Sector Capsule: Sports Drinks in China
Sports drinks posts off-trade growth of 5% in volume and 6% in current value terms in 2017 Growing trend of regular exercise and sports...
156 Views
Trading the BOJ-Nikkei 225 Baskets
One week ago in The BOJ's Ongoing ETF Impact - Is a Nikkei 225 Reshuffle in the Cards? I discussed the BOJ's past and current ETF purchasing...
469 Views
The BOJ's Ongoing ETF Impact - Is a Nikkei 225 Reshuffle in the Cards?
Just over six months ago, a breathless article on Bloomberg noted that according to their calculations, the BOJ owned 71% of the ETFs in the...
1.6k Views
Global Pharmaceuticals: Valuations, Assets and Leverage Up - Margins Down
We examined ten years of accounting and valuation data for the pharmaceutical companies around the world with sales of US$100m+ and created...
503 Views
Mitsubishi Tanabe (4508) - Acquisition of NeuroDerm Playing to Strength, Not Weakness
The history of overseas acquisitions by Japanese drug companies is not a pretty one, as they've either overpaid for a skillset (Takeda (4502 JP)...
240 Views