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Market Commentary / Equity
- PSA Today 31 Oct: Wall Street, earnings help / Murata, Panasonic, Koei Tecmo 2Qs / Lasertec Q1 / JSR, Dexerials, Zeon / Komatsu, Nabtesco, Toyota Industries / ZOZO, Mercari / Previewing NTT Data – Nikkei 225 +1.78% 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
- Russell/Nomura Japan Equity Indexes - Performance summary by Nomura Research
- 国内ETFモニター 2022年10月 - AUM60兆円台を回復 by Nomura Research
- PSA Today 2 Nov: Earnings pour in, proving somewhat erratic / KDDI, Konami 2Qs / Subaru lifts OP guidance, MMC's Q2 better / Minebea Mitsumi strong outlook / SRE Holdings boosted – Nikkei 225 -0.06% by Pelham Smithers Associates Ltd
- PSA Today 28 Oct: BOJ stands pat / Q2 results for Alps Alpine, NEC, Hitachi / Ube slips / Denso, Aisin 2Qs / Considering NRI – Nikkei 225 -0.88% by Pelham Smithers Associates Ltd
- The PSA Japan Weekly Research Round-Up for week ending 4 Nov 2022 by Pelham Smithers Associates Ltd
- Flash Hebdo du 31 octobre au 4 novembre 2022 by Phoenix Capital Management
- FY22 Q2 results at major companies - Clear deterioration in margins by Nomura Research
- 日本株ストラテジー - 企業業績は利益率・数量ともに困難に直面 by Nomura Research
- PSA Today 9 Nov: So much in the mix today / Sysmex 2Q / Sep chip data / Nissan, and Honda 2Qs / Daikin concerns / Daifuku momentum / Nexon below consensus – Nikkei 225 -0.56% by Pelham Smithers Associates Ltd
- 中小型株の22年度Q2決算 - 大幅増収ながら増益率はQ1比で低下 by Nomura Research
- PSA Today 11 Nov: Whoosh / SoftBank 2Q / Ulvac 2Q / RS Tech 3Q / Overview of Autos' 2Qs / Yen and Daikin, Yaskawa, Komatsu / Rakuten 3Q / Upbeat TIS – Nikkei 225 +2.98% by Pelham Smithers Associates Ltd
- 日本株クオンツストラテジー - ガイダンス上方修正の「常連」を避ける by Nomura Research
- Japanese equity quantitative strategy - Avoiding companies that regularly raise their guidance by Nomura Research
- PSA Today 15 Nov: Considering the GDP figs / Topix's 3Q / Video console sales / Ballwave / TOY's Prius / Ferrotec, SMC / Recruit, Giftee, Net Protections / Freee's 1Q – Nikkei 225 +0.10% by Pelham Smithers Associates Ltd
- PSA Today 17 Nov: Mixed day / Global video game revenues / Toyota's new Prius and bZ concept – Nikkei 225 -0.35% / ¥$139.07 by Pelham Smithers Associates Ltd
- The PSA Japan Weekly Research Round-Up for the week ending 18 November 2022 by Pelham Smithers Associates Ltd
- 日本株ストラテジー - 2023年は春先からの株高基調を見込む by Nomura Research
- Flash Hebdo du 14 au 18 novembre 2022 by Phoenix Capital Management
- PSA Today 22 Nov: Topix moving solidly towards 2,000 / God of War: Ragnarok release / Tamron's raised dividend / Mazda and EVs - Nikkei 225 +0.61% by Pelham Smithers Associates Ltd
- Malaysia equity strategy - PH-BN government is positive for markets by Nomura Research
- マレーシア株ストラテジー - 希望同盟と国民戦線の連立成立は好材料 by Nomura Research
- The PSA Japan Weekly Research Round-Up for the week ending 25 November 2022 by Pelham Smithers Associates Ltd
- PSA Today 28 Nov: China covid protests hobble market / Focus on tomorrow's macro data / Worldwide mobile game sales falter / Honda and Europe - Nikkei 225 -0.42% by Pelham Smithers Associates Ltd
- Itaú BBA on Eletrobras: Share Swap Proposal May Be Contested by Itau
