The Week That Was in NorthAsia@Smartkarma: Itochu/FamilyMart, Samsung, Suruga, & Renesas
Below is the full list of Japan/Korea related reports published last week on Smartkarma.Itochu Tender For FamilyMartTravis Lundy explained the...
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Daiichi Sankyo (4568 JP): Ends FY26 on Mixed Note; It’s Time to Focus on Innovation Prowess
​Daiichi Sankyo aims to become a global top five oncology company with ¥2.3T+ oncology revenue by 2030, by maximize the value of its DXd ADC...
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Japan Pharmaceuticals: The Week that Was…
Nippon Shinyaku Co Ltd (4516 JP) @ ÂĄ 8,480 (up ~18% week-to-date) vs. our TP ÂĄ 8,600. We recommend booking profit at current levels. Takeda...
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Japan Pharmaceuticals: The Week that Was…
Takeda Pharmaceutical Co Ltd (4502 JP) @ ÂĄ 4,911/ share (down 24% YTD) implies ~17x (~30% discount to industry average) our FY19e core EPS of ÂĄ...
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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...
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