Celltrion/Celltrion H Pair: Last 2 Days Must Be Price Divergence, Not Mean Reversion
The accounting fraud issue had hammered the Celltrion duo nearly equally up until Dec 26. But last two days were different. Healthcare got hurt...
745 Views
Celltrion / Celltrion Healthcare Pair Trade: Ratio Should Move in Favor of Healthcare
I initiated a pair trade (short Celltrion / long Healthcare) on Oct 22. Yield peaked at 16.66% on Nov 22. It now stays at 8.75%. The ongoing FSS...
538 Views
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...
892 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...
694 Views
Celltrion Placement Is Prelude to Merger: Initiate Pair Trade (Short Celltrion/Long Healthcare)
Do not take this deal. But you do not need to worry about it either as those recent short-sellers would already have taken the deal, probably at...
463 Views