Japan: Treasury Share 'Kings' and 'Paupers'
TREASURY SHARES IN JAPAN - As a prelude to an upcoming insight on share buybacks in Japan, this note is a fork of Douglas Kim 's quick note on...
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Japan: Results & Revisions Update - Slowing Momentum Confirmed
DOUBLE-DIGIT YOY GROWTH BUT RISING COSTS A CONCERN- 27% of Japanese listed companies reported earnings results last week. In aggregate, the group...
510 Views
Sumitomo Pharma (4506 JP): America Drives FY26, To Be Continued in FY27, Enzomenib in Pivotal Phase
Sumitomo Pharma sees strong revenue growth in FY26 driven by North America. Momentum to continue in FY27. Profits to see some downside on R&D cost...
132 Views
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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Japan Pharmaceuticals: The Week that Was…
Takeda Pharmaceutical Co Ltd (4502 JP) @ ¥ 4,911/ share (down 24% YTD) implies ~17x (~30% discount to industry average) our FY19e core EPS of ¥...
271 Views