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Market Commentary / Equity
- PSA Today Nov 25: Dampened by profit-taking / Aska Pharmaceutical: promising developments / Diamond's exciting EV business / Fuji Soft gets Blue Prism's Silver rating – Nikkei +0.50% by Pelham Smithers Associates Ltd
- BMCE Capital Research Strategy October 2020 by BMCE Capital Global Research
- 日本株ストラテジー - 21年日本株需給見通し by Nomura Research
- 日本株:日本銀行の20年度上期決算 - 9月末時点のETF保有時価は40.5兆円 by Nomura Research
- Japan equities: BOJ’s FY20 H1 results - BOJ ETF holdings worth ¥40.5trn at end-Sep by Nomura Research
- PSA Today Nov 27: Market ticking higher / Toagosei's new nanofiber tech / Diamond Electric: great excitement re its roles in EV / Money Forward's stock split – Nikkei +0.40% by Pelham Smithers Associates Ltd
- Stock Smart Weekly (Nov 27, 2020) by AKD Securities Limited
- Lettre quotidienne du 25 11 2020 by BMCE Capital Global Research
- Lettre quotidienne du 26 11 2020 by BMCE Capital Global Research
- Pakistan Bank: Spreads exhibit rigidity , (AKD Daily, Nov 30, 2020) by AKD Securities Limited
- PSA Today Nov 30: US China sanctions and Covid weigh on market / NEC starts offering 5G aaS / Toyota's second-generation Mirai for Europe – Nikkei -0.79% by Pelham Smithers Associates Ltd
- Korea morning wrap - Today’s focus: 1 Dec 2020 by Nomura Research
- Russell/Nomura日本株インデックス - パフォーマンスサマリー by Nomura Research
- 日本株セクター・マンスリー - 2020年12月号 by Nomura Research
- PSA Today Dec 1: Nikkei year high, macro helping / Mobile game revs still impress / Automation round-up: / Mixi's sell-off – Nikkei +0.77% by Pelham Smithers Associates Ltd
- Japan equity market summary (November 2020) - Substantial gains on COVID-19 vaccine hopes by Nomura Research
- PSA Today Dec 2: Sideways market, stockpickers prevail / Toyota outperforms in US Nov sales / After Slack: a cool look at the hot enterprise cloud software sector – Nikkei +0.05% by Pelham Smithers Associates Ltd
- Pakistan OMCs_Looking more and more like a sustained rebound, (AKD Daily, Dec 03, 2020) by AKD Securities Limited
- 国内ETFモニター 2020年11月 - ESG・女性活躍ETNなど5本が新規上場 by Nomura Research
- Korea morning wrap - Today’s focus: 4 Dec 2020 by Nomura Research
- PSA Today Dec 4: Wait and see again / Being No. 2 in silicon wafers: overrated? / EV theme propelling component stocks, too; Denso, Koito – Nikkei -0.22% by Pelham Smithers Associates Ltd
- Lettre quotidienne du 27 11 2020 by BMCE Capital Global Research
- Lettre quotidienne du 01 12 2020 by BMCE Capital Global Research
- Lettre quotidienne du 03 12 2020 by BMCE Capital Global Research
- Pakistan Cement_Seasonality weighs heavily on local demand, (AKD Daily, Dec 07, 2020) by AKD Securities Limited
- BMCE Capital Research Strategy Octobre 2020 by BMCE Capital Global Research
- Korea morning wrap - Today’s focus: 26 Nov 2020 by Nomura Research
- Japan equity strategy - 2021 Japan equity supply-demand outlook by Nomura Research
- PSA Today Nov 26: Sell-side pushes tech / Nintendo, Sharp, Switch / Marvellous: new game / V-Cube, NTT / US auto financing /CyberAgent's Abema coup – Nikkei +0.91% by Pelham Smithers Associates Ltd
- Korea morning wrap - Today’s focus: 27 Nov 2020 by Nomura Research
- PSA Japan Research Round-Up for the Week to 27 November 2020 by Pelham Smithers Associates Ltd
- African Markets Review 11 25 2020 by BMCE Capital Global Research
- African Markets Review 11 26 2020 by BMCE Capital Global Research
- Korea morning wrap - Today’s focus: 30 Nov 2020 by Nomura Research
- Breakfast Report - 30 December 2020 by Vetiva Capital Management
- FLASH HEBDO DU 23/11/2020 AU 27/11/2020 by Phoenix Capital Management
- Pakistan Strategy_Nov’20 performance rewards those who wait , (AKD Daily, Dec 01, 2020) by AKD Securities Limited
- 20年11月の日本株市場サマリー - 新型コロナ向けワクチンへの期待から大幅高 by Nomura Research
- Russell/Nomura Japan Equity Indexes - Performance summary by Nomura Research
- Korea morning wrap - Today’s focus: 2 Dec 2020 by Nomura Research
- EFERT_Healthy payouts offset risks ,(AKD Daily, Dec 02, 2020) by AKD Securities Limited
- Malaysia equity strategy - Flows & fundamentals: the rotation edition by Nomura Research
- 日本企業ボトムアップ業績見通し集計(20~21年度) - 20年度予想の下方修正に歯止めがかかった by Nomura Research
- PSA Today Dec 3: Flat; focus on support measures / Update on nanobridge / Japan's ICE phase-out / Considering Recruit / Sansan buys peer-to-peer platform – Nikkei +0.03% by Pelham Smithers Associates Ltd
- HUBC_Base plant up for sale; Buy stance maintained, (AKD Daily, Dec 04, 2020) by AKD Securities Limited
- Stock Smart Weekly (Dec 04, 2020) by AKD Securities Limited
- Lettre quotidienne du 30 11 2020 by BMCE Capital Global Research
- Lettre quotidienne du 02 12 2020 by BMCE Capital Global Research
- Korea morning wrap - Today’s focus: 7 Dec 2020 by Nomura Research
- Breakfast Report - 07 December 2020 by Vetiva Capital Management