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Market Commentary / Equity
- PSA Today 4 Feb: Bounce on tariff delay / Q3 results for Nintendo, Ibiden, Tokyo Seimitsu, MHI, Mtb Electric, Astellas / Honda considers a Nissan takeover / NTT Data FY24 Q3 preview – Nikkei 225 +0.72% | ¥$155.33 by Pelham Smithers Associates Ltd
- Hybridan Monthly, 3 February 2025 by Hybridan
- 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
- Russell/Nomura Japan Equity Indexes - Performance summary by Nomura Research
- PSA Today 5 Feb: Higher after Earnings / Bandai Namco Q3 OP +412% YoY / Wages Up / Toyota Guidance Raised / Daikin Disappoints / Kakaku Revisit / GA Technologies Share Offering / TIS Beat / Shimadzu Q3 – Nikkei 225 +0.09% | ¥$153.28 by Pelham Smithers Associates Ltd
- January 2025 Monthly Market Update by ARM Securities Limited
- PSA Today 6 Feb: Up on Sox / Earnings / Renesas Q4 / TEL Q3 / Nikon Q3 / Suzuki FY24 / Honda-Nissan on brink / JMDC Q3 / Kakaku Q3 / Mercari Q2 / Intermestic KPIs / Amvis Q1 – Nikkei 225 +0.61% | ¥$152.57 by Pelham Smithers Associates Ltd
- PSA Today 7 Feb: Slide / Spending / Games / Materials / Autos / Machinery / Internet - eCommerce / Software / Healthcare / Services – Nikkei 225 +0.61% | ¥$152.57 by Pelham Smithers Associates Ltd
- 野村マクロレビュー - 日本株マクロから見た日米首脳会談の含意 by Nomura Research
- PSA Today 10 Feb: Cautious mood / Isuzu Q3 / Fujikura blow-out Q3 / Genki KHI / Kureha, Central Glass and LiB market / IIJ Q3 / Previewing Appier Q4 / Omron Q3 – Nikkei 225 +0.04% | ¥$151.97 by Pelham Smithers Associates Ltd
- Japan equity quant memo - Preliminary reaction to 25/3 Q3 results (2) by Nomura Research
- 日本株ウィークリー（2025年2月13日） - Q3決算・日米首脳会談ともに無事通過 by Nomura Research
- Japan equity weekly (13 February 2025) - Q3 results announcements and US–Japan summit both pass without incident by Nomura Research
- 日本株投資戦略（2月号） - ミニ4重苦に直面も24年度Q3決算は堅調 by Nomura Research
- Japan equity quant memo - Change in target price factor effective among factors related to change in analyst forecasts by Nomura Research
- Japanese equities investment strategy (February) - FY24 Q3 results solid despite four mini headwinds by Nomura Research
- The PSA Weekly Research Round-Up for the Week to 14 Feb by Pelham Smithers Associates Ltd
- Japan economic perspective - Implications of Trump administration's reciprocal tariffs by Nomura Research
- 野村ESGマンスリー(2025年2月) - 海外ではDEIヘの逆風、国内では人権対応 by Nomura Research
- Japan equity memo: Data related to new NISA scheme - Purchases up 3.3x y-y to ¥17.5trn in 2024 by Nomura Research
- PSA Today 17 Feb: Eyes on bonds and yen / Japan's Q4 GDP / Video games round-up / Bridgestone: it's complicated / Olympus spaghetti / Park 24 Jan KPIs – Nikkei 225 +0.06% | ¥$151.63 by Pelham Smithers Associates Ltd
- Japan economic perspective - Reports about BOJ selling ETFs: Points to watch by Nomura Research
- Japan equity quant memo - Preliminary reaction to 25/3 Q3 results (3) by Nomura Research
