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Market Commentary / Equity
- 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（２） by Nomura Research
- 日本株ストラテジー - 注目点とトピック（2023年7月13日） by Nomura Research
- Japan equity strategy - Key points and this week’s topic (13 July 2023) by Nomura Research
- 日本株投資戦略（7月号） - 24年3月末までの株価見通しを引上げ by Nomura Research
- PSA Today 14 July: Stable ahead of the long weekend / May YoY capacitor production / DRAM prices rise (finally) / Renault Geely deal may vindicate Toyota – Nikkei 225 -0.09% | ¥138.46 by Pelham Smithers Associates Ltd
- Flash Hebdo du 10 au 14 juillet 2023 by Phoenix Capital Management
- 日本株クオンツストラテジー - 強気な賃上げは業績上振れのサイン by Nomura Research
- PSA Today 18 July: Rise curbed on China macro concerns / June Q results kick off / Mazda's new EV plans / Komatsu: Mining looks strong / Money Forward's success – Nikkei 225 +0.32% | ¥$138.29 by Pelham Smithers Associates Ltd
- Japanese equity quantitative strategy - Substantial wage hikes are sign of earnings upside by Nomura Research
- PSA Today 20 July: A decline on tech earnings worries / Rapid decline of machine tool order backlog / Disco's Q1 / Nidec posts a record quarter / Considering Mercari – Nikkei 225 -1.23% | $139.41 by Pelham Smithers Associates Ltd
- PSA Today 21 July: SOX sell-off a big influence / Video game round-up / TSMC's Q2 / Tosoh's advanced materials / Considering GA Technologies – Nikkei 225 -0.57% | ¥$140.17 by Pelham Smithers Associates Ltd
- PSA Today 25 July: Sidelined from Asia / NTT's "activist" shareholder / Koa Q1, Shimano Q2 / Shin-Etsu, Sumco expand / Construction machinery / Fujitsu General, Daikin – Nikkei 225 -0.06% | ¥$141.56 by Pelham Smithers Associates Ltd
- PSA Today 26 July: Marking time / Capcom, Advantest Q1s / Considering Mimasu / Chemical stocks / Nissan raises FY23 guidance / Komatsu gains / Fujitsu General, Daikin / CyberAgent miss / Cybozu sales – Nikkei 225 -0.04% | ¥$140.67 by Pelham Smithers Associates Ltd
- PSA Today 27 July: Rates and Results / Tech: Q1 results for Renesas, Shinko, Fujitsu, Chugai, Q2 results for Canon / Chems: Q1 results for Shin-Etsu, Zeon, Tokuyama / HCM's excellent Q1 – Nikkei 225 +0.68% | ¥$139.85 by Pelham Smithers Associates Ltd
- PSA Today 28 July: A YCC tweak / Tokyo July CPI / Hitachi, NEC Q1s / Socionext Q1 / TOK's guidance retreat / Hino's Q1 reverse / NRI Q1 – Nikkei 225 -0.40% | ¥$139.35 by Pelham Smithers Associates Ltd
- 日本株フローモニター - 日銀YCC柔軟化で懸念点消化 by Nomura Research
- PSA Today 31 July: Up on weak yen, strong earnings / Q1 results for Murata, Panasonic, Hoya / Nabtesco cuts full year guidance / Komatsu's dividend likely 4.5% / TIS Q1 preview – Nikkei +1.26% | ¥$142.05 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
- PSA today 1 Aug: Higher on monetary policy / A Switch 2 for Xmas next year? / Rohm's Q1 / Toyota's strong Q1 but no change to FY / HCM's positive outlook for FY24 / ZOZO's Q1 beat but shares sold off / SRE's Q1 OP Miss – Nikkei 225 +0.92% by Pelham Smithers Associates Ltd
- PSA Today 2 August: Markets slump / 2023 Q2 results thus far fails to impress / Tokyo Seimitsu's Q1 orders / TDK revises down / Subaru's strong Q1 / Readacross from CAT results, grim outlook on China / NTT Data Q1 preview – Nikkei 225 -2.30 by Pelham Smithers Associates Ltd
- PSA Today 3 Aug: Shares slide / Nintendo's excellent Q1 / Konami's Q1 OP beat / Taiyo Yuden's loss / Q1 as good as it gets for autos? / Base Inc's op losses contract / TIS sails past Q1 ests / Itochu's tender offer for CTC – Nikkei 225 -1.6 by Pelham Smithers Associates Ltd
- Japan equity strategy - Key points and this week's topic (3 August 2023) by Nomura Research
- PSA Today 4 August: Small gains / Global Video Game Console Sales / SQE results shock / Megachips Q1 / A&D Holon's Q1 / Chemical companies results review / Suzuki Motor's ups FY guidance on FX / Considering ZHD – Nikkei 225 +0.10%% | ¥$142. by Pelham Smithers Associates Ltd
- PSA Today 7 Aug: Japan's news flow trumps Wall St weakness / Japan's slumping mobile games / Lasertec results / Considering the SI winners and losers – Nikkei 225 +0.19% | ¥$142.33 by Pelham Smithers Associates Ltd
- PSA Today 8 Aug: Higher despite China trade data / Renesas bags Sequans / Bandai Namco, Nikon, Sysmex Q1s / Daikin, Nabtesco, KHI comments / Trend Micro's Q2 – Nikkei 225 +0.38% | ¥$143.03 by Pelham Smithers Associates Ltd