Global Energy Sector Improving -- Buying Reliance Industries Ltd, Several Others
Crude oil prices display bullish short-term reversals, resulting in bullish price and RS reversals for global Energy stocks -- add exposure.
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Global Equity Strategy: Opportunities In Real Estate and Health Care
The weight of the evidence continues to support our mixed, but overall constructive outlook. We outline the basis for our outlook and also...
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Nippon Shinyaku (4516 JP): FY27 Guidance Signals Recovery, Speed Bumps Remain
Nippon Shinyaku's FY26 revenue grew 7% to ¥170B, driven by ethical drugs and higher licensing fees. FY27 revenue expected to reach ¥200B with...
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Japan Pharma - Domestic Market and Long Listed Drug Exposure
The Japanese government recently announced its decision to initiate an ad-hoc price reduction of ~4.35%, to be levied in October 2019, this will...
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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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