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Posts Tagged ‘ Nomura ’

Berkshire Hathaway Initiated with a Buy, $184K PT at Nomura

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May 1, 2013
TEST6Berkshire Hathaway

Berkshire Hathaway Inc. (NYSE:BRK.A) (NYSE:BRK.B) should reach record-high operating EPS over the next two years, reaching nearly $16bn by 2014 (12.7% CAGR), with continued growth thereafter. In particular, GEICO, BNSF and the collection of Manufacturing, Service and Retail businesses (roughly 70% of 2013E earnings) should see record-high earnings. So says a new report from Nomura initiation coverage on Berkshire Hathaway Inc. (NYSE:BRK.A) (NYSE:BRK.B). Further details from the report below: Nomura on Berkshire Hathaway Inc. (NYSE:BRK.A) (NYSE:BRK.B) Our Berkshire...
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Apple Inc. (AAPL) Weakness Driven By Fundamentals, Not Product Cycle

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April 26, 2013
TEST6Apple logo

Though Apple Inc. (NASDAQ:AAPL)’s second quarter earnings beat Wall Street expectations, they were down 22 percent from the same period a year ago. The iPhone maker’s gross margin and market share contracted. The demand for the iPhone 4 and other low storage versions is rising. Nomura Holdings, Inc. (ADR) (NYSE:NMR) said in its latest research report that it’s not the effect of the product cycle. Nomura analyst Stuart Jeffrey said that the upcoming iPhone 5S will find...
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Earnings Preview: VF Corp, WisdomTree, Aon PLC, Lazard, Nomura

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April 25, 2013
TEST6earnings Preview

VF Corp (NYSE:VFC), WisdomTree Investments, Inc. (NASDAQ:WETF), Aon PLC (NYSE:AON), Nomura Holdings, Inc. (NYSE:NMR), Lazard Ltd (NYSE:LAZ) are scheduled to release their quarterly earnings results on Friday, April 26, 2013. Wall Street analysts have positive conviction that VF Corp (NYSE:VFC) will report strong earnings results for the first quarter of fiscal 2013. The company is expected to post $2.17 earnings per share, higher than its $1.94 per share profit in the same period last year....
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Intel Corporation (INTC) Needs To Be More Flexible As Market Shifts

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April 17, 2013
TEST6Intel logo

Intel Corporation (NASDAQ:INTC) released its earnings report for the first quarter of 2013 yesterday after the market closed. The company’s results were generally in line with estimates but that hasn’t stopped many analysts worrying about the company, and its reliance on the dying PC market. According to a new report,  Nomura Equity Intel Corporation (NASDAQ:INTC) has shown that it’s willing to become more flexible and that’s exactly what the company needs going forward. One big factor that...
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Italy Seizes 1.8B Euro From Nomura

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April 16, 2013
TEST6monte dei paschi di siena

Nomura Holdings, Inc. (ADR) (NYSE:NMR) (TYO:8604),  a Japanese investment bank, lost assets worth €1.8 billion when they were seized by Italian authorities.  The assets are linked to a probe related to allegations that the bank supported Banca Monte dei Paschi di Siena SpA (BIT:BMPS) in hiding massive losses from regulators and shareholders. Seizure of the assets will definitely have a huge adverse impact on the business of Nomura Holdings, Inc. (ADR) (NYSE:NMR) (TYO:8604). There has...
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Intel Corporation (INTC) – Nothing Good Happens In Q1: Nomura

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April 5, 2013
TEST6intel would need to go to 14nm to bring core chips to tablets

The quarter ending March has been seen as the weakest month for PC industry in general and this year was no different with demand declining by 15 percent. Intel Corporation (NASDAQ:INTC), which will be coming out with its earnings soon, recognizes this pattern and is “cautiously optimistic”, says a report from Nomura. The chip maker’s “cautiously optimistic” behavior is backed by a greater mix of touch-enabled ultrabooks, lower price points ($499), and the launch...
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Microsoft Corporation (MSFT) Still Cheap, But Needs To Grow: Nomura

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January 25, 2013
TEST6microsoft logo

Microsoft Corporation’s financial result is not bad as expected, according to analysts, who stated that the company’s stock is cheap, but it needs to accelerate its earnings growth. Microsoft Corporation (NASDAQ:MSFT) reported its financial result for the second quarter of FY13 with a revenue of $21.46 billion. The software giant’s revenue increased by 2.7 percent due to the strong performance of Windows division, but its net income declined from $6.62 billion or $0.78 per...
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Microsoft’s Tablet Can Compete with the iPAD: Nomura

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October 19, 2012
TEST6Microsoft new logo

Microsoft Corporation (NASDAQ:MSFT) reported its first quarter results on Thursday. The company’s revenues declined 22 percent. The revenues were affected by an 8 percent decline in PC sales. Additionally, many consumers delayed purchasing, as they are waiting for the upcoming Windows 8 operating system. Microsoft Corporation (NASDAQ:MSFT)s CFO, Peter Klein, said that the economic environment and the PC markets were challenging in the first quarter. He said the sales were also affected because the original equipment manufacturers...
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Facebook Ad Exchange May Add $450 Million Advertising Revenue: Report

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October 17, 2012
TEST6Facebook Ad Exchange May Add $450 Million Advertising Revenue: Report

Analysts from Nomura Equity Research expect Facebook Ad Exchange (FBX) to add 9 percent, or $450 million, to advertising revenue for Facebook Inc (NASDAQ:FB) on its earnings for FY2013, based on their analysis. Brian Nowack and Michael Constantini noted the positive feedback from initial advertisers on Facebook Ad Exchange, which was launched by the search engine giant in September. The analysts found that FBX provides significantly high advertising return on investment and click-through rates....
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European Banks’ Trading at Lowest Valuation Since 1988

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September 28, 2012
TEST6Commodity relative valutaion

Nomura on European Markets:  Germany is looked at as the savior of all Euro troubles, Nomura’s Equity Research on European Startegy agrees with this royal title so far. We summed up the analysis of Russia’s market in our previous post, in this update we will look at the market valuation of Germany and some European sectors, such as European banks. European banks have a low valuation based on price over book, as we demonstrate...
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Nomura Holdings is Shutting Down its Equity Division

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September 6, 2012
TEST6Kenichi Watanabe

FOX BUSINESS NETWORK’S CHARLIE GASPARINO REPORTS THAT NOMURA HOLDINGS IS WINDING DOWN THEIR EQUITIES BUSINESS AND CUTTING JOBS FOX Business Network (FBN) Senior Correspondent Charlie Gasparino reports that Japanese investment bank Nomura Holdings, Inc. (NYSE:NMR) (TYO:8604) is “winding down their equities business” and that it is telling executives in the equity business “to look for other jobs.” Gasparino reports that “Nomura Equity executives are flooding the market with resumes.” On job cuts within Nomura Holdings, Inc. (NYSE:NMR):...
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