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Market Commentary / Equity
- The PSA Weekly Research Round up for the week to 14 June 2024 by Pelham Smithers Associates Ltd
- FLASH HEBDO DU 17 AU 21 JUIN 2024 by Phoenix Capital Management
- PSA Today 20 June Summer Solstice: Mixed, thin day / Interesting BoJ April minutes / Considering small-cap AI / Europe's auto market / MHI climbing - Nikkei 225 +0.16% by Pelham Smithers Associates Ltd
- PSA: The PSA Weekly Research Round up for the week to 21 June 2024 by Pelham Smithers Associates Ltd
- PSA Today 25 June: Back above 39,000, financials up / Mixed picture for video games / Takeda rises on Livtencity approval / Considering Shift's latest acquisition / Nikkei 225 +0.95% by Pelham Smithers Associates Ltd
- PSA Today 27 June: Slide on low yen / Capcom's "reissue" / May mixed for autos / Kaneka conservative? / MHI strength / Yen, Yaskawa, KHI / Considering Fujita Kanko - Nikkei 225 -0.82% by Pelham Smithers Associates Ltd
- PSA Strategy: Japan Stock Market Quarterly for 2024 Q3 by Pelham Smithers Associates Ltd
- FLASH HEBDO DU 24 AU 28 JUIN 2024 by Phoenix Capital Management
- PSA Today 2 July: Back above 40k / Nexon's The First Descendant / China and rare earths / Suzuki's India slowdown / June KPIs for some specialty retailers – Nikkei 225 +1.12% | ¥$161.68 by Pelham Smithers Associates Ltd
- PSA Today 4 July: Topix ATH / SQE's Dawntrail's slow start / Hitachi M&A: CFO / Honda, Nissan pal up on OS / MHI, Komatsu highs / Yaskawa FY24 Q1 preview / AD, Eli, Eisai – Nikkei 225 +0.82% | ¥$161.41 by Pelham Smithers Associates Ltd
- The PSA Weekly Research Round up for the week to 5 July 2024 by Pelham Smithers Associates Ltd
- PSA Today 9 July: Tech rally / Video games round-up / Is Sony on for a blow-out Q? / Eisai's narcolepsy trials / Curves: healthy Q3 – Nikkei 225 +1.96% | ¥$160.85 by Pelham Smithers Associates Ltd
- PSA Today 11 July: Bullish tone overall / Apple's strong iPhone 16 target / China's auto market shrinks / Genki MonotaRO / Shift plummets on Q3 results – Nikkei 225 +0.94% | ¥$161.72 by Pelham Smithers Associates Ltd
- The PSA Weekly Research Round up for the week to 12 July 2024 by Pelham Smithers Associates Ltd
- PSA Today 17 July: Mixed Themes / IC/SPE / Sony / Komatsu / KHI – Nikkei 225 -0.43% | ¥157.83 by Pelham Smithers Associates Ltd
- The PSA Weekly Research Round up for the week to 19 July 2024 by Pelham Smithers Associates Ltd
- PSA Today 23 July: Strong yen, rate hike talk curb advances / Interest rate talk / Koa's Q1 / Nidec's Q1 / Furukawa Electric to sell Furukawa Battery / Previewing NRI's Q1 – Nikkei 225 -0.01% | ¥$156.50 by Pelham Smithers Associates Ltd
- PSA Today 25 July: Sharp decline / June PPI / Results for Renesas, Canon, Shin-Etsu Polymer, Nissan, OBC, Obic, Chugai / Prescription drugs now available on Amazon Japan – Nikkei 225 -3.28% | ¥$152.64 by Pelham Smithers Associates Ltd
- The PSA Weekly Research Round up for the week to 26 July 2024 by Pelham Smithers Associates Ltd
