Global Healthcare Analyst

Tina Banerjee

Thematic (Sector/Industry)

<ul>
<li>CSPC Pharmaceutical entered into an exclusive license agreement with AstraZeneca for the global development, manufacture, and commercialization bad cholesterol lowering drug candidate YS2302018.</li>
<li>Ono Pharmaceutical entered into a license agreement with LigaChem Biosciences for LCB97, a pre-clinical stage antibody-drug conjugate (ADC) aimed at being a first-in-class drug in the field of solid tumors.</li>
<li>The U.S. International Trade Commission (ITC) has issued final ruling in favor of Hugel. This should accelerate Hugel’s business expansion in the U.S.</li>
</ul>


CSPC Pharmaceutical entered into an exclusive license agreement with AstraZeneca for the global development, manufacture, and commercialization bad cholesterol lowering drug candidate YS2302018.
Ono Pharmaceutical entered into a license agreement with LigaChem Biosciences for LCB97, a pre-clinical stage antibody-drug conjugate (ADC) aimed at being a first-in-class drug in the field of solid tumors.
The U.S. International Trade Commission (ITC) has issued final ruling in favor of Hugel. This should accelerate Hugel’s business expansion in the U.S.


APAC Healthcare Weekly (Oct 13)- CSPC Pharma, Hugel, Astellas, Ono Pharma, and Hanmi Pharm

Geopolitical Analyst, Steno Research, Steno Research

Mikkel Rosenvold

Geopolitical Analyst, Steno Research

Macro and Geopolitical Research House

Steno Research

Steno Research is a new macro and geopolitical research house. We are based out of Copenhagen, Denmark, but have an international team and a strong network of sources and partners around the world. The team is lead by Andreas Steno, previous global head of strategy at Nordea Bank, and Mikkel Rosenvold, former chief consultant in the Danish Ministry of Finance.

Macroeconomics

<ul><li>Over the past weeks, we are beginning to hear more and more talk of Ukrainian President Zelenskyy heading to the US to present a “plan to end the war” like a salesman trying to renew a customer deal for one final term.</li><li>Does this mean that we are looking into an upcoming peace settlement or is Zelenskyy simply grasping after straws?</li><li>In this piece, we’ll try to give you the strategic overview and our forecast of a possible path forward and out of the war, which would have enormous effects on global markets.</li></ul>

Over the past weeks, we are beginning to hear more and more talk of Ukrainian President Zelenskyy heading to the US to present a “plan to end the war” like a salesman trying to renew a customer deal for one final term.Does this mean that we are looking into an upcoming peace settlement or is Zelenskyy simply grasping after straws?In this piece, we’ll try to give you the strategic overview and our forecast of a possible path forward and out of the war, which would have enormous effects on global markets.

What does the road to peace in Ukraine look like?

External broker reports(aggregated public sources), Nordea

Nordea

External broker reports(aggregated public sources)

Nordea is the bank in the Nordics dedicated to serving corporations and institutional customers. Our offering includes a diverse range of financing, cash management and payment services, investment banking, capital markets products, securities services and more. Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

<ul><li>The risk levels remain low in the EM Traffic Light forAugust.</li><li>The geopolitical scene remains a concern – war in Ukraine and in the Middle East – but this is not leaving a strong impact on the EM currencies for the moment.</li><li>Of the 34 EM currencies in the survey, 31 are labelled low risk section (green) in August.</li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

The risk levels remain low in the EM Traffic Light forAugust.The geopolitical scene remains a concern – war in Ukraine and in the Middle East – but this is not leaving a strong impact on the EM currencies for the moment.Of the 34 EM currencies in the survey, 31 are labelled low risk section (green) in August.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

<ul><li>Welcome to this week’s Great Game! Once again, we’re focused on the two big wars going on – Ukraine and Gaza.</li><li>What are the risks, what will hit markets and what’s the outlook?</li><li>Last Tuesday, Ukraine launched an offensive into Russian territory in the Kursk and Belgorod Oblasts.</li></ul>

Welcome to this week’s Great Game! Once again, we’re focused on the two big wars going on – Ukraine and Gaza.What are the risks, what will hit markets and what’s the outlook?Last Tuesday, Ukraine launched an offensive into Russian territory in the Kursk and Belgorod Oblasts.

