Taisho 1H FY18 (YE Mar'19) Results - First Glance
Key highlights “Prescription pharma” segment (-15.1% to ¥~40b) lead overall sales decline by 6.6% to ¥129.5b Y-o-y decrease in SG&A and R&D...
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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...
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Japan Pharma: Core Coverage Investment Thesis and Valuations (II/III)
Takeda Pharmaceutical (4502 JP), Astellas Pharma (4503 JP), Daiichi Sankyo (4568 JP), Eisai Co Ltd (4523 JP), Otsuka Holdings (4578 JP), Chugai...
292 Views
Japan Pharma: Core Coverage Investment Thesis and Valuations (I/III)
Takeda Pharmaceutical (4502 JP), Astellas Pharma (4503 JP), Daiichi Sankyo (4568 JP), Eisai Co Ltd (4523 JP), Otsuka Holdings (4578 JP), Chugai...
297 Views
Mainstay Business Face Challenges, Speculation Over Strategic Investment Fuels Stock Momentum
We reiterate our “Equal-weight” rating on the stock after reviewing our model post 1Q FY18 (YE Mar-19) earnings. Taisho has reported a decline in...
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