Smartkarma’s Week That Was in JP/KR: Semiconductor Warnings, Exit of Chairman Cho, & 청년수당
In the past week, there were earnings warnings from three major players in the global semiconductor sector, including Samsung Electronics (005930...
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Daewoong: Entering "Botox World"
Daewoong Pharmaceutical Co (069620 KS) has traded up over the past year in anticipation of the launch of its botulinum toxin product Jeuveau in the...
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Best Ideas List for January 2019
The Best Ideas list is a compilation of stock ideas sourced from Morningstar’s global equity research team. With more than 100 analysts covering...
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Investment Thesis and Valuation
Key Drivers Royalty from Seebri / Ultibro and QVM149 (expected launch in FY20e) to peak at ¥ 4.86b in FY25e Majority of the potential milestones...
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S&P 500: Outlook Constructive but Concerns Remain
As the S&P 500 nears the 2,873 January high - a critical hurdle - short-term Sector leadership changes give us reason for pause. While we...
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