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Market Commentary / Equity
- PSA Today 15 Jan: Rotation into cyclicals / Politics at play again / Sega Sammy's strategy / Results for Sansan, Money Forward, BayCurrent, Shift – Nikkei 225 -0.42% | ¥$158.56 by Pelham Smithers Associates Ltd
- 日本株ウィークリー（2026年1月16日） - 中東出張報告と2月決算企業の3Q概要 by Nomura Research
- PSA Today 16 Jan: Consolidation / Video games round-up / Harry Styles, Sony, Netflix / Mtb Elec to sell auto business / Koshidaka's Q1 and outlook / ZOZO Q3 preview – Nikkei 225 -0.32% | ¥$158.38 by Pelham Smithers Associates Ltd
- The PSA Research Round-Up for Week to 16 January 2026 by Pelham Smithers Associates Ltd
- 野村マクロレビュー（メモ） - 新党「中道改革連合」で蘇る消費減税論議 by Nomura Research
- 日本株クオンツメモ - 10年はモメンタム・20年はリバーサル by Nomura Research
- 日本株Factor Geek - 解散観測でファクターも高市トレード by Nomura Research
- PSA Today 19 Jan: Political shocks reverberate / Machinery orders better than they look / Capcom's Resident Evil Requiem optimized on Nvidia GeForce Now / Treasure Factory update / Park24 benefiting from low gas prices – Nikkei 225 -0.65% by Pelham Smithers Associates Ltd
- Japan equity memo: Points to watch ahead of FY25 Q3 results - Consensus forecasts call for y-y decline in profits, but we see considerable upside by Nomura Research
- 日本株見通し:「G>R」の定着を見据えて上方修正 - 食品消費減税､為替､米経済予想引き上げを反映 by Nomura Research
- Outlook for Japanese equities: Raising our forecasts in expectation of G staying above R - Revising forecasts to reflect consumption tax cut on food, forex trends, higher US economic growth forecasts by Nomura Research
- PSA Today 20 Jan: Day 2 of the Takaichi Manifesto trade, 40yr JGBs over 4% for the first time / China auto market still a challenge for Japan's carmakers / Money Forward defends SaaS in AI world / Curves visit takeaways – Nikkei 225 -1.1% by Pelham Smithers Associates Ltd
- PSA Today 21 Jan: Lower but AI stock buying limits losses / FY25 Q3 previews for Nintendo and Kakaku.com / Disco's Q3 results / Inbound tourists +15.8% in CY25 – Nikkei 225 -0.41% | ¥$158.16 by Pelham Smithers Associates Ltd
- Japan equity quant memo - Positive returns for 10-year momentum factor, reversal for 20-year momentum factor by Nomura Research
- PSA Today 22 Jan: Chip-focused market / Advantest FY25 Q3 preview / Nabtesco hits 4-yr high / Sumi Bakelite to buy Kyocera's encapsulation business / Mazda's EV delays / Money Forward, OutlookConsulting tender offer all done – Nikkei 225 +1 by Pelham Smithers Associates Ltd
- Nomura Japan Equity Beta Select Indices - Index rulebook by Nomura Research
- Nomura Crude Oil Index - Index rulebook by Nomura Research
- 日本株投資戦略（1月号） - 業績と株価指数の見通しを上方修正 by Nomura Research
- 野村日本株ベータ・セレクト指数 - インデックス構成ルールブック by Nomura Research
- 野村マクロレビュー（メモ） - 日銀26年1月会合と日本株マクロの視点 by Nomura Research
- The PSA Research Round-Up for Week to 23 January 2026 by Pelham Smithers Associates Ltd
- 日本株Factor Geek - 長期金利は急上昇したがバリュー株は上昇せず by Nomura Research
- PSA Today 26 Jan: Intervention fears, poor polling, weak US$ / Election poll / Dec sales of Switch vs PS5 / Fanuc's weak Q3 / Challenges ahead for MMC's new president / NRI Q3 preview / Insource Q1 results – Nikkei 225 -1.79% / ¥$154.11 by Pelham Smithers Associates Ltd
- Japan equity quant memo - Key points regarding investor preferences in event of change in forex trend by Nomura Research
- 日本株クオンツストラテジー - 26.3期Q3決算株価反応プレビュー by Nomura Research