In today’s briefing:
- KOSPI200 Index Rebalance Preview: 7 Changes a Side for December
- ECM Weekly (3 November 2025)-Sany, Seres, CIG, PonyAI, WeRide, Mininglamp, Lenskart, Groww, Softcare
- Celltrion Inc Update – Is It Time to Go Long (068270 KS)
KOSPI200 Index Rebalance Preview: 7 Changes a Side for December
- With the review period complete, there could be 7 changes for the Korea Stock Exchange KOSPI 200 (KOSPI2 INDEX) in December.
- There may not be any intra-review changes following the Hyundai Heavy Industries/ Hyundai Mipo merger due to timing and also due to Samsung Biologics‘ spinoff being added to the index.
- The forecast adds have outperformed the forecast deletes and the KOSPI2 INDEX over the last few months and in the short-term too.
ECM Weekly (3 November 2025)-Sany, Seres, CIG, PonyAI, WeRide, Mininglamp, Lenskart, Groww, Softcare
- Aequitas Research’s weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
- On the IPO front, there were a flurry of deal launches across Hong Kong and India.
- On the placements front, while the week was rather quiet, we did have a look at the upcoming lockup release.
Celltrion Inc Update – Is It Time to Go Long (068270 KS)
- Celltrion Inc has significant underperformed over the last year and experienced a big derating.
- Good results, but the numbers fell short of expectations due to the large biosimilar hype.
- Outlook over the next five years is very promising, with its revenue target market value expected to almost double.
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