reports
- Lindsay Whipp
- Lindsay Whipp
- Pelham Smithers
PSA Strategy: Japan Stock Market Quarterly for 2025 Q2
In this quarterly strategy report, we look to evaluate where we are with regards the bull market conditions, and where those indicators might be headed, factoring in the downside risks, from Trump tariffs and the US economy, BoJ actions, Japanese earnings and valuations.
AMAT APPLIED MATERIALS INC.
6146 DISCO CORPORATION
5108 BRIDGESTONE CORPORATION
7751 CANON INC.
9697 CAPCOM CO. LTD.
4519 CHUGAI PHARMACEUTICAL CO. LTD.
4755 RAKUTEN INC.
9684 SQUARE ENIX HOLDINGS CO. LTD.
8473 SBI HOLDINGS INC.
6954 FANUC CORPORATION
4324 DENTSU GROUP INC.
6861 KEYENCE CORPORATION
6869 SYSMEX CORPORATION
8306 MITSUBISHI UFJ FINANCIAL GROUP INC.
6501 HITACHI LTD.
6305 HITACHI CONSTRUCTION MACHINERY CO. LTD.
7267 HONDA MOTOR CO. LTD.
6301 KOMATSU LTD.
6503 MITSUBISHI ELECTRIC CORP.
6723 RENESAS ELECTRONICS CORPORATION
7974 NINTENDO CO. LTD.
6594 NIDEC CORPORATION
7731 NIKON CORP.
8604 NOMURA HOLDINGS INC.
7733 OLYMPUS CORP.
4666 PARK24 CO. LTD.
2371 KAKAKU.COM INC.
9984 SOFTBANK GROUP CORP.
1803 SHIMIZU CORPORATION
4063 SHIN-ETSU CHEMICAL CO LTD
6758 SONY CORPORATION
7269 SUZUKI MOTOR CORP.
1801 TAISEI CORP
6857 ADVANTEST CORP.
4186 TOKYO OHKA KOGYO CO. LTD.
8035 TOKYO ELECTRON LTD.
7203 TOYOTA MOTOR CORP.
2413 M3 INC.
2160 GNI GROUP LTD.
3659 NEXON CO. LTD.
6098 RECRUIT HOLDINGS CO. LTD.
3769 GMO PAYMENT
6460 JP SEGA SAMMY
4385 MERCARI INC.
3993 PKSHA TECHNOLOGY INC.
9434 SOFTBANK CORP.
78320 BANDAI NAMCO
45870 PEPTIDREAM INC
3491 JT GA TECHNOLOGIES
3394 JT MONEY FOWARD
6532 JT BAYCURRENT CONSULTING (6532 JT)
4483 JMDC
4180 JP APPIER GROUP
TSE: 2980 SRE HOLDINGS CORP
4194 VISIONAL INC
6526 SOCIONEXT INC
5032 JT ANYCOLOR INC
5838 RAKUTEN BANK LTD.
5253 JT COVER CORPORATION (5253 JT)
9616 JT KYORITSU MAINTENANCE (9616 JT)
- Lindsay Whipp
PSA IT Services: NRI (4307 JT) FY24 Q2 Results
In response to disappointing Q2 results, a weak performance overseas and a revision down to the Industrial IT Solutions business, NRI shares were sold down -9% on 31 Oct. Lindsay Whipp suggests that close attention to this troubled areas must be monitored and until improvements are evidence, the rich valuations are not justified.
Nomura Files Annual Report on Form 20-F
TOKYO--(BUSINESS WIRE)-- Nomura Holdings, Inc. filed its Annual Report on Form 20-F (for the fiscal year ended March 31, 2024) with the U.S. Securities and Exchange Commission on June 26, 2024. The report can be accessed via Nomura’s website at: Nomura Nomura is a global financial services group with an integrated network spanning approximately 30 countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Wealth Management, Investment Management, and Wholesale (Global ...
- Lindsay Whipp
- Lindsay Whipp
- Lindsay Whipp
- Dave Nicoski
- Ross LaDuke
Vermilion Int'l Compass: Global Equity Strategy
Key Supports Holding Strong In last week's Int'l Compass (Aug. 18) we discussed that, if the 10-year Treasury yield and U.S. dollar (DXY) can stay below their respective resistance levels (4.3%-4.35% and $103.50-$103.70), we remain buyers on the pullback to $93 on MSCI ACWI (ACWI-US). The ACWI-US low on Aug. 18 was $93.02; as long as $93 (1+ year support) holds and the 10-year Treasury yield and DXY are below the aforementioned levels, $93 on ACWI-US is likely to low for this pullback. On the o...
Nomura Files Annual Report on Form 20-F
TOKYO--(BUSINESS WIRE)-- Nomura Holdings, Inc. filed its Annual Report on Form 20-F (for the fiscal year ended March 31, 2023) with the U.S. Securities and Exchange Commission on June 28, 2023. The report can be accessed via Nomura’s website at: Nomura Nomura is a global financial services group with an integrated network spanning over 30 countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Retail, Investment Management, and Wholesale (Global Markets and Investme...
- Lindsay Whipp
PSA ERP Software: Japan Mid-Sized Enterprise Software – The Great Sell...
18 months after many Japanese mid-sized enterprise software stocks were sold off, many remain more than 50% lower than their peaks. And yet, these companies continue to grow strong sales. In this report, we take a look at 11 of these companies and at the extent to which their operating performances are reflected in their current valuations.
