Japan: 2018 Sector Review - Down, Down, Deeper & Down
DOWN, DOWN, DEEPER & DOWN - Japanese equities were as unfashionable as the venerable 'Quo' in 2018, although all of the year's decline...
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Japan Pharma - Top Picks
While Gni Group Ltd (2160 JP) is our high risk-high return pick, Mitsubishi Tanabe Pharma (4508 JP) is a contrarian call in anticipation of value...
725 Views
Takeda and Shire Shareholders Unanimously Agree to $64b Deal
Our take… Reiterating our positive view, we think the deal could help Takeda on several fronts, including: Sizeable footprint in the strategically...
519 Views
Japan: Fortnightly Update - Thanksgiving Rally
THANKSGIVING RALLY - Japan's equity markets have recovered by 2.4% since 16th November and are now 5% above the October 29th low, but the market...
441 Views
Japan: Relative Price Score Update - Overbought and Oversold Sectors & Peer Groups
RELATIVE PRICE SCORE - The Relative Price Score (RPS) was introduced in an earlier insight and is a measure of stock price performance relative to...
577 Views