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Market Commentary / Equity
- PSA Today Aug 14: Shrugging off news Kishida won't run again / Tomorrow's Q2 GDP / Class action suit against TOY / Genki Fujikura, Exa Wizards / Kakuyasu's Q1 – Nikkei 225 +0.58% | ¥$147.04 by Pelham Smithers Associates Ltd
- PSA Today 16 Aug: Storming day / Capcom updates impressive million list / When oh when for Switch 2? / TOY's positive press for hybrid plans / Amazing Fujikura – Nikkei 225 +3.64% | ¥$149.07 by Pelham Smithers Associates Ltd
- PSA Today 19 Aug: In thrall to the yen / June machinery orders / We review our video game numbers after results / China's EV makers set up shop in Japan – Nikkei 225 -1.77% | ¥$145.76 by Pelham Smithers Associates Ltd
- PSA Today 21 Aug: Quiet as market awaits data / Gamescon round-up / Strong inbound tourism figures – Nikkei 225 -0.29% | ¥$145.91 by Pelham Smithers Associates Ltd
- PSA Today 23 Aug: Smooth Ueda testimony / Video game industry round-up / India's two-wheeler e-bike market, Ola and Honda / Koshidaka July KPIs – Nikkei 225 +0.40% | $145.44 by Pelham Smithers Associates Ltd
- PSA Today 26 Aug: Powell yen / Bandai Namco - Toho Tie-up / Toyota Gigacast / Tokyo Metro IPO – Nikkei 225 -0.66% | ¥$143.03 by Pelham Smithers Associates Ltd
- PSA Today 28 Aug: Marking time ahead of Japan data and Nvidia numbers / Data due on Friday, Monday / Nintendo Direct's damp squib / Considering Daikin – Nikkei 225 +0.22% | ¥$144.49 by Pelham Smithers Associates Ltd
- PSA Today 30 Aug: Late rally sees N225 close at high for the month / Mixed messages from economic data / Video game sector round-up / Fujikura hits yet another ALT – Nikkei 225 +0.74% | ¥$144.95 by Pelham Smithers Associates Ltd
- PSA Today 2 Sep: US, China: opposing influences / Q2 software / Ahead of iPhone 16 / Sony's Concord / DQM3 / Aug Japan autos / Fujikura / Insource Aug KPIs – Nikkei 225 +0.14% | $146.20 by Pelham Smithers Associates Ltd
- PSA Today 4 Sep: Slump on SOX, oil / Why the 7.8% fall in SOX? / Koei Tecmo and the Erikawas / Enechange update / Healthcare news round-up – Nikkei 225 -4.24% | ¥$144.84 by Pelham Smithers Associates Ltd
- The PSA Weekly Research Round up for the Week to 6 September 2024 by Pelham Smithers Associates Ltd
- PSA Today 10 Sep: Mixed market on China export growth / Damp squib Apple "Glowtime" / Genki MonotaRO / Cable makers firm / DSK's drug disappoints / Healthcare round-up – Nikkei 225 -0.16% | $143.45 by Pelham Smithers Associates Ltd
- PSA Today 12 Sep: Strong on Wall, Street, Nvidia remarks / Nvidia readthrough to Japan AI, data centres / Nissan's US cuts / IHI soars / Nxera's gains / GA Tech's Q3 – Nikkei 225 +3.41% | ¥$142.54 by Pelham Smithers Associates Ltd
- The PSA Weekly Research Round up for the Week to 13 September 2024 by Pelham Smithers Associates Ltd
- PSA Today 18 Sep: Market influences in flux / PS5 Pro, Switch2 / Asahi Chem to divest medical biz / China's automakers / Machinery orders / August's tourism figs – Nikkei 225 +0.49% | ¥$141.66 by Pelham Smithers Associates Ltd
- PSA Today 20 Sep: Market influenced by US, Japan interest rates / August CPI / Video games round-up / Considering Fujikura – Nikkei 225 +1.53% | ¥$143.08 by Pelham Smithers Associates Ltd
- PSA Today 24 Sep: Upbeat mood / PMI slides / Resonac's progress / Considering US ban on China automotive software, hardware / Fujikura hits yet another ATH / Pharma round-up / Anicom's Aug KPIs – Nikkei 225 +0.57% | ¥$144.49 by Pelham Smithers Associates Ltd
