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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Japan: Scoring Results & Forecasts - Part 3 - Company Winners & Losers
INTRODUCTION - The final part of our Results and Forecast/Revision Scores review will look at the leading and lagging performers and forecasters...
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Takeda FVE Reduction Leaves Shares Slightly Undervalued; Shire Acquisition Neutral to Valuation
We’ve slightly lowered our Takeda Pharmaceutical Co Ltd (4502 JP) fair value estimate to JPY 5,100 from JPY 5,400 after incorporating the close of...
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Takeda FY17 Earnings - First Glance
Takeda Pharmaceutical Co Ltd (4502 JP) reported FY17 results on May 14, 2018 As anticipated, Entyvio (YoY 35.9% to ¥196.6b), Takecab (YoY 61.7% to...
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The Week That Was in North Asia @Smartkarma: Do Donkis Rohm the North Korean Shires?
Firstly, apologies for the terrible string of puns, but the image just sticks in our head.Kospi rose 0.66% for the week while Topix rose 1.32%,...
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