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Jan 31, 2024
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so there are a few tailwinds for nomura and its rival is also reporting today.ing on adding jobs for mizuho? >> the contract is very stark. it has been doing quite well in equity underwriting, it landed the ipo last year which was a big coup, and we spoke to the head of the americas division, we want to complement that by adding to our research and energy, health care industries. recent highs include a managing director and head of america's research. it seems to be on the front foot. also expanding ties with morgan stanley. the big megabanks looking to diversify away from japan and make inroads into investment banking while nomura on the other hand is struggling a little bit. annabelle: the numbers are due friday instead of today as i said earlier. let's take a look at the earnings focus today on samsung because that company continues to be under pressure, it's one of the biggest drags on the kospi so far in the session. we did have numbers coming out, the final reading for the fourth quarter just in the last hour or so and what we saw was a fourth straight qua
so there are a few tailwinds for nomura and its rival is also reporting today.ing on adding jobs for mizuho? >> the contract is very stark. it has been doing quite well in equity underwriting, it landed the ipo last year which was a big coup, and we spoke to the head of the americas division, we want to complement that by adding to our research and energy, health care industries. recent highs include a managing director and head of america's research. it seems to be on the front foot....
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Jan 31, 2024
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take us through the key takeaways from these nomura results.sell: these were very solid results. as expected we saw a solid recovery in their retail brokerage business thanks to the stockmarket rally and strong results from the investment bank bucking the global dealmaking slumped thanks to some strong dealmaking flows here again in japan. again, due to the boy and markets here. probably the most encouraging sign for nomura was the return to profit from the wholesale side from a loss a year earlier due to progress on cost cuts. the ceo has been extending expanding cost-cutting. so the cost ratio fell from 96% of revenue down to 89 percent. that will be very encouraging too for investors. then the icing on the cake was the buyback. overnight we saw in the u.s. the adr of number jumped 10%. we are likely to see a jump at the open in tokyo in a few minutes as well. paul: kicking off earnings for japanese megabanks later today what are we expecting there? russell: that is right. to me komatsu he is the first of three megabanks to report. we are exp
take us through the key takeaways from these nomura results.sell: these were very solid results. as expected we saw a solid recovery in their retail brokerage business thanks to the stockmarket rally and strong results from the investment bank bucking the global dealmaking slumped thanks to some strong dealmaking flows here again in japan. again, due to the boy and markets here. probably the most encouraging sign for nomura was the return to profit from the wholesale side from a loss a year...
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Jan 28, 2024
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nomura, and mizuho.the u.s., aia investment, regulatory challenges, winning demand in china will be the focus as five of the so-called magnificent 7 post results -- microsoft, alphabet, meta amazon and apple. boeing is supposed to have faith fifth grade quarter of losses but they will answer questions about the quality of their aircraft. that is your week ahead. let's discuss that now with our guest, managing partner at evans may wealth. it's a really important week for u.s. tech stocks in particular. it's already a very crowded trade perhaps, but do you expect to see more earnings growth out of these numbers? brooke: we do. we are still big fans of big tech and we think they will continue to be leadership in the market. but there is a bifurcation going on now where you can't just buy the broad market, you have to be very selective in the names you are picking and big tech are some of the names that we think will do well. annabelle: are there any specific names as well? microsoft, for instance, the story
nomura, and mizuho.the u.s., aia investment, regulatory challenges, winning demand in china will be the focus as five of the so-called magnificent 7 post results -- microsoft, alphabet, meta amazon and apple. boeing is supposed to have faith fifth grade quarter of losses but they will answer questions about the quality of their aircraft. that is your week ahead. let's discuss that now with our guest, managing partner at evans may wealth. it's a really important week for u.s. tech stocks in...
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Jan 12, 2024
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lets talk to nomura's senior european economist andrzej szczepaniak. we have heard warnings from thetoday that prices could go up. other retailers, other power brokers in all this saying likewise. what do you make of the risks? ultimately, the suez canal _ you make of the risks? ultimately, the suez canal is _ you make of the risks? ultimately, the suez canal is a _ you make of the risks? ultimately, the suez canal is a hugely - you make of the risks? ultimately, l the suez canal is a hugely important trading road to bring goods across from east asia into europe and also to the us. if you think about the fact the journey is much longer, there are two elements to that. firstly, if those goods are going to be used to produce things in europe and you have adjusting time and management process, that can result in delays in production, and secondly the cost of things will go up secondly the cost of things will go up in terms of the freight and if you talk about the indexes, these will eventually likely be passed on to consumers. so we should to some extent or degree expect these costs pas
lets talk to nomura's senior european economist andrzej szczepaniak. we have heard warnings from thetoday that prices could go up. other retailers, other power brokers in all this saying likewise. what do you make of the risks? ultimately, the suez canal _ you make of the risks? ultimately, the suez canal is _ you make of the risks? ultimately, the suez canal is a _ you make of the risks? ultimately, the suez canal is a hugely - you make of the risks? ultimately, l the suez canal is a hugely...
