reports
Moody's Ratings affirms Eli Lilly's A1 rating; revises outlook to posi...
Moody's Ratings (Moody's) affirmed the ratings of Eli Lilly and Company ("Lilly") including the A1 senior unsecured notes and issuer rating. At the same tome Moody's also affirmed the (P)A1 senior unsecured shelf, (P)A1 senior unsecured medium term notes program and the Prime-1 short-term rating. Mo...
Eli Lilly & Co: 1 director
A director at Eli Lilly & Co sold 750 shares at 753.600USD and the significance rating of the trade was 62/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly sh...
- Pelham Smithers
PSA Market Strategy: How Japan Transformed from a Bear Market to a Bul...
In our 2010 Japan Perspective, written close to the nadir of the bear market, we discussed what was wrong with Japan, but also what it was starting to do right. Fourteen years on, the Nikkei 225 - though not yet Topix - has hit a new all-time high. This report looks at how Japan built on those things that were going right, while also starting to address what else needed to be done, and looks at whether more is needed to be done if the market rally is to continue from here.
NVDA NVIDIA CORPORATION
LLY ELI LILLY AND COMPANY
FB FACEBOOK INC. CLASS A
9433 KDDI CORPORATION
6954 FANUC CORPORATION
8001 ITOCHU CORPORATION
6752 PANASONIC CORPORATION
6971 KYOCERA CORPORATION
8031 MITSUI & CO. LTD
4183 MITSUI CHEMICALS INC.
6723 RENESAS ELECTRONICS CORPORATION
6701 NEC CORP.
5401 NIPPON STEEL CORP.
4063 SHIN-ETSU CHEMICAL CO LTD
8035 TOKYO ELECTRON LTD.
6201 TOYOTA INDUSTRIES CORP.
7203 TOYOTA MOTOR CORP.
7270 SUBARU CORP
XOM EXXON MOBIL CORPORATION
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.
TXG 10X GENOMICS INC CLASS A
BRK.A BERKSHIRE HATH-A
APPL APPLE INC - APPL - US
9810 NIPPON STEEL TRADING CORP
Moody's rates Eli Lilly's notes A1; stable outlook
Moody's Investors Service (Moody's) assigned an A1 rating to the new senior unsecured notes offering of Eli Lilly and Company ("Lilly"). There are no changes to Lilly's existing ratings including the A1 senior unsecured long-term rating and the Prime-1 short-term rating, or the stable outlook. RAT...
- Carol Dou Xiao Qin
- Sunny Chen
Hutchmed (China) (13 HK): Maintaining oncology revenue target of US$45...
Hutchmed has built strong R&D capabilities with three self-developed innovative small molecule oncology drugs successfully marketed in China. It focuses on exploring overseas markets and expanding the number of indications for its existing products, and actively develops combination therapies for its pipeline products with domestic biologics drugs. It maintains its oncology revenue guidance of US$450m-550m in 2023, and targets to achieve breakeven in 2025.
- Adrian Loh Tzum Yung
- Ariel Poh Yun Li
- Bella Lu Yifei
- Carol Dou Xiao Qin
- Greater China Research Team
- Johnny Yum Chung Man
- Kampon Akaravarinchai
- Kate Luang
- Ken Lee
- Kitpon Praipaisarnkit
- Kong Ho Meng
- Philip Wong
- Stevanus Juanda
- Sunny Chen
Regional Morning Notes - Thursday, October 12, 2023
GREATER CHINA Sector Banking: 3Q23 results preview: Earnings growth expected to reach bottom. Asian Gems Corporate Highlights Crystal International (2232 HK)/NOT RATED/HK$2.45): Takeaways from luncheon. Hutchmed (China) (13 HK/NOT RATED/HK$26.60): Maintaining oncology revenue target of US$450m-550m in 2023. Nio Inc (9866 HK/NOT RATED/HK$68.90): Takeaways from Asian Gems Conference. Xiaomi Corp (1810 HK/BUY/HK$12.30/Target: HK$15.30): Takeaways from Asian Gems Conference. INDONESIA Asian Gems Co...
