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Market Commentary / Equity
- PSA Today 15 Oct: Higher on weak yen, Wall St's gain / Ishiba's popularity sinks / Weak console sales / MLCC production / Considering Fujikura / Money Forward's weak Q3 / Curves strong FY24 results / Park24 Sep KPIs – Nikkei 225 +0.77% | ¥$ by Pelham Smithers Associates Ltd
- PSA Today 17 Oct: Mixed day as China, politics drive two-way trading / Video game milestones / Disco's Q2 / Toyota to co-develop humanoid robots – Nikkei 225 -0.69% | ¥$149.64 by Pelham Smithers Associates Ltd
- The PSA Weekly Research Round up for the Week to 18 October 2024 by Pelham Smithers Associates Ltd
- PSA Today 22 Oct: Market taking a breather / Considering DRAM prices in Sep / Europe's Sep auto sales / Machinery, heavies: weak yen not always enough - Nikkei 225 -1.39% by Pelham Smithers Associates Ltd
- PSA Today 24 Oct: Flatlining ahead of weekend general election / Why no market response to Bandai Namco strong numbers? Readthrough to peers / Canon Q3 – Nikkei 225 +0.10% | ¥$152.14 by Pelham Smithers Associates Ltd
- The PSA Weekly Research Round up for the Week to 25 October 2024 by Pelham Smithers Associates Ltd
- PSA Today 29 Oct: Financials lead continuing rally / Q2s for NEC, Capcom, Keyence, Hino, Komatsu / NEC Networks / News for Nippon Paint etc / Genki Shionogi / MARI Q4 – Nikkei 225 +0.77% | ¥$153.08 by Pelham Smithers Associates Ltd
- Japan equity memo - BOJ leaves policy rate unchanged, but its assessment of share prices appears moderately hawkish by Nomura Research
- Japan equity weekly (31 October 2024) - Heading into results announcement season and US presidential election in wake of Japanese general election by Nomura Research
- 24年10月の日本株市場サマリー - 米景気軟着陸期待や円安進行を受けて反発 by Nomura Research
- PSA Today 1 Nov: Wall Street sneezed.... / Video games round-up / Q2s for Murata, Tokyo Seimitsu, Subaru, Melco, TIS, Sanrio / Toyota Industries slumps -12% in 2-days / Insource KPIs, Q4 preview /Nxera's Q3 – Nikkei 225 -2.63% | ¥$152.4 by Pelham Smithers Associates Ltd
- Japan equity market summary (October 2024) - Rebound on expectations for soft landing for US economy and yen depreciation by Nomura Research
- PSA Today 5 Nov: Rebound on strong earnings ahead of US vote / Results for Nintendo, Mercari, LY Corp, MHI and Insource – Nikkei 225 +1.11% | ¥$152.27 by Pelham Smithers Associates Ltd
- Russell/Nomura 日本株インデックス - パフォーマンスサマリー by Nomura Research
- PSA Today 6 Nov: Trump, USD sends the N225 up +1,000pts / Is Trump victory good news for Japanese stocks? / Results for Toyota, Honda, Daikin, IHI, JMDC, Sysmex, Omron / Previews for Fujikura, Japan Elevator Service – Nikkei 225 +2.61% | ¥1 by Pelham Smithers Associates Ltd
- 日本株メモ - 不定期連載:チャートも見てみよう(2) BTC by Nomura Research
- Japan equity memo - Ad hoc series: Looking at the technical charts (2) – Bitcoin by Nomura Research
- Japan equity weekly (7 November 2024) - Volatility should fall now that major events have passed by Nomura Research
- The PSA Weekly Research Round up for the Week to 8 November 2024 by Pelham Smithers Associates Ltd
- 日本株メモ - 決算発表中盤戦レビューと説明会トーン(11/8時点) by Nomura Research
- PSA Today 11 Nov: Flat as earnings wind down / Kioxia IPO back on / Video games round-up / Results for Isuzu, Terumo, IIJ, Daifuku / KHI sold on Trump Mexico tariffs / Appier preview – Nikkei225 +0.08% | ¥153.37 by Pelham Smithers Associates Ltd
- PSA Today 13 Nov: Macro concerns, yen and JGBs weaken / PPI increases accelerate in October / Surprisingly, a profitable Q3 for October / Considering ExaWizards' Q2 - Nikkei 225 -1.66% by Pelham Smithers Associates Ltd
- PSA Today 14 Nov: Slide again / Japan Q3 GDP due Friday / Bandai ups Gunpla price / SMC Q2 / Strong cable makers / Dentsu, PeptiDream Q3s / GNI's Cullgen and Pulmatrix – Nikkei 225 -0.48% | ¥$155.90 by Pelham Smithers Associates Ltd
