In today’s briefing:
- Korea Sector ETFs Bi-Weekly #4: [28 Aug – 11 Sept 2026] – KODEX Nuclear SMR (Top Performer)
- APAC Healthcare Weekly (Sept 13) – Hansoh, InSilico, Shionogi, Kyowa Kirin, Samsung Bio, SK Biopharm
- SEMICONDUCTOR MEMORY CYCLE MONITOR — Issue #11 | 5-12 Sep 2026
- China Healthcare Weekly Wrap (7-11 Sep)
Korea Sector ETFs Bi-Weekly #4: [28 Aug – 11 Sept 2026] – KODEX Nuclear SMR (Top Performer)
- The 30 sector ETFs in Korea were down on average 2.1% in the past two weeks, underperforming KOSPI which was up 1.8% in the same period.
- Seven sector ETFs (out of 30) outperformed KOSPI in the past two weeks including KODEX Nuclear SMR ETF (up 6.7%) and TIGER Korea Humanoid Robotics Industry (up 5.1%).
- Top 3 worst performing sector ETFs in the past two weeks include Mirae Asset TIGER Health Care (down 10.1%), KoAct Bio Healthcare Active (down 11.9%), and TIGER Cosmetics (down 15.6%).
APAC Healthcare Weekly (Sept 13) – Hansoh, InSilico, Shionogi, Kyowa Kirin, Samsung Bio, SK Biopharm
- Hansoh’s risvutatug rezetecan for second-line treatment of SCLC has been included in NMPA’s Priority Review. InSilico completed first patient enrollment and dosing in Phase 3 trial evaluating rentosertib in IPF.
- Shionogi received approval in Australia for cefiderocol for the treatment of carbapenem-resistant Gram-negative bacterial infections. Kyowa Kirin’s Phase 2 trial for ophthalmic drug candidate did not meet primary endpoint.
- Samsung Biologics signed a new CMO contract worth $262M with a European pharmaceutical company. SK Biopharmaceutical received notification regarding FDA’s partial clinical hold on its epilepsy drug candidate, opakalim.
SEMICONDUCTOR MEMORY CYCLE MONITOR — Issue #11 | 5-12 Sep 2026
- Apple’s Tim Cook: “For September, we expect to pay even higher memory costs” — only three DRAM suppliers, sourcing flexibility is thin. Ultimately good for Memory players.
- Goldman Sachs flips constructive (Sep 9): “the worst may be over.” Hedge fund positioning at historical lows. DeepSeek V4.1
- Rating change: Nanya downgraded to NEUTRAL, TP NT$490 (from NT$600) — thesis played out, DDR4 scarcity fully priced. TP revisions: SK Hynix ₩2,700,000; Micron $1,375; SanDisk $2,050.
China Healthcare Weekly Wrap (7-11 Sep)
- Insilico Medicine’s AI-discovered drug rentosertib reverses aging markers in a 42-patient trial. GenScript Biotech proposes US$300m share placing for capex of AI drug discovery (AIDD).
- Early/Mid-Stage asthma results updates from two long-acting TSLP-targeting monoclonal and bispecific antibody: 1) Windward/HBM: ultra-long-acting TSLP mab HBM9378; 2) Belenos/Keymed: TSLP/IL-13 bispecific BEL512
- SBP to buy additional 5% equity stake in its core subsidiary CTTQ; SMMT, BeOne, Ollin/Innovent updated phase 3 studies in clnicaltrial.gov for ivonescimab, B7H4 ADC, and VEGF/Ang blab, respectively…
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