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...
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Japan Pharma:Â Core Coverage Investment Thesis and Valuations (I/III)
Takeda Pharmaceutical (4502 JP), Astellas Pharma (4503 JP), Daiichi Sankyo (4568 JP), Eisai Co Ltd (4523 JP), Otsuka Holdings (4578 JP), Chugai...
449 Views
USD/JPY Macro Low and Fresh Position Webcast
Chartonics flash Tuesday 30 August 2016USD/JPY macro low and position update webcastWe have made a USD bull case from JPY 100 or 95 if we broke...
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Shorting NOF (4403) Just Now Is Probably a Very Bad Idea
​Japan's defense budget increase may boost NOF's ammunition business, but production limits and slow capacity expansion could hinder profit growth....
689 Views
The 2020 Nikkei 225 Rebalance: Nippon Kayaku OUT and Softbank Corp IN
Today after the close, and a few days earlier than expected, the Nikkei's “Index Business Office" which administers the Nikkei 225 Average and the...
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