- Japan equity weekly (14 November 2024) - Position indices suggest some ups and downs for major equity indices by Nomura Research
- 日本株投資戦略（11月号） - 一足早い24年相場の反省と25年の注目点 by Nomura Research
- PSA Today 16 Oct: ASML shock sends tech lower / Readacross from ASML's weak orders / Core machinery orders / China Sep auto sales fall / Record tourist numbers in Sep – Nikkei 225 -1.83% | ¥$149.27 by Pelham Smithers Associates Ltd
- PSA Today 18 Oct: End of a choppy week / Sega beats Bandai to top Japan Video Game Charts / Update on Shin-Etsu's strategy / Sansan bounces / Positive updates on Chugai's drugs – Nikkei 225 +0.18% | ¥$149.97 by Pelham Smithers Associates Ltd
- PSA Today 21 Oct: Little action ahead of election / Negative poll for LDP / Nissan in the US / ExaWizards and Takara & Co / Previewing CUC – Nikkei 225 -0.07% | ¥$149.60 by Pelham Smithers Associates Ltd
- PSA Today 23 Oct: Weak yen starting to impact / Why is anime doing so well? / Nidec's FY24 Q2 / IHI's aero-engine division / Otsuka riding rare disease wave - Nikkei 225 -0.80% by Pelham Smithers Associates Ltd
- PSA Today 25 Oct: Sunday general election a drag / Tokyo CPI / Video game round-up / Results for Shin-Etsu, Fanuc, Chugai / Ube, HCM revise down / Previewing NRI Q2 – Nikkei 225 -0.60% | ¥$151.84 by Pelham Smithers Associates Ltd
- PSA Today 28 Oct: Post-election market surge / Who will govern Japan? / Koei Tecmo Q2 / Fanuc positive slant / TIS Q2 preview / Olympus's Kaufmann out / CUC Q2 – Nikkei 225 +1.82% | ¥$153.29 by Pelham Smithers Associates Ltd
- PSA Today 30 Oct: Propelled by Nasdaq, nuclear, not earnings / Q2s for Hitachi, Advantest, Sumi Chem, Sumi Pharma, Obic, Astellas / Hino slumps / Considering Fujikura – Nikkei 225 +0.96% | ¥$153.31 by Pelham Smithers Associates Ltd
- PSA Today 31 Oct: Economy spooks market / The economy worsens / LDP, DPP in talks / Quarterly results for Konami, Lasertec, MMC, Denso, Aisin, Nabtesco, NRI, Daiichi Sankyo – Nikkei 225 -0.50% | ¥$152.19 by Pelham Smithers Associates Ltd
- 日本株メモ - 東証が”悪い事例集”のひな型を掲載 by Nomura Research
- Japan equity memo - TSE presents anonymized examples of inadequate disclosures by Nomura Research
- The PSA Weekly Research Round up for the Week to 1 November 2024 by Pelham Smithers Associates Ltd
- 日本株メモ - 24年度2Q決算序盤戦レビュー (11/1時点) by Nomura Research
- Japan equity memo - Early stages of FY24 Q2 results (as of 1 November) by Nomura Research
- Russell/Nomura Japan Equity Indexes - Performance summary by Nomura Research
- Japan equity memo - What a Trump victory might mean for Japanese equities by Nomura Research
- 日本株ウィークリー（2024年11月7日） - イベント通過でボラティリティ低下を期待 by Nomura Research
- PSA Today 7 Nov: Tech-laden Nikkei 225 falls on Trump tariff concerns / Sony PS5 Pro review and FY24 Q2 preview / Results for Mazda, Nissan, Fujikura, NTT Data, Shimadzu, Moriya Transport – Nikkei 225 -0.25% | ¥$153.82 by Pelham Smithers Associates Ltd
- PSA Today 8 Nov: Mixed day / Results for Sony, Square Enix, Ricoh, UBE, Suzuki Motor, Daifuku, Olympus / Impressive gains in KHI, Furukawa Electric / PKSHA preview – Nikkei 225 +0.30% | ¥$152.68 by Pelham Smithers Associates Ltd
- PSA Macro: Would Another Hike in Rates Matter? by Pelham Smithers Associates Ltd
- Japan equity memo - Review of results announcement season thus far and tone of briefings (as of 8 November) by Nomura Research
- PSA Today 12 Nov: Mixed day / Ishiba's chip sector support / PS5 games / Results for Nexon, TEL, SRE Holdings, Japan Elevator Service / Activist investor interest in Nissan / Feedback from Nxera's IR day – Nikkei 225 -0.40% | ¥$153.79 by Pelham Smithers Associates Ltd
- 日本株ウィークリー（2024年11月14日） - 株式ポジション指標は指数の一進一退を示唆 by Nomura Research
- Japan equity memo - Impact of US tariffs based on input-output analysis by Nomura Research
- 日本株メモ - 産業連関分析でみる米関税政策の影響 by Nomura Research
- Japanese equities investment strategy (November) - An early retrospective on 2024 and points to watch in 2025 by Nomura Research