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Market Commentary / Equity
- 日本株クオンツストラテジー - 26.3期Q1決算株価反応プレビュー by Nomura Research
- PSA Today 23 July: Japan soars on US trade deal / Takaichi vs Koizumi part 2? / Japan US trade deal / US auto import tariffs cut to 15% / Shin-Etsu Polymer's Q1 beat / Q1 preview for TIS / Q2 preview for Mercari – Nikkei 225 +3.51% | ¥$146. by Pelham Smithers Associates Ltd
- Japan equity quant memo - Reversals likely to continue following US-Japan tariff agreement by Nomura Research
- 日本株ウィークリー（2025年7月24日） - 日本株EPS＆株価指数見通し引き上げ by Nomura Research
- Japan equity weekly (24 July 2025) - Raising our forecasts for EPS and equity indices for Japanese equities by Nomura Research
- The PSA Research Round-Up for the Week to 25 July 2025 by Pelham Smithers Associates Ltd
- 日本株Factor Geek - 海外投資家の売買理由を探る外国人ベータモデル by Nomura Research
- Japan equity memo: Response to TSE requests, focus now more on quality - We look for improvements based on published positive examples of IR initiatives by Nomura Research
- 日本株メモ：8月の株式市場イベント - 今年の8月は静かな夏となるか？ by Nomura Research
- Japan equity memo: Equity market events in August - Will August be part of a quiet summer? by Nomura Research
- Malaysia ESG review – Jul-25 - Maritime sustainability updates by Nomura Research
- 日本株フローモニター 2025年8月 - 海外投機勢の先物買い戻しは概ね完了 by Nomura Research
- PSA Today 30 July: BOJ rate decision tomo / Q1s for Capcom, tech names, Nissan Hino, Zeon, Astellas, HCM / Q1 previews for Dely, ZOZO / Corning effect on Fujikura / MARI, M&ACP Q3s - Nikkei 225 -0.05% | ¥$148.07 by Pelham Smithers Associates Ltd
- 日本株ウィークリー（2025年7月31日） - 目先は国内政治イベントに一喜一憂 by Nomura Research
- PSA Today 31 July: Rates stand pat, results perk up / Macro round-up / Analyst Q1 comments on Hitachi, Socionext, TEL, Asahi Kasei, Nissan SEI, Denso, Aisin, ZOZO, TIS – Nikkei 225 +1.02% | ¥148.91 by Pelham Smithers Associates Ltd
- Japan equity weekly (31 July 2025) - Market sentiment likely to swing in response to political events in Japan by Nomura Research
- 25年7月の日本株市場サマリー - 米相互関税の不透明感払拭で続伸 by Nomura Research
- PSA Today 1 Aug: Mixed, but a tech hardware slump / Analyst comments on Q1s for Nintendo, TDK, Casio, Melco, Dely, Q2 for Nabtesco / Insource July KPIs – Nikkei 226 -0.66% | ¥$150.77 by Pelham Smithers Associates Ltd
- The PSA Research Round-Up for the Week to 1 August 2025 by Pelham Smithers Associates Ltd
- 日本株メモ：決算序盤戦と関税影響の整理 - 関税影響の新規反映と想定比抑制が拮抗 by Nomura Research
- 日本株Factor Geek - ファクターは通例の決算ドリブン by Nomura Research
- PSA Today 4 Aug: Video games round-up / PSA analyst comments on Q1s for Tokyo Seimitsu, Rohm, CUC / US auto sales in July – Nikkei 225 -1.25% | ¥$147.78 by Pelham Smithers Associates Ltd
- Japan equity memo: Early results season roundup, tariff impact - Mix of companies factoring tariffs into guidance for first time and companies cutting their prior estimates for tariff impacts by Nomura Research
- Japan equity quant memo - Popular high-volatility stocks are at a disadvantage in risk-off phases by Nomura Research
- Russell/Nomura Japan Equity Indexes - Performance summary by Nomura Research
