Sell Celltrion Inc (068270 KS): Story Unravelling
UPDATE: J&J release Q2 results - 24th July 2018 J&J’s US Remicade sales were flat QoQ. This undermines the story that Celltrion Group is...
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Sunningdale Tech (SUNN SP): Value...with a Catalyst - CONVICTION BUY
I am long Sunningdale Tech (SUNN SP). Every time I've bought a stock after a panic selloff for non-fundamental reasons, I've typically done very...
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Kid's Stuff in Thai Equities
As mentioned earlier in The Greying of Thailand, Thailand's low population growth (0.8%) can be attributed to many reasons such as gender imbalance...
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Encouraging NS-065 Top-Line Data, However, Uptravi’s Global Ramp-Up Remains the Key
We reiterate our “Overweight” rating on the stock after reviewing our model post FY17 (YE Mar-18) earnings. Our rating is subject to Uptravi’s...
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Sector Capsule: Skin Care in the US
Skin care posted healthy current value growth of 5% in 2017, to reach USD18.4 billion. The demand for efficacious and multifunctional skin care...
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