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Market Commentary / Equity
- PSA Today 27 Sep: Up on China data / How bad will Sony's FY23 Q2 be? / Sales growth at Cybozu / ExaWizards partners Mizuho T&B for IR assist - Nikkei 225 +0.18% by Pelham Smithers Associates Ltd
- Japan equity strategy - Key points and this week's topic (28 September 2023) by Nomura Research
- Malaysia equity strategy - ESG review #7 (September 2023) by Nomura Research
- 23年9月の日本株市場サマリー - 米利上げ長期化や政府閉鎖への懸念で下落 by Nomura Research
- Flash Hebdo du 25 au 29 septembre 2023 by Phoenix Capital Management
- 日本企業の自社株買い実施状況 - 23年度上期の実施額は4.0兆円と高水準 by Nomura Research
- PSA Today 3 Oct: A slide on US interest rate fears / Honda's USA EV Prologue / TOK's leading-edge products / LINE and Yahoo! Japan's ID linkage / Previewing Shift's 4Q – Nikkei 225 -1.64% | ¥$149.74 by Pelham Smithers Associates Ltd
- Japan equity market summary (September 2023) - Market declines on concerns about prolonged monetary tightening and government shutdown in US by Nomura Research
- Itaú BBA on Brazil Education: New Rules Announced for Mais Médicos Program by Itau
- PSA Today 5 Oct: A rebound / PS Portal's Japan pre-order book already full / TOY locks in USA EV battery supply / Shin-Etsu, Oki, and GaN / Yaskawa reporting tomorrow – Nikkei 225 +1.80% | ¥148.84 by Pelham Smithers Associates Ltd
- PSA Today 6 Oct: Koei Tecmo the star in latest Japan video game sales data / Fujitsu, Riken develop Japan's 2nd quantum computer / Yaskawa's Q2 results – Nikkei 225 +1.80% | ¥%148.84 by Pelham Smithers Associates Ltd
- Malaysia equity strategy - Multi-year, multi-bn MYR data-center capex cycle by Nomura Research
- PSA Today 10 Oct: Fed comments, higher oil price leads to bounce / Where have the big Dragon Quest games gone? / Yaskawa underperforms / Money Forward Q3 preview – Nikkei 225 +2.43% | ¥$148.94 by Pelham Smithers Associates Ltd
- PSA Today 12 Oct: Shares rally, bond yields retreat / Is Nintendo undervalued? / High hopes for Fujifilm's medical systems / Toyota, Idemitsu and ASSBs / Performance of automation plays – Nikkei 225 +1.75% | ¥$149.11 by Pelham Smithers Associates Ltd
- PSA Today 13 Oct: Profit taking as US bond yields bounce / Video game round-up / Canon's NIL technology / Good results for Takeuchi / Demae-can's miss / Results for Shift, Sansan – Nikkei 225 -0.55% | ¥$149.74 by Pelham Smithers Associates Ltd
- Japan equity strategy - Key points and this week's topic (13 October 2023) by Nomura Research
- Japanese equity quantitative strategy - Strong performance of value stocks at inflection point by Nomura Research
- Japanese company earnings estimate assumptions - Applied to analyst estimates from 16 October 2023 by Nomura Research
- Flash Hebdo du 09 au 13 octobre 2023 by Phoenix Capital Management
- 日本株ストラテジー - 新NISA・個人投資家動向の3つの注目点 by Nomura Research
- PSA Today 17 Oct: Recovering the 32,000 level / Might Sony look to buy Disney India, not ZEE? / Subaru presents EV sports car at Mobility Show – Nikkei 225 +1.20% | ¥$149.60 by Pelham Smithers Associates Ltd
- Japan equity strategy - New NISA scheme: three points to watch in individual investor behavior by Nomura Research
- PSA Today 19 Oct: Decline on bond moves / ASML readthrough / Video games D-Day tomorrow / Honda and GM's Japan self-drive JV / Considering Istyle - Nikkei 225 -1.91% by Pelham Smithers Associates Ltd
- 日本株投資戦略(10月号) - バリュー株圧勝は転換か by Nomura Research
- PSA Today 20 Oct: CPI respite amid gloom / Daiichi Sankyo's triple Merck deal / Video games round-up / Shinko forecasts / Mtb Chem IR day / Previewing NRI's Q2 – Nikkei 225 -0.54% | ¥$149.92 by Pelham Smithers Associates Ltd