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Market Commentary / Equity
- PSA Today 19 Jan: US macro woes, worries / For slumping MLCCs, ASPs are key / Game life cycles are changing, Sony can benefit / Giftee to consolidate meuron – Nikkei 225 -1.44% by Pelham Smithers Associates Ltd
- PSA Today 31 Jan: Good basics, poor global sentiment / 3Qs for Advantest, Alps Alpine, Shinko, Lasertec / Komatsu 3Q / ZOZO guidance / Cybozu's Dec sales / SRE's Q3 miss – Nikkei 225 -0.39% by Pelham Smithers Associates Ltd
- 日本株クオンツストラテジー - 低人件費銘柄に有利な局面への転換点が近い by Nomura Research
- Japan equity strategy - Share price impact of scrapping YCC by sector by Nomura Research
- Japan equity strategy - Outlook for Q3 results, thoughts on the right time to buy external demand stocks by Nomura Research
- Japanese company earnings estimate assumptions - Applied to analyst estimates from 19 January 2023 by Nomura Research
- 日本株フローモニター 2023年2月 - 海外投資家の先物買い戻しは一巡 by Nomura Research
- PSA Today 30 Jan: Mixed day ahead of a deluge of earnings / Capcom, NEC, Omron 3Qs / Japan's assemblers' weak Dec 22 / TIS 3Q preview / NRI's 3Q – Nikkei 225 +0.19% by Pelham Smithers Associates Ltd
- PSA Today 18 Jan: Shares soar as BoJ policy is kept / Console sales / Nov camera shipments / Mazda's PHEV model for Europe – Nikkei 225 +2.5% by Pelham Smithers Associates Ltd
- PSA Today 17 Jan: Bounce as yen down / Konami, console gaming / Upbeat TOY / Yaskawa, oil, China / Copper, Daikin, Komatsu; prices / Z Holdings' GYAO! / Money Forward's FY23 outlook – Nikkei 225 +1.23% by Pelham Smithers Associates Ltd
- 23年1月の日本株市場サマリー - 米国株高を受けて月後半に上昇 by Nomura Research
- PSA Today 1 Feb: Lacklustre day but semis lively / Hitachi and Keyence 3Qs / Sumitomo Chem slashes NP guidance to zero / Japan auto sales start well / Komatsu sags – Nikkei 225 +0.07% by Pelham Smithers Associates Ltd
- Russell/Nomura Japan Equity Indexes - Performance summary by Nomura Research
- PSA Today 2 Feb: Mixed on Fed hike, dom tech results / 3Qs for Sony, Murata, Panasonic, Ibiden / 3Qs for Hino and MMC / Z Holdings' 3Q – Nikkei 225 +0.20% by Pelham Smithers Associates Ltd
- Malaysia equity strategy - Earnings, budget, and MSCI review in focus by Nomura Research
- Flash Hebdo du 30 janvier au 03 février 2023 by Phoenix Capital Management
- 日本株ストラテジー - Q3決算前半は低調、「在庫の軽さ」が重要 by Nomura Research
- Japan equity strategy - First half of Q3 results weak, focus on light inventories by Nomura Research
- PSA Today 8 Feb: Lower after mulling over Powell comments / IIJ's Q3 / Subaru's Q3 / BASE Inc beats – Nikkei 225 -0.29% by Pelham Smithers Associates Ltd
- PSA Today 9 Feb: US rate uncertainty continues / Nikon's 3Q / Toyota and Nissan's 3Qs / Fujikura's 3Q disappoints / Nexon's FY22 / NTT Data's 3Q beats – Nikkei 225 -0.08% by Pelham Smithers Associates Ltd
- Japanese equities investment strategy (February) - First half of Q3 results weak, focus on light inventories by Nomura Research
- The PSA Japan Weekly Research Round-Up for the week to 10 Feb 2023 by Pelham Smithers Associates Ltd
- PSA Today 13 Feb: Market awaits 4Q GDP numbers / PS5 in Japan / New era dawns for TOY / Oil news, construction machinery plays / Enechange sales - Nikkei 225 -0.88% by Pelham Smithers Associates Ltd