- Franc Gregori
- Lala Gregorek
- Philippa Gardner
HUTCHMED: Surfing the ‘waves’ towards profitability
HUTCHMED’s clearly articulated strategy is delivering, with consistent clinical and commercial execution marking its continuing transition from a development stage company into a profitable commercial organisation. Growth in Oncology/ Immunology revenues, defined investment priorities, and a global partnering strategy should all contribute to achieving a FY25 breakeven target. HUTCHMED aims to expand its marketed portfolio of oncology drugs in China from three to six or seven by FY25, addressing...
- Dominic Rose
- Naresh Chouhan
NOVO - Wegovy Peak Sales now $25bn (BUY, TP DKK 1500)
In this note, we increase our Wegovy peak by $10bn following SELECT, include 70% a chance of Medicare reimbursement, include the IRA impact in 2027 on Wegovy, show that SELECT makes Wegovy value for money, increase Wegovy stay time, we expect Wegovy to be added to AHA guidelines & thus anti-obesity drugs to be legitimised and finally, we increase our PT to DKK1500. The inclusion of Medicare adds $9bn to our peak sales and we cut our US price per scrip by 60% by 2028. Our highly conservative assu...
Hybridan Small Cap Feast - 16 Jun 23
16th June 2023 @HybridanLLP Status of this Note and Disclaimer This document has been issued to you by Hybridan LLP for information purposes only and should not be construed in any circumstances as an offer to sell or solicitation of any offer to buy any security or other financial instrument, nor shall it, or the fact of its distribution, form the basis of, or be relied upon in connection with, any contract relating to such action. This document has no regard for the specific investment objecti...
- Carol Dou Xiao Qin
- Sunny Chen
HUTCHMED (China) (13 HK): An advanced small molecule drug innovator.
Founded in 2000, Hutchmed has built strong R&D capabilities with three selfdeveloped innovative small molecule oncology drugs (namely Surufatinib, Fruquintinib and Savolitinib) successfully marketed in China. It collaborates with its MNC partners and carries out multi-centre global trials for its major drug assets, aiming to provide advanced treatment options and achieve its globalisation ambitions. Expecting robust revenue expansion, it targets to achieve breakeven in 2025.
- Carol Dou Xiao Qin
- Damon Shen
- Jieqi Liu
- Jo Yee Ng
- Johnny Yum Chung Man
- Kate Luang
- Kelvin Chau Siu Pong
- Sunny Chen
- Terence Chiu
Greater China Daily: Monday, May 22, 2023
KEY HIGHLIGHTS Sector Baijiu And Beer Prefer premium baijiu: Solid sales performance to drive sector re-rating. Maintain OVERWEIGHT on baijiu sector and downgrade beer sector to MARKET WEIGHT. Property Pressure on HIBOR marginally alleviated; retail momentum remains strong. Update Hansoh Pharmaceutical Group Company (3692 HK/BUY/HK$12.46/Target:HK$18.00) Continuous innovation transformation. HUTCHMED (China) (13 HK/NOT RATED/HK$20.25) An advanced small molecule drug innovator. Small/Mid Cap...
- Adrian Loh Tzum Yung
- Carol Dou Xiao Qin
- Chong Lee Len
- Damon Shen
- Hazmy Hazin
- Jieqi Liu
- Jo Yee Ng
- Johnny Yum Chung Man
- Kate Luang
- Kelvin Chau Siu Pong
- Kitpon Praipaisarnkit
- Llelleythan Tan Tan
- Stevanus Juanda
- Sunny Chen
- Thailand Research Team
Regional Morning Notes - Monday, May 22, 2023
GREATER CHINA Sector Baijiu And Beer: Prefer premium baijiu: Solid sales performance to drive sector re-rating. Maintain OVERWEIGHT on baijiu sector and downgrade beer sector to MARKET WEIGHT. Property: Pressure on HIBOR marginally alleviated; retail momentum remains strong. Update Hansoh Pharmaceutical Group Company (3692 HK/BUY/HK$12.46/Target:HK$18.00): Continuous innovation transformation. HUTCHMED (China) (13 HK/NOT RATED/HK$20.25): An advanced small molecule drug innovator. Small/Mid Cap H...
Moody's upgrades Eli Lilly to A1; stable outlook
Moody's Investors Service (Moody's) upgraded the senior unsecured long-term ratings of Eli Lilly and Company ("Lilly") to A1 from A2. At the same time, Moody's affirmed Lilly's Prime-1 commercial paper rating. In tandem with this action, Moody's revised the outlook to stable from positive. The upg...
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.