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RBI may pivot to buying Dollars to build reserves, analysts say
BusinessLine· 2026-02-04 10:16
The rupee’s biggest rally in seven years will give the central bank scope to rebuild its foreign-exchange reserves, potentially limiting further gains after the boost from the India-US trade deal, according to some analysts.Barclays Bank Plc and Nomura Holdings Inc. are among those predicting that the Reserve Bank of India will use the recovery in the rupee to buy dollars. They recommend shorting the rupee — Nomura sees it at 94 to a dollar by May, while Barclays is targeting that level via a three-month of ...
印度卢比迎七年来最大涨势 或触发央行美元储备重建潮
智通财经网· 2026-02-04 06:06
巴克莱银行与野村控股等机构预测,印度央行将利用此轮卢比反弹购入美元。两家机构均建议短空卢比 ——野村预计至5月卢比汇率或贬至94兑1美元,巴克莱则建议通过三个月期离岸头寸押注该目标位。 智通财经APP获悉,随着卢比创下七年来最强劲涨势,分析师指出,印度储备银行(RBI)或获得重建外 汇储备的宝贵空间,这可能限制卢比在印美贸易协议利好兑现后的进一步上行空间。 周二卢比对美元大涨1.4%,从上月亚洲表现最差货币一跃成为区域最强货币。尽管印度央行历来会利 用美元流入扩充储备,但现任行长桑杰·马尔霍特拉的外汇策略更显难测,为本轮汇率反弹增添了研判 难度。 "卢比前路未必一帆风顺,"汇丰控股亚洲外汇研究主管Joey Chew指出,印度央行的外汇政策可能使形 势复杂化,因其"近几个月一直以难以预测的方式进行干预,以防止卢比出现单向投机性仓位"。 近几个月,当卢比多次试探低位时,印度央行曾入场买入卢比进行干预。央行官员多次强调汇率由市场 决定,其职责仅在于维护市场有序运行并抑制过度波动。 马尔霍特拉行长上月接受电视采访时称,考虑到印度与主要经济体的通胀差异,卢比每年贬值3%"属于 正常区间"。 巴克莱建议客户战术性短空卢比 ...
NMR or MKTX: Which Is the Better Value Stock Right Now?
ZACKS· 2026-02-03 17:40
Investors with an interest in Financial - Investment Bank stocks have likely encountered both Nomura Holdings (NMR) and MarketAxess (MKTX) . But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look.There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The proven Zacks Rank emphasizes compan ...
Is Nomura (NMR) a Great Value Stock Right Now?
ZACKS· 2026-02-03 15:41
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.Considering these trends, value investing is clearly one of the most preferred ways to find strong stocks in any type of market. Value investors use tried-and-true metrics and fundamental analysis to find companies that they believe are undervalued ...
Nomura Scales Back Crypto Exposure Following Losses at European Division
Crowdfund Insider· 2026-02-01 15:22
In its latest pivot amid rather turbulent market conditions, Nomura Holdings Inc., one of Japan’s most active investment banking institutions, has announced a reduction in its cryptocurrency positions and a tightening of risk controls within its digital asset operations. This move comes in response to financial setbacks experienced by its European subsidiary, Laser Digital Holdings, during the third quarter of fiscal year 2025.As reported by Bloomberg and other outlets, the decision underscores the challeng ...
三大股指期货齐跌 特朗普提名沃什掌舵美联储 金银“高台跳水”
Zhi Tong Cai Jing· 2026-01-30 12:56
| 德国DAX30 | 24,547.01 | 24,556.51 | 24,317.51 | +253.77 | +1.04% | | --- | --- | --- | --- | --- | --- | | 英国富时100 | 10,217.45 | 10,218.25 | 10,136.11 | +45.69 | +0.45% | | 法国CAC40 | 8,132.35 | 8,133.73 | 8.070.86 | +60.99 | +0.76% | | □ 欧洲斯托克50 | 5,952.96 | 5,954.40 | 5,897.95 | +61.01 | +1.04% | 3. 截至发稿,WTI原油跌0.61%,报65.02美元/桶。布伦特原油跌0.73%,报69.08美元/桶。 | ඝ 伦敦布伦特原油 | 2026年4月 | 69.08 | 71.09 | 67.79 | -0.51 | -0.73% | | --- | --- | --- | --- | --- | --- | --- | | ■ WTI原油 | 2026年3月 | 65.02 | 65.87 | 63.65 | -0. ...
