Celltrion Healthcare Block Deals: Conditions, Discount, Overhang, & Arb Yield
It is now clear that neither OEP or Ion (Temasek) wants to stay at Celltrion as a long-term investor. Celltrion management reportedly asked OEP...
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Another Block Deal for Celltrion Healthcare
After the market close today, Celltrion Healthcare (091990 KS) announced that there will be a block deal worth about 272 billion won ($221 million)...
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Celltrion Pairs Trading Dynamics Checkup: Healthcare at a 2-Yr High
The Celltrion pair (Celltrion and Celltrion Healthcare) is another one ideally matched for pairs trading. As shown below, they are highly...
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More Celltrion Block Deals from Temasek Soon? It Seems So
Should we expect more block deals from Temasek? It seems that we should. It seems more evident now that Temasek isn't planning to stay at Celltrion...
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Global Equities (ACWI-US) Likely to Retest the March Low
We continue to believe global equities (ACWI-US) are likely to test the recent low made on March 23, with an undercut of roughly 10% also in the...
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