Healthcare Observer: As Long-Term Patent Exposure Ebbs, Innovation in Big Pharma Pipelines Support
Pipeline innovation outpacing patent losses represents a core element of the wide moat ratings for most of the Big Pharma firms. Slowing patent...
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Canon Still Facing Headwinds in 3Q, Cites Rapid Slowdown in Southeast Asia; Shares Fairly Valued
Canon reported slightly weaker-than-expected third-quarter results, but the bigger takeaway was management's commentary on the rapid slowdown in...
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AUG 2015 JPX NIKKEI 400 - Rebalance Announced - How Much Tracks? What Are Flows?
On August 7th after the close, the Japan Exchange Group announced the results of its annual review of JPX Nikkei 400 Index Components, resulting in...
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Olympus - Largest shareholder looking to partially exit, avoid the deal
Sony is selling half its stake in Olympus in a block trade worth USD612m. We would avoid the deal given: The stock has had a chequered history,...
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Introducing Long Term Leaders - Focussed Insights for your Core Holdings
We are pleased to announce the roll out of our latest content vertical: Long Term Leaders. Under this category,  we have identified companies that...
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