- 日本株クオンツメモ - 日米関税交渉合意でリバーサルは継続へ by Nomura Research
- PSA Macro / Politics: Election Results and Trade Deal by Pelham Smithers Associates Ltd
- Japan equity quantitative strategy - Preview of share price reactions to 26/3 Q1 results by Nomura Research
- PSA Today 24 July: Topix hits new high / Nintendo's record US sales / Results for Canon (Q2), Shin-Etsu Chem (Q1), prelim info for Nidec (Q1), Chugai (Q2), Obic (Q1), OBC (Q1) – Nikkei 225 +3.51% | ¥$146.68 by Pelham Smithers Associates Ltd
- PSA Today 25 July: Lower on earnings, macro concerns / Tokyo CPI data reduces risk of rate hike / Results for Renesas ( Q2), Screen (Q1), Fanuc (Q1), MMC (Q1) / Open Up Group June KPIs – Nikkei 225 -0.88% | ¥$147.02 by Pelham Smithers Associates Ltd
- 日本株メモ:東証要請対応､今後は質重視 - IRに関する好事例を踏まえた改善に期待 by Nomura Research
- PSA Today 28 July: Political jitters, weak earnings / Ishiba / Video games round-up / Kioxia 9th Gen BiCS / Preview of TOY Q1 as it prepares its FY25 f/c / Previewing DTS Q1 – Nikkei 225 -1.10% | ¥$148.14 by Pelham Smithers Associates Ltd
- Japanese equities factor geek - Looking for nonresident investors' trading reasons via our nonresident investors' beta model by Nomura Research
- 日本株クオンツストラテジー - 特定銘柄への売買集中は構造要因 by Nomura Research
- PSA Today 29 July: A slide / Bank of Japan in July / Chugai, A's D and trontinemab / Q1s for ADV, NEC, Komatsu, NRI / Busy M&ACP – Nikkei -0.79% | ¥$148.50 by Pelham Smithers Associates Ltd
- Japan equity quantitative strategy - Concentration of trading in specific stocks is due to structural factors by Nomura Research
- Japan equity flow monitor (August 2025) - Nonresident investors have more or less finished covering their short positions in futures by Nomura Research
- 日本株メモ：植田ショック1周年､傷は残るか? - 「G>R」継続でショックは基本的に回避の公算 by Nomura Research
- 野村マクロレビュー（メモ） - 日銀7月会合と日本株マクロの視点 by Nomura Research
- Japan equity memo: One year after Ueda shock, has there been lasting damage? - Shock likely to be avoided in principle if G>R continues by Nomura Research
- Japan economic perspective (memo) - BOJ July 2025 MPM and macroeconomic perspective on Japanese equities by Nomura Research
- 日本株クオンツメモ - 26.3期Q1決算株価反応速報その1 by Nomura Research
- Japan equity quant memo - Share price reaction to 26/3 Q1 results (1) by Nomura Research
- Japan equity market summary (July 2025) - Sustained gains as uncertainty over US "reciprocal" tariffs dispelled by Nomura Research
- 日本株メモ：製造業･在庫サイクルと株式投資 - 在庫の局面判断が軸､足元は在庫抑制が支え by Nomura Research
- 日本株クオンツメモ - リスクオフでは高ボラの人気銘柄が不利に by Nomura Research
- Japan equity memo: Manufacturing/inventory cycles and equity investment - Identifying inventory phase is key, current inventory squeeze is providing support by Nomura Research
- Japanese equities factor geek - Results-driven factor performance, as usual 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
- PSA Today 6 Aug: Topix gains / June wages / Analyst comments on Q1s for Omron, Sysmex, Fujifilm, Honda, NTT Data, Kakaku.com / Timee acquisition / Intermestic July KPIs – Nikkei 225 +0.60% | ¥$147.46 by Pelham Smithers Associates Ltd