Smartkarma Originals
Samsung Electronics. A Bearish Investment Thesis.
EXECUTIVE SUMMARY We have a negative view of Samsung Electronics over the next one to two years. We believe investors will have an opportunity to...
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WuXi Biologics Placement: Attractive in the Context of Market, Financials and Valuation
Wuxi Biologics (Cayman) Inc (2269 HK) is a global one-stop biologics services provider and often referred to as CRO (contract research...
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Celltrion Healthcare: Well, We Were Warned
Celltrion Healthcare (091990 KS) reported preliminary 2018 results that were dramatically short of expectations as the company cut shipments to...
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Samsung C&T: A Restructuring of Fashion Business Is Likely After the Stepping Down of Lee Seo-Hyun
Lee Seo-Hyun (age 46), the billionaire second daughter of the Samsung Group Lee Gun-Hee, recently stepped down from her position as the CEO...
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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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