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Sector Updates / Equity
- 日本自動車販売(12月) - トヨタ、ホンダが供給不足でもSAARは471万台 by Nomura Research
- 小売セクター - 月次動向：国内ユニクロ、他アパレル by Nomura Research
- Japan paper & pulp, glass, cement sectors - Sector outlook and investment ideas for 2023 by Nomura Research
- 日系完成車メーカーの米国販売（12月） - 12月のSAARは供給不足と悪天候で伸び悩み by Nomura Research
- US Monthly Auto Sales: Dec 2022 - SAAR capped by supply, severe weather by Nomura Research
- 中国のFAデータ 2022年12月 - Airtacの12月日当たり売上は前月比2％減 by Nomura Research
- China property development - Demand-side easing measures announced by Nomura Research
- Japan retailing sector - Monthly data: Food & Life Companies, Seria, K's Holdings by Nomura Research
- China factory automation data: December 2022 - December Airtac daily sales down 2% m-m by Nomura Research
- India Pharmaceuticals - 3QFY23F results preview by Nomura Research
- 航空サプライチェーン - 日本航空、IHI、東レ、大同特殊鋼を推奨 by Nomura Research
- ゲーム・アミューズメント/2023年投資視点 - 群雄割拠する大型タイトル、加速するIP展開拡大 by Nomura Research
- Aviation supply chain - We recommend Japan Airlines, IHI, Toray Industries, Daido Steel by Nomura Research
- Japan telecommunications sector: 2023 investment strategy - We expect growing interest in telecoms sector in 2023 H1 by Nomura Research
- Japan games & amusement: 2023 investment perspectives - We see fight among major titles, faster IP development by Nomura Research
- India Steel - Steel weekly trends (week ended 6 Jan 2023) by Nomura Research
- Indonesia banks - Strong YTD Nov22 results from major banks by Nomura Research
- India industrials - Margin benefits from lower commodity/freight by Nomura Research
- Japan Research Pack (7:00 JST 10 January 2023) by Nomura Research
- Japan food, beverages & tobacco: investment outlook for 2023 - Earnings environment improving in Japan and overseas by Nomura Research
- 小売セクター - 月次動向：セブン-イレブン・ジャパン、スギHD、ベルク by Nomura Research
- Japan retailing sector - Monthly data: Seven-Eleven Japan, Sugi Holdings, Belc by Nomura Research
- Japan Research Pack (7:00 JST 11 January 2023) by Nomura Research
- 自動車部品セクター：2023年の投資視点 - CASE対応でUX向上に貢献する企業を選別 by Nomura Research
- 小売セクター - 月次動向：良品計画海外 by Nomura Research