Independent, global risk consultancy, Control Risks

Aparajita Verma

Independent, global risk consultancy

Control Risks

Control Risks is an independent, global risk consultancy specialising in helping organisations manage political, integrity and security risks in complex and hostile environments. We support clients by providing strategic consultancy, expert analysis and in-depth investigations, handling sensitive political issues and providing practical on-the-ground protection and support.

Our unique combination of services, geographical reach and the trust our clients place in us ensure we can help them to effectively solve their problems and realise new opportunities across the world.

Thematic (Sector/Industry)

The bitter divisiveness of the campaign, between Democrat Hillary Clinton and her Republican rival Donald Trump, reflects the deep disaffection of substantial parts of the electorate despite a return to modest economic growth.

The bitter divisiveness of the campaign, between Democrat Hillary Clinton and her Republican rival Donald Trump, reflects the deep disaffection of substantial parts of the electorate despite a return to modest economic growth.

Winds Across the Pacific: What the US Election Will Bring to Asia

Pharma/ Biotechnology Investments Specialist, Vasuda Capital Management

Dr. Bhavneesh Sharma, MD, MBA

Pharma/ Biotechnology Investments Specialist

Vasuda Capital Management

Equity Bottom-Up

<a href="https://www.smartkarma.com/entities/12476" target="_blank" data-smartkarma-citation="entities:12476:1">Hanmi Pharm Co Ltd (128940 KS)</a> stock has fallen from recent highs after Boehringer pulled out of an oncology deal and short-sellers piled on the company's stock. The company is investing heavily in R&amp;D and the management has shown ROIC higher than the pharmaceutical industry average. We see value in the company's R&amp;D pipeline, especially in oncology and diabetes/obesity indications. The company's relative valuation and financial efficiency measures are better than the pharmaceutical industry average. Shares could rise more than 50% from the current level by end of 2018.

Hanmi Pharm Co Ltd (128940 KS) stock has fallen from recent highs after Boehringer pulled out of an oncology deal and short-sellers piled on the company's stock. The company is investing heavily in R&amp;D and the management has shown ROIC higher than the pharmaceutical industry average. We see value in the company's R&amp;D pipeline, especially in oncology and diabetes/obesity indications. The company's relative valuation and financial efficiency measures are better than the pharmaceutical industry average. Shares could rise more than 50% from the current level by end of 2018.

Hanmi Pharmaceutical: This Korean Pharma Giant's Stock Could Rebound More than 50%.

Founder

Kemp Dolliver, CFA

Cherrystone Hill Research

Equity Capital Markets

Samsung Biologics   / Equity Capital Markets

This Insight finalizes our view of the listing of Samsung BioLogics (SB) using information presented at the company’s roadshow meeting and included in the prospectus. We continue to think that the proposed valuation of US$7 billion is too high based on the risks inherent in management’s long-term forecasts. The company should play a significant role in the growth of biologics globally, and is worth monitoring for opportunities post-listing. We think that a lower valuation of no more than US$5 billion would be interesting.

This Insight finalizes our view of the listing of Samsung BioLogics (SB) using information presented at the company’s roadshow meeting and included in the prospectus. We continue to think that the proposed valuation of US$7 billion is too high based on the risks inherent in management’s long-term forecasts. The company should play a significant role in the growth of biologics globally, and is worth monitoring for opportunities post-listing. We think that a lower valuation of no more than US$5 billion would be interesting.

Bespoke Research on China and neighbouring regions, Bixmoor

Bixmoor

Bespoke Research on China and neighbouring regions

Bixmoor specialises in providing bespoke research to business, governments and the financial community on China and neighbouring regions. We seek to build long-term relationships with our clients, based on our expertise, our reliability and our determination to find the right solution.

A comprehensive world survey of population heights over the last century has thrown up some surprising results. Americans have had the smallest height gain of any developed country, whereas Koreans have grown by an average of six inches over the last 100 years.

A comprehensive world survey of population heights over the last century has thrown up some surprising results. Americans have had the smallest height gain of any developed country, whereas Koreans have grown by an average of six inches over the last 100 years. 

Global Asset Allocation, Politics & Governance, Ecstrat

John-Paul Smith

Global Asset Allocation, Politics & Governance

Ecstrat

Ecstrat is a consultancy advising on asset allocation between global equity markets, with a focus on the intersection of governments, geopolitics, governance and markets.
 
Over the past few years and more especially since the Great Financial Crisis (GFC), investors have become more focused on short-term market movements and real-time returns and have consequently neglected the analysis of the underlying structural themes that underpin longer term performance.
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More specifically we believe that the evolution of governance-based relationships between investors, controlling shareholders, labour and the state is one of the primary determinants of both relative and absolute performance between individual equity markets.
 
We will endeavour to provide investors with some of the context surrounding governance-related issues which encompass many different disciplines including history, economics and political science, as well as the financial metrics which are the most obvious manifestation of the structural characteristics of each market.
 
We will pay particular attention to the shifts and potential inflection points for governance in individual markets as these are often the best lead indicators for both economic and market performance.

Cross Asset Strategy

In this brief piece we take a considered stance on the likelihood of Brexit actually proceeding in the wake of June’s referendum and examine some of the strategic implications for equity investors in terms of the potential shifts in sovereign and corporate governance.

In this brief piece we take a considered stance on the likelihood of Brexit actually proceeding in the wake of June’s referendum and examine some of the strategic implications for equity investors in terms of the potential shifts in sovereign and corporate governance.

United Kingdom

AstraZeneca PLC operates as a holding company. The Company, through its subsidiaries, researches, manufactures, and sells pharmaceutical and medical products. AstraZeneca focuses its operations on eight therapeutic areas, including gastrointestinal, oncology, cardiovascular, respiratory, central nervous system, pain control, anaesthesia, and infection.

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AstraZeneca (AZN SS)

Winds Across the Pacific: What the US Election Will Bring to Asia

The bitter divisiveness of the campaign, between Democrat Hillary Clinton and her Republican rival Donald Trump, reflects the deep disaffection of...

Control Risks

Hanmi Pharmaceutical: This Korean Pharma Giant's Stock Could Rebound More than 50%.

Hanmi Pharm Co Ltd (128940 KS) stock has fallen from recent highs after Boehringer pulled out of an oncology deal and short-sellers piled on the...

Dr. Bhavneesh Sharma, MD, MBA

Pass on the Deal, Put on the Watchlist

This Insight finalizes our view of the listing of Samsung BioLogics (SB) using information presented at the company’s roadshow meeting and included...

Kemp Dolliver, CFA

A 'heads Up' on Changing World Heights

A comprehensive world survey of population heights over the last century has thrown up some surprising results. Americans have had the smallest...

Bixmoor

Brexit; Unintended Consequences

In this brief piece we take a considered stance on the likelihood of Brexit actually proceeding in the wake of June’s referendum and examine some...

John-Paul Smith

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