Back to the main directory
Market Commentary / Equity
- PSA Today 9 May: A slide on inflation and earnings worries / Nintendo's FY21 earnings preview – Nikkei -2.53% by Pelham Smithers Associates Ltd
- Japan equity strategy - Recovery scenario for stocks hit by COVID by Nomura Research
- 6PM Call: The market on slippery slope by Viet Dragon Securities
- 日本株ストラテジー - 外部環境悪化の中にも日本株の底堅さ by Nomura Research
- PSA Today 10 May: Lower as BoJ intervenes / Sony, Nintendo, Taiyo Yuden 4Qs / First auto to report is MMC / DeNA's miss / Daikin, KHI, IHI numbers / NTT Data and NTT overseas – Nikkei 225 -0.58% by Pelham Smithers Associates Ltd
- PSA Today 11 May: Focus on earnings / Sony's PS5 production target / Results for Capcom, Panasonic / Dexerials limit up / Suzuki and Toyota's dull FY22 forecasts / Daikin's Shanghai production / Kakaku's strong FY22 outlook – Nikkei 225 +0. by Pelham Smithers Associates Ltd
- FY21 Q4 results at major companies - Solid earnings should help Japanese share price recovery along by Nomura Research
- PSA Today 12 May: Following Wall St down as cryptos hit / Considering Nikon / Subaru's f/c earnings surge / Nissan's weak guidance / BASE Inc's losses contract QoQ / TIS, ExaWizards full-year results – Nikkei 225 -1.77% by Pelham Smithers Associates Ltd
- 中小型株の21年度Q4決算 - 非製造業主導の好決算 by Nomura Research
- The PSA Japan Weekly Research Round-Up for the Week to 13 May 2022 by Pelham Smithers Associates Ltd
- Flash Hebdo du 09 au 13 mai 2022 by Phoenix Capital Management
- 6PM Call: Lost the support area of 1200 points by Viet Dragon Securities
- PSA Today 17 May: Asia rally helps / 1Q GDP preview / Japan, the UK, and the fighter jet / Renesas to restart Kofu / Ferrotec shares surge / Recruit's FY22 f/c – Nikkei 225 +0.42% by Pelham Smithers Associates Ltd
- 日本株ストラテジー - 電機・精密に集中する強気シグナル by Nomura Research
- Japan equity strategy - Bullish signals centered on electronics & precision sector by Nomura Research
- PSA Today 19 May: Global growth concerns / Global auto sales / Toho Titanium's outlook / Rakuten's tumble continues – Nikkei -1.89% by Pelham Smithers Associates Ltd
- The PSA Japan Weekly Research Round-Up for the Week to 20 May 2022 by Pelham Smithers Associates Ltd
- 6PM Call: The shaking week-ending session by Viet Dragon Securities
- Japan small caps: FY21 Q4 results (2) - Slowdown versus previous survey, but results still held up well overall by Nomura Research
- PSA Today 23 May: Bargain hunting resumes / Sony's new phone / Views on Asian chip sector / Maruti Suzuki's position deteriorating – Nikkei 225 +0.69% by Pelham Smithers Associates Ltd
- PSA Today 24 May: Tokyo slides on global concerns / Considering Lasertec / New minicar EVs to kick off new EV boom in Japan? / A good day for DMG Mori – Nikkei 225 -0.94% by Pelham Smithers Associates Ltd
- PSA Today 25 May: Mixed day / PS5 Japan sales implode / Share buybacks continue apace / JSR's confidence, Kanto Denka's relative caution / Shift's acquisitions – Nikkei 225 -0.26% by Pelham Smithers Associates Ltd
- 日本株ストラテジー - 参院選に向けて海外勢はリオープンに注目 by Nomura Research
- The PSA Japan Weekly Research Round-Up for the Week to 27 May 2022 by Pelham Smithers Associates Ltd
- 6PM Call: Backdown by Viet Dragon Securities