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Market Commentary / Equity
- Japan equity memo - Ad hoc series: Looking at the technical charts (5) – TOPIX by Nomura Research
- Japanese equities factor geek - Closer look at selection being based on sector, instead of factors, around time of shocks by Nomura Research
- 日本株メモ：25年度減益計画スタートへ - 減益計画かつ大幅下振れは2020年以来 by Nomura Research
- Japan equity quant memo - Share price reactions to 25/3 Q4 results (3) by Nomura Research
- Malaysia equity strategy - Vulnerable/defensive stocks during FX volatility by Nomura Research
- Japan economic perspective (memo) - Impact of tariffs on April 2025 export prices by Nomura Research
- 日本株クオンツメモ - 物色は次第に予想業績へ by Nomura Research
- PSA Today 15 May: Waning high spirits /Considering Japan's "Fallen Heroes" exporters / Results, results: Bridgestone, Isuzu, PKSHA, ExaWizards, Eisai, Rakuten, CyberAgent, Kyoritsu Maintenance, TKP subs – Nikkei 225 -0.98% | ¥$145.85 by Pelham Smithers Associates Ltd
- Japan equity quant memo - Gradual shift in stock selection toward earnings expectations by Nomura Research
- Japanese equities investment strategy (May) - We raise our forecasts for equity indices slightly and widen our forecast range by Nomura Research
- The PSA Research Round-Up for the Week to 16 May 2025 by Pelham Smithers Associates Ltd
- 日本株Factor Geek - 関税ショック後の荒波相場のフーリエ的解釈 by Nomura Research
- PSA Today 19 May: Market on hold as trade outcomes awaited / Unpopular Ishiba / Video games round-up /MLCCs / US auto tariffs / Terumo miss / Park24 Apr KPIs – Nikkei 225 -0.68% | ¥$145.06 by Pelham Smithers Associates Ltd
- Japan equity memo: ROE unlikely to have broken above 10% in FY24 - Distribution shows upward shift, with more companies breaking above 10% by Nomura Research
- 日本株メモ：日本企業の株主還元 - 25年度は減益を見込むが、株主還元は拡大へ by Nomura Research
- Japan equity quant memo - Share price reactions to 25/3 Q4 results (4) by Nomura Research
- 野村マクロレビュー（メモ） - 25年4月輸出物価に見る関税の影響（品目別） by Nomura Research
- PSA Today 21 May: Down day, focus stays on bond, currency markets / April Japan trade / Memory prices / Mercari, AI, fraud / Shift, AI, Elu / More record tourism – Nikkei 225 -0.61% | ¥$143.83 by Pelham Smithers Associates Ltd
- Japan equity quantitative strategy - Reasons for share buybacks and share price performance by Nomura Research
- 日本株ウィークリー（2025年5月22日） - 米国債格下げへの株式市場の反応：今回は違う？ by Nomura Research
- Japan equity weekly (22 May 2025) - Equity market reaction to US credit rating downgrade: Is this time different? by Nomura Research
- PSA Today 23 May: Shares gain as bond yields ease / Nuclear and data centre plays up on Trump / Gyre hydronidone good news / Autos and US tariffs / Defence plays – Nikkei 225 +0.47% | ¥$143.49 by Pelham Smithers Associates Ltd
- The PSA Research Round-Up for the Week to 23 May 2025 by Pelham Smithers Associates Ltd
- 日本株メモ：6月以降の株式市場イベント - 「米関税」「国債の信認と需給」「コメ」が軸に by Nomura Research
- Japan equity memo: Equity market events from June onwards - US tariffs, confidence in and supply/demand for government debt, rice by Nomura Research
- PSA Today 12 May: Hopes on trade tariffs, Ukraine war talks / Bank lending / Panasonic peels the onion / FY24 Q4s for Sega Sammy, Mazda, Suzuki, Moriya TE&M / KHI rethink - Nikkei 225 +0.38% by Pelham Smithers Associates Ltd
- Japan equity memo: Initial FY25 guidance is for lower profits - Most bearish guidance since 2020 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3 by Nomura Research
- PSA Today 13 May: Up on "30 10" / Video games round-up / Genki biz service stocks / Nexon, Capcom, Honda, Olympus, Peptidream, Fujikura, Furukawa, PKSHA, JES, Cover - Nikkei 225 +1.43% by Pelham Smithers Associates Ltd
- 野村マクロレビュー（メモ） - 25年4月輸出物価に見る関税の影響 by Nomura Research
- PSA Today 14 May: Topix winning streak ends / April PPI / Results comments on Sony, Square Enix, Nissan, Subaru, IIJ, istyle, Sysmex – Nikkei -0.14% | ¥147.09 by Pelham Smithers Associates Ltd
- 日本株ウィークリー（2025年5月15日） - 決算後は関税交渉・政策期待vs下方修正懸念 by Nomura Research
- Japan equity weekly (15 May 2025) - Post results: Tariff negotiation/countermeasure prospects vs downward forecast revision concerns by Nomura Research
- 日本株投資戦略（5月号） - 株価指数見通し小幅引き上げ､レンジも広めに by Nomura Research
- PSA Today 16 May: Flat, watching yen / CY25 Q1 GDP / Sony's live service problems / Appier beats / Net Protections beats – Nikkei 225 0.00% | ¥$145.23 by Pelham Smithers Associates Ltd
- 野村ESGマンスリー(2025年5月) - 人的資本、生物多様性の基準設定は進むか by Nomura Research
- 日本株メモ:24年度もROE10％の壁破れず - 分布は上方シフト、10％突破企業は増加 by Nomura Research
- Japanese equities factor geek - A Fourier interpretation of the volatile market after the tariff shock 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4 by Nomura Research
- PSA Today 20 May: Lower as JGB yields surge, strong yen / Weak JGB auction / Nvidia's NVLink Fusion / Samsung SOCs in Switch 2 / Toyota Industries take-over update / Defence stocks faring well – Nikkei 225 +0.08% | ¥$144.47 by Pelham Smithers Associates Ltd
- Japan equity memo: Shareholder returns at Japanese companies - We expect profits to fall but shareholder returns to increase in FY25 by Nomura Research
- 日本株クオンツストラテジー - 自社株買い理由の傾向と株価パフォーマンス by Nomura Research
- Japan economic perspective (memo) - Impact of tariffs on April 2025 export prices by item by Nomura Research
- Nomura ESG Monthly (May 2025) - Will human capital/biodiversity standard-setting move ahead? by Nomura Research
- PSA Today 22 May: Shares taking note of JGBs / Foreign bond selling? / Considering Rohm / Toyota's new HEV-only US RAV4 / IHI, MHI at new ATHs / Giftee re-evaluated / Anicom's April KPIs – Nikkei 225 -0.84% | ¥$143.20 by Pelham Smithers Associates Ltd
- 日本株クオンツメモ - 円高トレンド回帰なら中小型株優位の展開に by Nomura Research
- Japan equity quant memo - Small caps could outperform if yen strengthens again by Nomura Research
- 野村マクロレビュー（メモ） - 日米関税交渉（第3回）のポイント by Nomura Research
- 日本株Factor Geek - 足元の悪い金利上昇とファクターの関係 by Nomura Research
- Japan economic perspective (memo) - Key points in third round of US-Japan tariff negotiations by Nomura Research