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Sector Quick Note / Equity
- Quick Note - æ±ºç®—é€Ÿå ±ï¼šé€ èˆ¹ãƒ»ãƒ—ãƒ©ãƒ³ãƒˆã‚»ã‚¯ã‚¿ãƒ¼(8月6æ—¥) - アズビルã€å·å´Žé‡å·¥æ¥ by Nomura Research
- Quick Note - Results: 4 steel, nonferrous metals, wire & cable companies (6 Aug) - Kobe Steel, Mitsubishi Materials, UACJ, Furukawa Electric by Nomura Research
- Quick Note - Results at Sumco, Tokyo Ohka, guidance at Showa Denko - Sumco’s Q2 headwinds have already dissipated by Nomura Research
- Quick Note - Results: shipbuilding & plant sector (6 August) - Azbil, Kawasaki Heavy Industries by Nomura Research
- Quick Note - India financials - More prudent and vital restructuring in place by Nomura Research
- Quick Note - J-REITセクター - GPIFã®ã‚ªãƒ«ã‚¿ãƒŠãƒ†ã‚£ãƒ–投資ã¯ç›´è¿‘ã¯æ‹¡å¤§ã›ãš by Nomura Research
- Quick Note - Japan REIT sector - GPIF alternative investments not increasing recently by Nomura Research
- Quick Note - æ±ºç®—é€Ÿå ±ï¼šå»ºè¨ã‚»ã‚¯ã‚¿ãƒ¼(8月7æ—¥) - 通信工事2社(コムシスã€å”和エクシオ)ã€NIPPO by Nomura Research
- Quick Note - é€Ÿå ±ï¼šæ±ãƒ¬ã¨é–¢è¥¿ãƒšã‚¤ãƒ³ãƒˆæ±ºç®—ã€æ±äº¬å¿œåŒ–å·¥æ¥èª¬æ˜Žä¼š - 関西ペイント:日本・インドã¯4~6月ãŒãƒœãƒˆãƒ by Nomura Research
- Quick Note - Results: 5 steel, nonferrous metal companies (7 Aug) - Sumitomo Metal Mining, Mitsui Mining & Smelting, Hanwa, etc by Nomura Research
- Quick Note - Results at Toray, Kansai Paint, briefing at Tokyo Ohka - Kansai Paint: Japan, India bottom in Apr-Jun by Nomura Research
- Quick Note - China Brokers - Strong Jul led by improving market momentum by Nomura Research
- Quick Note - India insurance - Jul-20: Normalization trends holding up by Nomura Research
- Quick Note - ä¸å›½ã‚¤ãƒ³ã‚¿ãƒ¼ãƒãƒƒãƒˆé–¢é€£ã‚»ã‚¯ã‚¿ãƒ¼ - オンラインå¦ç¿’塾:カンファレンスコールã®è¦æ—¨ by Nomura Research
- Quick Note - India financials - MF flows July-20: Equity flows turn negative by Nomura Research
- Quick Note - インド金èžã‚»ã‚¯ã‚¿ãƒ¼ - より慎é‡ã€ã‹ã¤ä¸å¯æ¬ ãªå‚µå‹™å†ç·¨ã®æž 組ã¿ãŒæ‰“ã¡å‡ºã•れ㟠by Nomura Research
- Quick Note - æ±ºç®—é€Ÿå ±ï¼šå»ºè¨ã‚»ã‚¯ã‚¿ãƒ¼(8月11æ—¥) - ショーボンドホールディングスã€å¤§æ°£ç¤¾ by Nomura Research
- Quick Note - Japan construction: results (11 August) - Sho-Bond Holdings, Taikisha by Nomura Research
- Quick Note - Results: 3 home video game companies - Effects of back catalog/digital sweeping game industry by Nomura Research
- Quick Note - é€Ÿå ±ï¼šã‚¯ãƒ©ãƒ¬ã¨æ˜å’Œé›»å·¥æ±ºç®— - クラレã¯ã‚„や在庫調整ãŒé…れã¦ã„る模様 by Nomura Research
- Quick Note - Results: 2 food, beverage sector companies - Meiji Holdings, Coca-Cola Bottlers Japan Holdings by Nomura Research
- Quick Note - Malaysia equity strategy - MSCI Index review: IJM out; Supermax, Kossan in by Nomura Research
- Quick Note - First take on AeJ results - Phison Electronics by Nomura Research
- Quick Note - First take on AeJ results - Hota by Nomura Research
- Quick Note - ä¸å›½ã‚¤ãƒ³ã‚¿ãƒ¼ãƒãƒƒãƒˆé–¢é€£ã‚»ã‚¯ã‚¿ãƒ¼ - オンラインå¦ç¿’å¡¾ï¼šæœ€è¿‘ã®æ¥ç•Œå‹•å‘ã¨æˆ‘々ã®è¦‹è§£ by Nomura Research
