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Market Commentary / Equity
- PSA Today 25 Apr: Most of tariff fall recouped now / Tokyo CPI / Analyst articles on Advantest, Nissan, Hino, Denso, HCM, NRI, NTT Data, Chugai, DSK – Nikkei 225 +1.90% | ¥$143.55 by Pelham Smithers Associates Ltd
- 野村マクロレビュー（メモ） - 中東出張報告（4月20日～22日） by Nomura Research
- PSA Today 28 Apr: Sentiment uptick / FY24s for Hitachi, NEC / Socionext woes / TDK, Komatsu: weak FY25 guidance / Toyota Industries to be taken private? / JMDC preview / CUC FY25 guidance conservative – Nikkei 225 +0.38% | ¥$143.83 by Pelham Smithers Associates Ltd
- Japanese equities factor geek - We should also consider domestic demand-oriented high-beta stocks by Nomura Research
- 日本株クオンツメモ - 指数は回復基調も物色は為替影響が大きい by Nomura Research
- Russell/Nomura 日本株インデックス- ハンドブック2025年度版 by Nomura Research
- Japan equity flow monitor (May 2025) - String of share buyback announcements despite uncertain outlook by Nomura Research
- Japan equity memo: First impressions of FY25 guidance - Projections look firm at first glance, but downside risks remain from tariffs not being factored in by Nomura Research
- 日本株メモ：日銀会合通過 - 景気悪化ジンクスへの警戒はやや後退 by Nomura Research
- 日本株ウィークリー（2025年5月1日） - 米景気を軸に業績・バリュエーションを両睨み by Nomura Research
- 野村マクロレビュー（メモ） - 日銀25年4/5月会合と日本株マクロの視点 by Nomura Research
- Japan economic perspective (memo) - BOJ Apr–May 2025 MPM and Japanese equity macro perspective by Nomura Research
- India Equity Strategy - 4QFY25 corporate earnings assessment by Nomura Research
- 野村マクロレビュー（メモ） - 日米関税交渉（第2回）のポイント by Nomura Research
- The PSA Research Round-Up for the Week to 2 May 2025 by Pelham Smithers Associates Ltd
- Japan equity market summary (April 2025) - Confusion over additional US tariffs by Nomura Research
- 日本株Factor Geek - 市場予想の下方修正でなく「ばらつき」に注目 by Nomura Research
- 日本株クオンツメモ - 逆張りかつ意見統一が優勢な決算発表 by Nomura Research
- インド株ストラテジー - 25年1～3月期決算の評価 by Nomura Research
- Japanese equities factor geek - Focusing on dispersion of, rather than downward revisions to, market forecasts by Nomura Research
- 日本株見通し:目先は小休止､年末高へ - 25年末のTOPIX予想を2,800に小幅引き上げ by Nomura Research
- 日本株ウィークリー（2025年5月8日） - 米中融和期待が上昇も、紆余曲折に注意 by Nomura Research
- PSA Today 8 May: Topix 10 days up (just), tech optimism returns / NTT to swallow NTT Data / TOY FY25 forecast / FY24 results for IHI, Daikin, JMDC, Omron, LY Corp / Intermestic FY25 Q1 – Nikkei 225 +0.41% | ¥$144.35 by Pelham Smithers Associates Ltd
- PSA Today 9 May: 11-day rally / Mar household spending / FY24 Q4s for SBI Holdings, Tokyo Seimitsu, Screen, MMC, KHI, MHI, Daikin, TIS, DeNA – Nikkei 225 +1.56% | ¥145.45 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(5) TOPIX by Nomura Research
- The PSA Research Round-Up for the Two-Week Period Covering 11~25 April 2025 by Pelham Smithers Associates Ltd
- 日本株Factor Geek - 「内需系高ベータ銘柄」も視野に by Nomura Research
- Malaysia ESG review – Apr-25 - Spotlight on rising medical insurance premiums by Nomura Research
- 日本株フローモニター 2025年5月 - 先行き不透明でも自社株買い発表が相次ぐ by Nomura Research
- 日本株メモ：25年度会社予想第一印象 - 一見堅調も関税未反映で下振れ懸念残る by Nomura Research
- Japan equity quant memo - Indices recovering but stock selection strongly influenced by forex by Nomura Research
- PSA Today 30 Apr: Good earnings, trade hopes / Macro / Video games / Auto tariffs / Analyst comments: SQE, Sony CMOS, Koei Tecmo, Murata, Melco, Nabtesco, Sumi Chem, TIS, NTT Data, MACP, MARI – Nikkei 225 +0.57% | ¥$142.54 by Pelham Smithers Associates Ltd
- Russell/Nomura Japan Equity Indexes - FY25 handbook by Nomura Research
- 25年4月の日本株市場サマリー - 米国の追加関税を巡って右往左往 by Nomura Research
- Japan equity memo: BOJ monetary policy meeting passes uneventfully - Slight easing in concerns about economic downturn jinx by Nomura Research
- PSA Today 1 May: Gains as BoJ leaves rates unch, dollar, bonds up / Genki Hoya / ZOZO FY24, FY25 guidance miss / Healthcare round-up / Nxera interest / Insource April KPIs – Nikkei 225 +1.13% | ¥$144.48 by Pelham Smithers Associates Ltd
- Japan equity weekly (1 May 2025) - Looking at both earnings and valuations, with focus on US economy by Nomura Research
- 日本株クオンツメモ - 25.3期Q4決算株価反応速報その1 by Nomura Research
- Japan economic perspective (memo) - Key points in second round of US-Japan tariff negotiations by Nomura Research
- Japan equity quant memo - Share price reactions to 25/3 Q4 results (1) by Nomura Research
- 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 7 May: US China trade talk hope / PSA heads up on Sony / Nintendo Q&A / TOY results 8 May / SRE Holdings Q4 / Appier Q1 preview / Mercari FY24 Q3 / Insource FY25 1H - Nikkei 225 -0.14% – Nikkei 225 -0.14% | ¥143.01 by Pelham Smithers Associates Ltd
- Japan equity quant memo - Contrarian, consensus stocks outperform during current results season by Nomura Research
- 日本株クオンツメモ - 25.3期Q4決算株価反応速報その2 by Nomura Research
- Japanese equity outlook: We expect near-term pause, year-end rally - We nudge up our end-2025 TOPIX forecast to 2,800 by Nomura Research
- Japan equity quant memo - Share price reactions to 25/3 Q4 results (2) by Nomura Research
- Japan equity weekly (8 May 2025) - Expectations for US–China reconciliation rise, but caution on potential twists and turns by Nomura Research
- The PSA Research Round-Up for the Week to 9 May 2025 by Pelham Smithers Associates Ltd
- 日本株Factor Geek - ショック前後はファクターより「業種」に注目 by Nomura Research