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Market Commentary / Equity
- 6PM Call: More Investment Opportunities by Viet Dragon Securities
- Korea morning wrap - Today’s focus: 12 October 2021 by Nomura Research
- 日本株ストラテジー - 日・米・中のマクロ環境変化とセクター戦略 by Nomura Research
- Japan equity strategy - Macroeconomic changes in Japan, US, and China and sector strategy by Nomura Research
- Korea morning wrap - Today’s focus: 13 October 2021 by Nomura Research
- 6PM Call: Short of motivation by Viet Dragon Securities
- PSA Today Oct 13: A fall on Apple news / Apple lowers production estimate / Fallout from the fourth (?) oil shock / Shift shares surge – Nikkei 225 -0.32% by Pelham Smithers Associates Ltd
- PSA Today Oct 14: Highly stylised day / TSMC: details about the Japan fab / Suzuki making progress in Europe / Shin-Etsu's accretive soda pricing – Nikkei 225 +1.46% by Pelham Smithers Associates Ltd
- ESGリサーチ：TCFDが新指針を発表 - より明確な気候変動対策の開示を求める by Nomura Research
- Japanese equities investment strategy (October) - Macroeconomic changes in Japan, US, and China and sector strategy by Nomura Research
- ESG research: TCFD announces new guidance - Calling for clearer disclosure of climate change policies by Nomura Research
- Korea morning wrap - Today’s focus: 18 October 2021 by Nomura Research
- 日本株ストラテジー - 岸田政権の賃上げ推進策とセクター別株価 by Nomura Research
- PSA Today 18 Oct: Marking time, commodities the focus / Nintendo's pricing / Nippon Steel's patent infringement lawsuit against Toyota / Survey results on intention to use PayPay / Money Forward tumbles – Nikkei 225 -0.15% by Pelham Smithers Associates Ltd
- Japan equity strategy - Kishida policies to boost wages and share prices by sector by Nomura Research
- 6PM Call: Challenge resistance of 1,400 points by Viet Dragon Securities
- Significance of quarterly disclosure - Quarterly disclosure crucial from a longer-term standpoint too by Nomura Research
- Korea morning wrap - Today’s focus: 20 October 2021 by Nomura Research
- PSA Today 20 Oct: Mixed market and a Nintendo downgrade / MLCCs and semis / Takeuchi's briefing / Kakaku's after-hours revision down – Nikkei 225 +0.14% by Pelham Smithers Associates Ltd
- PSA Today 21 Oct: Lower on SPE, Evergrande concerns / Disco smashes it / Nippon Paint's fifth acquisition in 5 years / China auto sales see sharp Sep drop / Ferrotec on LAM – Nikkei 225 -1.89% by Pelham Smithers Associates Ltd
- Korea morning wrap - Today’s focus: 22 October 2021 by Nomura Research
- PSA Today 22 Oct: Flat ahead of earnings / Will we get a video games earnings surprise? / Ube disappoints / / LINE, ZHD, Base / NRI Q2 preview / Medley, Docomo, Minacolor – Nikkei 225 +0.34% by Pelham Smithers Associates Ltd
- Korea morning wrap - Today’s focus: 25 October 2021 by Nomura Research
- PSA Today 25 Oct : Influenced by Fri's US tech sell-off / An LDP-led coalition govt? / Koei Tecmo's 2Q / Canon Marketing's 3Q / Sekisui Chem's aerospace woes / Stanley, Koito – Nikkei 225 -0.71% by Pelham Smithers Associates Ltd
- 6PM Call: Failed attempts by Viet Dragon Securities