Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Tarek Fadlallah, CEO of Nomura Asset Management Middle East, suggests Gulf economies should revisit their tariff policy in light of the changing global dynamics. He adds that it would be coming from a "position of strength" and an opportune moment for the GCC.
Nomura Holdings, Inc. (NYSE:NMR ) Q1 2026 Earnings Conference Call July 29, 2025 5:30 AM ET Company Participants Hiroyuki Moriuchi - Corporate Participant Conference Call Participants Kazuki Watanabe - Daiwa Securities Co. Ltd., Research Division Masao Muraki - SMBC Nikko Securities Inc., Research Division Mia Nagasaka - Morgan Stanley, Research Division Natsumu Tsujino - Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
Rob Subbaraman of Nomura discusses Japan's upcoming upper house election and says while an LDP coalition losing the majority has already been priced in by the markets, any big surprises may cause a big move in Japanese bond yields, as well as the yen.
Chetan Seth, Asia-Pacific Equity Strategist at Nomura believes rich valuations are a key reason why foreign investors remain underweight on India. Seth highlighted that international investors usually choose big companies, while small and mid-caps have been the real winners in the Indian market in the last 2-3 years.
Gareth Nicholson of Nomura warns of quake-prone markets driven by tighter spreads, with hedge funds primed to capitalize on the turbulence.
I maintain my buy rating on Nomura Holdings, driven by strategic moves to reduce earnings volatility and enhance returns. The new Trust Banking division will boost recurring revenue, and unlock cross-selling opportunities across business lines. The company's acquisition of Macquarie's US asset management arm expands AUM by almost a third, which boosts long-term ROE potential.
Nomura's David Seif says the ‘big beautiful bill' merely extends the 2017 tax cuts, offering a short-term economic boost but little progress on addressing U.S. debt challenges.
Chris Willcox, Nomura's head of wholesale and chairman of its investment management division, discusses global markets.
Nomura Holdings, Inc. (NYSE:NMR ) Q4 2025 Earnings Call Transcript April 25, 2025 5:30 AM ET Company Participants Takumi Kitamura - Chief Financial Officer Conference Call Participants Masao Muraki - SMBC Nikko Securities Kazuki Watanabe - Daiwa Securities Natsumu Tsujino - BofA Securities Koki Sato - JPMorgan Securities Koichi Niwa - Citigroup Securities Masaya Otsuka - SBI Securities Operator Good day, everyone, and welcome to today's Nomura Holdings Fourth Quarter and Full Year Operating Results for Fiscal Year Ending March 2025 Conference Call. Please be reminded that today's conference call is being recorded at the request of the hosting company.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Investors looking for stocks in the Financial - Investment Bank sector might want to consider either Nomura Holdings (NMR) or Bank of America (BAC). But which of these two stocks is more attractive to value investors?