Smartkarma’s Week That Was in JP/​​​​​​​KR: Aruhi, Rakuten-Lyft, Ecopro BM, & English Annual Reports
KOSPI is up 9.4% and Nikkei is up 7.8% YTD. It has been an active first two months of 2019. Many stocks have retraced to the previous resistance...
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Celltrion Healthcare: Well, We Were Warned
Celltrion Healthcare (091990 KS) reported preliminary 2018 results that were dramatically short of expectations as the company cut shipments to...
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Biosimilar Battlefield: The Remsima/Inflectra Warning
2019 marks an inflection point for Korean biosimilar companies Celltrion Healthcare (091990 KS), Celltrion Inc (068270 KS), and Samsung Biologics...
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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....
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Celltrion/Celltrion H Pair: Last 2 Days Must Be Price Divergence, Not Mean Reversion
The accounting fraud issue had hammered the Celltrion duo nearly equally up until Dec 26. But last two days were different. Healthcare got hurt...
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