Did AstraZeneca Really Bid for Daiichi Sankyo, Did Daiichi Sankyo Really Turn Them Down?
A story run by Nikkei Business that AstraZeneca (AZN LN) offered to buy Daiichi Sankyo (DSK) last year provided a frisson of excitement in the...
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1Q Results a Good Start in Japan - 133 Names Achieved More than 30% of Full-Year OP Guidance....
With approx. 90% of names with mkt-cap above ¥50bn already announcing 1Q results, we looked back to see how companies did. If we look at the...
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The Week That Was in NorthAsia@Smartkarma: Sanghyun Charts OLED Supply Demand and Auto Earnings
KoreaSanghyun's OLED MasterclassIn his usual coherent and lucid style Sanghyun Park breaks down the outlook for smartphone OLED panel supply and...
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Mitsubishi Tanabe (4508) - Acquisition of NeuroDerm Playing to Strength, Not Weakness
The history of overseas acquisitions by Japanese drug companies is not a pretty one, as they've either overpaid for a skillset (Takeda (4502 JP)...
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RHT Health Trust (RHT SP): Is India Focused Business Trust on KKR Shopping List?
Earlier this year Crispin Francis wrote about RHT Health Trust (RHT SP) and the potential privatization angle at the business trust.Please read:...
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