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Market Commentary / Equity
- PSA Today 23 Apr: Waiting for earnings, eco data / Japan's PMI recovers / Shimano's miss / Embracer's group split / Nidec's FY24 / Yaskawa's SPE robots / Omron's acquisition – Nikkei 225 +0.30% | ¥$154.75 by Pelham Smithers Associates Ltd
- PSA Today 26 Apr: Bounce / Slumping CPI / AI plays guide / Murata's Q4 shocker / Trailing TDK / Sekisui Chem and housing / Komatsu / Denso/ Enechange / Insource – Nikkei 225 +0.81% | ¥$156.65 by Pelham Smithers Associates Ltd
- Breakfast Report - 29 April 2024 by Vetiva Capital Management
- PSA Today 1 May: Earnings rescue Japan / SQE's write-down move / Toyota FY23 Q4 preview / Genki Nabtesco / Insource April KPIs - Nikkei 225 -0.34% by Pelham Smithers Associates Ltd
- PSA Today 7 May: Higher but FX concerns remain / Sony upsets gamers, investor / IC backend collaboration / FY23 results for Nintendo, Ricoh, JMDC / Nervousness on automakers' FY24 CE / Fujikura review / Insource Q2 – Nikkei 225 +1.57% | ¥$1 by Pelham Smithers Associates Ltd
- PSA Today 9 May: Attention shifts to bonds, China / Wage data / Results for Capcom, Konami, Nikon, MMC, KHI, Sysmex, Amvis / MHI falls again / HCM's US hopes boosts Takeuchi / April KPIs for Treasure Factory, Kakuyasu – Nikkei 225 -0.34% | by Pelham Smithers Associates Ltd
- The PSA Weekly Research Round up covering the Golden Week period of 30 April~10 May 2024 by Pelham Smithers Associates Ltd
- Flash Hebdo du 06 au 10 mai 2024 by Phoenix Capital Management
- Itaú BBA on JHSF: Quick Take – Asset sale by Itau
- PSA Today 15 May: Wild ride on earnings / Nexon stabilises / SMC / Hoya / Integrated chemicals / Terumo / ExaWizards / Inbound tourism / Kyoritsu Maintenance / Kakuyasu / Hotland – Nikkei +0.08% | ¥$156.34 by Pelham Smithers Associates Ltd
- PSA Today 17 May: Mixed as bonds slide on rate concerns / Video game industry update / MLCCs fizzing out? / Japan automakers to co-develop software – will it work? / Denyo's MTP – Nikkei 225 -0.34% | ¥$155.72 by Pelham Smithers Associates Ltd
- PSA Today 20 May: Bonds fall as commodity prices rise / Camera market / Nxera's muscarinic receptors / Japan and ASEAN to develop joint auto strategy / Cable makers /Rising copper price helps Komatsu, weighs on Daikin – Nikkei 225 +0.73% | by Pelham Smithers Associates Ltd
- PSA Today 25 Apr: Reversal of yesterday's rise / March department store sales / Fujitsu buy-back / Q4s for Keyence, Monex, Shin-Etsu, NRI, Hino / Komatsu preview – Nikkei -2.16% | ¥$155.64 by Pelham Smithers Associates Ltd
- The PSA Weekly Research Round up for the week to 26 April 2024 by Pelham Smithers Associates Ltd
- Flash Hebdo du 22 au 26 avril 2024 by Phoenix Capital Management
- PSA Today 2 May: Mixed, with yen back at 155/$ / Considering Sony and Paramount / Japan's mini vehicles sales and Daihatsu TIS FY23 Q4 preview - Nikkei 225 -0.14% by Pelham Smithers Associates Ltd
- PSA Today 8 May: Lower on weak earnings / Video Games round-up / Disappointing results from Rohm, Omron, Toyota, MHI / Solid results and rising shareholder returns from TIS / April KPIs for Koshidaka – Nikkei 225 -1.63% | ¥$155.22 by Pelham Smithers Associates Ltd
- PSA Today 10 May: Subdued ahead of Q1 GDP data next week / Results for TEL, Olympus, Nissan Motor, Honda, Daikin, NTT Data, Base Inc, Moriya, Open Up – Nikkei 225 +0.41% | ¥$155.60 by Pelham Smithers Associates Ltd
- PSA Today 13 May: Market slip as JGBs sold off / TSMC's April revenues / Results for Square Enix, Ube Corp, Toray, Nissan Chemical, Mazda, Subaru, Fujikura, Daifuku, JES / Appier Q1 preview / Should IIJ be hiring faster? – Nikkei 225 -0.13% by Pelham Smithers Associates Ltd
- Flash Hebdo du 29 avril au 03 mai 2024 by Phoenix Capital Management
- PSA Today 14 May: Good results to the fore / Sony's Q4 jump / Suzuki's Q4 / Isuzu's miss / Cable makers in the sun / Chemical results for Kuraray, Sakai Chem, TOK, Tosoh / Appier's beat / Sanrio – Nikkei 225 +0.46% | ¥$156.44 by Pelham Smithers Associates Ltd
- PSA Today 16 May: Gains, with tech up, cyclicals down as GDP disappoints, SOX rallies / GDP Q1 -0.5% QoQ / Kioxia / Honda's new EV strategy / Park24's April KPIs – Nikkei 225 +1.39% | ¥$154.41 by Pelham Smithers Associates Ltd
- The PSA Weekly Research Round up for the week to 17 May 2024 by Pelham Smithers Associates Ltd
- PSA Today 21 May: Affected by HK's sell-off / Market supply problems, again / Nintendo gets Shiver / Fujikura / Daikin / Considering UBE / Hotland's Dodger home run – Nikkei 225 -0.31% | ¥$156.23 by Pelham Smithers Associates Ltd