Japan Pharmaceuticals: The Week that Was…
Takeda Pharmaceutical Co Ltd (4502 JP) @ ÂĄ 4,911/ share (down 24% YTD) implies ~17x (~30% discount to industry average) our FY19e core EPS of ÂĄ...
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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...
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Names that Are Hated and Loved by the Street in Japan....
It has been a while since we updated the "Hated by the Street" screen. So we thought it would be good to see which names made the list. Usually we...
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Names Potentially Well Positioned to Beat Year-End Estimates
With a good portion of Japanese companies having already announced 1H results, we looked at the names that are well positioned for the second half....
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Names with Too Much "Other" On the Balance Sheet....
As I have mentioned before, a long time ago I worked at Panasonic in their IR department. One day when I was bored, I went to the Accounting...
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