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    Muraoka

    Managing Director and Senior Equity Analyst at Morgan Stanley

    Mitsushige Muraoka is a Managing Director and Senior Equity Analyst at Morgan Stanley, specializing in the coverage of Japan's technology, internet, and telecommunications sectors. He covers major companies such as SoftBank Group, NTT Docomo, Rakuten, and KDDI, consistently delivering insightful analysis with a proven record of accuracy reflected in top analyst rankings, including recognition from Institutional Investor and a TipRanks success rate exceeding 60%, with robust average returns generated on published recommendations. Muraoka began his career in equity research in the early 2000s, previously serving at Daiwa Securities prior to joining Morgan Stanley in 2007, and has since established himself as a leading voice in Japanese tech equities. He holds FINRA registrations and multiple securities licenses, underpinning his expertise and reputation within the investment community.

    Muraoka's questions to SHIONOGI & CO (SGIOY) leadership

    Muraoka's questions to SHIONOGI & CO (SGIOY) leadership • Q1 2022

    Question

    Muraoka from Morgan Stanley sought clarity on the S-217622 approval process in China, asking if it depends on Japanese approval and if there are government stockpiling plans. He also inquired about capital allocation priorities, including M&A and shareholder returns, if profit targets are met.

    Answer

    John Keller, SVP of R&D, explained that China's review speed depends on a classification by local authorities, making both independent and dependent approval paths possible. On capital allocation, Keller noted potential M&A opportunities, while Ryuichi Kiyama, Senior Executive Officer, reiterated a focus on strategic investments for the 2030 vision and a commitment to shareholder returns.

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