Japan Pharma - Top Picks
While Gni Group Ltd (2160 JP) is our high risk-high return pick, Mitsubishi Tanabe Pharma (4508 JP) is a contrarian call in anticipation of value...
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Otsuka 3Q FY18 (YE Dec'18) Results - First Glance
Key highlights While the pharmaceutical segment (~60% of total sales) stayed flat (+1.2% to ¥200b), the Nutraceutical business (~30% of total) grew...
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Japan CAR-T Therapy Landscape
Japan CAR-T therapy - Competitive landscapeJapan pharma catching-up with global players… but a large gap remains Novartis AG (NOVN SE)’ Kymriah...
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1H FY18 In Line – Key Drivers Strong but Pipeline Potential Weak
We reiterate our “Equal-weight” rating on the stock post 1H FY18 (YE Dec-18) earnings1H FY18 Result Highlights Otsuka reported an increase in 1H...
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JAPAN PASSIVE: The Nikkei 225 Baskets if BOJ Changes
Last week in JAPAN PASSIVE: BOJ Heading For Trouble with Nikkei 225 I discussed the BOJ's past and current ETF purchasing selection, ownership,...
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