Back to the main directory
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 22 May: Bond market making itself felt / Considering the J-curve effect / Previewing Nvidia / Hino's US heavy BEV / Kobayashi Pharma's profit streak derouted – Nikkei 225 -0.83% | ¥$156.44 by Pelham Smithers Associates Ltd
- PSA Today 24 May: Weak day / April CPI / Video games / Considering SQE / Fujikura strength / Mitsubishi Motors, USA / Genki S-Pool / Kyoritsu Maintenance feed-back – Nikkei 225 -1.17% | $157.02 by Pelham Smithers Associates Ltd
- PSA Today 27 May: Gain, data, games, services – Nikkei 225 +0.66% | $156.91 by Pelham Smithers Associates Ltd
- PSA Today 28 May: Flat / Softening memory prices / Considering NEC / Asahi Kasei acquiring in Europe again / Dynamic Olympus / Cable makers continue strong – Nikkei 225 -0.11% | ¥$156.84 by Pelham Smithers Associates Ltd
- PSA Consumer Electronics: Snapshot of Camera Market for 2024 Q1 by Pelham Smithers Associates Ltd
- PSA Technology: The "AI Opportunity" in the Japanese Stock Market by Pelham Smithers Associates Ltd
- PSA Today 31 May: Slew of macro data, benign media coverage / Considering the macro data / Video games round-up / Nidec accounts error / Kyoritsu Maintenance: April KPIs – Nikkei 225 +1.14% | ¥$156.93 by Pelham Smithers Associates Ltd
- PSA Today 3 Jun: Up on US stock gains, encouraging MoF survey / Q1 capex / Konami and console gaming / TOY loses the moral high ground on safety test compliance – Nikkei 225 +1.13% | ¥$157.26 by Pelham Smithers Associates Ltd
- PSA Today 5 June: Shares slide on strong yen, disappointing wage growth/ Has the true Lasertec been exposed? / Japan's auto assemblers strong May in USA / Sagging Automation / Daiichi Sankyo's buybacks – Nikkei -0.89% | ¥$155.86 by Pelham Smithers Associates Ltd
- PSA Today 7 June: Waiting on BoJ Board meet / Video game industry / Hitachi switches up grid / Considering Olympus / Asahi Kasei's LiB electrolyte / Kakuyasu's May performance – Nikkei 225 -0.05% | ¥$155.35 by Pelham Smithers Associates Ltd
- PSA Today 10 June: Higher on GDP revision, renewed interest in AI / Q1 GDP / Global semi shipments / Summer Games Fest / Cable makers / Visional Q3 preview / Treasure Factory KPIs / M&A firms hit – Nikkei 225 +0.92% | ¥$157.10 by Pelham Smithers Associates Ltd
- PSA Today 11 June: Quiet, mixed / Money supply growth slows / The Paramount saga / Apple's WWDC / Suzuki in ASEAN / Strong cable makers / Previewing Park24's H1 – Nikkei 225 +0.25% | $157.24 by Pelham Smithers Associates Ltd
- PSA Today 13 June: Unhelpful hawkish Fed / Considering BoJ strategy / GA Technologies Q2 / Toyota and global testing procedures – Nikkei 225 -0.40% | ¥$157.18 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
- PSA Today 23 May: Nvidia hogs limelight / Sony strategy Day 1 / Astellas, Yaskawa Elec's MOU / Fujikura, Fujisawa / Sansan's neobank / Labour shortage, OUG, Moriya – Nikkei 225 +1.26% | ¥$156.64 by Pelham Smithers Associates Ltd
- The PSA Weekly Research Round up for the week to 24 May 2024 by Pelham Smithers Associates Ltd
- Flash Hebdo du 21 au 24 mai 2024 by Phoenix Capital Management
- PSA Japan Market Strategy: Considering Fair Value on Topix by Pelham Smithers Associates Ltd
- PSA Today 29 May: Clouds Form / Weak US Box Office / Resident Evil update / Toyota's new carbon neutral engines / Fujikura / Otsuka's PTSD offering / Cybozu still coasting – Nikkei 225 -0.77% | ¥$157.11 by Pelham Smithers Associates Ltd
- PSA Today 30 May: Wall Street decline hurts Tokyo, yen rally mitigates / Sony to buy band Queen's assets? / NEC AI platform Blue Stella / Concerns over April performance at Toyota / Valuation support at cable makers – Nikkei 225 -1.30% | by Pelham Smithers Associates Ltd
- The PSA Weekly Research Round up for the week to 31 May 2024 by Pelham Smithers Associates Ltd
- PSA Today 4 June: Uninspired market / Nintendo, Capcom courted by Saudi gaming firm / Hitachi and MSFT and AI / Auto weakness / Money Forward, AI and SaaS – Nikkei 225 -0.12% | ¥$155.93 by Pelham Smithers Associates Ltd
- PSA Today 6 June D Day 80th Anniversary: IC/SPE gains as NVDA market cap hits $3tri / NEC's new industrial AI tool / Honda's plug-in hybrid fuel cell car / ExaWizards adds sales partner for ChatGPT product sales – Nikkei +0.55% | ¥$156.05 by Pelham Smithers Associates Ltd
- The PSA Weekly Research Round up for the week to 7 June 2024 by Pelham Smithers Associates Ltd
- FLASH HEBDO DU 03-06-2024 AU 07-06-2024 by Phoenix Capital Management
- PSA Today 12 Jun: Cyclicals lower amid thin market / Fewer cameras shipped / Anycolor OP surge / Tokyo Ohka Kogyo, AI / Shin-Etsu's back end / May machine tools – Nikkei 225 -0.66% | ¥$157.27 by Pelham Smithers Associates Ltd
- PSA Today 14 June: higher after BoJ unmoved / Industrial production much lower / Video game round-up / Visional tumbles / Eisai, Eli and Donanemab / Park 24's Q2 – Nikkei 225 +0.24% | ¥$158.07 by Pelham Smithers Associates Ltd