Summary of Innox Corp's Holdco/Opco Demerger
In this piece, I summarized Innox Corp (088390 KS)'s regulatory filing for demerger into holdo and opco. Innox is undoubtedly one of the hottest...
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MediSetter Interview:Â Insight on Opportunities in Asia's Healthcare Industry
Introduction to MedisetterI had the pleasure of interviewing Anirban Lahiri of Medisetter to discuss some of the opportunities present in Asia's...
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Ildong Pharmaceutical Spin-Off:Â A Special Situations Gem
Ildong Pharmaceutical Co., Ltd. (000230 KS) spin-off is a special situations gem. We expect the combined values of Ildong Pharmaceutical and...
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Spin-Offs Can Deliver Real Alpha in Korea
Spin-offs in Korea can often deliver real alpha producing results. This report highlights some of the recent major spin-offs in Korea as well as an...
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SillaJen's December IPO: Valuation, Growth Expectation and IPO Timing
SillaJen Biotherapeutics (established in 2006) is indeed a rare breed in Korean pharmaceutical world. It is not a generic drug maker. It is not a...
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