TSE:4568
TSE:4568Pharmaceuticals

How Investors Are Reacting To Daiichi Sankyo Company (TSE:4568) Expanding ENHERTU Into First-Line Breast Cancer

In recent weeks, Daiichi Sankyo and AstraZeneca secured a major US FDA approval for ENHERTU plus pertuzumab as first-line treatment for unresectable or metastatic HER2-positive breast cancer, while the EMA validated Daiichi Sankyo’s DATROWAY application for first-line use in certain triple negative breast cancer patients based on positive phase 3 data. Together with a new AI-enabled biomarker collaboration and ongoing expansion of ENHERTU into ovarian cancer trials, these moves deepen...
TSE:8113
TSE:8113Household Products

Unicharm (TSE:8113) Valuation Check as New Dry Washing Diaper Recycling Method Rolls Out

Unicharm (TSE:8113) just unveiled its Dry Washing Method for diaper recycling, slashing water use to about 1/50th of current processes. This targeted sustainability move could reshape its long term growth narrative. See our latest analysis for Unicharm. Despite this technological leap, Unicharm’s 1 year total shareholder return of around minus 31 percent and year to date share price return near minus 29 percent suggest sentiment has been weak. Any sustained excitement around Dry Washing could...
TSE:3350
TSE:3350Hospitality

How Sovereign Backing And US ADR Trading At Metaplanet (TSE:3350) Has Changed Its Investment Story

Metaplanet recently gained backing from Norway’s Norges Bank Investment Management for its bitcoin-focused capital proposals and, on December 19, began trading sponsored Level I American Depositary Receipts over-the-counter in the U.S. under the ticker MPJPY. This combination of sovereign wealth fund support and easier U.S. market access highlights how Metaplanet is aligning its corporate structure with a bitcoin-centric treasury approach. We’ll now look at how Norges Bank’s endorsement may...
TSE:8031
TSE:8031Trade Distributors

How Investors May Respond To Mitsui (TSE:8031) Exploring AM Green Low‑Carbon Aluminium Offtake And Investment

Recently, India's AM Green and Japan's Mitsui & Co. signed a non-binding agreement to explore Mitsui’s potential investment in AM Green’s green aluminium business, including an offtake arrangement for low-carbon aluminium from a planned 1 million tonne smelter and 2 million tonne alumina refinery powered by renewable energy. This early-stage collaboration positions Mitsui directly in the emerging green aluminium value chain, potentially deepening its role in low-carbon materials alongside...
TSE:2502
TSE:2502Beverage

Is Asahi Group Holdings Attractively Priced After Recent Share Price Weakness?

Wondering if Asahi Group Holdings is quietly turning into a value opportunity while everyone is distracted by flashier names? In this overview, we walk through what the market is pricing in and what the fundamentals suggest it might actually be worth. The stock has slipped about 7% over the last week and 6% over the past month, even though it is still up around 1.9% year to date and 1.6% over the last year, with a stronger 27.9% three year and 29.5% five year performance in the...