- PSA Today 30 July: Reversing early losses / Lower job offers / Q1s for Murata, TDK / June Japan auto maker weakness / MARI's strong Q3 – Nikkei 225 +0.15% | ¥$155.01 by Pelham Smithers Associates Ltd
- PSA Today 1 Aug: Rate hike reality hits the market / Konami Q1 / MonotaRO Q2 / Hoya Q1 / TOY's Q1 damp squib / Astellas Q1 / Insource July KPIs – Nikkei 225 -2.49% | $150.21 by Pelham Smithers Associates Ltd
- The PSA Weekly Research Round up for the week to 2 August 2024 by Pelham Smithers Associates Ltd
- PSA Today 6 August: Rebound / Wage data / The importance of earnings / Toyota's NA profit decline explained / Results for Suzuki, KHI, MHI, Nissha, Mitsui Chem, Tokyo Ohka Kogyo, Sysmex – Nikkei 225 +10.23% | ¥$145.63 by Pelham Smithers Associates Ltd
- PSA Today 8 Aug: Lower on weak US bond auction / Results comments on Bandai Namco, Nexon, Resonac, Kaneka, Isuzu, Fujikura, Kubota, IIJ, Terumo, Moriya, Amvis and JES – Nikkei 225 +0.74% | ¥$146.25 by Pelham Smithers Associates Ltd
- The PSA Weekly Research Round up for the week to 9 August 2024 by Pelham Smithers Associates Ltd
- PSA Today 17 June: Slide on French concerns, uncertainty / Why Sony acquired Alamo Drafthouse / Healthcare Equip round-up – Nikkei 225 -1.83% | ¥$157.58 by Pelham Smithers Associates Ltd
- PSA today 19 June: Helped by US rate hopes / Nintendo surprise: another Zelda game / Bandai Namco showcase / Mit Motors cuddle shareholders / Strong May tourism - Nikkei 225 +0.23% by Pelham Smithers Associates Ltd
- PSA Today 21 June: Muted market mulls the data / Video games round-up / Nippon Shinyaku's MTP / Central Glass news / Visional provides colour / Cybozu raises - Nikkei 225 -0.09% by Pelham Smithers Associates Ltd
- PSA Today 24 June: Higher, focus on currency / Economic data due this week / Considering Nintendo / Nissan closes a China plant - Nikkei 225 +0.54% by Pelham Smithers Associates Ltd
- PSA Today 26 June: Up again, on US tech bounce / Sony CMOS growth / Weak yen a boost for automakers / Considering Gumi / A spring in PeptiDream's step - Nikkei 225 +1.26% by Pelham Smithers Associates Ltd
- PSA Today 28 Jun: Helpful macro, weaker yen / Rate hike ruminations amid macro releases / Video game round-up industry / NTT, LLMs and MSFT's Azure - Nikkei 225 +0.61% by Pelham Smithers Associates Ltd
- The PSA Weekly Research Round up for the week to 28 June 2024 by Pelham Smithers Associates Ltd
- PSA Today 1 July: Ahead / Tankan readthrough / NAND, DRAM prices / Healthcare round-up / TOY to have a solely-owned China plant? / Enechange update / Insource KPIs – Nikkei +0.16% / ¥$160.92 by Pelham Smithers Associates Ltd
- PSA Today 3 July: Powell-induced surge / Is it time to reappraise Japan's internet pioneers? / US Q2 auto sales / Surging MHI, Komatsu / Previewing Shift's Q3 – Nikkei 225 +1.26% | ¥$161.86 by Pelham Smithers Associates Ltd
- PSA Today 5 July: End of 5-day run; weak spending data, yen up / KHI share strength / Yaskawa droops / Previewing Money Forward's FY24 Q2 / Kakuyasu's June sales – Nikkei 225 flat | ¥$160.64 by Pelham Smithers Associates Ltd
