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Market Commentary / Equity
- 野村マクロレビュー - 「節約志向」の現在地 by Nomura Research
- 日本株投資戦略（1月号） - 1-3月の注目点と日本のアピール点を整理 by Nomura Research
- Japanese equities investment strategy (January) - Key points for Jan-Mar and points to watch in Japan by Nomura Research
- The PSA Weekly Research Round up for the Week to 17 January 2025 by Pelham Smithers Associates Ltd
- PSA Today 20 Jan: Shares gain but momentum curbed / Further sparkling machinery data / Seven & I food price rise / Rakuten's Mikitani on Mobile, AI / Park24 Dec KPIs – Nikkei 225 +1.17% | $156.18 by Pelham Smithers Associates Ltd
- 日本株メモ：トランプ氏Day1は比較的平穏 - 関税の悪影響を受けそうな銘柄は売られず by Nomura Research
- 日本株メモ：CFO経営は有効か？ - 約3割の企業が導入、効果はケースバイケース by Nomura Research
- Japan equity memo: Is CFO management effective? - Around 30% of firms have a CFO; results are case-by-case by Nomura Research
- PSA Today 22 Jan: US AI infrastructure plans boost market / AI arms race ratchets up another gear / Previewing TOY FY24 Q3 / Considering Insource, CUC – Nikkei 225 +1.58% | ¥$155.86 by Pelham Smithers Associates Ltd
- 日本株ウィークリー（2025年1月23日） - 24年10-12月期決算では増益基調を維持へ by Nomura Research
- Japan equity weekly (23 January 2025) - We expect Oct–Dec 2024 results to show continued profit growth by Nomura Research
- 日本株メモ：利上げへの初期反応は平穏 - 24年7月や過去の利上げ時とは異なる展開 by Nomura Research
- PSA Today 24 July: Rates up, earnings season opens weaker / BoJ and CPI / Video games round-up / Mitsubishi Motors a merger refusenik? / Automation, Fanuc – Nikkei 225 -0.07% | ¥$155.36 by Pelham Smithers Associates Ltd
- 野村マクロレビュー - 日銀展望レポート（全文）の株マクロへの含意 by Nomura Research
- PSA Today 27 Jan: Two-way on rate hike, DeepSeek / Jan 31 macro dump / DeepSeek! / Koei Tecmo Q3 / Nidec progress / Q3s: Fanuc, HCM, Obic, OBC / Genki Eisai / Insource Q1 – Nikkei 225 -0.92% | ¥$155.93 by Pelham Smithers Associates Ltd
- Japan economic perspective - Market implications of full text of BOJ Outlook Report by Nomura Research
- PSA Today 28 Jan: DeepSeek, interest rates / Why Japan's video game stocks are back in vogue / UBE lowers FY24, ups restructuring / Genki HCM / Komatsu Q3 preview – Nikkei 225 -1.39% | ¥$155.76 by Pelham Smithers Associates Ltd
- 日本株フローモニター 2025年2月 - 新年の個人投資家フロー、GPIFアップデート by Nomura Research
- PSA Today 29 Jan: SOX rebound sends Tokyo higher / Sony's CEO / Renesas's wireless power transmission / DeepSeek &Japanese AI solution providers / Quarterly results for Capcom, CyberAgent, Advantest, Shin-Etsu Chemical, CUC – Nikkei 225 +1. by Pelham Smithers Associates Ltd
- Japan equity flow monitor (February 2025) - New year flows at individual investors, GPIF update by Nomura Research
- PSA Today 30 Jan: Fed stands pat, global SPE good news / Q3s for NEC, Toei Animation, Anritsu, NRI / Canon Q4 / Istyle's gains YTD / M&A Cap Q1 / MARI woes – Nikkei 225 +0.25% | ¥$154.42 by Pelham Smithers Associates Ltd
- PSA Today 31 Jan: Stocks higher but eyes on JGBs as Tokyo CPI surges / Dec macro data / Q3s for Hitachi, Konami, Socionext, Denso, Komatsu, ZOZO / Hino slumps / Toyota Industries: no plan to sell shares / Chugai's FY24 – Nikkei 225 +0.15% | by Pelham Smithers Associates Ltd
