The Smartkarma Week That Was in JP/KR: Nissan, J-Retail, Tesla/Panny, SK Rights, Biosimilars, Trade
This past week featured ~160 insights across the Smartkarma platform, with 35+ of them dealing with Japan, South Korea, and semiconductors/memory...
907 Views
Biosimilar Battlefield Update: It's Getting Uglier
A confluence of negative news is causing sharp declines (or trading suspensions) in the share prices of Samsung Biologics Co., (207940...
704 Views
EM Health Care: Late Cycle Rotation
Emerging Market Health Care allocations sit towards the lower end of their 7-year range. Current levels are off their 2015 highs by a margin, with...
341 Views
Reality Overwhelms Creative Accounting
Bombardier Inc (BBD/B CN) has recently fallen 38%, ThyssenKrupp AG (TKA GR) 18% and Celltrion Inc (068270 KS) 30%. In each case, the market was...
385 Views
Samsung BioLogics Trade Suspension: Short Celltrion/Long Samsung C&T
The FSC said it had found intentionality behind BioLogics’ breach of accounting rules. Hence, the FSC pressed criminal charges against BioLogics...
477 Views