In today’s briefing:
- Shionogi & Co (4507 JP): Ready To Cash-In On COVID-Related Efforts; Long-Term Growth Drivers Added
- Are Japanese Stocks Undervalued or Is There a Reason for Stagnant Valuations?
- Fujifilm (4901) | Bio Pharma Giant Is a Double
Shionogi & Co (4507 JP): Ready To Cash-In On COVID-Related Efforts; Long-Term Growth Drivers Added
- Shionogi & Co (4507 JP), an established global name in infectious diseases, is banking on COVID-related products to achieve accelerated double-digit revenue growth in current fiscal.
- Shionogi applied for the domestic marketing of its COVID-19 oral drug and signed a basic agreement with the government, which is expected to purchase 1 million courses immediately after approval.
- It has a stable revenue stream from HIV franchise. Apart from infectious diseases, Shionogi has multiple late-stage candidates in psycho-neurological diseases and other new growth areas, including oncology and cardiology.
Are Japanese Stocks Undervalued or Is There a Reason for Stagnant Valuations?
- I would like to discuss the Nikkei article on “Stock market interest is shifting to undervalued stocks, but analyst coverage of small- and mid-cap stocks is scarce.”
- Assuming investors don’t buy a stock because it’s cheap, but because they understand the gap between its intrinsic value and the share price, to make many investors understand the value.
- Companies are required to execute capital allocations and communicate with analysts and investors to increase corporate value, and those that were able to do so were able to raise valuations.
Fujifilm (4901) | Bio Pharma Giant Is a Double
- It is time to throw off the old valuation models. Fujifilm is no longer a dusty old camera maker
- The healthcare business is already the biggest earnings driver and with aggressive capex….
- Fujifilm will become the biggest biopharma contract manufacturing company in the world. Valuations don’t reflect that.
Before it’s here, it’s on Smartkarma