- 22年10月の日本株市場サマリー - 米経済指標と米国株に一喜一憂 by Nomura Research
- PSA Today 1 Nov: Good results help / Sony, Rohm 2Qs / Toyota's FY22 forecast / Komatsu's outlook / Gree's 1Q – Nikkei 225 +0.33% by Pelham Smithers Associates Ltd
- Japan equity market summary (October 2022) - Lack of direction for US economic indicators and US equities by Nomura Research
- Malaysia equity strategy - All eyes on the upcoming elections by Nomura Research
- PSA Today 4 Nov: Lower on Wall Street, N Korea missiles, weak earnings / PSRV2 headset launch / Ricoh 2Q / Daikin and copper price / Looking at Idec / TIS 2Q – Nikkei 225 -1.68% by Pelham Smithers Associates Ltd
- 主要企業の22年度Q2決算速報 - 利益率悪化が鮮明になってきた by Nomura Research
- PSA Today 7 Nov: Gains curbed by weak results / Mobile game sales / IIJ, Eisai, SQE 2Qs / Genki Yamaha Motor / COP and coal / iStyle's good start – Nikkei 225 +1.21% by Pelham Smithers Associates Ltd
- PSA Today 8 Nov: Market up on M&A, buybacks and Wall St gains / Nintendo, NTT Q2s / Strong guidance from Suzuki / Komatsu, HCM and COP27 / Daikin and Daifuku lift FY OP / Smaller losses for Base Inc / NTT Data Q2 – Nikkei 225 +1.25% by Pelham Smithers Associates Ltd
- Japan equity strategy - Headwinds for corporate earnings in terms of both margins and volumes by Nomura Research
- PSA Today 10 Nov: Weaker / God of War: Ragnarok / 2Qs for Bandai Namco, Nikon, Tokyo Electron, Mazda / GS Yuasa's plans / Trend Micro's miss / ExaWizards' 2Q – Nikkei 225 -0.98% by Pelham Smithers Associates Ltd
- Japan small caps: FY22 Q2 results - Major growth in sales, but profit growth slower than in Q1 by Nomura Research
- The PSA Japan Weekly Research Round-Up for the week ending 11 November 2022 by Pelham Smithers Associates Ltd
- Flash Hebdo du 07 au 11 novembre 2022 by Phoenix Capital Management
- PSA Today 14 Nov: Profit taking / Video Game Industry Update / Results for SBI, Dentsu / Toho Titanium's capacity? / Ferrotec raises DPS / Recruit's Q2 – Nikkei 225 -1.06% by Pelham Smithers Associates Ltd
- PSA Today 16 Nov: Flat despite Poland incursion / Core machinery orders / Sony and PSVR2 / Nabtesco is out of HDS – Nikkei 225 +0.14% by Pelham Smithers Associates Ltd
- PSA Today 18 Nov: Flat despite CPI / Pokemon launch today / Microwave Chemical surges / VW reins in its EV plans; vindication for TOY? - Nikkei 225 -0.11% by Pelham Smithers Associates Ltd
- Malaysia equity strategy - Election overhang lingers on by Nomura Research
- Japan equity strategy - We expect uptrend in share prices from spring 2023 by Nomura Research
- PSA Today 21 Nov: Flat, with attention on Covid in HK, China / Video games stats / China container rates / Considering DX plays / Nidec's Mexico e-axles - Nikkei 225 +0.16% by Pelham Smithers Associates Ltd
- マレーシア株ストラテジー - 不安定な政治状態が続く by Nomura Research
- PSA Today 24 Nov: Nikkei +267pts (Cheer, PS6, iPhone, Mazda, HCM, games, Cybozu) by Pelham Smithers Associates Ltd
- PSA Today 25 Nov: Nikkei -100pts ( Little changed, inflation, China EVs, Shin-Etsu, Enechange ) by Pelham Smithers Associates Ltd
- Flash Hebdo du 21 au 25 novembre 2022 by Phoenix Capital Management
- 日本株ストラテジー - 「原油安でもバリュー株上昇」の背景とリスク by Nomura Research