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Market Commentary / Equity
- PSA Today 9 Aug: Woes aplenty / Japan's June results falling short / Sony, Fujifilm, Honda Q1s / Daifuku and Daikin shares both lose -11% on Q1s / NTT Data Q1 / IIJ Q1 – Nikkei 225 -0.53% | ¥$143.18 by Pelham Smithers Associates Ltd
- PSA Today 10 Aug: Mining stocks propel market in this shortened week / TEL's Q1 / Isuzu's Q1 / Nissan Chem's guidance / SMC's audit switch / Fujikura's Q1 – Nikkei 225 +0.84% | ¥$143.86 by Pelham Smithers Associates Ltd
- The PSA Weekly Research Round up for the week to 10 August 2023 by Pelham Smithers Associates Ltd
- Flash Hebdo du 08 au 11 août 2023 by Phoenix Capital Management
- 日本株ストラテジー - TOPIXの年末予想値を上方修正 by Nomura Research
- PSA Today 15 Aug: Weak yen, stronger Nasdaq help / Considering Japan's GDP / China jobs data suppression / Rise of the mini EV / Net Protections Q1 / ExaWizards Q1 – Nikkei 225 +0.56% | ¥$145.72 by Pelham Smithers Associates Ltd
- Japanese equity quantitative strategy - Bifurcation of guidance revisions increases risk of downward revisions by Nomura Research
- 日本株ストラテジー - 注目点とトピック（2023年8月17日） by Nomura Research
- Japan equity strategy - Key points and this week's topic (17 August 2023) by Nomura Research
- Nomura ESG Monthly (August 2023) - From global warming to global boiling? by Nomura Research
- WOLF US), Mitsubishi Heavy (7011 JT), Mitsubishi Corp (8058 JT), Marubeni (8002 JT), Oriental Land (4661 JT), J Front Retailing (3086 JT), Isetan Mitsukoshi (3099 JT), Takashimaya (8233 JT), Olympus (7733 JT), Omron (6645 JT), Otsuka Holdin by Pelham Smithers Associates Ltd
- Flash Hebdo du 14 au 18 août 2023 by Phoenix Capital Management
- 中小型株の23年度Q1決算 - 4四半期ぶりに減益を脱出、実質堅調な決算 by Nomura Research
- PSA Today 22 Aug: A rally / USA's IRA, power grid spend, and Hitachi / Kureha's PVDF plans / Threat of USA Big 3 worker strike: opportunity for Japan's auto assemblers? – Nikkei 225 +0.92% | $145.84 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（３） by Nomura Research
- Japan equity strategy - Company disclosures in response to TSE requests (3) by Nomura Research
- 日本株ストラテジー - 注目点とトピック（2023年8月24日） by Nomura Research
- PSA Today 25 Aug: Nvidia backlash day / Tokyo CPI a headache for BoJ? / July global console sales / Resilient Komatsu – Nikkei 225 -2.05% | ¥$146.02 by Pelham Smithers Associates Ltd
- Flash Hebdo du 21 au 25 août 2023 by Phoenix Capital Management
- 日本株フローモニター 2023年9月 - 海外勢の現物売り越しは一時的とみる理由 by Nomura Research
- PSA Today 30 Aug: Higher, with help from Nvidia and Apple / BoJ and liquidity / Google and the AI price war / Resilient Shin-Etsu / HR, prejudice, and the metaverse – Nikkei 225 +0.33% | ¥$146.37 by Pelham Smithers Associates Ltd
- 日本株ストラテジー - 注目点とトピック（2023年8月31日） by Nomura Research
- PSA Today 31 Aug: Fourth day of gains / Mixed economic data / PlayStation Plus prices up / ExaWizards in outer space – Nikkei 225 +0.88% | ¥$146.01 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 Sep: Up every day this week / Panasonic's power generating window technology / Sony's Equalizer / Construction machinery in vogue / BASE Inc hits new high – Nikkei 225 +0.28% | ¥$145.45 by Pelham Smithers Associates Ltd