Olympus--Dead Money for Momentum Investors; Dip-Buying Time for Long-Term Investors
Olympus generates 98% of its profits from endoscopes sales and has a 70% global share of gastro enteral endoscope systems. Their current line-up is...
270 Views
Actelion / Johnson & Johnson: Tendered Vs Untendered Lines
Any deal-threatening risks to the Actelion / Johnson & Johnson transaction were assuaged in late March and we now solely await EC antitrust...
367 Views
The Week That Was in NorthAsia@Smartkarma - THAAD Deployment, Mobile Lineage, and Activism in Japan
KoreaScott Laprise/ 乐天虎 and Prasenjit K. Basu have provided great insights regarding the political turmoil surrounding North Korea. Scott makes it...
242 Views
The Disconnect Is Growing
Celltrion Inc (068270 KS) 's Inflectra, a biosimilar to Johnson & Johnson (JNJ US) 's Remicade, had little impact on the critical U.S. market...
608 Views
The Week That Was in NorthAsia@Smartkarma: Toshiba, Peptidream, and Missiles
It's been a full week for coverage of North Asia on Smartkarma. 30-odd insights on Japan and a dozen on Korea.ToshibaThe big theme of the week, and...
357 Views