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Market Commentary / Equity
- 23年12月の日本株市場サマリー - 緩和策修正の思惑や米株動向が影響 by Nomura Research
- 日本株ストラテジー - 能登半島地震の影響が及ぶ企業の総規模 by Nomura Research
- Anchor Report: India Equity Strategy - Outlook 2024 by Nomura Research
- Anchor Report: India Equity Strategy - Outlook 2024 by Nomura Research
- PSA Today 10 Jan: 2% rise / Nov 2023 wages / Sony's headset / Honda's "0" / Automation / Nissan Chemical cells / Sansan Q2 preview / Koshidaka, Curves Q1 results – Nikkei 225 +2.01% | ¥$144.84 by Pelham Smithers Associates Ltd
- PSA Today 11 Jan: Above 35,000 on Chinese interest / Rate hike talks persist / Renesas and Transphorm / Kaneka's building-integrated PVs – Nikkei 225 +1.77% | ¥$145.47 by Pelham Smithers Associates Ltd
- 日本株ストラテジー - 新NISA開始後の個人投資家動向 by Nomura Research
- Japan equity strategy - Individual investor behavior following launch of New NISA scheme by Nomura Research
- Breakfast Report - 15 January 2024 by Vetiva Capital Management
- PSA Today 15 Jan: 36,000 intraday / NEC's portable 5G display / Considering Yaskawa / Money Forward shares surge / Sansan's FY23 Q2 OP miss – Nikkei 225 +0.91% | ¥$145.35 by Pelham Smithers Associates Ltd
- Response of Japanese companies to TSE call to boost corporate value - Around 50% of companies listed on TSE Prime have issued disclosures by Nomura Research
- PSA Today 17 Jan: Down having been up / Considering the TSE's Prime and Standard markets strategy / Fujitsu and Horizon / TOY's 2024 plans / Dec inbound tourism – Nikkei 225 -0.40% | $147.91 by Pelham Smithers Associates Ltd
- Itaú BBA on Healthcare: ANS Approves Transfer of Amil by Itau
- Japanese company earnings estimate assumptions - Applied to analyst estimates from 18 January 2024 by Nomura Research
- PSA Today 18 Jan: Marginally lower / Machinery orders, backlogs / Nov MLCCs / Nexon woes / China 2023 auto sales / March of cheap robots / Digital invoicing SaaS – Nikkei 225 -0.03% | ¥$147.76 by Pelham Smithers Associates Ltd
- 日本株投資戦略(1月号) - 日経平均35,000円超えからのシナリオ by Nomura Research
- Japanese equities investment strategy (January) - Scenario for Nikkei 225 above 35,000 by Nomura Research
- The PSA Weekly Research Round Up for the week to 19 Jan 2024 by Pelham Smithers Associates Ltd
- Flash Hebdo du 15 au 19 janvier 2024 by Phoenix Capital Management
- PSA Today 23 Jan: A pause after a BoJ decision / Previewing early earnings results / Murata 4th plant? / Nidec Q3 preview / Honda's upbeat US sales outlook – Nikkei 225 -0.08% | ¥$147.61 by Pelham Smithers Associates Ltd
- PSA Today 25 Jan: Little change as JGB yields rise again / Dec dept store sales / Hioki EE's Q4 / Shin-Etsu Polymer cuts FY guidance / Fanuc, HCM Q3 preview / Fujitsu General slashes FY OP / OBC's stellar results vs Obic's – Nikkei 225 +0.0 by Pelham Smithers Associates Ltd
- The PSA Weekly Research Round Up for the week to 26 Jan 2024 by Pelham Smithers Associates Ltd
- Flash Hebdo du 22 au 26 janvier 2024 by Phoenix Capital Management
- PSA Today 31 Jan: Up on earnings / Wage growth, retail sales / Q3s: Advantest, Hitachi, Fujitsu, Shinko Elec, TDK, Capcom, Screen / Chem results / HCM call / Cybozu Dec data / NRI's Q3 / Inbound tourism – Nikkei 225 +0.61% | ¥$147.88 by Pelham Smithers Associates Ltd
- PSA Today 2 Feb: USA tech gains, Nexon news help / Q3s: Murata, KDDI, Denso, Aisin, Toy Ind, TIS / Sumi Chem woes / USA, Japan Jan auto sales / Insource / Omron – Nikkei 225 +0.41% | ¥$146.49 by Pelham Smithers Associates Ltd
