Will Alibaba Prevent an All-Out Food Crisis in China?
We believe there is scope for a food crisis in China. In this note, we take a deep look at the dynamics of food consumption in China and note four...
191 Views
AK Medical: Take It If The Answers Are Good
AK Medical Holdings (1789 HK) is a new listing with a proposed price range of HKD1.66 -2.00. The company is China's leading (in volume) orthopedic...
629 Views
Machine Trades with a Hammer and Taking the Other Side (Trading the Vol Beneath the Surface)
The recent sell-off and bounce back of Target Corp (TGT US) (Beta of 0.4 – 0.6!!) last week tells a story of volatility not told by the VIX Index...
188 Views
Genomics as an Investment Theme
Genomics as an investment theme Costs of sequencing a human genome have fallen to less than $1,000 China leads the world in gene sequencing The...
303 Views
Biosimilar Battlefield: Celltrion Forecasts
This Insight uses the biosimilar market model discussed in Surveying The Biosimilar Battlefield to build a long-term revenue forecast for the...
469 Views