Japan Pharma -Â Drug Price Revision in April 2018
Japan, after the US and China, is the world’s third largest pharma industry, worth ~$70b in 2016. However, according to research and consulting...
402 Views
Kyowa Kirin (4151 JP): 1Q26 Revenue Grow on EMEA & Out-Licensing, Guidance Partially Revised
​Kyowa Kirin sees strong revenue growth in 1Q26, with improved margins and revised profit guidance for 2026. Company looks to new drugs for future...
236 Views
Sectors Not Correlated to TOPIX - Retailing, Food & Staples Retailing, and Utilities
We recently published a piece looking at Sectors that are highly correlated to TOPIX. In the piece, we highlight the other side. Sectors that are...
467 Views
Companies Where Consensus and Company Guidance Are Far Apart.....
1H Earnings season is just around the corner for most Japanese companies and a lot of companies like to revise guidance when they annouce 1H...
492 Views
Equity Asia Weekly Research - 11 Oct 2017
Mid Term Country Allocation (Tactical view) in terms of Relative Value vs MXAPWhat's new from last week• Although ASX remains within its 3-month...
431 Views