Japan Fortnightly Update: Lower Low as Earnings Slow
LOWER LOW - Japanese equities reached a new 52-week low on 29th October but rebounded on the subsequent four trading days to close the...
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Shionogi 1H FY18 (YE Mar'19) Results - First Glance
Key highlights 1H FY18 gross margins improved significantly to 85.3% from ~77% for the same period last year, primarily driven by 24% increase in...
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Best Japanese Performers in the Fall....
With summer starting to wind down, we put together a screen looking at names that have historically done the best from September through the end of...
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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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Innovation to Help Maintain HIV Franchise Market Share and Weather Harsh Domestic Market Conditions
Continuous innovation at HIV Franchise to not only help defend market share…. Concerns about competition from Gilead Sciences Inc (GILD US)'s,...
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