Tsumura & Co (4540 JP): Q1 FY03/25 flash update
Revenue: JPY43.7bn (+18.0% YoY), Operating profit: JPY10.6bn (+125.8% YoY), Recurring profit: JPY14.1bn (+135.7% YoY), Net Income: JPY11.2bn...
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Taisho Pharmaceutical (4581 JP): Japan Catalyst Pushes for a Bump
While justifiable, a bump is unlikely due to the lack of a substantial activist shareholder, irrevocables, no competing bid and the offer’s 55.5%...
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Taisho Pharmaceutical (4581 JP): MBO Tender Offer at JPY8,620
The minimum acceptance condition requires a 44% minority acceptance rate. The offer is attractive vs. historical and peer multiples.
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Japan - Increase in Shorts on Some Interesting Stocks
There are a bunch of stocks in Japan that have underperformed the NKY over the last few months and that could lead to a liquidity event due to the...
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🇯🇵 JAPAN • Results & Revisions 11/05 Tsumura, Sysmex, Terumo, Nintendo, MRE
• BEST & WORST • Thursday's best and worst pairing is herbal medicine specialist Tsumura (4540 JP) and our'Suga Short' recommendation Mitsui...
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