Summary Standard Chem & Pharm Co Ltd - Company Profile and SWOT Analysis, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Standard Chem & Pharm Co Ltd (SCP) manufactures and markets pharmaceutical and healthcare products. The company's product offerings include pharmaceuticals, supplements, and API. SCP's drug...
Summary Taisho Pharmaceutical Holdings Co Ltd - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Taisho Pharmaceutical Holdings Co Ltd (Taisho Pharmaceutical) develops, manufactures and markets self-medication drugs and prescription pharmaceuticals. The company's sel...
Feature article: 2022 Pharma Statistics - 8.7% growth – but worrying signs An efficient reporting system has seen all the listed multinational pharmaceutical companies announcing results for 2022, which has given us the opportunity to update our industry statistics and drug database. This report provides the first snapshot of the global and US rankings of the top 20 drug companies for 2022. 2022 was characterised by 8.7% underlying growth, offset by a large forex impact (-12%), due to USD stren...
Hardman & Co Research Hardman & Co Life Sciences Research: Long-term pharmaceutical industry cost and EBIT analysis 10-Jun-2022 / 01:00 GMT/BST Hardman & Co Life Sciences Research: Long-term pharmaceutical industry cost and EBIT analysis Financial information from over 100 multinational drug companies, involving over 70,000 data points, have been accumulated over the past 35 years to create a pharmaceutical database. All our data (sales, COGS, SG&A, R&D and other income) have been derived from annual reports, regulatory filings and company presentations, and then analysed, wherever ...
The Japanese stock market is in an interesting phase where the Bank of Japan is supporting the bond market rather than the stock market. While this phase lasts, the dollar should remain above ¥120/$ and perhaps strengthen further against the yen. This report looks at what this phase might mean for the Japanese stock market as a whole, and for stock selection. The PSA Focus List has also been updated.
ASTELLAS PHARMA (JP), a company active in the Pharmaceuticals industry, reduced its market risk and raised its general evaluation. The independent financial analyst theScreener awarded an improved star rating to the company, which now shows 3 out of 4 possible stars; its market behaviour has improved and can be considered as defensive. theScreener believes that this new assessment merits an overall rating upgrade to Slightly Positive. As of the analysis date February 22, 2022, the closing price ...
Full Article at IIR has reaffirmed its Recommended rating for PIA after undertaking a review post the appointment of a new Portfolio Manager, Harding Loevner. The full report can be found on the IIR website. On 26 July 2021, Pengana International Equities Limited (PIA) announced a fully franked dividend of 1.35 cents per share for the June quarter. This represents an 8% increase on the March quarter dividend and takes the total dividends declared for FY21 of 5.1 cents per share, fully franked....
Pelham Smithers presents his strategy for Q3 2021 and the changes to PSA's stock Focus List Table of Contents Overview 3 Background 4 Valuations & Value 5 The Case for “Muddle Through” 6 Consumer Spending 7 The Labour Market 7 The Currency and the Carry Trade 8 The BoJ and Policy 9 Japan’s Stuttering Economy 10 Stock Performance and Earnings Expectations 12 Catalysts: Digital Transformation, Semiconductors, Price Hikes ...
Bottoms-up view on developed int'l, part two Big Picture: Our outlook remains neutral on the MSCI ACWI ex-U.S. index (when priced in local currency) while horizontal consolidation continues. On the other hand, we are negative on broad global ex-U.S. markets when priced in USD... see charts below. In today's report we take a bottoms-up approach to developed ex-U.S. equities, highlighting stocks that present attractive buy opportunities at current levels. Specifically we present actionable stocks...
The U.S. has continued to separate itself from broad emerging market and developed international indexes. Thankfully, one positive is that MSCI EM and MSCI EAFE have been able to stabilize from a price perspective despite relative strength weakness vs. MSCI ACWI... see charts below. In today's report we scour the globe for attractive investments in an environment where selectivity is key. • Emerging markets. There is still not much to like about broad EM as the MSCI Emerging Markets index ...
BerGenBio presented interim data from all six of its Phase II bemcentinib trials in oncology during the ASCO meeting. The data were preliminary, but they are supportive of bemcentinib’s broad potential in oncology. There were also promising biomarker data suggesting that expression of Axl in tumours and soluble Axl in blood could be used to identify patients likely to benefit from bemcentinib treatment. Of particular interest were data from the non-small cell lung cancer (NSCLC) combination tr...
MSCI ACWI hitting multi-month highs, U.S. remains leadership Note: This week's report is presented in an abbreviated format, as we are publishing the June International Macro Vision book this week (available next Tues. AM). Over the past several weeks we have outlined the case for our increasingly bullish outlook, noting that market internals remain favorable and S&P 500 and MSCI ACWI price trends are showing evidence of early-stage uptrend formations. In today's report we provide an overview o...
Not much has changed over the past week when looking at the MSCI ACWI and S&P 500, with prices generally trending sideways and no material changes in our primary breadth indicators. Therefore, our outlook remains positive given breadth and price action improvements on both the ACWI and S&P 500 relative to mid-April (both developments that we highlighted in the 5/17/18 International Compass). • Major themes: Opportunities within Health Care and Materials. Price and relative strength trends con...
Investors have endured turbulent year-to-date price action as volatility has been re-introduced to global markets. Owing to various concerns ranging from rising interest rates to an all-out trade war, most major indexes are testing critical support levels. In addition, market internals have begun to paint a mixed picture. Given the current state of the market, what do technicals suggest is next for global equities? In the short-term we believe the most likely scenario is a continuation of the r...
Japan Market Comment by Pelham Smithers and Joel Scheiman Nikkei ¥21,736.44(-¥234.37/ -1.07%); Topix ¥1,746.17(-¥15.44 / -0.08%); ¥/$107.47 Tags: : NTT (9432 JP), Seven & I Holdings (3382 JP), Astellas (4503 JP), Toyo Tanso (5310 JP), Ricoh (7752 JP), Coca Cola Bottlers (2579 JP), Coca Cola (KO US), Xerox (XRX US), Seiko Epson (6724 JP), Canon (7751 JP), HP (HPQ US), Kyocera (6971 JP), Fujifilm (4901 JP), Nintendo (7974 JP), Capcom (9697 JP), Bandai Namco (7832 JP), Square Enix (9684 JP), Sam...
PSA Today Feb 13: Japan Market Comment by Pelham Smithers, Joel Scheiman, William Nestuk and Thao Nguyen Nikkei ¥21,244.68 (-¥137.94/ -0.65%); Topix- ¥1,716.78 (-¥15.19 / -0.88%); ¥/$108.33 Tags: Shionogi (4507 JP), Roche (ROG SW), Gilead (GILD US), Astellas (4503 JP), Fujifilm (4901 JP), Xerox Corp (XRX US), Nabtesco (6268), Avex (7860 JP)Main Points at a Glance • Market slides as yen heads towards ¥107/$ • Kuroda reappointed BoJ Governor • Shionogi gains Japanese approval for baloxavir • Sony’...
CORPORATES CREDIT OPINION 11 April 2017 Update RATINGS Astellas Pharma Inc. Domicile Japan Long Term Rating A1 Type LT Issuer Rating - Fgn Curr Outlook Stable Please see the ratings section at the end of this report for more information. The ratings and outlook shown reflect information as of the publication date. Contacts Kailash Chhaya 81-3-5408-4201
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