Japan Fortnightly Update: Banks to Neutral/Utilities to Negative - Results Momentum Still Slowing
CYCLICAL SECTORS RALLY WITH THE MARKET - Japanese equities have rallied 3.6% over the last two weeks, and the market composite is now flat since...
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Most Popular / Unpopular Names in Japan over Last Month. Nintendo Made the Good List....
Over the last month, 9 companies have been upgraded by 2 or more analyst. Nintendo Co Ltd (7974 JP) is the largest by mkt-cap to make the list and...
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Japan: Sectors/Peer Groups 3M🔺Too Early to Bottom-Fish Cyclicals •Time to Trim Personal Products
THREE-MONTH % CHANGE IN SECTORS & PEER GROUPS - This regular insight focuses on the percentage change in each sectors' weight in the market...
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Sumitomo Pharma (4506 JP): America Drives FY26, To Be Continued in FY27, Enzomenib in Pivotal Phase
Sumitomo Pharma sees strong revenue growth in FY26 driven by North America. Momentum to continue in FY27. Profits to see some downside on R&D cost...
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Shionogi & Co (4507 JP): FY26 Result Falls Short of Expectation; Mixed Guidance for FY27
Shionogi announces FY26 results, with revenue meeting but operating profit missing guidance due to higher expenses. The company expects 32%...
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