4307 NOMURA RESEARCH INSTITUTE LTD.
7752 RICOH COMPANY LTD.
8253 CREDIT SAISON CO. LTD.
3993 PKSHA TECHNOLOGY INC.
4776 JT CYBOZU INC
4443 JT SANSAN (4443 JT)
4478 JT FREEE KK
3394 JT MONEY FOWARD
3697 JT SHIFT INCORPORATED (3697 JT)
4259 JT EXAWIZARDS INC
TSE: 2980 SRE HOLDINGS CORP
4194 VISIONAL INC
4169 JT ENECHANGE LIMITED
- Lindsay Whipp
INFY INFOSYS LIMITED
GOOGL ALPHABET INC. CLASS A
CRM SALESFORCE.COM INC.
CAP CAPGEMINI SE
9613 NTT DATA CORPORATION
6702 FUJITSU LIMITED
4307 NOMURA RESEARCH INSTITUTE LTD.
8001 ITOCHU CORPORATION
6501 HITACHI LTD.
6701 NEC CORP.
5401 NIPPON STEEL CORP.
8053 SUMITOMO CORPORATION
TCS TATA CONSULTANCY SERVICES LIMITED
3774 INTERNET INITIATIVE JAPAN
AMZN AMAZON.COM INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
3626 JT TIS INC
TXG 10X GENOMICS INC CLASS A
4443 JT SANSAN (4443 JT)
4478 JT FREEE KK
3394 JT MONEY FOWARD
RRRP3 3R PETROLEUM OLEO E GAS
4169 JT ENECHANGE LIMITED
- Lindsay Whipp
- Pelham Smithers
PSA ERP Software / IT Services: Some DX plays considered: Mid-tier IT ...
According to Bloomberg, Japan’s six listed mid-tier IT vendors – that’s NRI (4307 JT), CTC (4739 JT), TIS (3626 JT), SCSK (9719 JT), Biprogy [was Nihon Unisys] (8056 JT) and NS Solutions (2327 JT) – reported 2Q FY22 orders of ¥716bil (+12.4% YoY). The YoY increase, down slightly from the +13.1% YoY growth figure seen in the 1Q FY22 period, Pelham Smithers looks at the relative performance of mid-tier IT vendor orders.
Nomura Files Annual Report on Form 20-F
TOKYO--(BUSINESS WIRE)-- Nomura Holdings, Inc. filed its Annual Report on Form 20-F (for the fiscal year ended March 31, 2022) with the U.S. Securities and Exchange Commission on June 24, 2022. The report can be accessed via Nomura’s website at: Nomura Nomura is a global financial services group with an integrated network spanning over 30 countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Retail, Wholesale (Global Markets and Investment Banking), and Investment Ma...
- Lindsay Whipp
PSA ERP Software / IT Service: Japan’s Systems Integrators – A Brief N...
Japan’s Systems Integrators A Brief Note on Why NRI is the Benchmark ERP Software / IT Services analyst Lindsay Whipp explains why NRI is the benchmark company among Japan’s System Integrators. Tags: Fujitsu (6702 JT), NTT Data (9613 JT), TIS Inc (3626 JT), Itochu Techno-Solutions (4729 JT), SCSK (9719 JT), NTT Corp (9432 JT)
- Lindsay Whipp
With a more favourable environment, NOMURA HOLDINGS INC improves to Sl...
NOMURA HOLDINGS INC (JP), a company active in the Investment Services industry, is favoured by a more supportive environment. The independent financial analyst theScreener has confirmed the fundamental rating of the title, which shows 3 out of 4 stars, as well as its unchanged, moderately risky market behaviour. The title leverages a more favourable environment and raises its general evaluation to Slightly Positive. As of the analysis date April 5, 2022, the closing price was JPY 518.60 and its ...
- Pelham Smithers
PSA Strategy: Japan Market Strategy for FY22 Q2
The Japanese stock market is in an interesting phase where the Bank of Japan is supporting the bond market rather than the stock market. While this phase lasts, the dollar should remain above ¥120/$ and perhaps strengthen further against the yen. This report looks at what this phase might mean for the Japanese stock market as a whole, and for stock selection. The PSA Focus List has also been updated.
6770 ALPS ALPINE CO. LTD.
3407 ASAHI KASEI CORPORATION
4751 CYBERAGENT INC.
9684 SQUARE ENIX HOLDINGS CO. LTD.
4307 NOMURA RESEARCH INSTITUTE LTD.
4324 DENTSU GROUP INC.
6728 ULVAC INC.
6981 MURATA MANUFACTURING CO. LTD.
6723 RENESAS ELECTRONICS CORPORATION
6902 DENSO CORPORATION
7915 NISSHA CO.LTD.
7201 NISSAN MOTOR CO. LTD.
6268 NABTESCO CORPORATION
4063 SHIN-ETSU CHEMICAL CO LTD
6758 SONY CORPORATION
6762 TDK CORPORATION
6857 ADVANTEST CORP.
8035 TOKYO ELECTRON LTD.
7261 MAZDA MOTOR CORP.
7203 TOYOTA MOTOR CORP.
3436 SUMCO CORPORATION
3659 NEXON CO. LTD.
6098 RECRUIT HOLDINGS CO. LTD.
7270 SUBARU CORP
4503 ASTELLAS PHARMA INC.
6506 YASKAWA ELECTRIC CORPORATION
4980 DEXERIALS
68900 FERROTEC CORPORATION
41850 JSR CORPORATION
4385 MERCARI INC.
78320 BANDAI NAMCO
TSE:4477 BASE CO.
3491 JT LTD.
4478 JT GA TECHNOLOGIES
3394 JT FREEE KK
6967 JT MONEY FOWARD
7383 SHINKO ELECTRIC (6967 JT)
4259 JT NET PROTECTIONS HLDGS INC
TSE: 2980 EXAWIZARDS INC
SRE HOLDINGS CORP
- Sumeet Singh
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