Updating Our Model to Incorporate new Guidance, FVE Unchanged
We updated our model and estimates to reflect narrow-moat Takeda’s new reporting segments, balance sheet, and guidance. Our fair value remains unchanged at JPY 5,100 per share. Despite management’s affirmation of the company’s long-term margin expansion, the stock trades at a 23% discount to our fair value.Our revenue assumptions have fallen to JPY 3.3 trillion in 2028, whereas we projected JPY 4.0 trillion in our previous model. This incorporates several changes, including lower forecasts for...
Takeda Pharmaceutical is a public company incorporated in Japan. Co. and its subsidiaries is a global pharmaceutical group and is engaged in the research, development, manufacturing and marketing of pharmaceutical products, over-the-counter (“OTC”) medicines and quasi-drug consumer products, and other healthcare products. Co.'s principal pharmaceutical products include medicines in the following therapeutic areas: gastroenterology, oncology and neuroscience.
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Morningstar provides data on approximately 530,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 18 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries and had approximately $185 billion in assets under advisement and management as of June 30, 2016.
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