The Week That Was in NorthAsia@Smartkarma: NK Nuke, Topix, Nikkei 225, & HHI Recapitalization
Below is the full list of Japan/Korea related reports published last week on Smartkarma.TOPIX inclusion eventTravis touched on the stocks to be...
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Astellas Pharma (4503 JP): Strategic Brands Shine in FY26 as Xtandi Peaks, FY27 Guidance Revealed
Astellas Pharma sees strong revenue and profit growth in FY26, driven by strategic brands and cost optimization. This momentum is expected to...
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Otsuka Holdings (4578 JP): Rexulti, Abilify Gain Further Traction in 1Q26, Guidance Reiterated
Otsuka Holdings saw 8% revenue growth in 1Q26 driven by Rexulti and Abilify. Sibeprenlimab next big draw. Transcend acquisition positive....
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1Q Results a Good Start in Japan - 133 Names Achieved More than 30% of Full-Year OP Guidance....
With approx. 90% of names with mkt-cap above ¥50bn already announcing 1Q results, we looked back to see how companies did. If we look at the...
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The Week That Was in NorthAsia@Smartkarma: Sanghyun Charts OLED Supply Demand and Auto Earnings
KoreaSanghyun's OLED MasterclassIn his usual coherent and lucid style Sanghyun Park breaks down the outlook for smartphone OLED panel supply and...
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