Japan & Korea @Smartkarma: Sharp, Activist in Korea, Alpine AGM & Zozo
Sharp offering update: C pref conversion going through Mio Kato, CFA provides an update on the Sharp offering. Sharp Corp (6753 JP) cancelled its...
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Current Market Price Discounts Favourable Outcome from Latuda’s Upcoming Binary Event
We reiterate our “Underweight” rating on the stock after reviewing our model post FY17 (YE Mar-18) earningsNeither through recent launches, nor...
549 Views
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...
112 Views
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 ¥...
116 Views
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),...
170 Views