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Nomura Holdings, Inc. (NMR) Q4 2025 Earnings Conference Call Transcript
Seeking Alpha· 2025-04-26 04:47
Core Viewpoint - Nomura Holdings reported a significant increase in Group net revenue for the fiscal year ending March 2025, indicating strong financial performance and growth potential in the investment banking sector [4]. Financial Performance - Group net revenue increased by 21% year-on-year [4]. - The conference call was held to discuss the fourth quarter and full-year operating results, highlighting the company's financial achievements [1]. Conference Call Details - The conference call was hosted by Takumi Kitamura, the Chief Financial Officer of Nomura Holdings, who provided an overview of the financial results [3]. - The call included participation from various securities firms, indicating a broad interest in the company's performance [1].
Is Nomura (NMR) Stock Undervalued Right Now?
ZACKS· 2025-04-02 14:46
The proven Zacks Rank system focuses on earnings estimates and estimate revisions to find winning stocks. Nevertheless, we know that our readers all have their own perspectives, so we are always looking at the latest trends in value, growth, and momentum to find strong picks.Of these, perhaps no stock market trend is more popular than value investing, which is a strategy that has proven to be successful in all sorts of market environments. Value investors use a variety of methods, including tried-and-true v ...
Nanalysis Announces Next Generation 60MHz Benchtop NMR Spectrometer
Prnewswire· 2025-03-05 13:30
Debuting at Pittcon Conference and Expo in Boston, MA March 1-5thCALGARY, AB, March 5, 2025 /PRNewswire/ - Nanalysis Scientific Corp. ("the Company", TSXV: NSCI, OTCQX: NSCIF, FRA: 1N1), a leader in portable NMR instruments and imaging technology and services for industrial and research applications, announces the launch of its 60 MHz Benchtop NMR spectrometer on top its next generation tech platform.  The Company is debuting the instrument at the Pittcon Conference and Expo this week in Boston, MA, which w ...
NMR or BAC: Which Is the Better Value Stock Right Now?
ZACKS· 2025-02-28 17:46
Investors interested in Financial - Investment Bank stocks are likely familiar with Nomura Holdings (NMR) and Bank of America (BAC) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The proven Zacks Rank puts an emphasis on earnings estimates an ...
Take the Zacks Approach to Beat the Markets: Nomura, Wells Fargo, Primo Brands in Focus
ZACKS· 2025-02-24 14:20
The three most widely followed U.S. indexes lost their ground during the holiday-shortened trading week. The Nasdaq Composite, the Dow Jones Industrial Average and the S&P 500 decreased by 2.6%, 2.5% and 1.9% last week. The Federal Reserve’s concern over stubbornly high inflation, poor economic reports, and new tariff threats by President Donald Trump made investors jittery.The Fed, in its January policy meeting, kept key interest rates unchanged. The central bank expressed concerns over the increase in inf ...
NMR vs. BAC: Which Stock Is the Better Value Option?
ZACKS· 2025-02-12 17:41
Investors with an interest in Financial - Investment Bank stocks have likely encountered both Nomura Holdings (NMR) and Bank of America (BAC) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The proven Zacks Rank puts an emphasis on earnings es ...
Nomura (NMR) - 2025 Q3 - Earnings Call Transcript
2025-02-08 12:44
Financial Data and Key Metrics Changes - Group-wide net revenue increased by 4% quarter-on-quarter to JPY 502 billion [4] - Income before income taxes grew by 4% to JPY 138.3 billion, while net income rose to JPY 101.4 billion, representing a 3% increase over the last quarter [4] - EPS reached JPY 33.08, and annualized return on equity was 11.8%, marking the seventh consecutive quarter of profit growth [5][6] Business Line Data and Key Metrics Changes - Wealth management net revenue was flat quarter-on-quarter at JPY 116.3 billion, with income before income taxes growing by 2% to JPY 46.2 billion [14] - Investment management net revenue decreased by 18% to JPY 45.7 billion, while income before income taxes fell by 41% to JPY 18.9 billion [24] - Wholesale net revenue increased by 10% to JPY 290.5 billion, with income before income taxes reaching JPY 62.4 billion, the highest level in four years [28][29] Market Data and Key Metrics Changes - International business accounted for nearly 40% of group-wide income before income taxes, with income before income taxes in international regions increasing by 30% over the last quarter [6] - Net inflows of recurring revenue assets exceeded JPY 1.1 trillion in the first three quarters, surpassing the full-year target of JPY 800 billion [22] - Sales of investment trusts increased by 9%, driven by demand for US growth stock investment trusts [19] Company Strategy and Development Direction - The company aims to achieve a consistent ROE of 8% to 10% or more by 2030, focusing on stable recurring profits to enhance earnings stability [39] - Strategic initiatives have led to improved profitability in international operations, with a focus on diversifying revenue sources across all divisions [5][36] - The company plans to maintain cost controls while pursuing bottom-line growth, despite inflationary pressures [81][82] Management's Comments on Operating Environment and Future Outlook - Management noted that while January started slowly compared to Q3, revenue levels remain acceptable, and they continue to aim for bottom-line growth [40] - The company expressed confidence in achieving record high net profits, emphasizing the importance of stabilizing top-line growth and diversifying revenue streams [132][133] - Management acknowledged the challenges posed by external inflationary pressures but remains committed to cost control [83] Other Important Information - The company plans to celebrate its 100th anniversary on December 25, 2025, and will pay a commemorative dividend of JPY 10 per share to shareholders of record as of March 31, 2025 [41] - The sale of the Takanawa property is expected to generate a pre-tax income of approximately JPY 56 billion [40] Q&A Session Summary Question: About wholesale fixed income business and sustainability of revenue environment - Management indicated that the securitization business was strong, with efforts to improve fund turnover and diversify the portfolio [49][50] Question: Regarding asset efficiency and future sales of assets - Management confirmed that they are proactively selling policy holdings and do not expect to change the ratio of holdings significantly [52][121] Question: Shareholder return and dividend policy - Management clarified that the commemorative dividend is separate from regular dividends, and they will monitor proceeds from asset sales for potential shareholder returns [65][66] Question: Impact of client visit rules on sales - Management noted minimal impact on existing client relationships but acknowledged a slight slowdown in new customer acquisition [78] Question: Investment management pipeline and revenue forecast - Management expressed confidence in a strong M&A and ECM pipeline, with expectations for continued high performance in investment banking [95]
Nomura Holdings (NMR) Is Up 3.51% in One Week: What You Should Know
ZACKS· 2025-02-06 18:00
Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the 'long' context, investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Whil ...
NMR vs. BAC: Which Stock Should Value Investors Buy Now?
ZACKS· 2025-01-27 17:41
Investors interested in stocks from the Financial - Investment Bank sector have probably already heard of Nomura Holdings (NMR) and Bank of America (BAC) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The proven Zacks Rank puts an emphasis on earn ...
Nomura (NMR) May Find a Bottom Soon, Here's Why You Should Buy the Stock Now
ZACKS· 2025-01-09 15:56
A downtrend has been apparent in Nomura Holdings (NMR) lately. While the stock has lost 5.9% over the past four weeks, it could witness a trend reversal as a hammer chart pattern was formed in its last trading session. This could mean that the bulls have been able to counteract the bears to help the stock find support.The formation of a hammer pattern is considered a technical indication of nearing a bottom with likely subsiding of selling pressure. But this is not the only factor that makes a bullish case ...