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Market Commentary / Equity
- Flash Hebdo du 11 au 15 juillet 2022 by Phoenix Capital Management
- 6PM Call: Short-term Profit taking by Viet Dragon Securities
- PSA Today 19 July: Shares rallied / Video game console sales fall / M3 preview / Nidec preview / Automation outperforms – Nikkei 225 +0.65% by Pelham Smithers Associates Ltd
- PSA Today 20 July: Market surges / Sony wins opening round in PlayStation Store legal battle / ASML cuts FY revenue guidance / Nidec's FY22 Q1 results – Nikkei 225 +2.67% by Pelham Smithers Associates Ltd
- PSA Today 21 July: Higher as BoJ Policy remains unchanged / Q2 global smartphone shipments / Disco's Q1 / Chugai's Q2 / Margin concerns for Nidec / BASE Inc hits one-month high – Nikkei 225 +0.44% by Pelham Smithers Associates Ltd
- PSA Today 22 July: Wall St and shipper results takes the market higher / SQE's NTF move / US CHIPS Act progress / Daikin up and copper down / Solid Q1 from OBC / Substantial outperformance in Q1 for Obic – Nikkei 225 +0.40% by Pelham Smithers Associates Ltd
- The PSA Japan Weekly Research Round-Up for the Week to 22 July 2022 by Pelham Smithers Associates Ltd
- Flash Hebdo du 18 au 22 juillet 2022 by Phoenix Capital Management
- PSA Machinery: Daifuku (6383 JT) FY22 Q1 Preview and Outlook by Pelham Smithers Associates Ltd
- 6PM Call: Lower the height by Viet Dragon Securities
- PSA Today 26 July: Flat ahead of earnings / Results: Capcom Q1, Canon Q2, Shimano Q2, Shin-Etsu Polymer Q1, Nitto Denko Q1 / Toyota leads biomass research group – Nikkei -0.16% by Pelham Smithers Associates Ltd
- 日本株フローモニター 2022年8月 - 空売り減少・先物買い戻しで7月に株価回復 by Nomura Research
- PSA Today 27 July: Losses reversed on earnings hopes / Panasonic preview / Q1 results for M3 , Screen, Shin-Etsu Chem, MMC, Fanuc / CyberAgent's Q3 / Cybozu preliminary FY22 – Nikkei 225 +0.22% by Pelham Smithers Associates Ltd
- PSA Today 29 July: US recession concerns boost yen / Guidance from Toho Titanium, Tokyo Ohka, Nissan, Denso, Aisin Komatsu / US Energy Bil, EVs, Toyota / NRI's Q1 – Nikkei 225 -0.05% by Pelham Smithers Associates Ltd
- 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
- 22年7月の日本株市場サマリー - 米国の株高・長期金利低下を好感して反発 by Nomura Research
- Russell/Nomura Japan Equity Indexes - Performance summary by Nomura Research
- PSA Today 1 Aug: Toying with 28,000 / Considering results and the market / Sony's Q1 / JSR's Q1 / Daikin's Q1 preview / ZOZO's Q1 / SRE Holdings' Q1 – Nikkei 225 +0.69% by Pelham Smithers Associates Ltd
- 6PM Call: Reversal by Viet Dragon Securities
- 6PM Call: A conservative cashflow by Viet Dragon Securities
- 国内ETFモニター 2022年7月 - 米独国債ETF・日経カバードコールETFが上場 by Nomura Research
- PSA Today 2 Aug: Pelosi Taiwan trip plan upsets markets, yen strengthens / Ibiden, Tokyo Seimitsu Q1s / More PS5s / Mtb Chem petrochem plans / Hino woes / Genki Daikin / TIS Q1 preview – Nikkei 225 -1.42% by Pelham Smithers Associates Ltd
- PSA Today 3 Aug: Higher as USD rebounds / Q1s for Nintendo, Taiyo Yuden, Ricoh, Subaru / Daikin: tail up / Previewing NTT Data's Q1 – Nikkei 225 +0.53% by Pelham Smithers Associates Ltd
- 日本株クオンツストラテジー - Q1高進捗かつガイダンス据え置き銘柄に注目 by Nomura Research
- Japanese equity quantitative strategy - Focus on companies with strong Q1 progress but unchanged guidance by Nomura Research
- 6PM Call: The rise of Securities by Viet Dragon Securities
- 6PM Call: Lower the height by Viet Dragon Securities
- 6PM Call: Recovery efforts by Viet Dragon Securities
- 6PM Call: Growing before the maturity date by Viet Dragon Securities
- 6PM Call: Market fluctuated around 1.200-threshold by Viet Dragon Securities
- 日本株ストラテジー - FOMC後の注目点と「8月後半」の重要性 by Nomura Research
- Japan equity strategy - Post-FOMC points to watch, late August is key by Nomura Research
- PSA Today 25 July: US recession fears / US and Japan tech results will ask different questions / Koei Tecmo's Q1 / Canon's subsidiaries / Previewing NRI's Q2 – Nikkei 225 -0.77% by Pelham Smithers Associates Ltd
- 6PM Call: Uptrend weakened by Viet Dragon Securities
- ZEUS PODCAST: A Different Perspective podcast: Richard Howarth by Zeus Capital
- 6PM Call: Failed rising attempt by Viet Dragon Securities
- Japan equity flow monitor (August 2022) - Stocks recovered in July as investors bought back futures and short selling declined by Nomura Research
- PSA Today 28 July: Wall Street, earnings / Gartner on the semiconductor industry / Earnings: Murata, Advantest, NEC, Mtb Elec, Panasonic, Dexerials, Zeon, Sekisui Chem, Nissan, Hino/ Fanuc hits 5-mth high / PayPay, Z Holdings – Nikkei +0.36 by Pelham Smithers Associates Ltd
- The PSA Japan Weekly Research Round-Up for the Week to 29 July by Pelham Smithers Associates Ltd
- 日本株ストラテジー - Q1決算序盤の傾向と「守備固め」再確認 by Nomura Research
- 日本株セクター・マンスリー - 2022年8月号 by Nomura Research
- Flash Hebdo du 25 au 29 juillet 2022 by Phoenix Capital Management
- Japan equity strategy - Early Q1 results announcements, fresh evidence of defensive shift by Nomura Research
- 6PM Call: Spillover of cashflow by Viet Dragon Securities
- 6PM Call: Exploded by Viet Dragon Securities
- Japan equity market summary (July 2022) - Japanese equities rebound on US equity rally, drop in long-term rates by Nomura Research
- 6PM Call: Uptrend prolonged by Viet Dragon Securities
- 6PM Call: Rise again by Viet Dragon Securities
- PSA Today 4 Aug: Topix flat, Nikkei up / Considering results so far / June's semi shipments / Q1 results for SQE, Nikon, Toyota Motor / Considering Z Holdings – Nikkei 225 +0.53 % by Pelham Smithers Associates Ltd
- PSA Today 5 Aug: Through 28k on household data and SOX move / Results comments on Bandai Namco, Lasertec, Suzuki Motor, Fujikura, Base Inc, Mixi, TIS, NRI – Nikkei 225 +0.87% by Pelham Smithers Associates Ltd