Back to the main directory
Market Commentary / Equity
- PSA Today Feb 3: Profits up, Covid cases down / Sony's huge revision up / Results comments for Z Holdings, Hitachi, Megachips, SQE, Eisai, Kakaku, MMC, Dexerials, Toyota Industries – Nikkei +1.00% by Pelham Smithers Associates Ltd
- Korea morning wrap - Today’s focus: 04 Feb 2021 by Nomura Research
- FY20 Q3 results at major companies (2) - Many companies reporting earnings above consensus by Nomura Research
- PSA Today Feb 4: Semi plays, Covid names sold / Strong Ibiden / Konami profits surge / Strong Nikon / Improved Mazda / Floppy automation – Nikkei -1.06% by Pelham Smithers Associates Ltd
- PSA Today Feb 5: Support from Wall Street, the yen, and oil / Subaru suffers on chip shortage / Daifuku's Q3: dialling it down / NTT Data's good numbers – Nikkei +1.54% by Pelham Smithers Associates Ltd
- Korea morning wrap - Today’s focus: 08 Feb 2021 by Nomura Research
- Japan equity strategy - Nikkei 225’s break above 29,000 and what lies ahead by Nomura Research
- PSA Today Feb 8: Cyclicals soar on strong results / SoftBank Group's amazing quarter / Bandai Namco's 3Q / Suzuki drops / Daifuku droops / TIS keeps FY intact – Nikkei +2.12% by Pelham Smithers Associates Ltd
- Stratégie après-midi - Focus: Réflexions sur le secteur auto by Aurel BGC
- 主要企業の20年度Q3決算速報（3） - 特殊要因を除いても経常増益に浮上 by Nomura Research
- FY20 Q3 results at major companies (3) - Recurring profits up even when excluding special factors by Nomura Research
- PSA Today Feb 9: Bitcoin and tech nudge index towards 30k / Nexon's stellar 4Q / Valve and Steam in China / Isuzu raises figures, Honda too / Daikin's record Q3 – Nikkei +0.40% by Pelham Smithers Associates Ltd
- Lettre quotidienne du 03 02 2021 by BMCE Capital Global Research
- Lettre quotidienne du 05 02 2021 by BMCE Capital Global Research
- Korea morning wrap - Today’s focus: 10 Feb 2021 by Nomura Research
- Lettre Quotidienne du 10 02 2021 by BMCE Capital Global Research
- African Markets Review 02 03 2021 by BMCE Capital Global Research
- African Markets Review 02 05 2021 by BMCE Capital Global Research
- PSA Today Feb 12: Mixed / GMO Internet 4Q / Rakuten, mobile triangulation names / Materials earnings round-up / Toyota's EV plans / Diamond Electric's OPM – Nikkei -0.14% by Pelham Smithers Associates Ltd
- Korea morning wrap - Today’s focus: 15 Feb 2021 by Nomura Research
- Japan equity strategy - Rise in US rates, scenarios for Nikkei 225 after hitting 30,000 by Nomura Research
- Stratégie Matin - Le point du jour - 15/02/2021 by Aurel BGC
- Korea morning wrap - Today’s focus: 16 Feb 2021 by Nomura Research
- Korea morning wrap - Today’s focus: 17 Feb 2021 by Nomura Research
- PSA Today Feb 17: Slide masks some strong cyclical, Bitcoin moves / Time to consider SBI Holdings / Bridgestone's recovery path / Shin-Etsu's limited rare earths risk – Nikkei -0.58% by Pelham Smithers Associates Ltd