In Tokyo, anxieties are rising due to potential tariff actions from U.S. President Donald Trump. However, major Japanese pharmaceutical companies have largely maintained their market value, contrasting with the downturn experienced by other manufacturing sectors, such as automobiles and semiconductors.
Takeda Pharmaceutical serves as a prime example. The company relies heavily on international markets, with 89% of its revenue generated overseas. The United States alone contributes 51.5% of its total revenue. Despite the broader market's significant decline this month, Takeda's share price has remained relatively stable throughout the year.
Investors attribute this resilience to the nature of Takeda's business. Specifically, its blood plasma products are manufactured locally. This suggests that these products are less susceptible to the negative impacts of potential tariffs, providing a degree of protection for the company's financial performance.
10 Comments
Habibi
This should encourage more investment in the pharmaceutical sector in Japan.
ZmeeLove
Good for Takeda! They've clearly planned and positioned themselves well for the future.
Muchacho
This is a beacon of hope! Great to see some companies adapting and thriving despite the market turbulence.
Coccinella
The focus on blood plasma products is crucial; that's a solid, essential market.
Mariposa
Interesting to see how different sectors are affected. Pharmaceutical looks like a safe haven.
Bella Ciao
This article is probably paid for by Takeda.
Muchacho
51.5% revenue from the US is a LOT. They're still vulnerable, just less so than others.
Bermudez
Diversification doesn't always mean protection. The global supply chains are complex and interwoven.
Muchacha
Excellent example of why diversification and local manufacturing are so important.
Bella Ciao
I'd be wary of investing based on a single, brief instance of supposed resilience. The market's like a rollercoaster.