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Target Price Change / Equity
- Lixil Viva (3564 JP)(Buy) Same-store sales growth now beating peer group average by Nomura Research
- ä¸å›½å·¥å•†éŠ€è¡Œ(Buy)最大手ã§ã€äº‹æ¥ã¯å®‰å®šçš„ by Nomura Research
- ä¸å›½å»ºè¨éŠ€è¡Œ(Buy)大手ã§ã€äº‹æ¥ã¯å®‰å®šçš„ by Nomura Research
- Giant Manufacturing (9921 TT, Neutral) - 3Q19 revenue on track by Nomura Research
- ウエルシアホールディングス (3141 JP)(Buy) 調剤ã®æˆé•·åŠ 速を評価ã—æ¥ç¸¾äºˆæƒ³ã‚’ä¸Šæ–¹ä¿®æ£ by Nomura Research
- New Oriental (EDU US, Buy) - 1QFY20F results preview by Nomura Research
- 野æ‘ä¸å‹•ç”£ãƒžã‚¹ã‚¿ãƒ¼ãƒ•ã‚¡ãƒ³ãƒ‰æŠ•è³‡æ³•äºº (3462 JP)(Buy) 19.8期：å„サブセクターã§å†…部æˆé•·ã‚’å®Ÿç¾ by Nomura Research
- Sa Sa International (178 HK, Reduce) - Low sales visibility with margin pressure by Nomura Research
- Japan Retail Fund Investment (8953 JP)(Neutral) 19/8 results: medium-term DPU target likely to be hiked from ¥4,500 by Nomura Research
- Chow Tai Fook Jewellery (1929 HK, Buy) - Continues to outperform peers by Nomura Research
- ササ・インターナショナル(Reduce)20.3期第2å››åŠæœŸæ±ºç®—：予想通り低調 by Nomura Research
- Anta Sports Products (2020 HK, Buy) - Strong growth momentum to sustain by Nomura Research
- Netflix, Inc. - Solid 3Q and Guide as Competitors Launch by Nomura Instinet Research
- ソフトãƒãƒ³ã‚¯ã‚°ãƒ«ãƒ¼ãƒ— (9984 JP)(Buy) 今後ã¯æ ªä¾¡ã®åº•å…¥ã‚Œã‚’探る展開を予想 by Nomura Research
- ãƒãƒƒãƒˆãƒ•ãƒªãƒƒã‚¯ã‚¹(Neutral)19.12期第3å››åŠæœŸæ±ºç®— by Nomura Instinet Research
- 日本アコモデーションファンド投資法人 (3226 JP)(Neutral) 19.8期：賃料増é¡çŽ‡ã®éŽåŽ»æœ€é«˜æ›´æ–°ãŒç¶šã by Nomura Research
- Taiwan Semiconductor Manufacturing Corp. (2330 TT, Buy) - A big commitment to 5G by Nomura Research
- Nippon Accommodations Fund (3226 JP)(Neutral) 19/8 results: rate of rent increases reaches new all-time high by Nomura Research
- Luk Fook Holdings (590 HK, Neutral) - China SSSG continues to underperform vs CTF by Nomura Research
- オリックスä¸å‹•ç”£æŠ•è³‡æ³•äºº (8954 JP)(Neutral) 19.8期：好調ãªåˆ†é‡Žã¨ã‚„や気掛ã‹ã‚Šãªåˆ†é‡Žã‚‚ by Nomura Research
- LaSalle LOGIPORT REIT (3466 JP)(Buy) 19/8 results: independently pursuing growth in both DPU and NAV by Nomura Research
- Bank of the Philippine Islands (BPI PM, Buy) - Reiterate Buy on 3Q19 earnings beat by Nomura Research
- ディップ (2379 JP)(Neutral) æ ªä¾¡ã¯an終了をåæ˜ ã€AI・RPAãŒä»Šå¾Œã®éµã« by Nomura Research
- å³¶å¿ (8184 JP)(Neutral) æ¥ç¸¾ã‚¢ãƒƒãƒ—デート by Nomura Research
- Shimachu (8184 JP)(Neutral) Earnings update by Nomura Research
