JAPAN PASSIVE:Â The Nikkei 225 Baskets if BOJ Changes
Last week in JAPAN PASSIVE:Â BOJ Heading For Trouble with Nikkei 225 I discussed the BOJ's past and current ETF purchasing selection, ownership,...
726 Views
Pessimism Overdone: Takeda Undervalued By 40% Under Modestly Enhanced Post-Deal Financial Assumption
Takeda Pharmaceutical Co Ltd (4502 JP)’s CMP highly underappreciates potential financial transformation through its integration with Shire and the...
650 Views
Takeda/Shire II:Â Drugs, Divvies, and AGM Votes
In Takeda/Shire I : On Drug Deals and Deckchairs I discussed the Drug Deal (the terms to the deal) and the Deckchairs - the significant reshuffling...
437 Views
Opportunities in The (Overpriced) Japan Pharma Sector
As a defensive sector, Japan’s pharmaceutical sector has had an up-and-down time of it during the Abe era. In the early days of Abenomics, the...
237 Views
Toyota for Bears: How Attractive Are Income Yields?
Toyota’s current dividend and buyback yields are 3.1% and 2.1% respectively (at the current market price of JPY7,199 as of 22nd June 2018) bringing...
265 Views