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...
574 Views
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...
351 Views
August Is All About Quality and Momentum and Definitely Not About Beta....
High Beta names do not do well in August in Japan. In fact, August is the worst month out of the year for high Beta names. On the other side, names...
735 Views
Chugai Pharma (4519 JP): Hemlibra Drive 1Q26, 2026 Guidance Reiterated, Orforglipron Launched in US
Chugai Pharma reports 11.5% revenue increase as Hemlibra overseas sales up 26% YoY. 2026 guidance reiterated. FDA approval for Founday...
298 Views