Korean Holdcos Vs Opcos Gap Spreads Opportunities Amid Market Carnage
In this insight, we highlight the pricing gap divergence of the major Korean holdcos and opcos amid market carnage. We highlight 26 pair trades...
520 Views
Yuhan Corp (000100 KS): R&D Endeavors Finally Began to Pay Back; Lazertinib to Drive Future Growth
R&D investment is generating highest-margin earning outlicensing revenue stream. In-house developed drug, lazertinib is the biggest growth engine...
298 Views
Icure Pharm (175250 KS): High Hope for Transdermal Patch-Type Dementia Treatment Option
Icure received approval for world’s first donepezil patch for the treatment of dementia. The company estimates the patch will be over KRW 1...
468 Views
Closing the Gap: Korean Holdcos Vs. Opcos
In this insight, we highlight the closing of the pricing gaps between the major Korean holdcos and opcos, especially with the upcoming end of the...
380 Views
KOSDAQ150 and KRX300 Indices Rebalances (Overlapping Additions & Deletions)
We highlight the KOSDAQ150 and KRX300 indices rebalances. There are some interesting new names, especially among those that are over lapping in...
268 Views