WuXi Biologics – The Foxconn or Qualcomm of Global CDMO?
During the first week of 2019, we visited Wuxi Biologics (Cayman) Inc (2269 HK) headquarters in Shanghai, as well as spend time touring the lab....
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Wuxi Apptec 药明康德 IPO: Welcome to the A/H Universe
WuXi Apptec is set to be the newest A/H pair with its upcoming HK listing that is set to raise USD 1 billion. The A-share (603289 CH) recorded 15...
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Samsung BioLogics Update
Recent developments in Samsung Biologics Co., (207940 KS)'s business have been mixed with a negative skew. First, partner Merck & Co Inc (MRK...
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Bottoms-Up View on Developed Markets: Actionable Stocks, Part 2
Our outlook remains neutral for global ex-U.S. markets while horizontal consolidation continues on the MSCI ACWI ex-U.S. index. In today’s report...
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Global Equity Strategy: Where to Hide Outside the U.S.
The U.S. has continued to separate itself from broad emerging market and developed international indexes. One positive is that MSCI EM and MSCI...
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