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Jan 2, 2024
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nomura—san thought his shrine was going to collapse. "the whole gate was swaying.en had to squat on the floor so as not to fall over," he told me. alerts chime. as we travel towards the epicentre, we're alerted to another earthquake. these aftershocks keep coming. further in, old wooden homes have been brought to the ground — not made to withstand the ferocity ofjapan's enduring quakes. toshio iwahama lives here alone after losing his wife. at 82, he doesn't know how he'll manage the repairs. translation: we always have earthquakes around here. - but i just didn't think we'd get a big one like this. i didn't take it seriously. i thought we were safe here. this is only the tip of the destruction. we are trying to get closer to the epicentre, to a city where we know that at least a dozen people have died and many more are trapped in their homes that have collapsed. but we are struggling — because if you look at this road here, it is completely ruptured, and this is what we keep coming up against — these roads that are totally blocked off and even these emergency serv
nomura—san thought his shrine was going to collapse. "the whole gate was swaying.en had to squat on the floor so as not to fall over," he told me. alerts chime. as we travel towards the epicentre, we're alerted to another earthquake. these aftershocks keep coming. further in, old wooden homes have been brought to the ground — not made to withstand the ferocity ofjapan's enduring quakes. toshio iwahama lives here alone after losing his wife. at 82, he doesn't know how he'll manage...
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Jan 2, 2024
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nomura—san thought his shrine was going to collapse. "the whole gate was swaying.eyway was swaying, too. the children had to squat on the floor so as not to fall over," he told me. alerts chime as we travel towards the epicentre, we're alerted to another earthquake. these aftershocks keep coming. further in, old wooden homes have been brought to the ground — not made to withstand the ferocity ofjapan�*s enduring quakes. toshio iwahama lives here alone after losing his wife. at 82, he doesn't know how he'll manage the repairs. translation: we always have earthquakes around here. - but i just didn't think we'd get a big one like this. i didn't take it seriously. i thought we were safe here. this is only the tip of the destruction. we are trying to get closer to the epicentre, to a city where we know that at least a dozen people have died and many more are trapped in their homes that have collapsed. but we are struggling because, if you look at this road here, it is completely ruptured. and this is what we keep coming up against — these roads that are totally blocked
nomura—san thought his shrine was going to collapse. "the whole gate was swaying.eyway was swaying, too. the children had to squat on the floor so as not to fall over," he told me. alerts chime as we travel towards the epicentre, we're alerted to another earthquake. these aftershocks keep coming. further in, old wooden homes have been brought to the ground — not made to withstand the ferocity ofjapan�*s enduring quakes. toshio iwahama lives here alone after losing his wife. at...
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Jan 3, 2024
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nomura—san thought his shrine was going to collapse. "the whole gate was swaying. children had to squat on the floor so as not "to fall over," he told me. alerts chime. as we travel towards the epicentre, we're alerted to another earthquake. these aftershocks keep coming. further in, old wooden homes have been brought to the ground, not made to withstand the ferocity ofjapan�*s enduring quakes. toshio iwahama lives here alone after losing his wife. at 82, he doesn't know how he'll manage the repairs. translation: we always have earthquakes around here, - but i just didn't think we'd get a big one like this. i didn't take it seriously. i thought we were safe here. this is only the tip of the destruction. we are trying to get closer to the epicentre, to a city where we know that at least a dozen people have died and many more are trapped in their homes that have collapsed. but we are struggling because, if you look at this road here, it is completely ruptured. and this is what we keep coming up against, these roads that are totally blocked off, and even these emergen
nomura—san thought his shrine was going to collapse. "the whole gate was swaying. children had to squat on the floor so as not "to fall over," he told me. alerts chime. as we travel towards the epicentre, we're alerted to another earthquake. these aftershocks keep coming. further in, old wooden homes have been brought to the ground, not made to withstand the ferocity ofjapan�*s enduring quakes. toshio iwahama lives here alone after losing his wife. at 82, he doesn't know how...
