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Market Commentary / Equity
- Japanese equities factor geek - High-beta stocks outperform, value stocks underperform as investors focus on monetary policy in Japan and US by Nomura Research
- PSA Today 7 Oct: Sharp eyes on Takaichi appointments, yen / Considering SQE / Fujikura hits another ATH, broker TPs rising / Previewing Sansan Q1 – Nikkei 225 +0.01% | ¥$150.39 by Pelham Smithers Associates Ltd
- Japanese equity outlook: We raise forecasts to factor in Sanaenomics - We look beyond one-time Takaichi trades, see share price gains driven by EPS growth by Nomura Research
- 日本株メモ：サナエノミクス関連銘柄モニター - 過去の発言、書籍やAIサナエを踏まえて by Nomura Research
- Japan economic perspective (memo) - Which items stand to benefit from wealth effects? by Nomura Research
- PSA Today 9 Oct: Up through 48k again / Takaichi power tussles / An AI/DC list for Japan / Hino to become "Archion"/ BayCurrent Q2 preview / Treasure Factory Q2 – Nikkei 225 +1.77% | ¥$152.99 by Pelham Smithers Associates Ltd
- 日本株クオンツメモ - AI関連株ETFに採用される日本株は少数 by Nomura Research
- PSA Today 10 Oct: All sorts of worries / Komeito splits from LDP / Video games round-up / Air Water accounting issues / Previewing Money Forward Q3 / Sansan's Q1 results / Koshidaka's FY25 results / A revisit to Timee – Nikkei 225 -1.01% | by Pelham Smithers Associates Ltd
- Japan economic perspective - Komeito's withdrawal from coalition and macroeconomic perspectives for Japanese equities by Nomura Research
- 日本株クオンツメモ - 高値更新を続ける一部のモメンタム銘柄 by Nomura Research
- PSA Today 14 Oct: Politics in turmoil, US-China trade concerns / Tamaki of the DPP / Next gen Xbox / Considering Timee / S-Pool Q3 – Nikkei 225 -2.58% | ¥$ 151.81 by Pelham Smithers Associates Ltd
- Japanese equities factor geek - Post-hoc calculation of Takaichi factor by Nomura Research
- PSA Today 15 Oct: Rally on dovish Fed / Political stalemate / Hitachi's AI credentials / National battery push / Shift, Demae-can, TKP FY25 results / Sep tourism figs – Nikkei 225 +1.76% | ¥$151.03 by Pelham Smithers Associates Ltd
- 日本株クオンツメモ - 内需系業種の劣後がポジション調整を加速化 by Nomura Research
- 日本株ウィークリー（2025年10月16日） - 政策実現性を吟味中､次期首相決定は安心材料か by Nomura Research
- PSA Today 16 Oct: Back up to 48k level / Machinery order backlogs / Hitachi amid AI / Tekscend debut / Money Forward Q3, BayCurrent Q2 / S-Pool considering reorganisation – Nikkei 225 +1.27% | ¥$151.09 by Pelham Smithers Associates Ltd
- Japan equity weekly (16 October 2025) - Policy feasibility under scrutiny, selection of next prime minister may reassure markets by Nomura Research
- Japanese equities investment strategy (October) - G>R fundamentally positive for equities by Nomura Research
- The PSA Research Round-Up for the Week to 17 Oct 2025 by Pelham Smithers Associates Ltd
- 日本株メモ：2Q決算前の注目点(1) - 減益幅が縮小へ、社数・セクター数では増益優勢か by Nomura Research
- Japanese equities factor geek - Strong performance by value stocks amid substantial share price volatility due to political uncertainty by Nomura Research
- 野村マクロレビュー（メモ） - 需要が増えても成長しない？ by Nomura Research
- PSA Today 21 Oct: 50,000 looms / iPhone 17selling success / Important Sony v Tencent lawsuit / Previewing Q2s for Komatsu, HCM / Considering ExaWizards – Nikkei 225 +0.27% | ¥$151.57 by Pelham Smithers Associates Ltd
- Japan equity quantitative strategy - Preview of share price reactions to 26/3 Q2 results announcements by Nomura Research
- 日本株メモ：自社株買いへの株価反応 - 取得枠設定でも株価が上がらない？ by Nomura Research