WuXi Biologics – The Foxconn or Qualcomm of Global CDMO?
During the first week of 2019, we visited Wuxi Biologics (Cayman) Inc (2269 HK) headquarters in Shanghai, as well as spend time touring the lab....
951 Views
Korean Stock Market Sectors 2018 Review & 2019 Outlook
In this report, we review the major sectors' performance in the Korean stock market in 2018 and also provide our outlook for them in 2019. We...
1.1k Views
Celltrion / Celltrion Healthcare Pair Trade: Ratio Should Move in Favor of Healthcare
I initiated a pair trade (short Celltrion / long Healthcare) on Oct 22. Yield peaked at 16.66% on Nov 22. It now stays at 8.75%. The ongoing FSS...
697 Views
The Smartkarma Week That Was in JP/KR: Nissan, J-Retail, Tesla/Panny, SK Rights, Biosimilars, Trade
This past week featured ~160 insights across the Smartkarma platform, with 35+ of them dealing with Japan, South Korea, and semiconductors/memory...
1.1k Views
Biosimilar Battlefield Update: It's Getting Uglier
A confluence of negative news is causing sharp declines (or trading suspensions) in the share prices of Samsung Biologics Co., (207940...
785 Views