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Market Commentary / Equity
- Malaysia equity strategy - Tariffs, 13MP and MSCI review in focus by Nomura Research
- 日本株ウィークリー（2025年8月7日） - リビジョン・インデックスがV字回復 by Nomura Research
- Japan equity quant memo - Share price reaction to 26/3 Q1 results (2) by Nomura Research
- 日本株クオンツメモ - TOPIXベースのバリューは年初来高値更新中 by Nomura Research
- PSA Today 8 Aug: Topix above 3,000 / June household spend / Analyst Q1 comments Sega Sammy, Kioxia, Isuzu, IIJ, JES, Sanrio / Q2s for Bridgestone, Daifuku, Intermestic / Q3 for CyberAgent – Nikkei 225 +1.85% | ¥$147.40 by Pelham Smithers Associates Ltd
- 日本株メモ：決算総括、コンセンサスは上向く - 会社予想は下方修正もコンセンサス上方修正 by Nomura Research
- 日本株Factor Geek - 賃金・物価の合成サイクル戦略 by Nomura Research
- Japanese equities factor geek - Composite cycle strategy based on wages and prices by Nomura Research
- PSA Today 13 Aug: Rally extends / PPI July / Nexon Q2 / TOY in NA / iStyle FY25 / ExaWizards first ever Q1 OP – Nikkei 225 +1.30% | ¥$147.84 by Pelham Smithers Associates Ltd
- 日本株ウィークリー（2025年8月14日） - 需給から見た日本株高値更新の解釈 by Nomura Research
- Japan equity weekly (14 August 2025) - How to interpret new highs for Japanese equities from perspective of supply–demand by Nomura Research
- Japanese equities investment strategy (August) - Prospect of renewed EPS growth once tariff volatility runs its course by Nomura Research
- The PSA Research Round-Up for the Week to 15 August 2025 by Pelham Smithers Associates Ltd
- 日本株クオンツメモ - アジア出張報告 by Nomura Research
- 野村ESGマンスリー(2025年8月) - 排出量取引制度、割当量の議論に進展 by Nomura Research
- PSA Today 18 Aug: Department stores and pop culture names rally / Anime's turn to assault global pop culture / Suzuki and India tax cuts / Karaoke rooms – Nikkei 225 +0.77% | ¥$147.44 by Pelham Smithers Associates Ltd
- Japanese equities factor geek - We look at momentum from five different perspectives and assess the outlook 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4 by Nomura Research
- Japan equity quant memo - Share price reaction to 26/3 Q1 results (4) by Nomura Research
- 日本株ウィークリー（2025年8月21日） - 短期需給・センチメント指標はややネガティブ by Nomura Research
- Japan equity weekly (21 August 2025) - Short-term supply–demand and sentiment indicators somewhat negative by Nomura Research
- Japan small caps: FY25 Q1 results - First fall in recurring profits in three quarters, owing to US tariffs, stronger yen by Nomura Research
- The PSA Research Round-Up for the Week to 22 August 2025 by Pelham Smithers Associates Ltd
- 日本株クオンツメモ - モメンタムショックの再来に注意 by Nomura Research
- インド株ストラテジー - 25年4～6月期決算の総括 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2 by Nomura Research
- PSA Today 7 Aug: Kissing a Topix ATH / Analyst comments on Q1s for Sony, TOY, Subaru, Fujikura, Furukawa Elec, DeNA, JMDC, Moriya, Anicom – Nikkei 225 +0.60% | ¥$147.10 by Pelham Smithers Associates Ltd
- Japan equity weekly (7 August 2025) - Sharp recovery in revision index by Nomura Research
- Japan equity quant memo - TOPIX value stocks hitting year-to-date highs by Nomura Research
- The PSA Research Round-Up for the Week to 8 August 2025 by Pelham Smithers Associates Ltd
- PSA Today 12 Aug: Soaring Nikkei 225 and Topix, ATHs / Ishiba on the ropes / Video game round-up / Automation / Q1s for Cover Corp, SRE / Previews Appier Q2, PKSHA Q3 / Amvis results release delay – Nikkei 225 +2.15 % | ¥$148.26 by Pelham Smithers Associates Ltd
- Japan equity memo: Results roundup, consensus forecasts heading upwards - Downward revisions for guidance, upward revisions for consensus forecasts 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3 by Nomura Research
- Japan equity quant memo - Share price reaction to 26/3 Q1 results (3) by Nomura Research
- PSA Today 14 Aug: Bessent comments trip market / NAND, DRAM prices / Crypto Rubicon / Automation stocks / Net Protections, Hitomile, TKP, Amvis quarterlies, revisions – Nikkei -1.45% | ¥$146.26 by Pelham Smithers Associates Ltd
- 日本株投資戦略（8月号） - 関税一巡後のEPS再拡大基調が視野に入る by Nomura Research
- PSA in the Press / PSA Today 15 Aug: Strong market / Q2 GDP/ AMAT weak guidance / Fujikura, SEI ATHs / Appier Q2, PKSHA Q3, Park24 July KPIs – Nikkei 225 +1.71% | ¥$147.17 by Pelham Smithers Associates Ltd
- 日本株Factor Geek - モメンタムの5つのレビューと今後の展望 by Nomura Research
- 日本株メモ：GDPと日本株の関係を再整理する - 名目GDPの重要性が際立つ by Nomura Research
- Japan equity quant memo - Asia trip report by Nomura Research
- Japan equity memo: Fresh look at relationship between GDP and Japanese equities - Nominal GDP shows marked importance by Nomura Research
- Nomura ESG Monthly (August 2025) - Progress with discussions regarding emissions trading system, allowances by Nomura Research
- PSA Today 19 Aug: Post-results, mid-month doldrums / Capcom Monster Hunter Wilds woes / Considering Nidec / Automation notes / Dely retail network – Nikkei 225 -0.38% | ¥$147.86 by Pelham Smithers Associates Ltd
- PSA Today 20 Aug: Alarm in tech / 20yr JGB yields hit new highs / Mazda risks / GMO FG / Inbound tourism stats / Anicom July KPIs – Nikkei 225 -1.51% | ¥$147.25 by Pelham Smithers Associates Ltd
- PSA Today 21 Aug: Tech nerves / Asteria JPYC no-code solution / Tariffs: Sony reprices US PS5 / Honda and Helm.ai / AI products and non-ferrous margins – Nikkei 225 -0.65% | ¥$147.48 by Pelham Smithers Associates Ltd
- 中小型株の25年度Q1決算 - 米国関税と円高で3四半期ぶりの減益 by Nomura Research
- PSA Today 22 Aug: Marking time / SBI Holdings joins Stablecoin rush; Blockchain, Stablecoin integration / Asahi Kasei polyimide / Nissan Leaf strategy / Mercari survey – Nikkei 225 +0.05% | ¥$148.54 by Pelham Smithers Associates Ltd
- India Equity Strategy - 1QFY26 earnings review by Nomura Research
- 日本株Factor Geek - 持ち合いネットワークを通じた株価モメンタム波及効果 by Nomura Research
- Japan equity quant memo - Risk of repeat of momentum shock warrants attention by Nomura Research