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Market Commentary / Equity
- PSA Today 27 Jan: IC, SPE, commodity plays boosts market ahead of results / Q3s for Capcom, Obic, OBC / Another ALT for Furukawa Elec / Suzuki down on EU-India trade deal / Insource meeting feedback – Nikkei 225 +0.85% | ¥$154.58 by Pelham Smithers Associates Ltd
- Japan equity quantitative strategy - Preview of share price reactions to 26/3 Q3 results announcements by Nomura Research
- 日本株クオンツメモ - 超高モメンタム株は高値更新で決算突入へ by Nomura Research
- PSA Today 28 Jan: AI wins edge out FX-linked losses / Advantest's Q3 / Suzuki and the EU-India deal / Maruo's calcium carbonates / J-Tech at a 1-mth low / TIS Q3 preview – Nikkei 225 +0.05 | ¥$152.64 by Pelham Smithers Associates Ltd
- Japan equity quant memo - Ultra-high-momentum stocks poised to record new highs as companies enter results season by Nomura Research
- 日本株ウィークリー（2026年1月29日） - 選挙＆為替はサプライズの連続､内需vs外需は中立推奨 by Nomura Research
- PSA Today 29 Jan: Mixed day / Results for Hitachi, Nec, Canon, Keyence, HCM, Hino, NRI, DTS / Nidec has no financial statements yet but presents reform plan – Nikkei 225 +0.03% by Pelham Smithers Associates Ltd
- 野村マクロレビュー（メモ） - 衆院選の隠れテーマは「シルバー民主主義」脱却 by Nomura Research
- 野村日本株高配当70マーケットニュートラル指数 - インデックス構成ルールブック by Nomura Research
- Nomura Enterprise Value Allocation Index by Nomura Research
- Nomura Japan Equity High Dividend 70 Market Neutral Index by Nomura Research
- The PSA Research Round-Up for Week to 30 January 2026 by Pelham Smithers Associates Ltd
- 日本株メモ:25年度3Q決算序盤､製造業中心に堅調 - 減益コンセンサス比上振れ､ただし織り込みも進む by Nomura Research
- 日本株Factor Geek - 為替感応度ファクターのパズル／選挙結果とファクター by Nomura Research
- PSA Today 2 Feb: Lower as tech, metals, Bitcoin names sold off / Results for Murata, TDK, CUC / Video games round-up / Apple's iPhone launch change / ExaWizards working with KEPCO subsidiaries / Jan 26 Japan auto sales – Nikkei 225 -1.25% | by Pelham Smithers Associates Ltd
- Japan equity market summary (January 2026) - Market rises on expectations for Lower House election by Nomura Research
- Japan equity quant memo - Share price reactions to 26/3 Q3 results (1) by Nomura Research
- 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
- Russell/Nomura Japan Equity Indexes - Performance summary by Nomura Research
- PSA Today 4 Feb: Insane 2-directional market / IT service stocks hit hard / Chemical shares responding well to results / Results for Panasonic, MHI, Daikin, Kakaku, LY Corp / Previews for Nitto Boseki, Subaru / CUC update – Nikkei 225 -0.78 by Pelham Smithers Associates Ltd
- Japan equity quant memo - Reverse AI shock hits some growth stocks hard by Nomura Research
- 日本株クオンツメモ - 乱高下するモメンタム・勝ち続けるバリュー by Nomura Research
- PSA Today 5 Feb: Rotation to defensives / Results for Sony, Square Enix, Nittobo, Fujifilm, Suzuki, MMC, DeNA / IIJ Q3 preview / Intermestic's Jan KPIs – Nikkei 225 -0.88% | ¥$156.91 by Pelham Smithers Associates Ltd
- PSA Today 6 Feb: Topix at new all-time high / Dec household spending weak / Results for Tokyo Seimitsu, TEL, Megachips (read across to Nintendo), NEG, Toyota, Subaru, CyberAgent, JMDC, Anicom – Nikkei 225 +0.81% | ¥$156.77 by Pelham Smithers Associates Ltd
- Japan equity memo: February 2026 event calendar - Will the fog clear after Q3 results and Lower House elections? by Nomura Research
- 日本株フローモニター 2026年2月 - 解散でも海外勢の先物買いは限定的 by Nomura Research
- Japan equity flow monitor (February 2026) - Limited futures buying by nonresidents despite Lower House dissolution by Nomura Research
- Malaysia ESG review – Jan-26 - Battery Energy Storage System 101 by Solarlink Energy by Nomura Research
- 日本株メモ：衆院選挙結果に応じた株価シナリオ - 短期と3月末のTOPIX・日経平均の目安を整理 by Nomura Research
- Japan equity memo: Share price scenarios for various Lower House election outcomes - Estimates for near-term and end-March TOPIX and Nikkei 225 performance by Nomura Research
- Japan equity weekly (29 January 2026) - String of surprises related to elections and forex / we recommend a neutral stance on domestic demand vs external demand by Nomura Research
- 野村企業価値分配指数 - インデックス構成ルールブック by Nomura Research
- 野村日本株高配当70 - インデックス構成ルールブック by Nomura Research
- Nomura Japan Equity High Dividend 70 by Nomura Research
- PSA Today 30 Jan: Mixed day as results ramp up, yen lower on macro data / Results for Screen, Lasertec, Socionext, Komatsu, ZOZO, MCAP / Money Forward's losses narrow – Nikkei 225 -0.10% | ¥$153.85 by Pelham Smithers Associates Ltd
- Japan economic perspective - Moving away from silver democracy: The hidden theme of the Lower House election by Nomura Research
- 26年1月の日本株市場サマリー - 衆議院選への期待から上昇 by Nomura Research
- Japan equity memo: Early part of FY25 Q3 results season: Solid, particularly in manufacturing - Performance stronger than consensus forecasts calling for decline in profits, but increasingly priced in by Nomura Research
- Japanese equities factor geek - Forex sensitivity factor puzzle / Election results and factor performance by Nomura Research
- 日本株クオンツメモ - 26.3期Q3決算株価反応速報その1 by Nomura Research
- PSA Today 3 Feb: N225 hits new high on tech, chip surge / Results for Nintendo, Sumi Chem, Mtb Elec, Ibiden, Yamaha Motor, Denso, Kurashiru / JMDC Q3 preview – Nikkei 225 +3.92% | ¥$155.48 by Pelham Smithers Associates Ltd
- 日本株ウィークリー（2026年2月4日） - 総選挙前に自民過半数を一旦織り込んだ可能性も by Nomura Research
- 日本株クオンツメモ - “逆AIショック”がグロース株の一部を直撃 by Nomura Research
- Japan equity weekly (4 February 2026) - Markets may have priced in LDP majority ahead of general election by Nomura Research
- 日本株メモ：次期FRB議長 - 中銀BSと株価の関係は一様ではない by Nomura Research
- Japan equity memo: Next Fed chair - Relationship between central bank balance sheets and share prices far from straightforward by Nomura Research
- Japan equity quant memo - Momentum volatile, value continues to outperform by Nomura Research
- The PSA Research Round-Up for Week to 6 Feb 2026 by Pelham Smithers Associates Ltd