Celltrion: Manufacturing Risks Remain
Celltrion Inc (068270 KS) continues to struggle with meeting the USFDA's standards for Good Manufacturing Practices. The agency issued a Form 483...
568 Views
Sell Celltrion Inc (068270 KS): Story Unravelling
UPDATE: J&J release Q2 results - 24th July 2018 J&J’s US Remicade sales were flat QoQ. This undermines the story that Celltrion Group is...
609 Views
Sunningdale Tech (SUNN SP): Value...with a Catalyst - CONVICTION BUY
I am long Sunningdale Tech (SUNN SP). Every time I've bought a stock after a panic selloff for non-fundamental reasons, I've typically done very...
750 Views
Kid's Stuff in Thai Equities
As mentioned earlier in The Greying of Thailand, Thailand's low population growth (0.8%) can be attributed to many reasons such as gender imbalance...
301 Views
Encouraging NS-065 Top-Line Data, However, Uptravi’s Global Ramp-Up Remains the Key
We reiterate our “Overweight” rating on the stock after reviewing our model post FY17 (YE Mar-18) earnings. Our rating is subject to Uptravi’s...
233 Views