Japan Pharmaceuticals: The Week that Was…
Takeda Pharmaceutical Co Ltd (4502 JP) @ ¥ 4,911/ share (down 24% YTD) implies ~17x (~30% discount to industry average) our FY19e core EPS of ¥...
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The Week That Was In North Asia@Smartkarma: JDI, Renesas, Trade, Governance, and Mobis/Glovis
It was a "slow" week on Smartkarma with 'only' 165 pieces of research published, but it is school vacation week in Asia, with two days off in Hong...
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Japan Pharma: Upcoming Catalysts & Event Driven Trading Ideas
Takeda Pharmaceutical Co Ltd (4502 JP), Shionogi & Co Ltd (4507 JP), Nippon Shinyaku Co Ltd (4516 JP) , Sumitomo Dainippon Pharma Co (4506 JP),...
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Japan Pharma - Drug Price Revision in April 2018
Japan, after the US and China, is the world’s third largest pharma industry, worth ~$70b in 2016. However, according to research and consulting...
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Takeda + Shire - Highly Accretive Merger Considering Takeda’s Core Earnings
Announcement – Takeda, on March 28, 2018, confirmed that it is officially considering making an offer for Shire (NASDAQ: SHPG) and that it has time...
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