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...
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Concerns Remain Over Upcoming Patent Expiry of Key Domestic Drivers and Delayed US Market Entry
We reiterate our âEqual-weightâ rating on the stock after reviewing our model post FY17 (YE Mar-18) earnings and considering Santenâs Medium-Term...
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Santen FY17 Earnings - First Glance
Santen Pharmaceutical Co Ltd (4536 JP) reported FY17 results on May 09, 2018 FY17 topline performance led by higher than expected growth of Eylea...
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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...
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Large-Cap Names that Have Gotten a Lot More Volatile Recently....
We screened for large-cap names in Japan that have recently seen a spike in volatility. We calculated Beta over the last 6 months and compared it...
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