Most Popular / Unpopular Names in Japan over Last Month. Nintendo Made the Good List....
Over the last month, 9 companies have been upgraded by 2 or more analyst. Nintendo Co Ltd (7974 JP) is the largest by mkt-cap to make the list and...
424 Views
JAPAN PASSIVE: The Nikkei 225 Baskets if BOJ Changes
Last week in JAPAN PASSIVE: BOJ Heading For Trouble with Nikkei 225 I discussed the BOJ's past and current ETF purchasing selection, ownership,...
562 Views
Pessimism Overdone: Takeda Undervalued By 40% Under Modestly Enhanced Post-Deal Financial Assumption
Takeda Pharmaceutical Co Ltd (4502 JP)’s CMP highly underappreciates potential financial transformation through its integration with Shire and the...
492 Views
Takeda/Shire II: Drugs, Divvies, and AGM Votes
In Takeda/Shire I : On Drug Deals and Deckchairs I discussed the Drug Deal (the terms to the deal) and the Deckchairs - the significant reshuffling...
348 Views
Opportunities in The (Overpriced) Japan Pharma Sector
As a defensive sector, Japan’s pharmaceutical sector has had an up-and-down time of it during the Abe era. In the early days of Abenomics, the...
142 Views