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Market Commentary / Equity
- 野村ESGマンスリー(2024年3月) - 日経平均4万円を通過点にするために by Nomura Research
- PSA Today 14 Mar: Small gain / Roland RG's MBO topped / Nissan plus Honda on EVs? / NDAs from Chugai, Daiichi Sankyo / Money Forward eyes HNWIs / Park 24's FY24 Q1 – Nikkei 225 +0.29% | ¥$147.90 by Pelham Smithers Associates Ltd
- Japan equity strategy - Key points and this week's topic (14 March 2024) by Nomura Research
- The PSA Weekly Research Round up for the week to 15 Mar 2024 by Pelham Smithers Associates Ltd
- Flash Hebdo du 11 au 15 mars 2024 by Phoenix Capital Management
- PSA Today 19 Mar: NIRP: the end / Implications of Nvidia's new Blackwell GPU architecture / Nidec perking up / Omron's new AI-powered machine - Nikkei 225 +0.66% by Pelham Smithers Associates Ltd
- PSA Today 22 Mar: Day-trader sort of day / Sakana's AI advance / Open up's Feb KPIs / Video games round-up / Roche, Chugai, Enspryng / Fujikura's data centres - Nikkei 225 +0.18% by Pelham Smithers Associates Ltd
- PSA Today 25 Mar: Wall Street spillover / Topix 2024 OPe / Global game consoles / PotK Alterna factor / Struggling Sumi Chem group / Nissan's 'Arc' / Fujikura's rises – Nikkei 225 -1.16% | ¥$151.32 by Pelham Smithers Associates Ltd
- PSA Today 26 Mar: Flat-lining, window dressing / Nvidia FOMO and Japan's markets / Nissan's plan misses the mark / Kobayashi: dietary product fatality – Nikkei 225 -0.04% | ¥$151.34 by Pelham Smithers Associates Ltd
- PSA Today 28 Mar: Ex-div day / Hitachi: AI stock, or data stock? / Cosmo Energy now Iwatani affiliate / Chemical round-up / Fujikura: AI proxy / MHI's stock split – Nikkei 225 -1.46% | ¥$151.37 by Pelham Smithers Associates Ltd
- PSA Strategy: Japan Stock Market Quarterly for 2024 Q2 by Pelham Smithers Associates Ltd
- PSA Today 1 Apr: BoJ Tankan / China PMI, Video games, Rakuten, Panasonic – Nikkei 225 -1.40% | ¥$151.35 by Pelham Smithers Associates Ltd
- Flash hebdo du 25 au 29 mars 2024 by Phoenix Capital Management
- Itaú BBA on NVIDIA: Taiwan Hit by an Earthquake – Impacts on TSMC Seem Controlled by Itau
- PSA Today 5 April: SOX fall spillover / Yaskawa discomfort / Subaru's updated Forester / Enechange's SPC accounting pickle – Nikkei 225 -1.96% | ¥$151.29 by Pelham Smithers Associates Ltd
- PSA Today 8 Apr: Bounce / Jan wage data / Video game round-up / Yaskawa's orders / Omron and cognitive robots / Asahi Kasei's housing orders / Previewing Sansan's FY23 Q3 / Treasure Factory's March KPIs – Nikkei 225 +0.91% | ¥$151.76 by Pelham Smithers Associates Ltd
- Flash Hebdo du 02 au 05 avril 2024 by Phoenix Capital Management
- Itaú BBA on Petrobras: Potential Tax Agreement to End BRL 44bn in Disputes by Itau
- by Pelham Smithers Associates Ltd
- PSA Today 12 Apr: Small gain on US PPI, Mitsui Fudosan / Industrial production revised down / Rise of the Ronin / Fujifilm and UBE's USA plans / Money Forward Q1 / S-Pool Q1 – Nikkei 225 +0.21% | ¥$153.28 by Pelham Smithers Associates Ltd
- PSA Today 15 April: Some recovery from low open / Machinery orders / Video game round-up / Astellas spring clean / Mazda quality issue/ Cable makers / Park 24 Mar KPIs – Nikkei -0.74% | ¥$153.83 by Pelham Smithers Associates Ltd
- Breakfast Report - 15 April 2024 by Vetiva Capital Management
- PSA Today 17 Apr: Profit taking / ASML's Q1 / Fujifilm's Vision 2030 / Nissan and gigacasting / The rise and rise of in-bound tourism / Sysmex, KHI, and their Medicaroid robot – Nikkei 225 -1.32% | ¥154.55 by Pelham Smithers Associates Ltd
- PSA Today 19 Apr: Israel Iran trouble spooks market / March inflation rate abates / TSMC's lower chip forecast / Nissan lowers FY23 guidance – Nikkei 225 -2.66% | ¥$154.39 by Pelham Smithers Associates Ltd
- PSA Today 22 Apr: Middle East tensions ease / Video games round-up / Sony, Apollo and Paramount / Nissan stumbles / Fanuc perks up / Previewing Insource Q2 – Nikkei 225 +1.00% | ¥$154.62 by Pelham Smithers Associates Ltd