy machinery doing well by Nomura Research
- Quick Note - China healthcare - Headwind from potential Trump executive order on drug prices by Nomura Research
- Quick Note - 25.3期決算:地銀3社(5月12日発表) - コンコルディア、ふくおか、ひろぎん by Nomura Research
- Quick Note - Japan regional banks: 25/3 results at three banks (12 May) - Concordia Financial Group, Fukuoka Financial Group, Hirogin Holdings by Nomura Research
- Quick Note - Korea Healthcare - Impact of Trump tariffs on bio-pharma industry by Nomura Research
- Quick Note - India Pharmaceuticals - Trump signs executive order to lower drug prices by Nomura Research
- Quick Note - Japan equity quant memo: Provisional US–China tariff cuts and stock selection - We remain bearish on share price momentum factors by Nomura Research
- Quick Note - 中国インターネット関連セクター - 労働節連休中の中国旅行業界の動向 by Nomura Research
- Quick Note - ASEAN palm oil - April palm oil inventory above expectations by Nomura Research
- Quick Note - Earnings at Inpex, Japan Petroleum Exploration, Idemitsu Kosan, Cosmo Energy HD - Oil companies guiding for decline in profits in 26/3 by Nomura Research
- Quick Note - 小売セクター：決算速報 - 三越伊勢丹HD、丸井グループ、ニトリHD by Nomura Research
- Quick Note - 機械：アズビル決算とオムロンスモール - 中長期もふくめた事業展開を議論 by Nomura Research
- Quick Note - セメント業界 - セメント専業2社の説明会では値上げを議論 by Nomura Research
- Quick Note - 決算速報：建設セクター(5月14日)：専門工事2社(ライト工業、横河ブリッジHD) - 新中計では既存の得意分野で成長を目指す by Nomura Research
- Quick Note - India Pharmaceuticals - IPM growth trends – Apr 2025 by Nomura Research
- Quick Note - Indonesia Telco - Soft 1Q25 results – path to price repair by Nomura Research
- Quick Note - 海外決算インプリケーション SHL, BRKR - 分析機器の需要は弱い傾向にある by Nomura Research
- Quick Note - 小売セクター：決算速報 - ケーズHD Q4、ヤマダHD Q4 by Nomura Research
- Quick Note - 機械セクター決算：ダイキン工業、オムロン、IHI - 関税の悪影響は各社とも大きくない見方 by Nomura Research
- Quick Note - Japan machinery sector results: Daikin Industries, Omron, IHI - None of the companies expect major adverse effects from tariffs by Nomura Research
- Quick Note - 25.3期決算:地銀3社(5月9日発表) - 七十七、しずおかFG、西日本FH by Nomura Research
- Quick Note - 決算速報：化粧品2社：コーセー、ポーラ・オルビスHD - コーセーは米タルトの減速で低調 by Nomura Research
- Quick Note - Japan cosmetics: 25/12 Q1 results at Kose, Pola Orbis Holdings - Weak earnings at Kose on slowdown at Tarte by Nomura Research
- Quick Note - Results at two Japanese toiletries companies: Unicharm and Kobayashi Pharmaceutical - Weak Q1 results at both companies by Nomura Research
- Quick Note - Shenzhen AI Corporate Day takeaways - IDC equipment, robotics, cloud, AI software, liquid cooling by Nomura Research
- Quick Note - Autos & Trump 2.0: Part X - UK framework sets tariff/quota threshold for others by Nomura Research
- Quick Note - ASEAN palm oil - Key newsflow (May 3 – May 9) by Nomura Research
- Quick Note - 日本株メモ:米中関税暫定引下げ第1印象 - 短期的に楽観を試す株式市場､半導体が軸か by Nomura Research
- Quick Note - Japan equity memo: First impression of provisional cuts to US-China tariffs - Equity markets likely to test optimism in near term, may revolve around semiconductors by Nomura Research
- Quick Note - China healthcare - Fact sheet on Trump’s executive order released by Nomura Research
- Quick Note - 日本株クオンツメモ：米中関税暫定引き下げと日本株物色 - 株価モメンタムファクターに弱気な見通しは継続 by Nomura Research
- Quick Note - 医薬品・バイオテック業界 - トランプ施策の医薬品業界への影響(3) by Nomura Research
- Quick Note - Japan pharmaceuticals/biotech industry - Impact of Trump policies on pharmaceutical industry (3) by Nomura Research
- Quick Note - 決算速報：INPEX、JAPEX、出光興産、コスモエネルギーホールディングス - 石油各社：26.3期は減益計画 by Nomura Research
- Quick Note - India Insurance: Apr-25 volumes - Growth trends remain muted by Nomura Research
- Quick Note - Malaysia Telecoms - CDB, Maxis, YTL to buy U Mobile’s DNB stake by Nomura Research
- Quick Note - Japan retailing sector results - Isetan Mitsukoshi Holdings, Marui Group, Nitori Holdings by Nomura Research
- Quick Note - Japan cement sector - Two cement producers discuss price hikes at briefings by Nomura Research
- Quick Note - 機械セクター決算：日揮ホールディングス、SMC - 受注動向と業績計画の内容がポイント by Nomura Research