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
Celltrion Placement Is Prelude to Merger: Initiate Pair Trade (Short Celltrion/Long Healthcare)
Do not take this deal. But you do not need to worry about it either as those recent short-sellers would already have taken the deal, probably at...
586 Views
Samsung BioLogics Update
Recent developments in Samsung Biologics Co., (207940 KS)'s business have been mixed with a negative skew. First, partner Merck & Co Inc (MRK...
660 Views