Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Nearly 25 years of experience in analyzing hundreds of companies, especially in Asia. Deep expertise in the following sectors:
- Technology (E-commerce, SaaS, Internet)
- Consumer 
- Special Situations/Deep Value Plays
- Holdcos/Stubs
- Asian Unicorns/Private Companies

Korea/Asia, Events, IPOs

Alpha Generation Through Share Buybacks in Korea: August & September 2023

Progress of Merger Between Celltrion Inc and Celltrion Healthcare & Appraisal Rights Issue

Alpha Generation Through Share Buybacks in Korea: October & November 2023

Celltrion Merger Swap: Conditions & Schedule

Alpha Generation Through Share Buybacks in Korea: June & July 2023

Celltrion Group Merger Announcement in July & Oversold Post Disappointing Exclusion by OptumRX?

The Blockchain Delusion. A (Mostly) Bearish Investment Thesis.

Event-Driven

<ul>
<li>On 17 August, Celltrion Inc announced that it will merge with Celltrion Healthcare. The merger ratio is 0.449262 Celltrion Inc share for each share of Celltrion Healthcare.</li>
<li>There was a negative surprise which was that Celltrion Pharm will not be included as part of the three companies merger which has been promised in the past several years. </li>
<li>Overall, we believe that this merger will have a positive impact on Celltrion Inc and Celltrion Healthcare's share prices. </li>
</ul>


On 17 August, Celltrion Inc announced that it will merge with Celltrion Healthcare. The merger ratio is 0.449262 Celltrion Inc share for each share of Celltrion Healthcare.
There was a negative surprise which was that Celltrion Pharm will not be included as part of the three companies merger which has been promised in the past several years. 
Overall, we believe that this merger will have a positive impact on Celltrion Inc and Celltrion Healthcare's share prices. 


Merger Between Celltrion Inc and Celltrion Healthcare (Phase I First)