Back to the main directory
Market Commentary / Equity
- The PSA Weekly Research Round up for the week ending 20 October 2023 by Pelham Smithers Associates Ltd
- Breakfast Report - 23 October 2023 by Vetiva Capital Management
- Flash Hebdo du 16 au 20 octobre 2023 by Phoenix Capital Management
- Russell/Nomura Japan Equity Indexes - Performance summary by Nomura Research
- Malaysia equity strategy - ESG review – October 2023 by Nomura Research
- PSA Today 26 Oct: Triple woe / JGB yield curve / Biogen and AD / Quarterlies: Renesas Shinko, Capcom, Canon, Nitto Denko, HCM / KHI charge / Preview CyberAgent – Nikkei 225 -2.14% | ¥$150.77 by Pelham Smithers Associates Ltd
- Itaú BBA on SQM: SQM Tenders for Australia Lithium Junior Azure by Itau
- The PSA Weekly Research Round up for the week ending 27 October 2023 by Pelham Smithers Associates Ltd
- PSA Today 31 Oct: Shares rise as no change to rates, GDP, inflation forecasts raised / Results for Murata, Advantest, Socionext, Npn Sanso, Hoya, Denso, Aisin, Fanuc, Nabtesco, ZOZO / HCM CEO's upbeat comments – Nikkei 225 +0.53% | ¥$150.35 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
- Japan equity flow monitor (November 2023) - Only small-scale sales of cash equities by nonresident investors despite decline in share prices by Nomura Research
- PSA Today 1 Nov: Strong earnings and a BoJ decision / Q2s for Rohm, Sumi Chem, Mtb Chem, TDK, Mtb Elec, SRE / Toyota's perfect moment / CyberAgent miss / TIS raise - Nikkei 225 +2.41% by Pelham Smithers Associates Ltd
- 日本株ストラテジー - 注目点とトピック(2023年11月2日) by Nomura Research
- PSA Today 2 Nov: Flirting with 32,000 / FY23 Q2s for KDDi, Dexerials, UBE, KH Neochem, Subaru / Gree's FY24 Q1 / Previewing IIJ's Q2 – Nikkei 225 +1.10% | ¥$150.46 by Pelham Smithers Associates Ltd
- Japan equity strategy - Key points and this week's topic (2 November 2023) by Nomura Research
- Breakfast Report - 06 November 2023 by Vetiva Capital Management
- Malaysia equity strategy - Game-changing dividends by Nomura Research
- PSA Today 8 Nov: Japan falls on Lower US treasury yields / Sony Q2 preview / Q2 results for Daikin, KHI, Fujikura, Recruit / Money Forward's CEO buys more shares / Park24, Insource updates – Nikkei 225 -0.33% | ¥$150.70 by Pelham Smithers Associates Ltd
- Japan equity strategy - Key points and this week's topic (9 November 2023) by Nomura Research
- 日本株クオンツストラテジー - Q2決算で増益に転じた銘柄に注目 by Nomura Research
- PSA Weekly Research Round up to 10 Nov 2023 by Pelham Smithers Associates Ltd
- PSA Today 13 Nov: Flat amid weak yen, higher bond yields / Earnings season: not going well / Can a Zelda movie please Zelda fans? / Enechange Q3 – Nikkei 225 +0.05% | ¥$151.74 by Pelham Smithers Associates Ltd
- 日本株ストラテジー - 24年12月末の日経平均は38,000円を予想 by Nomura Research
- PSA Today 14 Nov: Stable ahead of GDP tomorrow / Dentsu's OP / China auto sales / Considering KHI / Net Protections H1 / Appier raises numbers / M&A Research Inst. – Nikkei 225 +0.34% | ¥$151.70 by Pelham Smithers Associates Ltd
- PSA Today 16 Nov: Lower on weak China data / US video game spending / Japan video game sector overview / Toyota's new Camry / ValueAct's stake in Recruit – Nikkei 225 -0.28% | ¥$151.42 by Pelham Smithers Associates Ltd
- PSA Today 23 Oct: Reasons to slide / Will earnings season deliver? / DRAM prices slip as NAND higher / Nidec's subdued FY23 Q2 results / Enechange's new services – Nikkei 225 -0.83% | ¥$149.92 by Pelham Smithers Associates Ltd
