TOPIX May Rebalance - The BIG Flows at the Close MONDAY
The TOPIX Rebalance at end-May is upon us. ¥700+bn of buys and ¥700bn of sell flows at the close today (Friday). The big buys are NTT, Sony,...
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Olympus (7733 JP) Q4FY22: Net Profit More Than Doubled; Record High Profit Projection for FY23
Olympus reported strong 0FY22 performance, ahead of its guidance. FY23 guidance is better than expectations, with net profit expected to reach a...
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Takeda: Key Drugs Continue Growth and Upgrade to Guidance; Pipeline Progress Despite Recent Setbacks
Takeda's revenues beat consensus by 6.0% and key global brands continue to perform stronger. The drug development pipeline progresses despite...
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Japan's Governance: Growth Policy and Corporate Governance of Terumo Corporation (4543)
Terumo's high profitability and track record of growth are commendable, but given the company's potential, it has yet to reach its full potential...
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PHC Holdings IPO Trading - Needs to Start Acting like One Company to Move Higher
PHC Holdings and its shareholders raised around US$645m, via selling a mix of primary and secondary shares in its Japan IPO. In this note, we will...
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