🇯🇵 JAPAN • Results & Revisions 3rd August - Capcom, K's, Kikkoman, USS, Eisai
•BEST & WORST 3rd AUGUST •The 'best' and 'worst' from yesterday's large-cap announcements came from Kyorin (4569 JP) and Japan Airlines (9201...
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Japan Pharma - Domestic Market and Long Listed Drug Exposure
The Japanese government recently announced its decision to initiate an ad-hoc price reduction of ~4.35%, to be levied in October 2019, this will...
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Kyorin 1H FY18 (YE Mar'19) Results - First Glance
Key highlights Overall sales (ÂĄ50b) stayed flat as brisk uptake of Flutiform (+13% to ÂĄ6.1b), Desalex (+200% to ÂĄ2.8b) and Nasonex (after Merck...
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Japanese Small-Cap Names with Consensus Changes Leading into Earning Season....
We know that historically there has been a lot of leakage leading into Earnings Season. In a different life, I remember Fuji Photo calling me in...
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Drivers in Place to Ameliorate Revenue Decline, However, Reduced Gross Margins to Be the New Normal
We reiterate our “Equal-weight” rating on the stock after reviewing our model post FY17 (YE Mar-18) earnings.Drivers are in place to more than...
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