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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Opportunities in The (Overpriced) Japan Pharma Sector
As a defensive sector, Japan’s pharmaceutical sector has had an up-and-down time of it during the Abe era. In the early days of Abenomics, the...
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Sector Capsule: Sports Drinks in Japan
Sports drinks declined by 5% in off-trade volume terms to 1,344 million litres and declined by 6% in off-trade current value terms to JPY301.0...
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Japan Pharmaceutical - Sector Overview
Core coverage – relative valuations Takeda Pharmaceutical Co Ltd (4502 JP) (NB: Pre-Shire announcement | Pro-Forma analysis to be published...
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