- Quick Note - Results at two oil companies: Inpex posts impairment losses, but finances remain healthy - Idemitsu Kosan: underlying OP better than headline figure by Nomura Research
- Quick Note - Taiwan chemicals - July 2020 sales reflect restocking demand by Nomura Research
- Quick Note - Results: construction sector (6 August) - Maeda, Maeda Road Construction, Takasago Thermal Engineering by Nomura Research
- Quick Note - Indonesia Healthcare - Discussion with Indonesian COVID-19 task force by Nomura Research
- Quick Note - China Financials - Expert call takeaways on capital market reform by Nomura Research
- Quick Note - æ±ºç®—é€Ÿå ±ï¼šé‰„é‹¼ãƒ»éžé‰„5社(8/7) - ä½å‹é‡‘属鉱山ã€ä¸‰äº•金属ã€é˜ªå’Œèˆˆæ¥ãªã© by Nomura Research
- Quick Note - 生命ä¿é™ºã‚»ã‚¯ã‚¿ãƒ¼ - æ±ºç®—é€Ÿå ±ï¼šã‹ã‚“ã½ç”Ÿå‘½ã€T&D HD by Nomura Research
- Quick Note - æå®³ä¿é™ºã‚»ã‚¯ã‚¿ãƒ¼ - æ±ºç®—é€Ÿå ±ï¼šSOMPO HDã€MS&ADã€æ±äº¬æµ·ä¸ŠHD by Nomura Research
- Quick Note - Japan life insurance sector - 21/3 Q1 results at Japan Post Insurance, T&D Holdings by Nomura Research
- Quick Note - Japan construction: 21/3 Q1 results (7 August) - Two telecom engineering companies (Comsys, Kyowa Exeo), Nippo by Nomura Research
- Quick Note - Japan nonlife insurance sector - Results: Sompo Holdings, MS&AD Insurance Group Holdings, Tokio Marine Holdings by Nomura Research
- Quick Note - China tech and telecom weekly - CM has built ~300k 5G BTS by Nomura Research
- Quick Note - India Autos - Delhi EV policy – The rise of EVs? by Nomura Research
- Quick Note - China banks - Larger-than-expected NPLs eat into earnings by Nomura Research
- Quick Note - China Education - Your questions, our answers by Nomura Research
- Quick Note - Indonesian Telecom Sector - Brace for intense and protracted competition by Nomura Research
- Quick Note - China construction machinery - China total excavator shipments up 55% y-y in Jul-20 by Nomura Research
- Quick Note - æ±ºç®—é€Ÿå ±ï¼šå®¶åºç”¨ã‚²ãƒ¼ãƒ メーカー3社 - リピート・デジタル旋風ãŒã‚²ãƒ¼ãƒ æ¥ç•Œã‚’叿² by Nomura Research
- Quick Note - First take on AEJ results - Asia Aviation by Nomura Research
- Quick Note - æ±ºç®—é€Ÿå ±ï¼šé£Ÿå“ã€é£²æ–™ã‚»ã‚¯ã‚¿ãƒ¼2社 - 明治HDã€ã‚³ã‚«ãƒ»ã‚³ãƒ¼ãƒ©ãƒœãƒˆãƒ©ãƒ¼ã‚ºã‚¸ãƒ£ãƒ‘ンHD by Nomura Research
- Quick Note - 20/12 H1 results at Kuraray and Showa Denko - Slow progress with inventory adjustments at Kuraray by Nomura Research
- Quick Note - Indonesia Healthcare - Discussion with Jakarta’s COVID-19 policymakers by Nomura Research
- Quick Note - é€Ÿå ±ï¼šä¸‰äº•åŒ–å¦æ±ºç®—ã¨æ˜å’Œé›»å·¥èª¬æ˜Žä¼š - 三井化å¦ã¯æˆé•·3é ˜åŸŸã«ã¯æ”¹å–„ã®å…†ã— by Nomura Research
- Quick Note - Results at Mitsui Chemicals, briefing at Showa Denko - Mitsui Chemicals: signs of improvement in three growth areas by Nomura Research
- Quick Note - Indonesia Automotives - Jul’20 4W volumes: 30% of normal, on-track by Nomura Research