Most Popular / Unpopular Japanese Names in November...
15 Japanese names had 2 or more upgrades in November. Fast Retailing Co Ltd (9983 JP) is the largest name by mkt-cap to make the list and it had 3...
514 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...
497 Views
Astellas (4503) - PROSPER Data Revives Value Story
For a drug that was targeted to hit US$6~8bil in sales, last year’s US$2.3bil revenue figure for Xtandi was decidedly below par. With the start of...
150 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)...
233 Views
Leakage Report - 5/8/17 - Crazy Volume on First Day Back from Golden Week....
48 out of the approx. 350 names to announce earnings in the next 3 days moved on more than 2 standard deviations of volume. All but one, Otsuka...
343 Views