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Market Commentary / Equity
- Japan equity quant memo - Market driven by alternation between AI and value stocks may have ended for now by Nomura Research
- 日本株クオンツメモ - 26.3期Q2決算株価反応の総括 by Nomura Research
- Japan equity quant memo - Summary of share price reaction to 26/3 Q2 results by Nomura Research
- 日本株ウィークリー（2025年11月27日） - 11月はTOPIXが日経平均を大幅アウトパフォーム中 by Nomura Research
- Japan equity flow monitor (December 2025) - Individual investors' investment appetite stands out by Nomura Research
- Japan economic perspective - Economic stimulus package totals ¥21.3trn, a 44% y-y increase by Nomura Research
- Nomura ESG Monthly (November 2025) - NZAM relaunches, long journey to net zero by Nomura Research
- PSA Today 1 Dec: Poor day on bond market, data reactions / Soaring Q2 FY25 corporate profits / Poor Nov Japan auto sales / Melco and data centres – Nikkei 225 -1.89% | ¥$155.65 by Pelham Smithers Associates Ltd
- 25年11月の日本株市場サマリー - 好決算を背景にTOPIXは8ヵ月続伸 by Nomura Research
- Japan equity memo: Share buybacks, tender offers, and activist investors - Heading into 2026 with high expectations for corporate governance reforms by Nomura Research
- PSA Today 2 Dec: Sentiment improves, nerves still / Robotics to be part of semiconductor boom, or separate? / Fanuc's robotics' great leap forward / Honda in China / Timee preview – Nikkei 225 unch | ¥$155.79 by Pelham Smithers Associates Ltd
- Japan equity quantitative strategy - Investment perspectives related to dissolution and continuation of parent–subsidiary listings by Nomura Research
- 日本企業ボトムアップ業績見通し集計（25～26年度） - 25年度は増益予想に転じた by Nomura Research
- Japanese bottom-up corporate earnings outlook for FY25–26 - Forecasts now call for profits to rise in FY25 by Nomura Research
- PSA Today 3 Dec: Marvell guidance revitalises AI plays / Growing impact of AI creation on global market data volumes / US EV sale: Nov collapse / Smaregi's clever new plan - Nikkei 225 +1.14% by Pelham Smithers Associates Ltd
- PSA Today 4 Dec: Healthy bond auction, robotics focus, deliver strong market / Global 2025 Q3 SPE shipments / Sansan moving to AI-powered SaaS / Intermestic Nov KPIs – Nikkei 225 +2.33% | ¥$154.86 by Pelham Smithers Associates Ltd
- Japan equity weekly (4 December 2025) - Heading into a potentially eventful fortnight for monetary policy in US and Japan by Nomura Research
- The PSA Research Round-Up for Week to 5 December 2025 by Pelham Smithers Associates Ltd
- 日本株メモ:高市内閣の保有ポートフォリオを点検 - 片山大臣の分散投資と茂木大臣の集中投資が際立つ by Nomura Research
- Japan equity memo: A look at the asset portfolio held by the Takaichi Cabinet - Noticeably diversified investment by Minister Katayama and concentrated investment by Minister Motegi by Nomura Research
- 日本株クオンツメモ - その次の利上げが遠いなら「蚊帳の外」銘柄 by Nomura Research
- Japan equity quant memo - “Out of favor stocks” might see their time come if the second rate hike is a long way off by Nomura Research
- 野村マクロレビュー（メモ） - 野村企業行動アンケート調査（2025年） by Nomura Research
- PSA Today 11 Dec: AI infrastructure investment concerns send Japan lower / DDR5 spot prices ease / Nissan, Wayve to collaborate / Timee's FY25 miss / Visional's FY26 Q1 beat – Nikkei 225 -0.90% | ¥$156.07 by Pelham Smithers Associates Ltd
- Japan equity weekly (11 December 2025) - Major difference between model of effect of higher interest rates on earnings and reality by Nomura Research