- 野村マクロレビュー - 不動産価格などを意識する日銀・高田委員 by Nomura Research
- PSA Today 19 Feb: Tariff worries still / Intel break-up? IC, SPE names / GTA6 chatter / Nidec, Makino Milling, machine tool industry / Strong Giftee shares / Tourism stocks – Nikkei 225 -0.27% | ¥$151.76 by Pelham Smithers Associates Ltd
- マレーシア株ストラテジー - DeepSeek登場によるデータセンターへの影響 by Nomura Research
- Japan equity quant memo - Preliminary reaction to 25/3 Q3 results by Nomura Research
- 日本株クオンツメモ - 業績関連ファクターは予想系より実績系 by Nomura Research
- マレーシア株ストラテジー - 資金フローとファンダメンタルズ(25年1月) by Nomura Research
- Japan equity quant memo - Among earnings-related factors, actual earnings-related factor more effective than forecast-related factors by Nomura Research
- 日本株ウィークリー（2025年2月6日） - 関税リスクを抱えつつQ3決算は無事通過へ by Nomura Research
- Japan equity weekly (6 February 2025) - Q3 results likely to pass without incident despite tariff risk by Nomura Research
- The PSA Weekly Research Round-Up for the Week to 7 January 2025 by Pelham Smithers Associates Ltd
- Japan economic perspective - Implications of US–Japan summit for Japanese equities from macro perspective by Nomura Research
- 日本株クオンツメモ - 25.3期Q3決算株価反応速報その2 by Nomura Research
- PSA Today 12 Feb: Yen, bonds focus / Shimano Q4 / Sony / Chemicals / BS Q4 preview / GMO PG Q1, Cover Q3, PKSHA Q1 preview / Recruit / Moriya TE, JES Q3s / Sysmex Q3 – Nikkei 225 +0.42% | ¥$153.59 by Pelham Smithers Associates Ltd
- PSA Today 13 Feb: Macro boost / Sony Q3 / Honda plus Nissan no-go; Q3s / Kaneka Q3 / Istyle Q2 / Trend Micro in play? / ExaWizards, DTS, Kakuyasu Q3 / Genki Peptidream – Nikkei 225 +1.28% | ¥$154.03 by Pelham Smithers Associates Ltd
- 日本株メモ：自社株買いの端境期 - Q3決算発表を経て、取得枠終了のシーズンに by Nomura Research
- 日本株クオンツメモ - アナリスト予想変化ではTP変化が有効 by Nomura Research
- Japan equity memo: Fallow period for share buybacks - Many buybacks likely to be completed after Q3 results by Nomura Research
- PSA Today Valentine's Day: End-of-week profits taken / Look at the earnings! / Kioxia, Nissan, SMC, Daifuku, BASE Inc, Rakuten, Appier, Intermestic, Sanrio, GNI Group, Nxera – Nikkei 225 -0.79% | ¥$152.55 by Pelham Smithers Associates Ltd
- 野村マクロレビュー - トランプ相互関税の「有りうる」含意 by Nomura Research
- 日本株メモ：新NISA関連統計 - 24年の買付額は17.5兆円と前年比3.3倍に by Nomura Research
- 日本株メモ：欧州に対する出遅れ解消へ - 日本の欧州関連株にも注目 by Nomura Research
- 野村マクロレビュー - 日銀ETF 処分報道と論点整理 by Nomura Research
- Japan equity memo: Time to close the gap with Europe - Focus on Europe-related stocks in Japan too by Nomura Research
- 日本株クオンツメモ - 25.3期Q3決算株価反応速報その3 by Nomura Research
- PSA Today 18 Feb: Rate hike expectations / Results are in, with forecasts raised and valuations attractive / Nissan shares: a reprieve / Trend Micro FY24 results miss but FY25 outlook beats – Nikkei 225 +0.25% | ¥$151.85 by Pelham Smithers Associates Ltd
- 日本株メモ：業績ピークはまだ先の理由 - 25年度は値上げ継続と数量回復で増益継続 by Nomura Research
- Japan economic perspective - BOJ Policy Board member Hajime Takata factors in real estate prices by Nomura Research