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Market Commentary / Equity
- PSA Today 5 Feb: Higher on Nasdaq gains, earnings optimism / FY23 Q3 results for SQE, Tokyo Seimitsu, Astellas, Omron / FY23 Q3 previews for Toyota, IIJ, JES – Nikkei 225 +0.54% | ¥$148.37 by Pelham Smithers Associates Ltd
- PSA Today 7 Feb: Higher on rotation into domestic demand names / Considering SQE's corporate culture / Q3s for Taiyo Yuden, Asahi Kasei, Mitsui Chemicals, Suzuki Motor, Daikin, IIJ – Nikkei 225 -0.11% | ¥$147.94 by Pelham Smithers Associates Ltd
- PSA Today 9 Feb: Results driven / Video game round-up / Q3s: TEL, Nissan Chemical, Nissan Motor, Mazda, KHI, Kyoritsu Maintenance, Sysmex / Daifuku perkier – Nikkei 225 +0.09% | ¥$149.34 by Pelham Smithers Associates Ltd
- PSA Today 13 Feb: ARM rally catches fire / SoftBank stock price / Shimano Q4 / TOK's guidance / Novo Nordisk, UBE, MASH / Fujikura, KHI, Nabtesco / Cybozu / Moriya: Nikkei 225 +2.89% by Pelham Smithers Associates Ltd
- PSA Today 14 Feb, Valentines Day: A slide / Sony's Q3, and IPO plans / Rakuten Q4 / Sumco / Resonac / Olympus / SMC / Nabtesco / ExaWizards Q3 / Sanrio / Treasure Factory – Nikkei 225 -0.69% | ¥$150.39 by Pelham Smithers Associates Ltd
- PSA Today 16 Feb: Assaults on ATH repulsed / Video games round-up / Sony's 2023 No.1 Billboard / Considering NEC and JAE / Koshidaka / Amvis – Nikkei 225 +0.86% | ¥$150.26 by Pelham Smithers Associates Ltd
- 日本株ストラテジー - 東証の「要請」に応じた開示にみるBS戦略 by Nomura Research
- 日本株ストラテジー - 注目点とトピック(2024年1月25日) by Nomura Research
- Malaysia equity strategy - ESG review: sustainable finance, Jentayu KTA by Nomura Research
- Japan equity flow monitor (February 2024) - End of BOJ's ETF purchases could weigh on NT ratio by Nomura Research
- 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 strategy - Key points and this week's topic (1 February 2024) by Nomura Research
- Russell/Nomura Japan Equity Indexes - Performance summary by Nomura Research
- Japanese equity quantitative strategy - Sustainability of buying on end of bad news following Q3 results by Nomura Research
- Japan equity market summary (January 2024) - Led by large caps, stocks regain levels not seen in 34 years by Nomura Research
- Malaysia equity strategy - Property pause by Nomura Research
- Japan equity strategy - Key points and this week's topic (8 February 2024) by Nomura Research
- 日本株ストラテジー - 日経平均40,000円超えシナリオへ by Nomura Research
- 日本株投資戦略(2月号) - 持ち合い解消・自社株買い加速へ by Nomura Research
- 日本株ストラテジー - 注目点とトピック(2024年2月16日) by Nomura Research
- 野村ESGマンスリー(2024年2月) - 「開示」は「開始」。企業価値への貢献が鍵 by Nomura Research
- PSA Today 19 Feb: Mixed, calmer / SoftBank eyes US$100bil AI chip gambit / Delay to Switch2? / Fujikura's promising prospects / IT service sector earnings season – Nikkei 225 -0.04% | ¥$150.01 by Pelham Smithers Associates Ltd
- Japan equity strategy - Stocks likely to benefit from US-China decoupling by Nomura Research
- PSA Today 20 Feb: A pause post results and with Wall Street shut / Sony Pictures: life after Madame Web / Mazda's new innovation hub – Nikkei 225 -0.28% | ¥$150.38 by Pelham Smithers Associates Ltd
- 中小型株の23年度Q3決算 - 公益、自動車が増益を牽引 by Nomura Research