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Jan 2, 2024
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nomura—san thought his shrine was going to collapse. "the whole gate was swaying.the children had to squat on the floor so as not to fall over," he told me. alerts chime as we travel towards the epicentre, we're alerted to another earthquake. these aftershocks keep coming. further in, old wooden homes have been brought to the ground — not made to withstand the ferocity ofjapan�*s enduring quakes. toshio iwahama lives here alone after losing his wife. at 82, he doesn't know how he'll manage the repairs. translation: we always have earthquakes around here. - but i just didn't think we'd get a big one like this. i didn't take it seriously. i thought we were safe here. this is only the tip of the destruction. we are trying to get closer to the epicentre, to a city where we know that at least a dozen people have died and many more are trapped in their homes that have collapsed. but we are struggling because, if you look at this road here, it is completely ruptured. and this is what we keep coming up against — these roads that are totally blocked off and even these emerg
nomura—san thought his shrine was going to collapse. "the whole gate was swaying.the children had to squat on the floor so as not to fall over," he told me. alerts chime as we travel towards the epicentre, we're alerted to another earthquake. these aftershocks keep coming. further in, old wooden homes have been brought to the ground — not made to withstand the ferocity ofjapan�*s enduring quakes. toshio iwahama lives here alone after losing his wife. at 82, he doesn't know how...
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Jan 3, 2024
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nomura—san thought his shrine was going to collapse. "the whole gate was swaying.. "the children had to squat on the floor "so as not to fall over," he told me. alerts chime as we travel towards the epicentre, we're alerted to another earthquake. these aftershocks keep coming. further in, old wooden homes have been brought to the ground, not made to withstand the ferocity of japan's enduring quakes. toshio iwahama lives here alone after losing his wife. at 82, he doesn't know how he'll manage the repairs. translation: we always have earthquakes around here, - but ijust didn't think we'd get a big one like this. i didn't take it seriously. i thought we were safe here. this is only the tip of the destruction. we are trying to get closer to the epicentre, to a city where we know that at least a dozen people have died and many more are trapped in their homes that have collapsed. but we are struggling because, if you look at this road here, it is completely ruptured. and this is what we keep coming up against, these and this is what we keep coming up against, these road
nomura—san thought his shrine was going to collapse. "the whole gate was swaying.. "the children had to squat on the floor "so as not to fall over," he told me. alerts chime as we travel towards the epicentre, we're alerted to another earthquake. these aftershocks keep coming. further in, old wooden homes have been brought to the ground, not made to withstand the ferocity of japan's enduring quakes. toshio iwahama lives here alone after losing his wife. at 82, he doesn't...
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Jan 2, 2024
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nomura—san thought his shrine was going to collapse. "the whole gate was swaying.was swaying too. the children had to squat on the floor so as not to fall over," he told me. alerts chime as we travel towards the epicentre, we're alerted to another earthquake. these aftershocks keep coming. further in, old wooden homes have been brought to the ground, not made to withstand the ferocity ofjapan's enduring quakes. toshio iwahama lives here alone after losing his wife. at 82, he doesn't know how he'll manage the repairs. translation: we always have earthquakes around here, - but ijust didn't think we'd get a big one like this. i didn't take it seriously. i thought we were safe here. this is only the tip of the destruction. we are trying to get closer to the epicentre, to a city where we know that at least a dozen people have died and many more are trapped in their homes that have collapsed. but we are struggling because, if you look at this road here, it is completely ruptured. and this is what we keep coming up against, these coming up against, these roads that are to
nomura—san thought his shrine was going to collapse. "the whole gate was swaying.was swaying too. the children had to squat on the floor so as not to fall over," he told me. alerts chime as we travel towards the epicentre, we're alerted to another earthquake. these aftershocks keep coming. further in, old wooden homes have been brought to the ground, not made to withstand the ferocity ofjapan's enduring quakes. toshio iwahama lives here alone after losing his wife. at 82, he doesn't...
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Jan 2, 2024
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nomura—san thought his shrine was going to collapse. "the whole gate was swaying. too. the children had to squat on the floor so as not to fall over," he told me. alerts chime. as we travel towards the epicentre, we're alerted to another earthquake. these aftershocks keep coming. further in, old wooden homes have been brought to the ground — not made to withstand the ferocity ofjapan�*s enduring quakes. toshio iwahama lives here alone after losing his wife. at 82, he doesn't know how he'll manage the repairs. translation: we always have earthquakes around here. - but i just didn't think we'd get a big one like this. i didn't take it seriously. i thought we were safe here. this is only the tip of the destruction. we are trying to get closer to the epicentre, to a city where we know that at least a dozen people have died and many more are trapped in their homes that have collapsed. but we are struggling — because if you look at this road here, it is completely ruptured, and this is what we keep coming up against — these roads that are totally blocked off and even the
nomura—san thought his shrine was going to collapse. "the whole gate was swaying. too. the children had to squat on the floor so as not to fall over," he told me. alerts chime. as we travel towards the epicentre, we're alerted to another earthquake. these aftershocks keep coming. further in, old wooden homes have been brought to the ground — not made to withstand the ferocity ofjapan�*s enduring quakes. toshio iwahama lives here alone after losing his wife. at 82, he doesn't...