- PSA Today 8 July: Subdued / Shin-Etsu update / Resonac in IC package consortium / Sansan FY23 Q4 preview / The Enechange saga / Good Treasure Factory KPIs – Nikkei 225 -0.32% | ¥$160.72 by Pelham Smithers Associates Ltd
- PSA Today 10 July: Resolutely higher / Video games update / The Thailand auto issue / Fujikura's highs / Enechange lives on / Considering Treasure Factory, Koshidaka – Nikkei 225 +0.73% | ¥$161.44 by Pelham Smithers Associates Ltd
- PSA Today 12 July: US June CPI upsets apple cart / Sony stops on Paramount / TDK potential / Previewing TOY's Q1 / KHI scandal fall-out / Sansan's surge / S-Pool's Q2 - Nikkei 225 -2.45% | ¥$159.14 by Pelham Smithers Associates Ltd
- PSA Today 16 July: Themes / China / BoJ / Nidec / Money Fwd / Park24 by Pelham Smithers Associates Ltd
- PSA Today 18 July: Taiwan / Semis / Autos / MF / Healthcare – Nikkei -2.36% by Pelham Smithers Associates Ltd
- PSA Today July 22: US politics dominate, Tokyo slides / Is there an SPE buying opportunity waiting in the wings? / Nidec's liquid cooling system expansion plans – Nikkei 225 -1.16% | ¥$156.44 by Pelham Smithers Associates Ltd
- PSA Today 24 July: Sixth day down / Previewing the video games results season / MMC Q1 miss / TIS Q1 preview / CUC's strong Q1 - Nikkei 225 -1.11% by Pelham Smithers Associates Ltd
- PSA Today 26 July: Still declining / Tokyo CPI / Video game round-up / Q1s for Tokyo Steel, Screen, Keyence, Shin-Etsu, TOK, Hino, HCM, NRI, M3 / CUC meeting feedback – Nikkei 225 -0.53% | ¥$153.83 by Pelham Smithers Associates Ltd
- PSA Today 29 July: Following Wall Street up / Big macro week / Q1s Koei Tecmo, Capcom, Zeon, Fanuc, Komatsu / MMC alliance / Previewing JMDC, Sanrio / Eisai bump – Nikkei 225 +2.13% | ¥$153.30 by Pelham Smithers Associates Ltd
- PSA today 31 July: Higher rates higher market / BoJ on econ / Q1s: Hitachi, Asahi Kasei, Denso, Aisin, TIS, Daiichi Sankyo / Subaru preview / Kyoritsu Main's June KPIs – Nikkei 225 +1.49% | ¥$152.80 by Pelham Smithers Associates Ltd
- PSA Today 2 Aug: Severe sell-off / Strategy notes after the fall / Sumi Chem's encouraging Q1 / Omron's Q1 miss / Sanrio's strong Q1– Nikkei 225 -5.81% | ¥$148.81 by Pelham Smithers Associates Ltd
- PSA Today 5 Aug: Markets massacred / US video game sales / Q1 results for Ube, Subaru, JMDC / New management at Enechange / Takeda's US lays offs – Nikkei 225 -12.4% | ¥$143.03 by Pelham Smithers Associates Ltd
- PSA Today 7 Aug: Monday's losses reversed / Results for Sony, Lasertec, Fujifilm, Olympus, Honda, Mazda, Daikin, NTT Data, Base Inc / Sumi Chem lowers exposure to Petro Rabigh / KHI rebounds – Nikkei 225 +1.19% | ¥$146.64 by Pelham Smithers Associates Ltd
- PSA Today 9 Aug: Rotation into laggards / Video games industry / Results for Nissan Chemical, Kyoritsu Maintenance, Open Up Group, Peptidream / Limit up moves at Fujikura, Daifuku – Nikkei 225 +0.56% | ¥$147.06 by Pelham Smithers Associates Ltd
- PSA Today 13 Aug: Shares surge / Sony's "Rom Dram" hits / China auto sales July decline / Cable company good moves / JMDC shares rally strongly – Nikkei 225 +3.45% | ¥$147.88 by Pelham Smithers Associates Ltd