Nomura Holdings Inc. (NMR)
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NMR Forum Topics
- All Comments on NMR
- General Discussion on NMR
- 3 Ways to Profit from the Emerging Markets Investment Banking Boom [view article]
- Wall Street Breakfast: Must-Know News [view article]
- Is Japan Subprime's Next Flashpoint? [view article]
- 18 Ways to Invest in Japan, the Land of the Rising Sun [view article]
- Financial Stocks to Buy When the Market Reverses [view article]
- Sony Financial IPO Talks Heat Up; PS3 Launch Date Set for Europe [view article]
- The Subprime Solution: Containing Global Contagion [view article]
- Japanese Value Stocks: Excess Liquidity and Extreme Volatility [view article]
- Japan: A lot of Idle Cash 'Gradually' Flowing into Stocks [view article]
- Nomura's Individual Investor Survey for January [view article]
- Nomura's Individual Investor Survey for August: Caution Prevails [view article]
loading ...Recent NMR Articles
- 3 Ways to Profit from the Emerging Markets Investment Banking Boom
- Magical Connections (Rising Sun Edition)
- Wall Street Breakfast: Must-Know News
- Financial Stocks to Buy When the Market Reverses
- Is Japan Subprime's Next Flashpoint?
- Nomura's Individual Investor Survey for December
- Japan Equities May Look Attractive, but Look at U.S. Economy First
- Japan on the Verge of a Rally - Barron's
- Japan: Nomura's October Individual Investor Survey
- BoJ Keeps Rate at 0.5%; Stocks Surge on U.S. Rally
- Full List of Articles »
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3 Ways to Profit from the Emerging Markets Investment Banking Boom [view article]
Don't necessarily agree that. Flip any business newspaper, say South China Morning Post, you would see most of the IPOs and the ECM deals are done by the likes of Morgan, Goldman, with a few exceptions of local participations (say CICC). At least that's the case I see in Hong Kong. ReplyWall Street Breakfast: Must-Know News [view article]
On Jul 29 09:30 AM RightinSanFr ancisco wrote:
> Ah, the budget thing. On the one hand, the deficit is about 3% of
> GDP - worse than recent years, but OK by historical and international
> standards. As for thet politics of it, forget McCain's tax cuts.
> That would take agreement by Nancy Pelosi and Harry Reid, both of
> whom would like higher capital gains taxes, an end to the Social
> Security tax limit, and elimination of the favorable rates for dividends
> and capital gains. Health care is the issue where fiscal prudence
> will run into politcs, and that's not a battle that prudence is likely
> to win if the liberal Dems control both houses and the presidency.
Consider myself and independent voter - but registered Dem. I'm not sure why
Democrats (liberals - or whatever the current nom de plume) are so interested in
raising capital gains....???? As a middle class retiree, and one who is responsible for our retirement portfolio, those lower cap gains taxes are keeping us alive. And the last I've
heard, there's a lot of us keeping this economy moving - even considering that it might be on slow idle.
njbdustyrd
Reply
Wall Street Breakfast: Must-Know News [view article]
What really cracked me up was, Obama ripping into the deficit and with the same breath calling for another stimulus package. Go figure! Replyancisco
Wall Street Breakfast: Must-Know News [view article]
Ah, the budget thing. On the one hand, the deficit is about 3% of GDP - worse than recent years, but OK by historical and international standards. As for thet politics of it, forget McCain's tax cuts. That would take agreement by Nancy Pelosi and Harry Reid, both of whom would like higher capital gains taxes, an end to the Social Security tax limit, and elimination of the favorable rates for dividends and capital gains. Health care is the issue where fiscal prudence will run into politcs, and that's not a battle that prudence is likely to win if the liberal Dems control both houses and the presidency. ReplyBiker
Wall Street Breakfast: Must-Know News [view article]
Sure took Russo a long ass time to go.... Replypigeon
Is Japan Subprime's Next Flashpoint? [view article]
The best thing is to see the actual amount/issuance of CDO in Japanese capital markets. It is very tiny amount (less than 5%) and there has been no single default even though the CDS indices are extremely high. What Japanese investors are doing now is to invest in CDS before it goes back to normal (under 50bp) as the market undervalues the situation.Best to ask one of Japanese mega bank. They will say the same thing. Former Sony CEO also says the same thing. Reply
Editors
General Discussion on NMR
Is this a buy or a sell? Reply18 Ways to Invest in Japan, the Land of the Rising Sun [view article]
Interesting list - I disagree with Orix, though - I think that stock could revisit its 2000 lows of $5. It's basically ridden the carry trade and the stock price correlates highly with the yen, so if the yen goes, so goes IX back down to its old price levels. ReplyFinancial Stocks to Buy When the Market Reverses [view article]
I agree with DSX. Plus, Bank of America hasn't eaten very much in losses relative to its size, it's still chugging away making making profits...yes profits, and paying out a fat dividend (thats safe), along with WB and C, which hopefully wont cut its dividend...eh (i'm long WB, C, and BAC) ReplyFinancial Stocks to Buy When the Market Reverses [view article]
UYG is the Double Long ETF ReplyFinancial Stocks to Buy When the Market Reverses [view article]
What many don't realize is that this is a credit contraction, and when the write offs are over, we will be in deep recession. That will not be a good environment for banks/brokers, whose balance sheets are in dire straights. I can think of only 2 banks worth a look, Hudson City, and USB. When the dividends are cut on the banks, it will be near time. For the brokers, how are they going to replace all that fee income from M&A and mortgage hustling? ReplyFinancial Stocks to Buy When the Market Reverses [view article]
Your methodolgy is so flawed I don't know what to say. ReplyFinancial Stocks to Buy When the Market Reverses [view article]
I think your analysis is biased. Yes NCC only had 1% of the total loss, but it is a smaller bank than say BCS which had 2% of the total loss. NCC is worth about 7b, so on May 2007 it was worth say $24b. BCS is worth 60b, so was about 97b in May 2007. So while BCS had 2x the write-offs as NCC, it was worth way more than 2x in market cap and thus has done better, not worse than NCC on a relative basis. ReplyIs Japan Subprime's Next Flashpoint? [view article]
How are they "tightening" if rates are .5% ReplyShinnick
Is Japan Subprime's Next Flashpoint? [view article]
Funny how nobody knows who owns this stuff...except the people that packaged and sold it who know exactly who they sold it to and consequently know exactly whose shares to sell short. Yep, they catch you coming and going..nice gig. Reply