- Russell/Nomura Japan Equity Indexes - Performance summary by Nomura Research
- Japan equity strategy - Impact on Japanese companies from Noto Peninsula earthquake by Nomura Research
- Japan equity market summary (December 2023) - Impact from US stocks and speculation over change in BOJ monetary policy by Nomura Research
- インド株ストラテジー - 24年の見通し by Nomura Research
- 日本株ストラテジー - 注目点とトピック(2024年1月11日) by Nomura Research
- Japan equity strategy - Key points and this week's topic (11 January 2024) by Nomura Research
- PSA Today 12 Jan: Strong week / Video game round-up / Red Sea attacks and autos / Yaskawa Q3 OP /Money Forward beat, Shift miss / McDonald's Hello Kitty "Happy Set" – Nikkei +1.50% | ¥$145.16 by Pelham Smithers Associates Ltd
- The PSA Weekly Research Round Up for the week to 12 Jan 2024 by Pelham Smithers Associates Ltd
- 企業価値向上に向けた対応の開示状況 - プライム市場上場企業の約半数が開示済 by Nomura Research
- Flash Hebdo du 08 au 12 janvier 2024 by Phoenix Capital Management
- PSA Today 16 Jan: A slide / Japan's companies negative on China for 2024 / Considering global semis / Daihatsu loses certifications for 3 models / Considering Daifuku – Nikkei 225 -0.79% | ¥$146.12 by Pelham Smithers Associates Ltd
- PSA Market Regulations: TSE Prime Market Directive by Pelham Smithers Associates Ltd
- 日本企業の業績予想前提変更 - 1月18日付業績見通しから順次適用 by Nomura Research
- 日本株ストラテジー - 注目点とトピック(2024年1月18日) by Nomura Research
- Japan equity strategy - Key points and this week's topic (18 January 2024) by Nomura Research
- 日本株クオンツストラテジー - バリュー株の「もう一つの」1月効果 by Nomura Research
- PSA Today 19 Jan: Market surge / TSMC results: smartphones as growth driver / Video games round-up / Sekisui House buys US housebuilder / Park 24's Dec figures – Nikkei 225 +1.40% | ¥$148.34 by Pelham Smithers Associates Ltd
- Japanese equity quantitative strategy - Another January effect for value stocks by Nomura Research
- PSA Today 22 Jan: Above 36k / NEC and "Beyond 5G/6G" / Sony and Zee / Bandai Namco's Tekken 8 / Daikin in Africa; Daifuku's China competition / Considering Shift – Nikkei +1.62% | $148.08 by Pelham Smithers Associates Ltd
- PSA Today 24 Jan: Lower as market contemplates higher interest rates / Considering Sony's profit capability / Disco's FY23 Q3 / Nidec cuts FY23 profits on China EV woes – Nikkei 225 -0.80% | ¥$147.89 by Pelham Smithers Associates Ltd
- PSA Today 26 Jan: Lower on Intel, Renesas news and fall in Tokyo inflation / Koa Corp Q3 / Write-downs in Q3 for Shin-Etsu / Honda, GM's HFC system production / Fanuc, HCM results suggest upside / Strong FY24 Q1 for Insource – Nikkei 225 -1 by Pelham Smithers Associates Ltd
- PSA Today 29 Jan: Rebound / Tokyo Metro IPO / Video Games / Koei Tecmo's FY23 Q3 / Canon Marketing's FY24 outlook disappoints / Considering Fanuc, HCM / Toyota Industries engine issues / NRI FY23 Q3 preview / CUC's FY23 Q3 - Nikkei 225 +0.7 by Pelham Smithers Associates Ltd
- PSA Today 30 Jan: Mixed day / Jobs data / Tech results for Canon, Socionext, NEC / Sumitomo Chem's cross-holdings / Komatsu's Q3 beat / SRE Holdings' strong Q3 / Solid FY24 Q1 for MARI – Nikkei 225 +0.11% | ¥$147.30 by Pelham Smithers Associates Ltd
- PSA Today 1 Feb: Results, AI-related selloff / Q3s results for Konami, Rohm, Ibiden, Hoya, MMC, Hino, Takeda / Chugai's Q4 / Olympus's new products – Nikkei 225 -0.76% | ¥$146.86 by Pelham Smithers Associates Ltd
- The PSA Weekly Research Round Up for the week to 2 Feb 2024 by Pelham Smithers Associates Ltd