- PSA Today 26 Sep: Soaring / Micron and the AI bubble / The new Zelda game / Nissan turns to PHEVs / Fujikura's success / CUC, Noah Konzer / ESMO Congress, DSK, Eisai – Nikkei 225 +2.79% | ¥$144.71 by Pelham Smithers Associates Ltd
- The PSA Weekly Research Round up for the Week to 27 September 2024 by Pelham Smithers Associates Ltd
- PSA Today 1 Oct: Market recovers, yen weakens / Tankan / SRE Holdings, cold storage IT / New Zelda game / Sep Japan auto sales / Pharma round-up / Insource Sep KPIs / MARI – Nikkei +1.93% | ¥$144.14 by Pelham Smithers Associates Ltd
- PSA Today 3 Oct: Rebound / Post 5-G era for optical fibre sensing / UBE rejigs / TOY's EV prevarication / Previewing Yaskawa Q2 / Genki PeptiDream – Nikkei 225 +1.97% | ¥146.68 by Pelham Smithers Associates Ltd
- The PSA Weekly Research Round up for the Week to 4 October 2024 by Pelham Smithers Associates Ltd
- PSA Today 8 Oct: Down on lack of China stimulus, higher oil px / BoJ's upbeat regional report / Readacross from Samsungs weak Q3 / Tough times ahead for Suzuki/ Money Forward Q3 preview / Omron, JMDC's data solutions efforts – Nikkei 225 -1 by Pelham Smithers Associates Ltd
- PSA Today 10 Oct: All eyes on China's PBOC / Ailing retailers / Genki BayCurrent / Shift's struggles / Treasure Factory full-year numbers intact / Koshidaka's numbers ahead – Nikkei 225 +0.26% | ¥$149.16 by Pelham Smithers Associates Ltd
- Flash Hebdo du 07 au 11 octobre 2024 by Phoenix Capital Management
- PSA Today 15 Aug: Buoyed by macro data / Q2 GDP ahead of estimates / A closer look at Nominal GDP / Cable makers firm / Appier's Q2 / PKSHA's Q3 / Enechange's auditing struggles continue / Park24's robust July KPIs – Nikkei 225 +0.78% | by Pelham Smithers Associates Ltd
- The PSA Weekly Research Round up for the Week to 16 August 2024 by Pelham Smithers Associates Ltd
- PSA Today 20 Aug: Dom tech names lead rebound / Considering Japan's small cap space / UBE's progress / Fujikura soaring / Astellas gets Padcev nod in China – Nikkei 225 +1.80% | ¥$147.03 by Pelham Smithers Associates Ltd
- PSA Today 22 Aug: Back up to 38,000 on Nikkei / Japan's higher interest rates / KHI's ship engine data debacle / Sansan thinks about shareholders / Healthcare news – Nikkei 225 +0.68% | ¥$145.32 by Pelham Smithers Associates Ltd
- The PSA Weekly Research Round up for the Week to 23 August 2024 by Pelham Smithers Associates Ltd
- PSA Today 27 Aug: Reversing Monday's losses / PS5 Pro launch chatter heats up / TOY to supply fuel cell bits to BMW – Nikkei +0.47% | ¥$144.67 by Pelham Smithers Associates Ltd
- PSA Today 29 Aug: Flat market ponders Nvidia conundrum / Bandai Namco strategises / July auto production / NOK firm / TSE's Enechange challenge / Nxera and rivals – Nikkei 225 -0.02% | ¥$144.71 by Pelham Smithers Associates Ltd
- The PSA Weekly Research Round up for the Week to 30 August 2024 by Pelham Smithers Associates Ltd
- PSA Today 3 Sep: IC, SPE sell-off continues / Dungeon & Fighter revenues sink / Panasonic e-commerce locker business / Shin-Etsu's 300 mm GaN / Sunwels challenged – Nikkei 225 -0.04% | ¥$146.13 by Pelham Smithers Associates Ltd
- PSA Today 5 Sep: Trade concerns over IC, SPE names continue / Considering July's wage data / Does Sony have GTA6 exclusive marketing rights? / Previewing Visional Q4 – Nikkei 225 -1.05% | $143.26 by Pelham Smithers Associates Ltd
