Weekly Update (CON, UNTC, KVUE, TSVT)
First, I sold out of Kenvue (KVUE) when the stock surged earlier this week. We locked in a nice 18% total return. Kenvue and its consumer...
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Dr. Reddy's Laboratories (DRRD IN): Q3FY25 Result- Subdued US Business Dents Margin; Somber Outlook
Dr. Reddy's Laboratories reports stagnant US revenue in Q3FY25, dragged by lower contribution from Lenalidomide. Lack of growth catalysts...
497 Views
Downgrading Japan; Stay Defensive; Downgrading Outlook on Global Equities $ACWI to Neutral
Downgrading Japan TOPIX, Nikkei; Stay Defensive; Downgrading Outlook on Global Equities $ACWI $EEM to Neutral; Many Risk-Off Signals increase odds...
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Dr. Reddy's Laboratories (DRRD IN): Nicotinell Acquisition to Fortify Consumer Healthcare Business
Dr. Reddy's is acquiring Haleon’s global portfolio of consumer healthcare brands in the nicotine replacement therapy outside US for £500M ($633M)....
417 Views
Pakistan Equity - Pharmaceuticals Sector; Court dismissed petition in favour of pharma companies
The Lahore High Court on April 02, 2024, disposed off the case in favour of the pharmaceutical industry and the stay order against deregulation...
281 Views