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Market Commentary / Equity
- PSA Today 22 Oct: V-shape to today's market / Pelham talks strategy / Rare earth stocks roar / Sumi Chem sells shares to Petro Rabigh / Previewing Kurashiru Q2 – Nikkei 225 -0.02% | ¥$151.75 by Pelham Smithers Associates Ltd
- Japan equity quant memo - Relative returns further widen for E/P factor based on next-FY forecasts by Nomura Research
- PSA Today 23 Oct: Tech worries, rotation into old economy names / Video games round-up / Nidec cancels planned interim div / Previewing ZOZO Q2 – Nikkei 225 -1.35% | ¥$152.44 by Pelham Smithers Associates Ltd
- PSA Today 24 Oct: ATH to end a yo-yo week / Soaring memory prices / Considering the cablers / Previewing NRI Q2 – Nikkei 225 +1.35% | ¥$153.00 by Pelham Smithers Associates Ltd
- Japan equity memo: Points to watch ahead of Q2 results (2) - Looking at seasonality of buyback and tender offer announcements and share price reactions by Nomura Research
- 日本株Factor Geek - 長短金利のデカップリングとファクターの関係 by Nomura Research
- PSA Today 27 Oct / We're there! 50,000 on the Nikkei; concentrated, thematic / Sony "live action" business / Canon FY25 Q3, Koei Tecmo Q2 / Soaring Fujikura / Sep global auto production – Nikkei +2.46% | ¥$153.02 by Pelham Smithers Associates Ltd
- Japanese equities factor geek - Relationship between factor performance and decoupling of long- and short-term interest rates by Nomura Research
- Japan equity memo: November event calendar - Focus on Sanaenomics after string of events at end-October by Nomura Research
- 日本株フローモニター 2025年11月 - 株高の中で先物ポジションは未だニュートラル by Nomura Research
- Nomura ESG Monthly (October 2025) - Sanaenomics and revisions to Japan's Governance Code by Nomura Research
- 日本株ウィークリー（2025年10月30日） - 多忙な1週間は無事通過も､日経平均にはやや過熱感 by Nomura Research
- 野村マクロレビュー（メモ） - 日銀25年10月会合と日本株マクロの視点 by Nomura Research
- 日本株クオンツメモ - 平時の物色が続く中小型株市場 by Nomura Research
- PSA Japan Market Strategy – Has There Really Been a Takaichi Boom in the Japanese Stock Market? by Pelham Smithers Associates Ltd
- 日本株見通し:直近決算等を反映し上方修正 - ROE、PERとNT倍率に起因する3つの壁を克服へ by Nomura Research
- 日本株Factor Geek - NT倍率の平均回帰性を用いた指数選択戦略 by Nomura Research
- Outlook for Japanese equities: We raise our forecasts to reflect recent results - Overcoming three barriers related to ROE, P/E, and NT ratio by Nomura Research
- Japanese equities factor geek - Index selection strategy based on reversion to mean for NT ratio by Nomura Research
- PSA Today 29 Oct: Nikkei surge / Considering Advantest, Teradyne / PSA analyst comments on Q2s for Capcom, NEC, Disco, Tokuyama, Keyence, Komatsu, Obic, OBC – Nikkei 225 +2.17% | ¥$152.27 by Pelham Smithers Associates Ltd
- 日本株クオンツメモ - 26.3期Q2決算株価反応速報その1 by Nomura Research
- PSA Today Bonfire Night: Early nasty slump, some recovery / Q2s for TOY, MMC, Daikin, Sanrio, Kakaku / Q3 preview SRE / AK revises up, MF down – Nikkei 225 -2.50% | ¥$153.64 by Pelham Smithers Associates Ltd
- 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
- 日本株ウィークリー（2025年11月6日） - 日経平均ボラティリティ急騰も、パニックは回避 by Nomura Research
