🇯🇵 JAPAN • Results & Revisions 11/05 Tsumura, Sysmex, Terumo, Nintendo, MRE
• BEST & WORST • Thursday's best and worst pairing is herbal medicine specialist Tsumura (4540 JP) and our'Suga Short' recommendation Mitsui...
519 Views
Death Rattle for Defensives?
While it is not a given that a switch from a high growth, high interest rate environment to a low growth, low interest rate environment is a good...
1.2k Views
Opdivo Singled Out in Government Rule Change
The suggestion of government orchestration against Ono’s immunotherapy treatment Opdivo (nivolumab) has moved a stage further with a report in the...
5.9k Views
Yomeishu Seizo (2540 JP): Murakami’s Takeunder Is Self-Financing and a Done Deal
While the offer is marginally higher than KKR's offer (the highest received in an auction), the transaction's economics favour Murakami vs...
356 Views
Hisamitsu Pharma (4530 JP): Risk/Reward as Shares Trade Through Terms
The probability of a bump is low due to no visible activism, peers not re-rating, irrevocables, several crossholders, and the minimum can be...
372 Views