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Market Commentary / Equity
- Japan equity strategy - Key points and this week's topic (27 April 2023) by Nomura Research
- PSA Today 28 Apr: BOJ-induced rally / A motoring economy / Results comments: Sony, Murata, NEC, TDK, Tokuyama, Apls Alpine, Lasertec, Komatsu, Mercari, NRI / Sega Sammy's Smart Pachislot Hokuto no Ken strength – Nikkei 225 +1.40% 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 - FY23 handbook by Nomura Research
- 国内ETFモニター 2023年4月 - 米国半導体/テック株ETFおよび欧州債ETFが上場 by Nomura Research
- Breakfast Report - 02 May 2023 by Vetiva Capital Management
- Malaysia equity strategy - Earnings, index reviews in focus by Nomura Research
- Russell/Nomura Japan Equity Indexes - Performance summary by Nomura Research
- PSA Today 9 May: Buoyed by good results / Nintendo's Q4 / Checks for Rohm and Taiyo Yuden / MMC's weak guidance / Hmmm Daikin – Nikkei 225 +1.01% by Pelham Smithers Associates Ltd
- 日本株ストラテジー - 注目点とトピック（2023年5月11日） by Nomura Research
- Japan equity strategy - Key points and this week’s topic (11 May 2023) by Nomura Research
- Nomura ESG Monthly (May 2023) - To what degree will ESG become a political issue? by Nomura Research
- Japanese equities investment strategy (May) - Post-FOMC scenarios and general election risks by Nomura Research
- The PSA Golden Week Weekly Research Round-Up Covering 1~12 May by Pelham Smithers Associates Ltd
- Japan equity strategy - Operating profits up y-y in FY22 Q4 by Nomura Research
- Flash Hebdo du 08 au 12 mai 2023 by Phoenix Capital Management
- 日本株クオンツストラテジー - 「弱気ガイダンス常連銘柄」の保守性が薄まる by Nomura Research
- Itaú BBA on Brazil Food & Beverage: Avian Flu Case Reported in Brazil – What Now? by Itau
- Itaú BBA on Petrobras: The End of the Pricing Policy as We Know It by Itau
- 日本株ストラテジー - 注目点とトピック（2023年5月18日） by Nomura Research
- Japan equity strategy - Key points and this week's topic (18 May 2023) by Nomura Research
- 中小型株の22年度Q4決算 - 3四半期連続減益、22年度は2年ぶり減益 by Nomura Research
- PSA Today 19 May: Nikkei 225 at 30-year high / Printers: Ricoh, Toshiba Tec ops to merge? / US video game spend down / Japan's new e-fuel and hydrogen strategy- Nikkei 225 +0.77% by Pelham Smithers Associates Ltd
- Flash Hebdo du 15 au 19 mai 2023 by Phoenix Capital Management
- PSA Today 22 May: Soaring through 31,000 on Nikkei 225; G7 a defence stock tailwind / Capcom's Street Fighter 6 / Comments on Daikin, Fujikura, Melco, Fanuc – Nikkei 225 +0.90% | ¥$137.82 by Pelham Smithers Associates Ltd
- Flash Hebdo du 17 au 20 avril 2023 by Phoenix Capital Management
- The PSA Weekly Research Round-Up for the week to 28 Apr 2023 by Pelham Smithers Associates Ltd
- 23年4月の日本株市場サマリー - 初旬の下落後、月末にかけて上昇 by Nomura Research
- PSA Today 1 May: Reassessment, Astellas, Ibiden, Komatsu, Nabtesco, Daikin – Nikkei 225 +0.92% by Pelham Smithers Associates Ltd
- Flash Hebdo du 24 au 28 avril 2023 by Phoenix Capital Management
- PSA Today 2 May: Quiet ahead of Golden Week / Semiconductor sector revisited / PayPay not accepting outside credit cards / SRE preview – Nikkei 225 +0.12% | ¥$137.63 by Pelham Smithers Associates Ltd
- Japan equity market summary (April 2023) - Share prices fall in early April, rise towards end of month by Nomura Research
- Flash Hebdo du 02 au 05 mai 2023 by Phoenix Capital Management
- PSA Today 10 May: Earnings, inflation dampen day / Camera stats / Video game results: Bandai Namco, Capcom, Colopl / Panasonic OP jumps / Fujifilm's record profits / TOY's strong results / Daikin / BASE / TIS / NTT Data – Nikkei 225 -0.41 by Pelham Smithers Associates Ltd
- 野村ESGマンスリー(2023年5月) - ESGの政治問題化はどこまで拡がるか？ by Nomura Research
- PSA Today 11 May: Mixed day / Results for Nikon / Konami / Several tech-supply chain names / Subaru / Honda / Nexon / SRE Holdings – Nikkei 225 +0.02 | ¥134.24 by Pelham Smithers Associates Ltd
- 日本株投資戦略（5月号） - FOMC後のシナリオと総選挙リスク by Nomura Research
- PSA Today 12 May: Nikkei 225 at 18-month high / Sharp and Switch 2 / Guidance: Square Enix, Nissan, Mazda / Fujikura / ExaWizards / NTT Data – Nikkei 225 +0.90% by Pelham Smithers Associates Ltd
- 日本株ストラテジー - 22年度Q4営業利益は前年同期比で増益に by Nomura Research
- PSA Today 15 May: Towards 30,000 / Producer prices / SQE's plans / Suzuki's FY22 Q4 / Daifuku, Ferrotec, Fujikura results / IIJ's FY22 / Enechange's FY23 Q1 – Nikkei 225 +0.81% by Pelham Smithers Associates Ltd
- Itaú BBA on Brazil Healthcare: STF Lifts Suspension on Nurses' Salary Floor; Limited Impact on Private Sector by Itau
- PSA Today 16 May: Progress despite adverse earnings / Lecanemab vs Donanemab / Looking at Micron etc / Daifuku rallies / Net Protections strategy / Promising Freee – Nikkei 225 +0.73% by Pelham Smithers Associates Ltd
- Japanese equity quantitative strategy - Less caution among companies that habitually issue bearish guidance by Nomura Research
- PSA Today 17 May: 30,000 / Japan GDP motoring / Interest in Apple's WWDC / Fujifilm, peers, and semis / SMC and Yaskawa pull back / Gee whizz, hydrogen motorcycles – Nikkei 225 +0.84% | ¥136.80 by Pelham Smithers Associates Ltd
- PSA Today 18 May: Gains / Sony plan to spin off financial services / Renesas to up chip output / Take Two's GTA6 / Titanium names gyrating / Hot for Daikin / iStyle falls – Nikkei 225 +1.60% | ¥$137.50 by Pelham Smithers Associates Ltd
- Itaú BBA on Brazil Transportation & Capital Goods: CEO Sentiment Tracker – 1Q23 Edition by Itau
- Japan small caps: FY22 Q4 results - Third straight quarter of profit declines, full-year profits down for first time in two years in FY22 by Nomura Research
- PSA Weekly Research Round-up 19 May 2023 by Pelham Smithers Associates Ltd
- Malaysia equity strategy - ESG review #3 (May 2023) by Nomura Research
- PSA Today 23 May: Profit-taking halts 8 days of gains / April global video game console sales / Defence plays rise / Recruit's YTD high today / NTT Data's global lab – Nikkei 225 -0.42% by Pelham Smithers Associates Ltd