Navigating Risk off Transition
ChartonicsEurope is the underperform short bet but our EM outperform hit a road block as copper turned down hard (sold down long exposure on March...
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MS-Japan Index Earning Revision (Mar): Shimizu, Kioxia, Mitsui &, Mitsubishi, Nissan Motor, Eneos
We analyzed MS-Japan's consensus for Mar 2026 and highlighted changes of EPS in Shimizu, Kioxia, Mitsui &, Mitsubishi, Nissan Motor, Eneos, Honda...
227 Views
Healthcare Observer: As Long-Term Patent Exposure Ebbs, Innovation in Big Pharma Pipelines Support
Pipeline innovation outpacing patent losses represents a core element of the wide moat ratings for most of the Big Pharma firms. Slowing patent...
488 Views
Introducing Long Term Leaders - Focussed Insights for your Core Holdings
We are pleased to announce the roll out of our latest content vertical: Long Term Leaders. Under this category,  we have identified companies that...
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2026 High Conviction Update: Sumitomo Pharma (4506 JP): Guidance Revised, “Boost 2028” Plan Unveiled
Sumitomo Pharma obtained conditional and time limited approval in Japan for the manufacturing and marketing of allogeneic iPS cell derived...
478 Views