2016 Major IPOs Pipeline in Korea
This year appears to be an exciting year for IPOs in Korea, barring a dramatic downturn in global equities markets like the one we experienced in...
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The Risks of High Expectations for Biosimilars
Celltrion trades at a premium valuation (35x 2016 estimated earnings) based on high expectations for its biosimilar (copycats of biotech) products....
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Introducing Long Term Leaders - Focussed Insights for your Core Holdings
We are pleased to announce the roll out of our latest content vertical: Long Term Leaders. Under this category,  we have identified companies that...
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Alpha Generation Through Share Buybacks in Korea: August & September 2023
In this insight, we discuss the alpha generation through companies that announced share buybacks in Korea in August and September 2023.
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Rich Men North of Richmond, Return of Mask Mandates, and New COVID Variants
In this insight, I discuss how the song Rich Men North of Richmond, return of mask mandates, and new COVID variant are all intertwined.
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