Japan Pharma: Core Coverage Investment Thesis and Valuations (II/III)
Takeda Pharmaceutical (4502 JP), Astellas Pharma (4503 JP), Daiichi Sankyo (4568 JP), Eisai Co Ltd (4523 JP), Otsuka Holdings (4578 JP), Chugai...
292 Views
Japan Pharma: Core Coverage Investment Thesis and Valuations (I/III)
Takeda Pharmaceutical (4502 JP), Astellas Pharma (4503 JP), Daiichi Sankyo (4568 JP), Eisai Co Ltd (4523 JP), Otsuka Holdings (4578 JP), Chugai...
297 Views
Concerns Remain Over Upcoming Patent Expiry of Key Domestic Drivers and Delayed US Market Entry
We reiterate our “Equal-weight” rating on the stock after reviewing our model post FY17 (YE Mar-18) earnings and considering Santen’s Medium-Term...
71 Views
Santen FY17 Earnings - First Glance
Santen Pharmaceutical Co Ltd (4536 JP) reported FY17 results on May 09, 2018 FY17 topline performance led by higher than expected growth of Eylea...
90 Views
Sectors Not Correlated to TOPIX - Retailing, Food & Staples Retailing, and Utilities
We recently published a piece looking at Sectors that are highly correlated to TOPIX. In the piece, we highlight the other side. Sectors that are...
288 Views