Japan Pharmaceuticals: The Week that Was…
Nippon Shinyaku Co Ltd (4516 JP) @ ¥ 8,480 (up ~18% week-to-date) vs. our TP ¥ 8,600. We recommend booking profit at current levels. Takeda...
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Japan Pharmaceuticals: The Week that Was…
Takeda Pharmaceutical Co Ltd (4502 JP) @ ¥ 4,911/ share (down 24% YTD) implies ~17x (~30% discount to industry average) our FY19e core EPS of ¥...
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Japan Pharma: Upcoming Catalysts & Event Driven Trading Ideas
Takeda Pharmaceutical Co Ltd (4502 JP), Shionogi & Co Ltd (4507 JP), Nippon Shinyaku Co Ltd (4516 JP) , Sumitomo Dainippon Pharma Co (4506 JP),...
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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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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...
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