Japan Specialist

Mark Chadwick

Thematic (Sector/Industry)

<ul>
<li>Japanese markets surged, with the Nikkei rising 3.2% on a weaker yen, strong earnings, and tech sector gains, while BoJ held rates steady amid cautious forecasts.</li>
<li>Japan’s economic data showed mixed trends, including falling industrial output, modest retail growth, and declining consumer confidence, raising concerns about domestic demand and labour market softness.</li>
<li>Top stock performers included Sumi Pharma, Toyota Industries, and Nidec, driven by strong earnings, privatization speculation, and bold profit and restructuring plans that lifted investor sentiment.</li>
</ul>


Japanese markets surged, with the Nikkei rising 3.2% on a weaker yen, strong earnings, and tech sector gains, while BoJ held rates steady amid cautious forecasts.
Japan’s economic data showed mixed trends, including falling industrial output, modest retail growth, and declining consumer confidence, raising concerns about domestic demand and labour market softness.
Top stock performers included Sumi Pharma, Toyota Industries, and Nidec, driven by strong earnings, privatization speculation, and bold profit and restructuring plans that lifted investor sentiment.


Japan Strategy Weekly | Seven-Day Winning Streak

<ul>
<li>The stock market ended on a strong note, with both the Nikkei 225 (+3.4%) and the  Topix (+3.7%) indices posting substantial weekly gains amid ongoing U.S.-Japan trade negotiations</li>
<li>Japanese Economy Minister Ryosei Akazawa's meeting with President Trump on Thursday proved pivotal, with Trump reportedly identifying a deal with Japan as a "top priority."</li>
<li>Auto stocks posted impressive gains Tuesday after reports that Trump was considering pausing his 25% levies on auto imports, with Mazda (+8%) leading the sector for the week.</li>
</ul>


The stock market ended on a strong note, with both the Nikkei 225 (+3.4%) and the  Topix (+3.7%) indices posting substantial weekly gains amid ongoing U.S.-Japan trade negotiations
Japanese Economy Minister Ryosei Akazawa's meeting with President Trump on Thursday proved pivotal, with Trump reportedly identifying a deal with Japan as a "top priority."
Auto stocks posted impressive gains Tuesday after reports that Trump was considering pausing his 25% levies on auto imports, with Mazda (+8%) leading the sector for the week.


Japan Strategy Weekly | Stocks Rally as Trade Tensions Ease and Hopes Rise for Bilateral Deal

Global Healthcare Analyst

Tina Banerjee

<ul>
<li>Nippon Shinyaku filed NDA of tagraxofusp for a rare aggressive hematologic malignancy in Japan. Shionogi initiated rolling NDA submission to the FDA for Xocova for COVID-19 post-exposure prophylaxis.</li>
<li>Beigene is discontinuing clinical development program for ociperlimab, as a potential treatment for lung cancer. Celltrion received positive CHMP opinion for the addition of the Omlyclo autoinjector formulation.  </li>
<li>The first three children with SR-aGvHD will receive a course of Mesoblast’s Ryoncil commencing this week. Lupin is acquiring UK-based Renascience Pharma, a sole supplier of 4 specialty products.</li>
</ul>


Nippon Shinyaku filed NDA of tagraxofusp for a rare aggressive hematologic malignancy in Japan. Shionogi initiated rolling NDA submission to the FDA for Xocova for COVID-19 post-exposure prophylaxis.
Beigene is discontinuing clinical development program for ociperlimab, as a potential treatment for lung cancer. Celltrion received positive CHMP opinion for the addition of the Omlyclo autoinjector formulation.  
The first three children with SR-aGvHD will receive a course of Mesoblast’s Ryoncil commencing this week. Lupin is acquiring UK-based Renascience Pharma, a sole supplier of 4 specialty products.


APAC Healthcare Weekly (April 6)- Nippon Shinyaku, Shionogi, Beigene, Celltrion, Mesoblast, Lupin

<ul>
<li>Daiichi Sankyo received FDA approval for Datroway for the treatment of unresectable or metastatic hormone receptor (HR) positive, HER2 negative breast cancer who have received prior endocrine-based therapy and chemotherapy.</li>
<li>Sumitomo Pharma partnered with J&amp;J for co-promotion of the long-acting antipsychotic medication XEPLION. Shanghai Fosun Pharma’s proposed buyout of Shanghai Henlius Biotech for HK$5.4B (~$693M) failed to pass shareholders’ vote.</li>
<li>SK Bioscience signed a co-promotion and distribution agreement with Sanofi for RSV and hepatitis A vaccines. Hugel received approval for its botulinum toxin for five indications from the UAE.</li>
</ul>


Daiichi Sankyo received FDA approval for Datroway for the treatment of unresectable or metastatic hormone receptor (HR) positive, HER2 negative breast cancer who have received prior endocrine-based therapy and chemotherapy.
Sumitomo Pharma partnered with J&amp;J for co-promotion of the long-acting antipsychotic medication XEPLION. Shanghai Fosun Pharma’s proposed buyout of Shanghai Henlius Biotech for HK$5.4B (~$693M) failed to pass shareholders’ vote.
SK Bioscience signed a co-promotion and distribution agreement with Sanofi for RSV and hepatitis A vaccines. Hugel received approval for its botulinum toxin for five indications from the UAE.