SGX Market Strategist, Equity & Fixed Income, Singapore Exchange Ltd (SGX)

Geoff Howie

SGX Market Strategist, Equity & Fixed Income

Asia’s leading multi-asset exchange

Singapore Exchange Ltd (SGX)

Singapore Exchange is Asia’s leading and trusted market infrastructure, facilitating the exchange of capital and ideas to create value for people, businesses and economies. As a multi-asset exchange operating equity, fixed income and derivatives markets to the highest regulatory standards, SGX is a vertically integrated business that provides listing, trading, clearing, settlement, depository and data services.

With about 40% of listed companies and over 80% of listed bonds originating outside of Singapore as well as established linkages across the region and in Europe, SGX is Asia’s most international and connected exchange. Offering a full suite of derivatives products across Asian equity indices, commodities and currencies, SGX is the world’s most liquid international market for the benchmark equity indices of China, India, Japan and ASEAN.

As Asia’s pioneering central counterparty, SGX is globally recognised for its risk management and clearing capabilities, and was one of the first globally to adopt the Principles for Financial Market Infrastructure.

Headquartered in AAA-rated Singapore, SGX has over 800 employees including offices in Beijing, Chicago, Hong Kong, London, New York, Mumbai, San Francisco, Shanghai and Tokyo.

Equity Bottom-Up

Koh Brothers Group Limited is an investment holding company whose subsidiaries are active in construction and real estate development.  The Company also manufactures concrete products and building materials, manages hotels, and sells and rents construction equipment.  Koh Brothers distributes, designs, and fabricates equipment products for the oil and gas industry.

<ul><li>A focus on innovation and adaptability has enabled Oiltek, a vegetable and edible oil process engineering company, to grow steadily, even amid global crises.</li><li>When Henry Yong joined Malaysia-based Oiltek in 2008 as its managing director, his priority was to hone its innovation.  “We have diversified into refinery processes and engineering solutions for a wide variety of edible oils, including palm, sunflower and soybean oil, non-edible oils, renewable energy, such as biogas, biodiesel and feedstock for sustainable aviation fuel, and animal feed.</li></ul>

A focus on innovation and adaptability has enabled Oiltek, a vegetable and edible oil process engineering company, to grow steadily, even amid global crises.When Henry Yong joined Malaysia-based Oiltek in 2008 as its managing director, his priority was to hone its innovation.  “We have diversified into refinery processes and engineering solutions for a wide variety of edible oils, including palm, sunflower and soybean oil, non-edible oils, renewable energy, such as biogas, biodiesel and feedstock for sustainable aviation fuel, and animal feed.

kopi-C with Oiltek’s CEO: ‘We’ve sailed through the Covid-19 pandemic and Ukraine war’

Military Escalation in Ukraine
Insights on the Russia-Ukraine Crisis

APAC Healthcare Weekly (Oct 13)- CSPC Pharma, Hugel, Astellas, Ono Pharma, and Hanmi Pharm

Nobel Peace prize comes in the backdrop of a series of conflicts in the Middle East, Ukraine, and Sudan. However, far away from the conflict zones,...

Tina Banerjee

What does the road to peace in Ukraine look like?

Over the past weeks, we are beginning to hear more and more talk of Ukrainian President Zelenskyy heading to the US to present a “plan to end the...

Steno Research

EM Traffic Light August 2024

The risk levels remain low in the EM Traffic Light forAugust. The geopolitical scene remains a concern – war in Ukraine and in the Middle East –...

Nordea

Can Ukraine drive to Moscow?

Welcome to this week’s Great Game! Once again, we’re focused on the two big wars going on – Ukraine and Gaza. What are the risks, what will hit...

Steno Research

kopi-C with Oiltek’s CEO: ‘We’ve sailed through the Covid-19 pandemic and Ukraine war’

A focus on innovation and adaptability has enabled Oiltek, a vegetable and edible oil process engineering company, to grow steadily, even amid...

Singapore Exchange Ltd (SGX)