Fujifilm: An Inspiring Transformation Story
Fujifilm has successfully transformed from an imaging solutions provider to a global healthcare company. Market still values the company as a...
711 Views
Terumo Corp (4543 JP): H1FY23 Results Reflect Continued Recovery from the Pandemic
Terumo is on a strong double-digit revenue growth path due to continued COVID-related recovery of the procedure volume globally. The company should...
500 Views
Daiei Kankyo IPO - Final Thoughts on Valuation
Daiei Kankyo (9336 JP) (DK), a waste management company, aims to raise around US$314m in its Japan IPO. In this note, we talk about valuations.
602 Views
Nomura Research Placement - Somewhat Well Flagged, past Deals Have Done Well but Momentum Is Weak
Nomura Holdings (8604 JP) and Jafco Co Ltd (8595 JP) are looking to raise around US$850m via selling 5.7% of Nomura Research Institute Ltd (4307 JP).
662 Views
Smartkarma Originals
APAC Healthcare Series (Part 4)- Japan Continues to Be in a Sweet Spot; Top Picks Quarterly Update
Japan healthcare companies with high export revenue, continue to benefit from favorable Fx. Three of our top picks reported strong quarterly...
595 Views