- Japan equity weekly (6 November 2025) - Nikkei 225 volatility spikes, but panic averted by Nomura Research
- Japan equity memo: Share price reaction to buybacks - No rise in share prices even when companies announce buybacks? by Nomura Research
- 日本株ウィークリー（2025年10月23日） - Japan Weeksでもサナエノミクスが話題に by Nomura Research
- Japan equity weekly (23 October 2025) - Sanaenomics a major topic during Japan Weeks by Nomura Research
- 日本株メモ：2Q決算前の注目点(2) - 自社株買い・TOB発表の季節性と株価反応を点検 by Nomura Research
- 野村ESGマンスリー(2025年10月) - サナエノミクスとCGコード改訂、関係性は？ by Nomura Research
- 日本株クオンツメモ - 低迷する高クオリティかつ低流動性銘柄 by Nomura Research
- Japan equity quant memo - High-quality low-liquidity stocks struggle by Nomura Research
- 日本株メモ：11月のイベントカレンダー - 10月末イベント繁忙期後はサナエノミクスの吟味へ by Nomura Research
- PSA Today 28 Oct: Profit-taking, yen strength / SBI Shinsei Bank IPO plans / Results: Advantest Q2, HCM Q2, Shimano Q3, / Nidec's fall / Cablers / Previewing TIS Q2 – Nikkei 225 -0.58% | ¥$152.02 by Pelham Smithers Associates Ltd
- Japan equity flow monitor (November 2025) - Futures position still neutral amid rise in share prices by Nomura Research
- 日本株メモ:ETF続報はなし、初動別パターンを点検 - 日銀は株価の過熱を指摘も株安の意図は乏しいか by Nomura Research
- Japan equity memo: No update on ETFs; a look at patterns by initial market reaction - BOJ points to overheated share prices, but with little intention of weakening them by Nomura Research
- PSA Today 30 Oct: Earnings season ramp-up / PSA analyst comments on Q2s for Hitachi, Anritsu, Keyence, Ibiden, Panasonic, Q4s for MACP, MARI / TOY's pzazz / SCSK – Nikkei 225 +0.04% | ¥$153.07 by Pelham Smithers Associates Ltd
- Japan equity quant memo - Normal selection pattern continues in the small cap market by Nomura Research
- 日本株クオンツメモ - 過去のテーマ型ETF資金流入時の物色変化 by Nomura Research
- 25年10月の日本株市場サマリー - 生成AI相場で日経平均は初の5万円台へ by Nomura Research
- PSA Today 4 Nov: Earnings miss / DDR5 prices, Nintendo / Daiwa Secs in play? / Q2s for Nintendo, Tokyo Seimitsu, TIS, Hino; Q4s for LY Corp, Insource; Q2 previews for IIJ, JMDC / Sumi Chem cos / Machinery / – Nikkei 225 -1.74% | ¥$153.53 by Pelham Smithers Associates Ltd
- Japan equity quant memo - Changes in investor preferences when theme-based ETFs saw substantial inflows in the past by Nomura Research
- PSA Today Halloween: What a week! / Macro / PSA on Q2s for Murata, TDK, TEL, SEI, Melco, NRI and Q3 for Nabtesco / Considering Nissan / Previewing DTS Q2 – Nikkei +2.12% | ¥$154.05 by Pelham Smithers Associates Ltd
- The PSA Research Round-Up for Week to 31 October 2025 by Pelham Smithers Associates Ltd
- Japan equity quant memo - Share price reactions to 26/3 Q2 results (1) by Nomura Research
- Japan equity market summary (October 2025) - Nikkei 225 tops 50,000 for first time on generative AI-driven market by Nomura Research
- Russell/Nomura Japan Equity Indexes - Performance summary by Nomura Research
- PSA Today 6 Nov: Rebound / Wage Data / Fallen Hero results / Q2s for Bandai Namco, Square Enix, Fujifilm, Suzuki, Nissan, IHI, Recruit, DTS / Q4 Amvis / Daikin NA resurges – Nikkei 225 +1.34% | ¥$153.83 by Pelham Smithers Associates Ltd
- 日本株クオンツメモ - NT倍率停滞でバリューのターン到来 by Nomura Research