- PSA Today 9 Sep: V-shaped day with defensives picked up / Toyota cuts EV production plans / Toyota EV news bad for Rohm / Treasure Factory Aug KPIs – Nikkei 225 -0.48% | ¥$142.94 by Pelham Smithers Associates Ltd
- PSA Today 11 Sep: China, yen concerns / Sony's Pro / Fujifilm copiers to US / Restructuring, Sumitomo and Mitsubishi Chem / Yen, autos / Astellas' oncology / Park24 Q3 preview – Nikkei 225 -1.49% | ¥$141.38 by Pelham Smithers Associates Ltd
- PSA Today 13 Sep: Off on strong yen, foreign selling / Video games round-up / W-Scope at sea / US battery plant for TDK? / KHI jumps / ExaWizards 18 Sep PSA event / Visional – Nikkei 225 -0.68% | ¥$141.11 by Pelham Smithers Associates Ltd
- PSA Today 17 Sep: lower on yen up, SOX down / Sharp's EV / Considering the iphone 16 launch figures / KHI, IHI, yen, Boeing / Park 24's Q3 / Sysmex' AD test – Nikkei 225 -1.03% | ¥$140.61 by Pelham Smithers Associates Ltd
- PSA Today 19 Sep: Up on US rate hikes, FX / Watch CPI tomorrow / Switch 2 protype / Hitachi's flea-market styled plastic recycling platform / Sharp's ‘EV-as-a-space’ angle / Sumi Chem cuts Bakelite stake / Shimadzu newsflow – Nikkei 225 + by Pelham Smithers Associates Ltd
- The PSA Weekly Research Round up for the Week to 20 September 2024 by Pelham Smithers Associates Ltd
- PSA Today 25 Sep: Lower as banks sold on further yield curve flattening / Implications of BoJ bond buying / Sony State of Play reveal / PKSHA to IPO its 3D AI algorithm subsidiary / Sansan gets a new client – Nikkei 225 -0.19% | ¥$143.65 by Pelham Smithers Associates Ltd
- PSA Today 27 Sep: LDP presidential run-off, Tokyo CPI / Ishiba PM / Video games industry round-up / Asahi Kasei's acquisition, patent win / Hino settles in Canada / China machinery plays – Nikkei 225 +2.32% | ¥$143.62 by Pelham Smithers Associates Ltd
- PSA Today 30 Sep: Plunging market on yen up, tax fears / Aug industrial production / Ishiba's options / Fujifilm's IC plans / Profit warnings for autos – Nikkei -4.80% | ¥$141.95 by Pelham Smithers Associates Ltd
- PSA Today 2 Oct: Risk-off day on Iran Israel dismay / Monetary base turns negative / Sony's Guerilla Games and Horizon / Sep US auto sales fall / Previewing Sansan's Q1 – Nikkei 225 -2.18% | ¥$143.91 by Pelham Smithers Associates Ltd
- PSA Today 4 Oct: Yoyo week / New Zelda game sales / Yaskawa's Q2 is another big miss / Previewing Shift's Q4 / S-Pool's regional revitalisation opportunities – Nikkei 225 +0.22% | ¥$146.16 by Pelham Smithers Associates Ltd
- PSA Today 7 Oct: Higher on USD surge, domestic newsflow / Readacross on potential sale of Lexmark and the printer copier industry / Nikon's future / Tosoh's view on Asian PVC / Some positives from Yaskawa's extra meeting – Nikkei 225 +1.80% by Pelham Smithers Associates Ltd
- PSA Today 9 Oct: News driven day / Bandai Namco Dragon Ball franchise / Mitsui Chem petrochems / Honda's remarkable megacasting / Treasure Factory Sep KPIs – Nikkei 225 +0.87% | ¥$148.45 by Pelham Smithers Associates Ltd
- PSA Today 11 Oct: Boosted by Fast Retailing/ Video game industry round-up / Asahi Kasei, Sekisui Chem report higher housing revenues / Heavies rise / Considering Fujikura / Sansan's miss / Healthcare round-up / S-Pool's Q3 – Nikkei 225 +0. by Pelham Smithers Associates Ltd
- The PSA Weekly Research Round Up for the week to 11 October 2024 by Pelham Smithers Associates Ltd