Arisawa (5208) Activism: Biggish Buyback, But Lots More Potential Behind
Yesterday after the close of trading, Nippon Kayaku (4272 JP), which owns 66.5% of smallcap polarizing film maker Polatechno (4239 JP), announced a...
479 Views
The Week That Was @ Smartkarma in Korea, Japan, China/HK: Megvii, GSOMIA, Cho Kuk, & Sony
On August 22nd, the South Korean government announced that it has decided to terminate the GSOMIA (General Security of Military Information...
458 Views
Polatechno (4239 JP) TOB - Big Premium, Done Deal
On 27 August 2019 after the close, functional chemicals (and explosives) maker Nippon Kayaku (4272 JP) announced that it would purchase the 33.5%...
527 Views
Japan Pharma: Core Coverage Investment Thesis and Valuations (III/III)
Takeda Pharmaceutical (4502 JP), Astellas Pharma (4503 JP), Daiichi Sankyo (4568 JP), Eisai Co Ltd (4523 JP), Otsuka Holdings (4578 JP), Chugai...
308 Views
Japan Pharma: Core Coverage Investment Thesis and Valuations (II/III)
Takeda Pharmaceutical (4502 JP), Astellas Pharma (4503 JP), Daiichi Sankyo (4568 JP), Eisai Co Ltd (4523 JP), Otsuka Holdings (4578 JP), Chugai...
278 Views