APAC Healthcare Weekly (Jan 26)- Daiichi Sankyo, Sumitomo Pharma, Fosun Pharma, SK Bioscience, Hugel

<ul>
<li>Wuxi AppTech is selling its US and UK-based cell and gene therapy unit to Altaris for an undisclosed sum. SK Bioscience expanded vaccine development partnership with Sanofi.</li>
<li>Celltrion received FDA approval for global phase 3 trial of Darzalex biosimilar. Shionogi has announced dissolution of two joint ventures (established in Shanghai and Hong Kong) with Ping An Insurance.</li>
<li>Kaken Pharmaceutical entered into a license agreement with J&amp;J for the global development, manufacturing, and commercialization of a STAT6 program for an upfront payment of $30M.</li>
</ul>


Wuxi AppTech is selling its US and UK-based cell and gene therapy unit to Altaris for an undisclosed sum. SK Bioscience expanded vaccine development partnership with Sanofi.
Celltrion received FDA approval for global phase 3 trial of Darzalex biosimilar. Shionogi has announced dissolution of two joint ventures (established in Shanghai and Hong Kong) with Ping An Insurance.
Kaken Pharmaceutical entered into a license agreement with J&amp;J for the global development, manufacturing, and commercialization of a STAT6 program for an upfront payment of $30M.


APAC Healthcare Weekly (Dec 29)- Wuxi AppTech, SK Bioscience, Kaken Pharma, Shionogi, Daiichi Sankyo

Japan

Sumitomo Dainippon Pharma Co., Ltd. mainly manufactures and markets pharmaceuticals for human and veterinary use. The Company also produces and sells livestock feeds, food additives, and chemical products, as well as conducts clinical pathology tests for animals. Sumitomo Dainippon Pharma conducts businesses across worldwide.

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Sumitomo Pharma (4506 JP)

Japan Strategy Weekly | Seven-Day Winning Streak

Japanese markets surged on weaker yen, strong earnings, and tech gains, while BoJ held rates steady; mixed economic data raises concerns about...

Mark Chadwick

Japan Strategy Weekly | Stocks Rally as Trade Tensions Ease and Hopes Rise for Bilateral Deal

Stock market in Japan surges as U.S.-Japan trade talks progress, with auto stocks seeing significant gains amid potential tariff pause.

Mark Chadwick

APAC Healthcare Weekly (April 6)- Nippon Shinyaku, Shionogi, Beigene, Celltrion, Mesoblast, Lupin

Nippon Shinyaku and Shionogi are filing for new drugs. Beigene dropped a phase 3 oncology asset. Mesoblast is about to start treatment with...

Tina Banerjee

APAC Healthcare Weekly (Jan 26)- Daiichi Sankyo, Sumitomo Pharma, Fosun Pharma, SK Bioscience, Hugel

APAC healthcare companies got approvals for new products as well as clinical trials. The companies continued with acquisitions and collaborations...

Tina Banerjee

APAC Healthcare Weekly (Dec 29)- Wuxi AppTech, SK Bioscience, Kaken Pharma, Shionogi, Daiichi Sankyo

Wuxi AppTech is selling its US and UK-based cell and gene therapy unit. APAC healthcare companies continued their licensing activities. Approvals...

Tina Banerjee

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Japan Strategy Weekly | Seven-Day Winning Streak

​Japanese markets surged on weaker yen, strong earnings, and tech gains, while BoJ held rates steady; mixed economic data raises concerns about...

Mark Chadwick

Japan Strategy Weekly | Stocks Rally as Trade Tensions Ease and Hopes Rise for Bilateral Deal

​Stock market in Japan surges as U.S.-Japan trade talks progress, with auto stocks seeing significant gains amid potential tariff pause.

Mark Chadwick

APAC Healthcare Weekly (April 6)- Nippon Shinyaku, Shionogi, Beigene, Celltrion, Mesoblast, Lupin

Nippon Shinyaku and Shionogi are filing for new drugs. Beigene dropped a phase 3 oncology asset. Mesoblast is about to start treatment with...

Tina Banerjee

APAC Healthcare Weekly (Jan 26)- Daiichi Sankyo, Sumitomo Pharma, Fosun Pharma, SK Bioscience, Hugel

APAC healthcare companies got approvals for new products as well as clinical trials. The companies continued with acquisitions and collaborations...

Tina Banerjee

APAC Healthcare Weekly (Dec 29)- Wuxi AppTech, SK Bioscience, Kaken Pharma, Shionogi, Daiichi Sankyo

Wuxi AppTech is selling its US and UK-based cell and gene therapy unit. APAC healthcare companies continued their licensing activities. Approvals...

Tina Banerjee

Japanese markets surged on weaker yen, strong earnings, and tech gains, while BoJ held rates steady; mixed economic data raises concerns about...

Stock market in Japan surges as U.S.-Japan trade talks progress, with auto stocks seeing significant gains amid potential tariff pause.