- Infosys (INFO IN, Neutral) - Inline 2Q, outlook suggests moderation ahead by Nomura Research
- ä¸å›½è¾²æ¥éŠ€è¡Œ(Buy)è¾²æ‘部ã«å¼·å›ºãªåŸºç›¤ã‚’æŒã¤å¤§æ‰‹è¡Œ by Nomura Research
- ä¸å›½éŠ€è¡Œã‚»ã‚¯ã‚¿ãƒ¼ - 事æ¥ã®è³ªã«å„ªã‚Œã‚‹å¤§æ‰‹è¡Œã‚’引ã続ãé¸å¥½ by Nomura Research
- アマダホールディングス (6113 JP)(Neutral) 19～20年度減益予想ã ãŒç›¸å¯¾çš„ã«åº•å …ã„ by Nomura Research
- Welcia Holdings (3141 JP)(Buy) Hiking forecasts, growth picking up for dispensing pharmacy operations by Nomura Research
- Amada Holdings (6113 JP)(Neutral) We forecast only modest profit decline for 20/3-21/3 by Nomura Research
- 日本リテールファンド投資法人 (8953 JP)(Neutral) 19.8期：ä¸æœŸç›®æ¨™DPSã‚’4,500円ã‹ã‚‰å¢—é¡ã¸ by Nomura Research
- Nomura Real Estate Master Fund (3462 JP)(Buy) 19/8 results: internal growth across all subsectors by Nomura Research
- SBI Life Insurance (SBILIFE IN, Buy) - Continues to deliver; maintain Buy by Nomura Research
- GLP投資法人 (3281 JP)(Buy) 19.8期：é‹ç”¨ä¼šç¤¾ã®ç¤¾é•·ãŒCIOã«ç¶šã„ã¦äº¤ä»£ by Nomura Research
- インフォシス(Neutral)20.3期第2å››åŠæœŸæ±ºç®—：予想線 by Nomura Research
- GLP J-REIT (3281 JP)(Buy) 19/8 results: management company replaces president, having previously replaced CIO by Nomura Research
- IBM Corp. - GTS Drags Estimates Lower by Nomura Instinet Research
- SoftBank Group (9984 JP)(Buy) We expect share price to find a bottom by Nomura Research
- GoerTek Inc (002241 CH, Buy) - Upside from AirPods, PS5, and wearables by Nomura Research
- アイビーエム(Buy)第3å››åŠæœŸæ±ºç®—：アウトソース事æ¥ãŒä¸æŒ¯ by Nomura Instinet Research
- 大和ãƒã‚¦ã‚¹ãƒªãƒ¼ãƒˆæŠ•è³‡æ³•äºº (8984 JP)(Neutral) 19.8期：ä¸æœŸDPS目標ã‹ã‚‰é€†ç®—ã®çµŒå–¶ã«ç§»è¡Œ by Nomura Research
- ラサールãƒã‚¸ãƒãƒ¼ãƒˆæŠ•è³‡æ³•äºº (3466 JP)(Buy) 19.8期：独自ã®æ–½ç–ã§DPSã¨NAVå¢—åŠ ã‚’è¿½æ±‚ by Nomura Research
- TVS Motor (TVSL IN, Reduce) - 2Q beat on cost reduction, but outlook weak by Nomura Research
- Daiwa House REIT Investment (8984 JP)(Neutral) 19/8 results: working backwards from medium-term DPU target by Nomura Research
- Orix JREIT (8954 JP)(Neutral) 19/8: some areas strong, some of slight concern by Nomura Research
- Equinix - Checks Indicate Rising Competitive Moat by Nomura Instinet Research
- ヒューリックリート投資法人 (3295 JP)(Neutral) 19.8期：内部æˆé•·ãŒè»¸ã€å¤–部æˆé•·ã¯è£œå®Œçš„ã« by Nomura Research
- Dip (2379 JP)(Neutral) Share price reflects end of rival An; outlook hinges on AI/RPA by Nomura Research
- å°æ¹¾ã‚»ãƒŸã‚³ãƒ³ãƒ€ã‚¯ã‚¿ãƒ¼(TSMC)(Buy)第3å››åŠæœŸæ±ºç®—：è¨å‚™æŠ•è³‡è¨ˆç”»ã‚’引ã上㒠by Nomura Research