Japan: Fortnightly Update - And So It Goes
AND SO IT GOES - After our eight-day 4.5% 'Thanksgiving rally', the market reverted to recent type and promptly fell 6.5% to Tuesday's low, which...
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Japan Fortnightly Update: Lower Low as Earnings Slow
LOWER LOW - Japanese equities reached a new 52-week low on 29th October but rebounded on the subsequent four trading days to close the...
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Daiichi Sankyo 1H FY18 (YE Mar'19) Results - First Glance
Key highlights Global Edoxaban sales increased ~64% y-o-y to ~¥52b, driven especially by brisk uptake in Japan (+53% to ~¥30b) and EU (+90% to...
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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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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...
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