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Market Commentary / Equity
- 6PM Call: The market crashed today by Viet Dragon Securities
- 日本企業の業績予想前提変更 - 1月20日付業績見通しから順次適用 by Nomura Research
- PSA Today 20 Jan: Round on China mortgage rate cuts / Readthrough from Microsoft / Activision deal for Japanese Video Game stocks / Intel's EUVs, implications for JSR / Subaru showcases electrified concepts – Nikkei 225 +1.11% by Pelham Smithers Associates Ltd
- PSA Today 21 Jan: Another down day / Denso hit harder than Toyota / BASE Inc hits a 52-week low / NRI FYQ3 preview – Nikkei 225 -0.9% by Pelham Smithers Associates Ltd
- Flash Hebdo du 17 au 21 janvier 2022 by Phoenix Capital Management
- Japan equity strategy - Short-term tactic of contrarian stance to past earnings rather than focusing on interest rates by Nomura Research
- PSA Today 26 Jan: Yoyo down day / Capcom 3Q / Valqua 3Q / Nitto Denko revises up / Nidec's miss / Fanuc's better guidance / CyberAgent's miss / NTT Data 3Q preview / Cybozu Dec figs – Nikkei 225 -0.44% by Pelham Smithers Associates Ltd
- 日本株ストラテジー - 「パウエルショック」と日本株下げ余地 by Nomura Research
- Japan equity strategy - Powell shock and downside potential for Japanese equities by Nomura Research
- The PSA Japan Weekly Research Round-Up for the Week Ending 28 January 2022 by Pelham Smithers Associates Ltd
- 6PM Call: Up and down by Viet Dragon Securities
- 6PM Call: Spectacular reversal by Viet Dragon Securities
- 6PM Call: Low liquidity by Viet Dragon Securities
- Flash Hebdo du 24 au 28 janvier 2022 by Phoenix Capital Management
- 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
- Russell/Nomura Japan Equity Indexes - Performance summary by Nomura Research
- Japan equity flow monitor (February 2022) - Update on nonresident investors, university endowment fund (2) by Nomura Research
- 国内ETFモニター 2022年1月 - 米国MBS関連ETFが新規上場 by Nomura Research
- PSA Today 1 Feb: Flat, with higher costs a worry amid strong tech numbers / Sony buys Bungie / Murata, Rohm, Keyence 3Qs / DTS 3Q/ TDK 3Q / MMC raises forecasts – Nikkei 225 +0.28% by Pelham Smithers Associates Ltd
- PSA Today 3 Feb: A slide on tech play worries / Sony's live service reveal / Nintendo, Nikon 3Qs / Toyota hopes for Aisin and Denso / ZHD's 3Q / Mercari's Q2 loss – Nikkei 225 -1.06% by Pelham Smithers Associates Ltd
- The PSA Japan Weekly Research Round-Up for the Week Ending 4 February 2022 by Pelham Smithers Associates Ltd
- Japan equity strategy - What inflation and a recovery in demand could mean for real estate stocks by Nomura Research
- PSA Today 4 Feb - Market snubs Wall Street's slide to close up / Square Enix, Taiyo Yuden, Ibiden, Jeol 3Qs / Suzuki 3Q / Higher Daifuku numbers /Minebea Mitsumi / Mixi, TIS 3Qs / NTT Data revises up – Nikkei 225 +0.73% by Pelham Smithers Associates Ltd
- 6PM Call: Welcome new year! by Viet Dragon Securities
- PSA Today 8 Feb: Steady ahead of big results day tomorrow / Nexon's 4Q / Bandai's mid-term plan / Nissan raises FY21 guidance / Daifuku edges up / IHI's 3Q / DeNA 3Q miss – Nikkei 225 +0.13% by Pelham Smithers Associates Ltd
