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![WhatMarketMind Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1869290335937105920.png) WhatMarketMinds [@WhatMarketMind](/creator/twitter/WhatMarketMind) on x 1117 followers
Created: 2025-05-15 03:48:48 UTC


20250515-Nomura-Morning News & Views_Asia: A Summary of Select Global Markets Research.pdf
#AsiaMarketView
$HSBC $TCH $AIA $JD $BABA
20250515-Nomura-Indonesia Healthcare:Negative surprises exhausted.pdf
#IndoHealth
$MIKA $SILO $HEAL $PRDA $SAME
20250515-Bernstein-U.S. Semiconductors:Intel, AMD, Q125 PC CPU channel dynamics__No one knows what it.pdf
#USSemicon
$INTC $AMD $NVDA $QCOM $TXN
20250514-Nomura-Strategy Trade:KRW: Will USDKRW be the next to move?.pdf
#KRWTrade
$EWY $KF $SKM $KT $LPL
20250514-Nomura-NCSOFT(036570.KS)Guidance turns bold, but execution risk remains.pdf
#NCSOFTBold
$NC $NTES $TCEHY $SE $EA
20250514-Nomura-Leeno Industrial(058470.KQ)1Q OP in_line; ongoing recovery and rising ASP.pdf
#LeenoRecover
$LEENO $AMAT $LRCX $KLAC $TER
20250514-Nomura-JYP Entertainment Corp(035900.KQ)Positive catalysts offset by contract renewal.pdf
#JYPRenewal
$JYP $SM $YG $HYBE $CUBE
20250514-Nomura-Global FXResearch:SDRFXAnalysis_G10.pdf
#FXG10
$JPM $GS $MS $BAC $C
20250514-Nomura-Data Analysis Report:Agency Worst Billion Report.pdf
#AgencyData
$WFC $DB $UBS $CS $BCS
20250514-Nomura-Asia Insights:China: Credit growth rose in April amid strong government bond issuan.pdf
#ChinaCredit
$BIDU $NIO $LI $XPEN $YUMC

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