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1 NOMURA () Global Markets Research NOMURA NOMURA NSC [email protected] NSC [email protected] 饗 - NSC [email protected] NSC [email protected] QUICK Production Complete: :55 UTC Appendix A-1
2 Nomura NOMURA NOMURA NOMURA NOMURA NOMURA Appendix A
3 Nomura NOMURA NOMURA 1.1. NOMURA NOMURA 1 F F NOMURA NOMURA NOMURA 3
4 Nomura NOMURA NOMURA i 2.2. NOMURA F F 0 2 4
5 Nomura NOMURA , NOMURA 3.1. NOMURA 1 1 NOMURA NOMURA ,000 5
6 Nomura NOMURA i 1 1 New York Mercantile Exchange Light Sweet Crude Oil 1. 5 t 1.0t t () 6
7 Nomura NOMURA NOMURA HUhttp://qr.nomura.co.jp/jp/oil/index.html Bloomberg NOMURA QUICK NOMURA NOMURA NMLSCOIL Index FOILL/NOM FOILS/NOM 5.2. NOMURA 5.3. NOMURA 5.4. NOMURA TEL : [email protected] 7
8 Nomura NOMURA Appendix A-1 饗 1% 12 HUhttp:// HUwww.nomuranow.com/researchUH IQMarkitHub HUhttp://go.nomuranow.com/research/globalresearchportal/pages/disclosures/disclosures.aspxUH ( ) FINRA/NYSE NSI FINRA 2711 NYSE 472 NGFPNDPI plc NIplcNGFPNDPI NIplc plc Industry Specialist 50% Buy Buy 38% Buy 0% 42% Hold ( Neutral) Hold 53% Hold 0% 8% Sell ( Reduce) Sell 8% Sell 0% ( ) EU ROE (-)// 1 Buy = 12 2 Neutral = 12 3 Reduce = 12 (Suspended) Not rated HUhttp://go.nomuranow.com/research/globalresearchportalUH MSCI ()Russell/Nomura Large Cap 8
9 Nomura NOMURA (Bullish) = 12 (Neutral) = 12 (Bearish) = 12 Not rated N/A S&P500 STOXX 600MSCI ( ) (-)/ 12 1 Buy = 12 15% 2 Neutral = 12 5%15% 3 Reduce = 12 5% (Suspended) NR (Bullish) = (Neutral) = (Bearish) = 12 1 NSC plc (NIplc) (NSI) (NIHK)( ) (NFIK) ((KOFIA) KOFIA ) (NSL) ( E ) (NAL) (ABN ) ( (ASIC) P.T. (PTNI) Sdn. Bhd. (NSM) NIHK (NITB) () (NFASL) (: Ceejay House, Level 11, Plot F, Shivsagar Estate, Dr. Annie Besant Road, Worli, Mumbai , India: : ; CIN U74140MH2007PTC169116SEBI () BSE INB NSE INB INF INE , MCX: INE SEBI ()INM SEBI ()INH ) NIplc (NIplc, Madrid)CNS (CNS) NSL NSFSPL (i)(ii) (iii) () 9
10 Nomura NOMURA MSCI MSCI Inc.(MSCI)MSCI MSCI MSCI MSCI MSCI MSCI MSCI Russell/Nomura Frank Russell Company Frank Russell Company / 2 tactical 3 strategic NIplc NIplc NIplc NIHK ASIC NAL NSM NSL NSL 289 NSL 1933 S NSI NSI a-6 NIplc UAE UAE UAE UAE (i) (ii) HUhttps:// 10
11 Nomura NOMURA ,808 REIT ETF ETN ,808 REIT ETF , , ,320 4, CDSCDS CDS CDS 10,800 () 142 / 11
12 Nomura NOMURA HUhttp://go.nomuranow.com/research/globalresearchportal/pages/disclosures/disclosures.aspxU Copyright 2016 Nomura Securities Co., Ltd. All rights reserved. 12
Nomura NOMURA NOMURA NOMURA NOMURA NOMURA
NOMURA () Global Markets Research NOMURA 2016 6 3 NOMURA - NSC [email protected] +81 3 6703 3986 饗 - NSC [email protected] +81 3 6703 3986 - NSC [email protected] +81 3 6703 3986 Appendix A-1
Nomura
() Global Markets Research 2019 1 21 () - NSC - NSC [email protected] +81 3 6703 3986 ( )() ()( )ROE( )( ) 5 (5%) Production Complete: 2019-01-21 06:55 UTC Appendix A-1 Nomura 2019 1 21 1.... 3 1.1...
Nomura ISM ISM FOMC 7 9 FOMC DI 4 DI DI 哨 2
FOREIGN EXCHANGE 4................................................. 2 1. 4.................. 3 4 10 2 PMDB PT 2................. 5 EU EU EU EU BOE Global Markets Research 2016 10 3 - NSC - NSC - NSC -
/ Global Markets Research NSC NSC
/ Global Markets Research 217 1 18 212 216 11 8 12 3 3 5 5 2 3 5 - NSC [email protected] +81 3 673 1397 - NSC [email protected] +81 3 673 1748 16 3 5 1 1: % / % / 8 4 4 2 4 2 8 16 86 4
ANA 9202.T 9202 JP EQUITY: ,300 Buy 4 5 Buy QUICK 1, , PBR PER 20 RN Large Cap ,
ANA 9202.T 9202 JP EQUITY: 16.3 1,300 Buy 45 Buy45 7.6 16.3 QUICK 1,221 40 1,284 410 16.3 PBR 1.7 17.3 PER 20 RN Large Cap 16 16.3 46 64 1,284 46 61 64 8.0 1.5 13 6.716.3 12.2 12.3 0.4 4.8 25 20 1 8 15/3
野村ウィークリー
Nomura Weekly CONTENTS 12/3 2018 Vol.17 2018 11 30 1. 2.2 2000 3. FRB 4. 1 2018 12 3 2.1 5.1 6.8 6.2 3.2 2.7-4.7 0.2 5.2 4.6 2.6 3.0 5.0 3.2 3.2 5.3 4.6-6.0-4.0-2.0 0.0 2.0 4.0 6.0 8.0 0 1,000 2,000 3,000
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全国保証 7164 JP BNP パリバ証券株式会社鮫島豊喜 2016 年 11 月 4 日 BUY 7164 JP 4,900 円 4,265 円 +14.9% 4,900 円 UNCHANGED (%) 3.2 7 EPS 2017 (%) 7.4 1 EPS 2018 (%) 11.3 0 4 103.5 +4.4% 88.2 93.8 70.5 +3.1% 63.8 66.7 2Q 3 11bp
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