JAPAN PASSIVE: The Nikkei 225 Baskets if BOJ Changes
Last week in JAPAN PASSIVE: BOJ Heading For Trouble with Nikkei 225 I discussed the BOJ's past and current ETF purchasing selection, ownership,...
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JAPAN PASSIVE: BOJ Heading For Trouble with Nikkei 225
The last couple of weeks have seen stories carried in the media about the impact of the BOJ in its equity index ETF buying program. Some of these...
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Opportunities in The (Overpriced) Japan Pharma Sector
As a defensive sector, Japan’s pharmaceutical sector has had an up-and-down time of it during the Abe era. In the early days of Abenomics, the...
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Astellas Mid-Term Plan FY18-FY20e: Concerns Remain Over Growth Post-Xtandi LOE
Astellas Pharma Inc (4503 JP) announced it FY18-20e mid-term plan on May 22, 2018 While our FY20e sales estimates are in-line with the company...
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Astellas FY17 Results and FY18e Guidance – No Major Surprise
Astellas Pharma Inc (4503 JP) FY17 results Xtandi (up 17% to ¥295b) and mirabegron (up 28% to ¥126b) ramp-up compensate for lackluster domestic...
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