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Market Commentary / Equity
- PSA Today 26 May: Tariff delay, US Steel, Video games, Sony Pictures, KHI icebreakers - Nikkei 225 +1.00% by Pelham Smithers Associates Ltd
- 日本株クオンツメモ - 25.3期Q4決算株価反応の総括 by Nomura Research
- PSA Today 27 May: Bond relief, quiet equity day / Considering equity performance / Switch2 pricing on eBay / Furukawa, Fujikura / Visional Q3 preview / Timee's strength – Nikkei 225 +0.51% | ¥$143.19 by Pelham Smithers Associates Ltd
- Japan equity quantitative strategy - Visualization of Japanese equity themes (FY24–25) by Nomura Research
- Japanese equities factor geek - Relationship between recent unfavorable rise in interest rates and factor performance by Nomura Research
- 日本株クオンツメモ - 持続的な円高に対してどう対応するべきか by Nomura Research
- Japan small caps: FY24 Q4 results - Second straight quarter of profit growth, but pace of growth slows by Nomura Research
- 日本株フローモニター 2025年6月 - 投機勢は株高に乗り遅れ、買い戻し余地は大きい by Nomura Research
- 日本株ウィークリー（2025年5月29日） - リビジョン・インデックスは下振れも想定範囲内 by Nomura Research
- Japan equity weekly (29 May 2025) - Revision index lower than expected, but within range of expectations by Nomura Research
- Russell/Nomura 日本株インデックス- インデックス構成ルールブック by Nomura Research
- The PSA Research Round-Up for the Week to 30 May 2025 by Pelham Smithers Associates Ltd
- India Equity Strategy - Raise March 2026 Nifty target to 26,140 by Nomura Research
- インド株ストラテジー - 26年3月末のNifty指数目標を26,140に引き上げ by Nomura Research
- 日本株Factor Geek - 中国関連株の反発が巻き込むファクター by Nomura Research
- Japan equity memo: METI putting the damper on shareholder returns? - Not actually backpedaling on corporate governance reforms, but media cherry-picking warrants caution by Nomura Research
- Japanese equities factor geek - Factors affected by the rebound in China-related stocks by Nomura Research
- 日本株クオンツメモ - 予想業績ファクターの伸びが拡大 by Nomura Research
- Japan equity quant memo - We see increased growth for earnings forecast-related factor by Nomura Research
- Japan equity memo: Scenarios for P/E over 15x - Benchmark is 15x, but keep in mind potential for upside and downside 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 4 Jun: Following US tech appetite / PSA revisits AI stocks / May US auto sales scrutinised / Opportunity for Timee amid population shrinkage – Nikkei 225 +0.8% | ¥$143.96 by Pelham Smithers Associates Ltd
- 日本株クオンツメモ - 円高時には売上高リビジョンが有効 by Nomura Research
- PSA Today 5 Jun: 30-yr bond auction disappoints, tech up / Launch of the Switch2 / Issues around TOY industries TOB / Net Protections / Santen myopia drug for EU – Nikkei 225 -0.51% | ¥143.07 by Pelham Smithers Associates Ltd