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Jan 2, 2024
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nomura—san thought his shrine was going to collapse. "the whole gate was swaying.ll over," he told me. alerts chime. as we travel towards the epicentre, we're alerted to another earthquake. these aftershocks keep coming. further in, old wooden homes have been brought to the ground — not made to withstand the ferocity ofjapan's enduring quakes. toshio iwahama lives here alone after losing his wife. at 82, he doesn't know how he'll manage the repairs. translation: we always have earthquakes around here. - but i just didn't think we'd get a big one like this. i didn't take it seriously. i thought we were safe here. this is only the tip of the destruction. we are trying to get closer to the epicentre, to a city where we know that at least a dozen people have died and many more are trapped in their homes that have collapsed. but we are struggling because, if you look at this road here, it is completely ruptured. and this is what we keep coming up against — these roads that are totally blocked off and even these emergency services here, these rescue teams, have been stru
nomura—san thought his shrine was going to collapse. "the whole gate was swaying.ll over," he told me. alerts chime. as we travel towards the epicentre, we're alerted to another earthquake. these aftershocks keep coming. further in, old wooden homes have been brought to the ground — not made to withstand the ferocity ofjapan's enduring quakes. toshio iwahama lives here alone after losing his wife. at 82, he doesn't know how he'll manage the repairs. translation: we always have...
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Jan 9, 2024
01/24
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let's speak now to andrzej szczepaniak, senior european economist with nomura. welcome to the programme. how is thejobs market in europe? good morning. thejobs market is very resilient. the current unemployment rate is 6.5%, ten basis points higher than the lows of 6.4%, and even if you think about the outlook gdp is slowing, actually as a result of things like job retention schemes in the euro area which every prominent in many countries, we shouldn't expect to see the unemployment rate rise that much. what we tend to see is ours work should decline first and foremost before the unemployment rate takes up only marginally in response to weakening activity of is your thinking on what the central bank will do in 2024?- thinking on what the central bank will do in 2024? many are speculating _ bank will do in 2024? many are speculating on _ bank will do in 2024? many are speculating on when _ bank will do in 2024? many are speculating on when the - bank will do in 2024? many are speculating on when the fed i speculating on when the fed will cut rates in the bank of
let's speak now to andrzej szczepaniak, senior european economist with nomura. welcome to the programme. how is thejobs market in europe? good morning. thejobs market is very resilient. the current unemployment rate is 6.5%, ten basis points higher than the lows of 6.4%, and even if you think about the outlook gdp is slowing, actually as a result of things like job retention schemes in the euro area which every prominent in many countries, we shouldn't expect to see the unemployment rate rise...
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Jan 29, 2024
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. >> the third quarter for nomura, analysts estimates looking that they will break three consecutive of declining profit and tracking to be up nearly 60% for the full year, so looking into view on how they are progressing against that in the third order and watching in terms of what we are looking at. at their new focus on investment management. at they are looking to have ¥100 billion and profited by 2030 in the sector and their looking to cut costs as well, which is been behind, so we are looking for progress in both of those areas. annabelle: taking a look at the boys who have had the japanese lenders over the course of this year, and it has been the trend time for them, and how much is that around in anticipation of what the boj does with its policy? >> that is all about the boj. at that is the underlying think it is really important for japan's financial sector at the moment. the bank of japan stood pat last week at the policy meeting with uncertainty around the earthquake, and how that is going to impact the economy and also the spring when stocks will come out and how solid th
. >> the third quarter for nomura, analysts estimates looking that they will break three consecutive of declining profit and tracking to be up nearly 60% for the full year, so looking into view on how they are progressing against that in the third order and watching in terms of what we are looking at. at their new focus on investment management. at they are looking to have ¥100 billion and profited by 2030 in the sector and their looking to cut costs as well, which is been behind, so we...
