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...
111 Views
Shire Remains Undervalued as Takeda Weighs Higher Bid and Allergan Enters the Picture
Shire PLC (SHP LN) has released details of recent negotiations with Takeda Pharmaceutical Co Ltd (4502 JP), detailing three proposed (and rejected)...
142 Views
Takeda + Shire - Monetizing Shire’s Neuroscience Division Could Be the Key
CEO Christopher Weber has always been vocal about his willingness to strike a multi-billion-dollar deal, if need be, to put in place Takeda’s...
141 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 ¥...
113 Views
The Week That Was In North Asia@Smartkarma: JDI, Renesas, Trade, Governance, and Mobis/Glovis
It was a "slow" week on Smartkarma with 'only' 165 pieces of research published, but it is school vacation week in Asia, with two days off in Hong...
131 Views