- PSA Today 19 Jan: MSFT, ATVI news, higher oil price, Fed concerns sends Japan lower / Implications for Sony on MSFT, ATV deal / ASML and the consequences of missing testing / Honda's battery agreement with SES – Nikkei 225 -2.80% by Pelham Smithers Associates Ltd
- Japanese company earnings estimate assumptions - Applied to analyst estimates from 20 January 2022 by Nomura Research
- The PSA Japan Weekly Research Round-Up for the Week Ending 21 January 2022 by Pelham Smithers Associates Ltd
- 日本株ストラテジー - 金利観より「過去業績逆張り」の短期戦術 by Nomura Research
- PSA Today Jan 24: Steadying from poor start / Semi market in 2022 / Quarterly reports review / Anticipating Shin-Etsu's numbers from AGC preview / Daifuku is genki / Enechange's sales – Nikkei 225 +0.24% by Pelham Smithers Associates Ltd
- PSA Today Jan 25: Sell-off / Disco's 3Q / Obic's 3Q / Nidec's share plunge / Demae-can's challenges / TIS considered – Nikkei 225 -1.66% by Pelham Smithers Associates Ltd
- PSA Today 27 Jan: Fed rate alarm triggers sharp sell-off despite good earnings / Canon's 4Q / Shinko's 3Q / Advantest's 3Q / Shin-Etsu's strength / Nidec's struggles / Fanuc's resilience / NRI revises up FY21 again – Nikkei 225 -3.11% by Pelham Smithers Associates Ltd
- Equity Insight on the ACME Laboratories Limited (ACMELAB) by EBL Securities Ltd.
- PSA Today 28 Jan: Rebound /Alps Alpine 3Q / Screen 3Q / KDDI 3Q / Tokyo Ohka revises up; Mt. Fuji risks? / Nissan and Renault's EV plans - Nikkei 225 +2.09% by Pelham Smithers Associates Ltd
- 6PM Call: “Bottom-fishing” cash flow by Viet Dragon Securities
- 6PM Call: Market sank in red by Viet Dragon Securities
- 6PM Call: Exploratory phase by Viet Dragon Securities
- 6PM Call: Happy Lunar New Year 2022! by Viet Dragon Securities
- 日本株フローモニター 2022年2月 - 海外投資家動向/大学ファンドアップデート（２） by Nomura Research
- 22年1月の日本株市場サマリー - 米金融引締めへの懸念から下落 by Nomura Research
- 日本株セクター・マンスリー - 2022年2月号 by Nomura Research
- Japan equity market summary (January 2022) - Market falls on concerns about US tightening by Nomura Research
- PSA Today 31 Jan: Rally / NEC 3Q / SRE 3Q / Lasertec 2Q / Koei Tecmo 3Q / Pharma results / NGK Spark Q3 / HCM fading / ZOZO's 3Q beat – Nikkei 225 +1.07% by Pelham Smithers Associates Ltd
- PSA Today 2 Feb: Strong earnings boost market / Sony, Panasonic, Hitachi, M3, Tokyo Seimitsu 3Qs / US Jan auto figures / Denso, Aisin, Toyota Ind, Melco 3Qs - Nikkei 225 +1.68% by Pelham Smithers Associates Ltd
- Malaysia equity strategy - Tech sell-off the dominant theme in January by Nomura Research
- 日本株ストラテジー - インフレ、需要回復と不動産株ポテンシャル by Nomura Research
- FLASH HEBDO DU 31/01/2022 AU 04/02/2022 by Phoenix Capital Management
- PSA Today 7 Feb: Dented by macro worries / The platforms' tricky woes / NTT 3Q / Kaneka to expand Green Planet prod'n / KH Neochem's positive spin on FY22 OP / Subaru 3Q / Daifuku rebound / Daikin raises FY21 OP / Gree's 2Q results – Nikk by Pelham Smithers Associates Ltd
- 主要企業の21年度Q3決算速報 - 原材料高が重石も、予想を上回る決算が優勢 by Nomura Research
- FY21 Q3 results at major companies - Earnings ahead of forecasts despite high input costs by Nomura Research