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Jan 30, 2024
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this out of nomura dismissing 60 staffers due to the ongoing slump in dealmaking and capital marketsvity according to people familiar with the matter. those include about 30 people in the u.s.. we will continue to follow that story. coming after what we heard from ups to cut 12,000 jobs so it is still a theme at this point. super micro computer getting a pop after a rosy revenue forecast. we will discuss next, this is bloomberg. ♪ katie: super micro computer shares at an all-time high after the server maker beat second-quarter estimates and raised its revenue forecast for the rest of the year. joining us is matt. you can tell behind the market reaction this was a surprise prayed what was driving this beat? matt: it is really ai demand. we just heard dr. miller talk about the strong demand for nvidia processors, supermicro is probably the leading oem shipping service at this point. katie: demand still outstripping supply. even with that dynamic it's interesting to look at your own coverage. you raised your price target to $530. quite a jump there but you are maintaining your neutral r
this out of nomura dismissing 60 staffers due to the ongoing slump in dealmaking and capital marketsvity according to people familiar with the matter. those include about 30 people in the u.s.. we will continue to follow that story. coming after what we heard from ups to cut 12,000 jobs so it is still a theme at this point. super micro computer getting a pop after a rosy revenue forecast. we will discuss next, this is bloomberg. ♪ katie: super micro computer shares at an all-time high after...
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Jan 18, 2024
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is there a sense that it can overtake nomura at some point? >> if you look at our share prices, the difference in market cap actually is really shrinking. so, we are conscious. i think they are conscious as well. we are doing quite well. haslinda: the big bad, of course, for you, is china. against the odds and despite the fact that sentiment has been negative, is it time to reassess your involvement in china, given that the recent data remains week? keiko: yes. that is correct, and we are very cautious, but we also know there is potential, just because of its size and that it is close, and all of the japanese businesses in china. we are cautious but we are not pessimistic about it. haslinda: what is a redline? what would make you reconsider? keiko: i think the redline would be if -- they have been liberalizing the market. if they stop that and redo a lot of the things they have been doing to open markets, foreign banks, that would be when we think we are not welcome, and that is what we think. but we do not see that happening right now. haslin
is there a sense that it can overtake nomura at some point? >> if you look at our share prices, the difference in market cap actually is really shrinking. so, we are conscious. i think they are conscious as well. we are doing quite well. haslinda: the big bad, of course, for you, is china. against the odds and despite the fact that sentiment has been negative, is it time to reassess your involvement in china, given that the recent data remains week? keiko: yes. that is correct, and we are...
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Jan 8, 2024
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nomura announced a 16% height -- hike for younger employees.. 10 you tell us some of your strategies for increasing wages and do you think that will continue? >> i strongly believe that we wage's -- raise wages first for people working together. that will galvanize people. then ask them to increase productivity. used to be the opposite. we increased productivity and then we increased wages. so our idea is for civil, people first. and raise productivity after all going through increases of wages, not one single year. 2, 3 or four years. our people think that while, the company will increase wages, not only one year, but 2, 3 or four continuously. that will be great motivation towards innovation. >> what is the most pressing issue for japan going forward? >> energy. i think we have to push every measure so we can secure energy. because we are shifting to digitalization more and more and catching up with the world. ai is used everywhere. even i use ai. so energy is a source of economic growth. we need more renewable energy. we need more reactors o
nomura announced a 16% height -- hike for younger employees.. 10 you tell us some of your strategies for increasing wages and do you think that will continue? >> i strongly believe that we wage's -- raise wages first for people working together. that will galvanize people. then ask them to increase productivity. used to be the opposite. we increased productivity and then we increased wages. so our idea is for civil, people first. and raise productivity after all going through increases of...
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Jan 18, 2024
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is there a sense that daiwa can overtake nomura?he difference in market cap is really shrinking. we are conscious -- i think they are conscious as well, but we are doing quite well. >> the big bet for you is china, against the odds and despite the fact that sentiment has been pretty negative. is it time to reassess your involvement in china, your bet in china given that the recent data remains week? >> that is correct. we are very cautious, but we also know that there is potential in china just because of its size and that it is close and all the japanese businesses that are in china, so we are cautious but not pessimistic about it. >> what's a red line? >> i think the red line be if a lot of -- they have been liberalizing the market for long so if they stop that and redo a lot of the things that they have been doing to open markets, that would be when we think that we are not welcome and that is when we would rethink, but we do not see that happening now. >> the finance ministers that that they are reopening and banks would benefit
is there a sense that daiwa can overtake nomura?he difference in market cap is really shrinking. we are conscious -- i think they are conscious as well, but we are doing quite well. >> the big bet for you is china, against the odds and despite the fact that sentiment has been pretty negative. is it time to reassess your involvement in china, your bet in china given that the recent data remains week? >> that is correct. we are very cautious, but we also know that there is potential...