- Malaysia equity strategy - DeepSeek’s impact on Malaysia’s DC value chain by Nomura Research
- PSA Today 3 Feb: Trump tariffs bite / Video games round-up / Q3 results for Rohm, Murata, Kyocera, MMC / North American tariffs to hit Japanese automakers / Insource January KPIs – Nikkei 225 -2.66% | ¥$155.19 by Pelham Smithers Associates Ltd
- 日本株クオンツメモ - 25.3期3Q決算株価反応速報 by Nomura Research
- 日本企業の業績予想前提変更 - 1月17日付業績見通しから順次適用 by Nomura Research
- Changes to Japanese company earnings estimate assumptions - Applied to analyst estimates from 17 January 2025 by Nomura Research
- PSA Today 17 Jan: Poor week, day off lows / Video games round-up / Considering CyberAgent / Mitsui, Mitsubishi phenol cooperation / Considering Money Forward / Koshidaka's disappointing Q2 outlook – Nikkei 225 -0.31% | ¥$155.72 by Pelham Smithers Associates Ltd
- Japan economic perspective - The present shape of consumer thriftiness by Nomura Research
- PSA Today 21 Jan: 39,000 regained as Trump puts some tariffs on hold / "High expectations" earnings season / Mitsubishi & Sumitomo Chemical's pharma / NRI FY24 Q3 preview – Nikkei 225 +0.32% | ¥$155.52 by Pelham Smithers Associates Ltd
- Japan equity memo: Trump 2.0 begins relatively peacefully - No sell-off of stocks likely to be affected by tariffs by Nomura Research
- 日本株クオンツストラテジー - 25/3期3Q決算企業の株価反応プレビュー by Nomura Research
- Japan equity quantitative strategy - Preview of share price reactions for companies reporting 25/3 Q3 results by Nomura Research
- 日本株クオンツストラテジー - バリューの多角的レビュー（４、Q&A） by Nomura Research
- PSA Today 23 Jan: Another AI-led rise / Sony's surprise hit movie / Nidec Q3 / Previews for Fujikura Q3 Chugai Q4, TIS Q4 / Considering GA Technology – Nikkei 225 +0.79% | ¥$156.62 by Pelham Smithers Associates Ltd
- Japanese equity quantitative strategy - A multifaceted review of value (4, Q&A) by Nomura Research
- Japan equity memo: Muted initial reaction to rate hike - Reaction differs from July 2024 hike and other previous rate hikes by Nomura Research
- The PSA Weekly Research Round-Up for the Week to 24 January 2025 by Pelham Smithers Associates Ltd
- Nomura ESG Monthly (January 2025) - Our take on the battle between diversity and fairness by Nomura Research
- Malaysia ESG review – Jan-25 - Site visit to Bio Eneco plant by Nomura Research
- 日本株クオンツメモ - 蘇る昨年8月の記憶 by Nomura Research
- Japan equity quant memo - Bringing back memories of August 2024 by Nomura Research
- 日本株メモ：2月以降の株式市場イベント - 日米首脳会談、予算、決算・中計、GPIFなど by Nomura Research
- Japan equity memo: Equity market events for February onwards - US-Japan summit, budgets, financial results, medium-term business plans, GPIF by Nomura Research
- 日本株ウィークリー（2025年1月30日） - 移動平均線を上抜けるTOPIX by Nomura Research
- Japan equity weekly (30 January 2025) - TOPIX breaking out above moving averages by Nomura Research
- The PSA Weekly Research Round-Up for the Week to 31 January 2025 by Pelham Smithers Associates Ltd
- 25年1月の日本株市場サマリー - 前半安、後半に反発するも上値は重い by Nomura Research
- Malaysia equity strategy - Reducing KLCI target on rising external risks by Nomura Research
- Japan equity market summary (January 2025) - Weakness in first half of month followed by rebound in second half, but upside limited by Nomura Research