Is It a Nikkei BOJ Squeeze on Nikkei 225 Low Float Names? Or Just FamilyMart Being FamilyMart?
A comment from a Smartkarma client prompted me to dig through this. It was an interesting comment suggesting the high weight Nikkei 225 names,...
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Astellas 1H FY18 (YE Mar'19) Results - First Glance
Key highlights Key drivers including, Xtandi (up 17% to ¥164b) and Mirabegron (up 19% to ¥69b) drove overall sales up by 1% to ¥647b Favorable...
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Japan CAR-T Therapy Landscape
Japan CAR-T therapy - Competitive landscapeJapan pharma catching-up with global players… but a large gap remains Novartis AG (NOVN SE)’ Kymriah...
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Japan Pharma: Core Coverage Investment Thesis and Valuations (III/III)
Takeda Pharmaceutical (4502 JP), Astellas Pharma (4503 JP), Daiichi Sankyo (4568 JP), Eisai Co Ltd (4523 JP), Otsuka Holdings (4578 JP), Chugai...
318 Views
Japan Pharma: Core Coverage Investment Thesis and Valuations (II/III)
Takeda Pharmaceutical (4502 JP), Astellas Pharma (4503 JP), Daiichi Sankyo (4568 JP), Eisai Co Ltd (4523 JP), Otsuka Holdings (4578 JP), Chugai...
285 Views