Takeda FVE Reduction Leaves Shares Slightly Undervalued; Shire Acquisition Neutral to Valuation
We’ve slightly lowered our Takeda Pharmaceutical Co Ltd (4502 JP) fair value estimate to JPY 5,100 from JPY 5,400 after incorporating the close of...
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Takeda FY17 Earnings - First Glance
Takeda Pharmaceutical Co Ltd (4502 JP) reported FY17 results on May 14, 2018 As anticipated, Entyvio (YoY 35.9% to ¥196.6b), Takecab (YoY 61.7% to...
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The Week That Was in North Asia @Smartkarma: Do Donkis Rohm the North Korean Shires?
Firstly, apologies for the terrible string of puns, but the image just sticks in our head.Kospi rose 0.66% for the week while Topix rose 1.32%,...
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Last Week in Event SPACE: Samsung Biologics, Shire, Lotte, Mitula, JSW, Nisshinbo
Last Week in Event SPACE ... In what is probably the secondmost interesting arb in the world, the attractive trade may simply be to go long LIFULL...
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Japan Sector Weights: 3 Month % Change - Services ▲ Healthcare ▼ as Global Cyclicals Recover
THREE MONTH % CHANGE IN SECTOR WEIGHTS - The presentation here differs from our most recent sector weight insight (Japan Sector Weights) which...
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