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,...
805 Views
Series of R&D Positives After Recent Late Stage Setbacks, However, Too Early to Draw Firm Conclusion
Cost rationalization effort to drive industry leading earnings growth (on almost flat sales) over next 3-5 years. We reiterate our Neutral rating...
255 Views
Domestic Business Driven FY17 Topline Growth Is Not Sustainable
Daiichi Sankyo Co Ltd (4568 JP)'s FY17 results Domestic pharma performance (up ~7% y-o-y to ¥613b and contribution up 400bps to 64% of total sales...
251 Views
Japan Pharmaceutical - Sector Overview
Core coverage – relative valuations Takeda Pharmaceutical Co Ltd (4502 JP) (NB: Pre-Shire announcement | Pro-Forma analysis to be published...
329 Views
Trading the BOJ-Nikkei 225 Baskets
One week ago in The BOJ's Ongoing ETF Impact - Is a Nikkei 225 Reshuffle in the Cards? I discussed the BOJ's past and current ETF purchasing...
628 Views