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  •  | Equity <Company Sector> | 
  • Macro | 
  •  | Equity <Strategy> | 
  • Fixed Income | 
    RANK 1
  • 24-Jun-19

  • Macro Analysis of Cosmetics/toiletries Industry

    Sector Report: Reiterate our Positive stanc･･･
    Hirozumi(Japan)
    PDF
    RANK 2
  • 25-Jun-19

  • LIXIL Group(5938 JP)

    Shareholder proposals for directors all end･･･
    Teraoka(Japan)
    PDF
    RANK 3
  • 22-Jun-19

  • Department Store Cosmetics Sales (Jun 2019)

    May cosmetics sales up 6.1% in Japan, 1.3% ･･･
    Hirozumi(Japan)
    PDF
    RANK 4
  • 25-Jun-19

  • Daiichi Sankyo(4568 JP)

    Up target price as we see DS-1062 becoming ･･･
    Hashiguchi(Japan)
    PDF
    RANK 5
  • 26-Jun-19

  • Retail Monthly June 2019

    Sector Report: May sales up; summer offerin･･･
    Tsuda(Japan)
    PDF
    RANK 1
  • 25-Jun-19

  • Forex Market Weekly

    Yen depreciation on US/China talks could ･･･
    Yuji Kameoka(Japan)
    PDF
    RANK 2
  • 25-Jun-19

  • Japan's Economy: Monthly Outlook (June 2019)

    No recovery for domestic demand without g･･･
    Kobayashi(Japan)
    PDF
    RANK 2
  • 21-Jun-19

  • Forex Market View

    Will concerns over an economic slowdown h･･･
    Yuji Kameoka(Japan)
    PDF
    RANK 4
  • 21-Jun-19

  • U.S. FOMC: Anxious to Ease


    Michael Moran(North America)
    PDF
    RANK 4
  • 11-Jun-19

  • Japan's Economic Outlook No. 201 Update (Summary)

    US-China Trade Friction: What Direction w･･･
    Kumagai(Japan)
    PDF
    RANK 1
  • 19-Jun-19

  • The Suzuki Report - 18 June 2019

    P/B percentiles indicate two-tiered market,･･･
    Suzuki(Japan)
    PDF
    RANK 2
  • 24-Jun-19

  • Suzuki's Data Digest - 24 Jun 2019

    Bracing for return reversals
    Suzuki(Japan)
    PDF
    RANK 3
  • 24-Jun-19

  • Weekly Suzuki Report (21 June 2019)

    Outlook for corporate earnings, market rota･･･
    Suzuki(Japan)
    PDF
    RANK 4
  • 25-Jun-19

  • Japanese Equity: Quants Monthly June 2019 (No.1)

    Effective short-term reversal strategies?
    Hashimoto(Japan)
    PDF
    RANK 5
  • 08-Jan-19

  • Taiwan Strategy

    Taiwan macro: a weaker 2019 anticipated
    Nora Hou(Asia Pacific)
    PDF
    RANK 1
  • 17-Jan-19

  • General Electric Company (GE)

    Credit Issues (2): Pensions
    Stefan Tudor(Global)
    PDF
    RANK 2
  • 25-Jun-19

  • Daiwa's View

    Implication of "Reversal Rate" paper at BOJ･･･
    Kenji Yamamoto(Japan)
    PDF
    RANK 3
  • 25-Jun-19

  • Forex Market Weekly

    Yen depreciation on US/China talks could be･･･
    Yuji Kameoka(Japan)
    PDF
    RANK 4
  • 26-Jun-19

  • Daiwa's View

    Inverted yield curves reining in sharp appr･･･
    Eiichiro Tani(Japan)
    PDF
    RANK 5
  • 25-Jun-19

  • General Electric Company (GE)

    Credit Issues (6): Exposure to 737 Max
    Stefan Tudor(Global)
    PDF
  •  | Equity <Company Sector> | 
  • Macro | 
  •  | Equity <Strategy> | 
  • Fixed Income | 
    RANK 1
  • 13-Jun-19

  • Investment Opinion on Real Estate Sector

    Our valuation approach tweaked
    Masumiya(Japan)
    PDF
    RANK 1
  • 11-Jun-19

  • NTT Data(9613 JP)

    Earnings to leap forward as firm overcomes ･･･
    Ueno(Japan)
    PDF
    RANK 3
  • 10-Jun-19

  • Eyes on How Telecoms Shrugging Off Negatives

    Key phase for end to negatives; new busines･･･
    Ando(Japan)
    PDF
    RANK 4
  • 06-Jun-19

  • Cosmetics/toiletries Sector Investment Opinion

    Sector Report: Short-term earnings outlook ･･･
    Hirozumi(Japan)
    PDF
    RANK 5
  • 18-Jun-19

  • Panasonic(6752 JP)

    Period of laying foundations to support fut･･･
    Sakae(Japan)
    PDF
    RANK 1
  • 10-Jun-19

  • Korea Strategy

    Strong headwinds - trade cycle sensitiv･･･
    Paul M. Kitney(Asia Pacific)
    PDF
    RANK 2
  • 03-May-19

  • ASEAN Strategy

    Cyclical hideouts, diverse themes and dis･･･
    Paul M. Kitney(Asia Pacific)
    PDF
    RANK 3
  • 06-Jun-19

  • Animal Spirits Quick Take

    India and emerging ASEAN are winners from･･･
    Paul M. Kitney(Asia Pacific)
    PDF
    RANK 4
  • 20-Jun-19

  • Animal Spirits Quick Take

    Endaka - the case for Japanese equity-J･･･
    Paul M. Kitney(Asia Pacific)
    PDF
    RANK 4
  • 05-Jun-19

  • Animal Spirits Quick Take

    Why the Fed really cares about oil prices･･･
    Paul M. Kitney(Asia Pacific)
    PDF
    RANK 1
  • 10-Jun-19

  • Korea Strategy

    Strong headwinds - trade cycle sensitivit･･･
    Paul M. Kitney(Asia Pacific)
    PDF
    RANK 2
  • 03-May-19

  • ASEAN Strategy

    Cyclical hideouts, diverse themes and disin･･･
    Paul M. Kitney(Asia Pacific)
    PDF
    RANK 3
  • 06-Jun-19

  • Animal Spirits Quick Take

    India and emerging ASEAN are winners from o･･･
    Paul M. Kitney(Asia Pacific)
    PDF
    RANK 4
  • 20-Jun-19

  • Animal Spirits Quick Take

    Endaka - the case for Japanese equity-JPY･･･
    Paul M. Kitney(Asia Pacific)
    PDF
    RANK 4
  • 19-Jun-19

  • The Suzuki Report - 18 June 2019

    P/B percentiles indicate two-tiered market,･･･
    Suzuki(Japan)
    PDF
    RANK 1
  • 17-Jan-19

  • General Electric Company (GE)

    Credit Issues (2): Pensions
    Stefan Tudor(Global)
    PDF
    RANK 2
  • 08-Jun-19

  • U.S. Monetary Policy


    Michael Moran(North America)
    PDF
    RANK 3
  • 25-Jun-19

  • Daiwa's View

    Implication of "Reversal Rate" paper at BOJ･･･
    Kenji Yamamoto(Japan)
    PDF
    RANK 3
  • 11-Jun-19

  • Forex Market Weekly

    Tariff avoidance would serve as temporary r･･･
    Yuji Kameoka(Japan)
    PDF
    RANK 5
  • 19-Jun-19

  • U.S. FOMC: Prepared to Ease Policy


    Michael Moran(North America)
    PDF