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Market Commentary / Equity
- PSA Today July 16: Sentiment shifts / China's curious economic stats / Nintendo's Q1 preview / Simon Cowell buys out Sony from Talent JV / Nissan's new Ariya / Money Forward on track / RPA Holdings battles another tough year – Nikkei -0.7 by Pelham Smithers Associates Ltd
- Lettre Quotidienne du 16 07 2020 : Clôture sur une note positive à la Bourse de Casablanca by BMCE Capital Global Research
- PSA Today July 17: Worries / Hitachi in EV fleet move / Sony's PS5 production plans boosted / Sizing up Nissan's Ariya prospects / TSMC reports - Nikkei -0.32% by Pelham Smithers Associates Ltd
- PSA Japan Research Round-Up for the week to July 17, 2020 by Pelham Smithers Associates Ltd
- Breakfast Report - 20 June, 2020 by Vetiva Capital Management
- PSA Today July 20: Day of torpor kicks off shortened trading week / Can Panasonic make money in Q1? / Covid and machinery plays / Demae-can's international competition - Nikkei +0.09% by Pelham Smithers Associates Ltd
- æ—¥æœ¬æ ªã‚¹ãƒˆãƒ©ãƒ†ã‚¸ãƒ¼ - ç±³ä¼æ¥æ±ºç®—å‹•å‘ã¨æ—¥æœ¬æ ªã¸ã®ç¤ºå”† by Nomura Research
- Japan equity strategy - US corporate earnings and implications for Japanese stocks by Nomura Research
- Japanese equity quantitative strategy - When will the market’s polarization end? by Nomura Research
- PSA Today July 22: Slide ahead of Japan's long week-end / Net One System's Q1 / JAE's Q1 loss / Shares of Nissha and JDI rise / Nachi: China strength / CyberAgent beats / Cybozu's significant Osaka prefecture win – Nikkei -0.58% by Pelham Smithers Associates Ltd
- Korea morning wrap - Today’s focus: 24 July 2020 by Nomura Research
- PSA Today July 27: Recovery from weak open / Ono and Covid? / Intel news / Software spend/ Canon Marketing / Chugai: strong Q2 / Electronic materials / Considering CyberAgent / Obic dull / OBC ups advertising / Previewing NRI- Nikkei -0.16% by Pelham Smithers Associates Ltd
- PSA Today July 28: Concerns on earnings / TEL FY20 Q1 OP +68% YoY / Canon's 1st Quarterly Loss / MMC's FY20 dire / Machinery results / Cybozu revises up / Clues on cashless from TIS - Nikkei -0.26% by Pelham Smithers Associates Ltd
- PSA Today July 29: Earnings are a real worry / Screen disappoints / M3: Q1, and a look at Medley / Bleak for Nissan / LINE disappoints / NTT Data, NRI, and forecasting – Nikkei -1.15% by Pelham Smithers Associates Ltd
- PSA Today July 30: Positive momentum stalling / Looking at Q1s for Advantest, Panasonic, Hitachi, Anritsu, Fujitsu / Machinery in China / NRI misses on FY20 Q1 OP – Nikkei -0.26% by Pelham Smithers Associates Ltd
- æ—¥æœ¬æ ªã‚¹ãƒˆãƒ©ãƒ†ã‚¸ãƒ¼ - 104円ã¸ã®ãƒ‰ãƒ«å®‰ã¨4-6æœˆæœŸæ±ºç®—çŠ¶æ³ by Nomura Research
- PSA Today July 31: Hit by perfect storm / Q1 comments on NEC, Murata, Alps Alpine, KDDI / Perky Mazda / TDK / Dexerials / ZOZO delivers a positive surprise - Nikkei -2.82% by Pelham Smithers Associates Ltd
- Korea morning wrap - Today’s focus: 03 August 2020 by Nomura Research
- 20å¹´7月ã®æ—¥æœ¬æ ªå¸‚å ´ã‚µãƒžãƒªãƒ¼ - 新型コãƒãƒŠæ„ŸæŸ“者ã®å¢—åŠ ã‚’æ‡¸å¿µã—ã¦ç¶šè½ by Nomura Research
- æ—¥æœ¬æ ªã‚»ã‚¯ã‚¿ãƒ¼ãƒ»ãƒžãƒ³ã‚¹ãƒªãƒ¼ - 2020å¹´8æœˆå· by Nomura Research
- Malaysia equity strategy - Flows and fundamentals: Jul-20 by Nomura Research
- Japan equity market summary (July 2020) - Rise in COVID-19 cases triggers further market declines by Nomura Research
- Korea morning wrap - Today’s focus: 05 August 2020 by Nomura Research
- 国内ETFモニター 2020å¹´7月 - 資金æµå…¥ãŒå†ã³å¢—åŠ by Nomura Research
- PSA Today Aug 5: Early losses reversed / Considering Lasertec / Honda's Q1 loss / Teijin's Q1 helped by medical gowns / DeNA's Q1 beat – Nikkei -0.26% by Pelham Smithers Associates Ltd