- Itaú BBA on Brazil Education: Ministry of Education Publishes New Regulatory Framework for Medical School Seats’ Injunctions by Itau
- PSA Today 24 Oct: JGB yields retreat on weak PMI data / PMI in the limelight / Spider-man 2: 2.5mil copies sold in 24hrs / Koa Q2, Shimano Q3 / Previewing HCM - Nikkei 225 +0.20%PSA Today 20 Oct: CPI respite amid gloom / Daiichi Sankyo's t by Pelham Smithers Associates Ltd
- PSA Today 25 Oct: Up on China stimulus, SOX / IC growth estimates / MSFT's Xbox results / Mtb Motors and Ampere / Dull Cybozu / OBC seeing strong demand – Nikkei 225 +0.67% | ¥$149.89 by Pelham Smithers Associates Ltd
- 日本株ストラテジー - 注目点とトピック(2023年10月26日) by Nomura Research
- Japan equity strategy - Key points and this week's topic (26 October 2023) by Nomura Research
- PSA Today 27 Oct: Recovering the 31,000 level / Tokyo Oct CPI / Hitachi Q2 / Lower Hino / Honda and GM / Komatsu Q2 / Genki NRI – Nikkei 225 +1.24% | ¥$150.18 by Pelham Smithers Associates Ltd
- PSA Today 30 Oct: US market and JGB yields depress Tokyo / Upcoming macro / Q2 results for NEC, Panasonic, Anritsu, Alps Alpine, Koei Tecmo, DTS / Sekisui Chem H1 / MMC Q2 / Komatsu and HCM / TIS preview – Nikkei 225 -0.95% | ¥$149.54 by Pelham Smithers Associates Ltd
- 日本株フローモニター 2023年11月 - 株安局面でも海外勢の現物売りは小規模 by Nomura Research
- 23年10月の日本株市場サマリー - 米金利上昇を嫌気した米国株に連動して下落 by Nomura Research
- Russell/Nomura Japan Equity Indexes - Performance summary by Nomura Research
- 国内ETFモニター 2023年10月 - セクター別J-REIT ETFなど6本が新規上場 by Nomura Research
- Japan equity market summary (October 2023) - Japan equities follow US equities down on worries over rising US interest rates by Nomura Research
- The PSA Weekly Research Round up for the week to Thursday, 2 November 2023 ahead of the Japan Market Holiday on 3 November by Pelham Smithers Associates Ltd
- PSA Today 6 Nov: Up as rate expectations reverse / Canon's low priced new litho tools / Strong Q2 for MHI, though Defence earnings outlook timid / New blue-chip client for ExaWizards' low-code AI product – Nikkei 225 +2.37% | ¥$149.59 by Pelham Smithers Associates Ltd
- FLASH HEBDO DU 30-10-2023 AU 03-11-2023 by Phoenix Capital Management
- PSA Today 7 Nov: Lower as US treasury yield concerns revived / Japan's interest rate dilemma / Q2 results for Nintendo, Asahi Kasei, Mazda, Suzuki, Daikin, NTT Data / Base Inc's Q3 / IIJ shares bucking the trend – Nikkei 225 -1.34% | $150.4 by Pelham Smithers Associates Ltd
- 日本株ストラテジー - 注目点とトピック(2023年11月9日) by Nomura Research
- PSA Today 9 Nov: Lower US yields sends Tokyo higher / Sony's Q2 / Nexon's Q3 / Q2s for Honda and Nissan / Chemical results at a glance / Daifuku / Conservative Koshidaka – Nikkei 225 +1.49% | ¥150.92 by Pelham Smithers Associates Ltd
- PSA Today 10 Nov: YCC and earnings continue to dominate markets / GDP and interest rate policy / Nissan Chem trims guidance / Isuzu's Q2 beat / No change to Cover's FY23 guidance – Nikkei 225 -0.24% | ¥$151.36 by Pelham Smithers Associates Ltd
- Japanese equity quantitative strategy - Spotlight on the stocks of companies that swung to profit growth in Q2 by Nomura Research
- FLASH HEBDO DU 06-11-2023 au 10-11-2023 by Phoenix Capital Management
- Japan equity strategy - We forecast Nikkei 225 at 38,000 at the end of December 2024 by Nomura Research
- PSA Today 15 Nov: Phenomenal day / 3Q GDP / Nvidia's new chip / SMC's recovery / Denso's "dialogue day" / Giftee surges / Freee's Q1 / ExaWizards' Q2 – Nikkei 225 +2.52% | $150.67 by Pelham Smithers Associates Ltd
- マレーシア株ストラテジー - 資金フローとファンダメンタルズ(23年10月) by Nomura Research