Japan Tobacco High Conviction Call: Could Leave 2023 Guidance in the Dust
JT has exceeded expectations, reporting a revenue of ¥764bn (consensus: ¥707.5bn) and an OP of ¥218bn (consensus: ¥178.2bn). Additionally, the...
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Japan Tobacco High Conviction Update: Guidance Has Upside Potential, The Market Is Pass Russia Fears
Just eight months into Russia’s Ukraine invasion, Japan Tobacco’s share price has moved back above the pre-Ukraine invasion level suggesting that...
349 Views
Weekly Deals Digest (11 May) - CATL, Hengrui, Imagica, MitShokuhin, NTT Data, Shibaura, Torii, ZEEKR
A weekly summary of key developments across ECM and Event-Driven names tracked by us across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
311 Views
APAC Healthcare Weekly (May 11)- Shionogi, Daiichi Sankyo, HK Inno, Neuren, Biocon, Aster DM, Lupin
Shionogi is acquiring Torii Pharma. Daiichi Sankyo’s Enhertu meets key goal in breast cancer trial. HK inno got domestic approval for P3 trial of...
401 Views
TOPIX October Rebalance: BIG One With ¥1.8tn a Side to Trade
Lower FFWs on 970 stocks and higher FFWs on 114 stocks will result in one-way turnover of 2.52% leading to a one-way trade of ¥1.8tn at the close...
635 Views