Korea / Special Situations, Clepsydra Capital

Sanghyun Park

I investigate special situations in Korea.

Korea / Special Situations

Samsung BioLogics' Revised Valuation Based on P/B Multiple

Samsung BioLogics IPO Price Is Set At Highest End (₩136,000) - 3 Points to Consider

Samsung BioLogics IPO - Why Investors Are Excited & Concerned

Samsung BioLogics IPO Part 2 - Financials

Samsung BioLogics IPO Part 1 - IPO Proceeding

Equity Capital Markets

Samsung Biologics   / Equity Capital Markets

<p>Samsung BioLogics is quite busy with NDR this week. BioLogics executives are doing their best to justify the proposed valuation for BioLogics IPO. It is not hard to figure out that the proposed valuation is quite inflated given that the company has never made any profit since its inception. Basically, BioLogics is arguing that its bio CMO (contract manufacturing organization) is worth ₩7.1tril and its 50% stake in Bioepis is worth ₩3.5tril. To come up with these valuations, BioLogics has used…</p>

Samsung BioLogics is quite busy with NDR this week. BioLogics executives are doing their best to justify the proposed valuation for BioLogics IPO. It is not hard to figure out that the proposed valuation is quite inflated given that the company has never made any profit since its inception. Basically, BioLogics is arguing that its bio CMO (contract manufacturing organization) is worth ₩7.1tril and its 50% stake in Bioepis is worth ₩3.5tril. To come up with these valuations, BioLogics has used…

이번 주 삼성바이오로직스 NDR에서 논의될 3가지 주요 쟁점