Fujifilm - Unloved, but Not Unlovable
When we visited Fujifilm Holdings Corp (4901 JP), recently, our contact did not appear particularly pleased about an article the Nikkei ran on the...
283 Views
Mitsubishi Tanabe (4508) - Acquisition of NeuroDerm Playing to Strength, Not Weakness
The history of overseas acquisitions by Japanese drug companies is not a pretty one, as they've either overpaid for a skillset (Takeda (4502 JP)...
355 Views
Most / Least Popular Sectors in Japan over Last 2 Weeks....
Over the last 2 week we saw a dip in the number of Analyst Upgrade/Downgrades, most likely due to the fact Earnings is right around the corner....
629 Views
Eisai Pharmaceutical -Â Plenty at Stake with Anti-Alzheimer R&D Programs but Lenvima Is Key
Eisai had high hopes from breast cancer treatment Halaven (eribulin) and epilepsy treatment Fycompa (perampanel). However, neither of the two has...
321 Views
Japan Consensus Vs. Company Guidance - Names with a Big Disparity
With less than 4 months before the end of the fiscal year for most companies in Japan. We screened for names where there is a big disparity between...
417 Views