Death Rattle for Defensives?
While it is not a given that a switch from a high growth, high interest rate environment to a low growth, low interest rate environment is a good...
1.2k Views
Opdivo Singled Out in Government Rule Change
The suggestion of government orchestration against Ono’s immunotherapy treatment Opdivo (nivolumab) has moved a stage further with a report in the...
5.9k Views
Nihon Kohden (6849 JP): Stable Japan, Growing US; ¥5B Share Buyback Plan Augurs Well
Nihon Kohden reaffirms revenue guidance for FY26, with focus on growth in North America and sustainable long-term prospects. The share buyback...
612 Views
Hogy Medical (3593 JP): After Months of Speculation, Carlyle Lobs a Tender Offer at JPY6,700
The offer, resulting from an auction, represents an all-time high and is above the midpoint of the IFA DCF valuation range. Dalton has provided an...
623 Views
Asahi Intecc (7747 JP): Strong FY25 Result; FY26 Guidance Initiation; New Business Plan Announced
Asahi Intecc reports 12% revenue growth in FY25 driven by medical division. The company aims for revenue of ¥180B and operating profit margin of...
397 Views