Nomura Q3 Earnings Call Highlights
Yahoo Finance· 2026-01-30 11:04
Core Viewpoint - Nomura reported strong third-quarter operating results for the fiscal year ending March 2026, with a notable return on equity and solid performance across its main divisions, although losses in the "other" segment related to digital assets partially offset these results [4][7]. Financial Performance - Group-wide net revenue totaled JPY 551.8 billion, reflecting a 7% increase quarter-over-quarter [3][7]. - Pre-tax income for the four main divisions rose 8% to JPY 142.9 billion, the highest level in 18.5 years [2][7]. - Return on equity was reported at 10.3%, marking the seventh consecutive quarter above the target range of 8%–10% [3][7]. Segment Performance - **Wealth Management**: Net revenue increased 14% quarter-over-quarter to JPY 132.5 billion, with a pre-tax margin above 40% and record recurring revenue asset net inflows of JPY 503.9 billion [6][9]. - **Investment Management**: Achieved a record AUM of JPY 134.7 trillion, but pre-tax income fell 42% due to one-time acquisition costs and weaker gains [5][12]. - **Wholesale**: Net revenue increased 12% to JPY 313.9 billion, with significant contributions from both Global Markets and Investment Banking [16]. Shareholder Returns - Nomura announced a share repurchase program with an upper limit of 100 million shares and a total of JPY 60 billion, aimed at enhancing shareholder returns and capital efficiency [1][7]. Future Outlook - The company expects approximately $100 million in integration costs over the next two years following the Macquarie acquisition, while maintaining capital strength with Tier 1 capital at JPY 3.6 trillion and a CET1 ratio of 12.8% [5][21]. - Management indicated that Wealth Management net revenue is tracking evenly with third-quarter levels, while the Investment Banking pipeline remains solid despite a slower start [22].
Nomura (NMR) - 2026 Q3 - Quarterly Report
2026-01-30 11:03
Table of Contents FORM 6-K U.S. SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 of the Securities Exchange Act of 1934 Commission File Number: 1-15270 For the month of January 2026 NOMURA HOLDINGS, INC. (Translation of registrant's name into English) 13-1, Nihonbashi 1-chome Chuo-ku, Tokyo 103-8645 Japan (Address of principal executive offices) Indicate by check mark whether the registrant files or will file annual reports under co ...
Nomura (NMR) - 2026 Q3 - Earnings Call Transcript
2026-01-30 10:32
Nomura (NYSE:NMR) Q3 2026 Earnings call January 30, 2026 04:30 AM ET Company ParticipantsHiroyuki Moriuchi - CFOKentaro Okuda - President and CEOConference Call ParticipantsKazuki Watanabe - Senior Equity AnalystKoki Sato - Equity Research AnalystMasao Muraki - Senior AnalystNatsumu Tsujino - Managing Director of Global Research and Senior Equity AnalystNone - AnalystOperatorGood day, everyone, and welcome to today's Nomura Holdings third quarter operating results for fiscal year ending March 2026 conferenc ...
Nomura (NMR) - 2026 Q3 - Earnings Call Transcript
2026-01-30 10:32
Nomura (NYSE:NMR) Q3 2026 Earnings call January 30, 2026 04:30 AM ET Company ParticipantsHiroyuki Moriuchi - CFOKentaro Okuda - President and CEOConference Call ParticipantsKazuki Watanabe - Senior Equity AnalystKoki Sato - Equity Research AnalystMasao Muraki - Senior AnalystNatsumu Tsujino - Managing Director of Global Research and Senior Equity AnalystNone - AnalystOperatorGood day, everyone, and welcome to today's Nomura Holdings Third Quarter Operating Results for Fiscal Year Ending March 2026 Conferenc ...