- PSA Today 14 Feb: Wall Street and Q4's GDP the influences / Shimano Q4 / Yamaha Motor: headwinds / TOK's FY23 guidance / Ferrotec Q3 / Rakuten's record loss - Nikkei 225 +0.64% by Pelham Smithers Associates Ltd
- Japan equity strategy - Erratum: Q3 overview and stock selection heading toward full-year results by Nomura Research
- The PSA Japan Weekly Research Round-Up for the week to 27 Jan 2023 by Pelham Smithers Associates Ltd
- Japan equity strategy - Near-term scenarios for BOJ Monetary Policy Meetings, next governor by Nomura Research
- 日本株ストラテジー - YCC解除のセクター別株価影響の考察 by Nomura Research
- 日本株ストラテジー - Q3決算見通し、外需企業の買いのタイミング by Nomura Research
- 日本企業の業績予想前提変更 - 1月19日付業績見通しから順次適用 by Nomura Research
- 東証が企業価値向上への対応を発表 - 資本収益性の把握・改善に向けた取組を要請 by Nomura Research
- PSA Today 26 Jan: Run of gains falters on earnings / Dec's global console sales / TOY's new CEO / Previewing HCM's Q3 – Nikkei 225 -0.12% by Pelham Smithers Associates Ltd
- PSA Today 27 Jan: Solid week ends flat; big week ahead / Koa's big Q3 / Q3 results for and HCM and Fanuc / Yaskawa's advance / Previewing SRE's 3Q – Nikkei 225 +0.07% by Pelham Smithers Associates Ltd
- PSA Today 20 Jan: Year of the Rabbit lifts market / Inflation at 4% / Nintendo's FY23 Switch output /4Q global smartphone figs / Nissan, Renault, the alliance / Indonesia and nickel / Fujitsu General – Nikkei 225 +0.56% by Pelham Smithers Associates Ltd
- 日本株クオンツストラテジー - 投資単位の大きな銘柄の株式分割が増加 by Nomura Research
- 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
- Japanese equity quantitative strategy - Increase in stock splits for stocks with large minimum investment units by Nomura Research
- 国内ETFモニター 2023年1月 - 米国の連続増配株に投資するETFが新規上場 by Nomura Research
- Japan equity market summary (January 2023) - Rally in second half of month on US equity advance by Nomura Research
- PSA Today 3 Feb: Results the focus / 3Qs for SQE, M3 / Ube's big down revision / Mtb Chem shutting Medicago / Denso, Aisin, Toyota Industries all cut FY22 OP / ZHD mgt changes to tackle competition / TIS's special gain raises NP – Nikkei 2 by Pelham Smithers Associates Ltd
- The PSA Japan Weekly Research Round-Up for the week to 3 Feb 2023 by Pelham Smithers Associates Ltd
- PSA Today 6 Feb: Higher on yen weakness, BoJ talk / Sony's latest PS5 sales / Tokyo Seimitsu / JSR's guidance / Denso, TOY Ind, Daikin / Previewing NTT Data's 3Q - Nikkei 225 +0.67% by Pelham Smithers Associates Ltd
- PSA Today 7 Feb: Mix of a day / Nintendo, Bandai Namco 3Qs / Mtb Chem slashes guidance / KH Neochem FY below consensus / Suzuki's 3Q beat/ Daikin lifts FY22 OP / Mercari Q2 beat – Nikkei 225 -0.03% by Pelham Smithers Associates Ltd
- 野村ESGマンスリー(2023年2月) - 「分断された世界」は脱炭素で協力できるか by Nomura Research
- 日本株投資戦略（2月号） - Q3決算前半は低調、「在庫の軽さ」が重要 by Nomura Research
- PSA Today 10 Feb: Higher on chip sector results / Impressive Q3 at Olympus / Isuzu, Honda, Mazda Q3s / Fujikura falls / Daifuku's Q3 / Nabtesco's FY22 OP miss / Mixi revises up again – Nikkei 225 +0.31% by Pelham Smithers Associates Ltd
- Flash Hebdo du 06 au 10 février 2023 by Phoenix Capital Management
- 日本株クオンツストラテジー - 増益/減益インパクトが高まる中での投資戦略 by Nomura Research
- 日本株ストラテジー - 【訂正版】Q3決算レビュー、通期決算に向けた銘柄選択 by Nomura Research
- Japan equity quantitative strategy - Investment strategy as rise/fall in profits has increasing impact by Nomura Research