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Market Commentary / Equity
- PSA Today 24 May: Retreat on global concerns / Nintendo's USA gacha lawsuit / Considering Sega Sammy / TOY's corporate governance discipline / HCM, Komatsu – Nikkei 225 -0.89% 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25日） by Nomura Research
- Russell/Nomura 日本株インデックス - インデックス構成ルールブック by Nomura Research
- PSA Today 26 May: Higher on semis, China and defence / Nissha's Medical Technologies / ASEAN concerns for Isuzu, Hino, MMC / KHI recovers ¥3,000 / Discussion on small-cap AI firms and Chat GPT – Nikkei 225 +0.37% | ¥$139.69 by Pelham Smithers Associates Ltd
- 日本株ストラテジー - 東証の「要請」に応じた各社の開示動向 by Nomura Research
- PSA Today 30 May: Steady, rotational market / Record profits for Sony in FY23? / Powerful merger of Hino and Mitsubishi Fuso / Yaskawa's 1 June IR day – Nikkei 225 +0.30% | ¥$140.23 by Pelham Smithers Associates Ltd
- Japan equity strategy - Company disclosures in response to TSE requests by Nomura Research
- 日本株ストラテジー - 中国景気下振れと「短期調整候補」銘柄 by Nomura Research
- PSA Today 31 May: Global worries depress the market / Electronic components hopes / Hino surges / Daikin's plans / ExaWizards and NS Solutions / Cybozu's monthly sales – Nikkei 225 -1.41% | ¥$139.45 by Pelham Smithers Associates Ltd
- 日本株クオンツストラテジー - コンセンサス予想リビジョンの「遅れ」に投資機会 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
- Japan equity strategy - Key points and this week's topic (1 June 2023) by Nomura Research
- Japan equity market summary (May 2023) - Fifth straight month of gains, led by nonresident investors’ purchases by Nomura Research
- PSA Today 2 June: Confidence returns / Sony's Across the Spider-Verse out today / Video game news round-up / May US, Japan auto sales – Nikkei 225 +1.21% | ¥$138.88 by Pelham Smithers Associates Ltd
- The PSA Weekly Research Round up for the week ending 2 June 2023 by Pelham Smithers Associates Ltd
- Russell/Nomura Japan Equity Indexes - Performance summary by Nomura Research
- PSA Today 6 June: Up again despite wage data / Apple's Googles / Boeing supply chain / Daikin / Sansan vs SaaS on corporate cards – Nikkei 225 +0.90% | ¥$139.35 by Pelham Smithers Associates Ltd
- 日本株投資戦略（6月号） - 海外景気のリスクを注視 by Nomura Research
- 日本株ストラテジー - 注目点とトピック（2023年6月9日） by Nomura Research
- The PSA Weekly Research Round up for the week ending 9 June 2023 by Pelham Smithers Associates Ltd
- Nomura analyst ESG survey (May 2023) - No surprises in wake of TSE requests by Nomura Research
- PSA Today 12 June: TPX hits new high, growth stocks moving / Congrats to Spiderman "Across" / Yaskawa hits ATH / MHI hits 7-yr high – Nikkei 225 +0.52% | ¥$139.51 by Pelham Smithers Associates Ltd
- PSA Today 14 June: Toyota, metal stocks soar / Sony's Zee headache / AMD's Instinct AI chips / Toyota the focus / Komatsu in demand / Daikin listing high / Anycolor's FY23 – Nikkei 225 +1.47% | ¥$140.15 by Pelham Smithers Associates Ltd
- PSA Today 15 June: Market pauses / Machinery orders for April / Sony's CMOS poised to do well? / Anycolor's disappointing guidance – Nikkei 225 -0.05% | ¥$141.40 by Pelham Smithers Associates Ltd
- Japan equity strategy - Key points and this week's topic (15 June 2023) by Nomura Research
- PSA Today 25 May: Nvidia sparks Japan chip play gains, propels market / What Nvidia's results tell us about the semiconductor cycle / Istyle problem – Nikkei 225 +0.39% by Pelham Smithers Associates Ltd
- Japan equity strategy - Key points and this week’s topic (25 May 2023) by Nomura Research
- Russell/Nomura Japan Equity Indexes - Index rulebook by Nomura Research
- The PSA Weekly Research Round up for the week ending 26 May by Pelham Smithers Associates Ltd
- 日本株クオンツストラテジー - JPXプライム150指数の構成銘柄が公表 by Nomura Research
- Japanese equity quantitative strategy - List of JPX Prime 150 Index constituents announced by Nomura Research
- 日本株フローモニター 2023年6月 - 6月以降の株式需給の注目点 by Nomura Research
- Japan equity flow monitor (June 2023) - Points to watch for equity supply/demand from June by Nomura Research
- Japan equity strategy - Economic downturn in China and stocks that are risk of short-term correction by Nomura Research
- 23年5月の日本株市場サマリー - 海外投資家の買い継続で5ヵ月続伸 by Nomura Research
- PSA Today 1 June: Bounce on US vote, China data / Considering SoftBank's data centre plans / Software spending growth over 20% / Toyota tops up US EV battery spend / Yaskawa's Realize 25 plan / Daikin's Fusion 25 plan – Nikkei 225 +0.84% | by Pelham Smithers Associates Ltd
- Japanese equity quantitative strategy - "Slow progress" in revisions to consensus forecasts represents investment opportunity by Nomura Research
- 国内ETFモニター 2023年5月 - 米国S&P500関連ETFが3本新規上場 by Nomura Research
- India Equity Strategy - 4QFY23 earnings ahead of street expectations by Nomura Research
- Flash Hebdo du 22 au 26 mai 2022 by Phoenix Capital Management
- Flash Hebdo du 30 mai au 02 juin 2023 by Phoenix Capital Management
- PSA Today 7 June: Profit Taking, Top 10 Mobile Games, Parts Makers, Subaru, Money Forward, Zeon, Heavies, Machinery – Nikkei 225 -1.82% | ¥$139.48 by Pelham Smithers Associates Ltd
- Japanese equities investment strategy (June) - Keeping a close eye on overseas economic risks by Nomura Research
- PSA Today 9 June: Strong as US rate fears abate / Nidec's succession saga / Considering Yaskawa / Net Protections' growth plans – Nikkei 225 +1.97% | ¥$139.46 by Pelham Smithers Associates Ltd
- Japan equity strategy - Key points and this week's topic (9 June 2023) by Nomura Research
- Flash Hebdo du 05 au 09 juin 2023 by Phoenix Capital Management
- PSA Today 13 June: AI & EV stories send Nikkei 225 thru 33,000 / Socionext and the custom chip boom / Toyota's Tech Strategy / Shift buys software firm – Nikkei 225 +1.80% | ¥$139.56 by Pelham Smithers Associates Ltd
- 野村ESGマンスリー(2023年6月) - 環境リスク悪化は反ESGの歯止めになるか？ by Nomura Research
- 日本株ストラテジー - 注目点とトピック（2023年6月15日） by Nomura Research
- 中小型株の23、24年度業績見通し - 原燃料高や減損損失等で22年度は減益着地 by Nomura Research