Japan: Fortnightly Update - Thanksgiving Rally
THANKSGIVING RALLY - Japan's equity markets have recovered by 2.4% since 16th November and are now 5% above the October 29th low, but the market...
315 Views
Is It a Nikkei BOJ Squeeze on Nikkei 225 Low Float Names? Or Just FamilyMart Being FamilyMart?
A comment from a Smartkarma client prompted me to dig through this. It was an interesting comment suggesting the high weight Nikkei 225 names,...
582 Views
Japan: Moving Average Outliers - Results Driven
MOVING AVERAGE OUTLIERS - Our moving average outlier indicator uses a weighted sum of the share price relative to the 5-day, 20-day, 60-day, 120...
366 Views
Sumitomo Dainippon 1H FY18 (YE Mar'19) Results - First Glance
Key highlights Latuda grew 3.6% to ~¥90b in the US, however, an 8.8% decline in domestic sales to ~¥66b led the overall sales decline of 2.2% to...
293 Views
Japan Pharma: Core Coverage Investment Thesis and Valuations (III/III)
Takeda Pharmaceutical (4502 JP), Astellas Pharma (4503 JP), Daiichi Sankyo (4568 JP), Eisai Co Ltd (4523 JP), Otsuka Holdings (4578 JP), Chugai...
318 Views