Fadu IPO - Thoughts on Valuation
Fadu (440110 KS) is looking to raise up to US$147m in its Korean IPO. Previously, we looked at the company’s past performance and undertook a peer...
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Fadu Pre-IPO - Peer Comparison - Hardly Comparable in Scale to Its Peers
Fadu (440110 KS) is looking to raise up to US$147m in its Korean IPO. In our previous notes, we looked at the company’s past performance. In this...
368 Views
At the Core Lies Why Anything Named Samsung Deserves a Discount
Why Samsung deserves a discount and the new 3 yr shareholder return plan nor M&A will fix this unless one or both of 2 things happen.
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How Might a Celltrion Merger Look?
The key seems what happens to the value of Celltrion Holdings and in fact, the merger might not include Celltrion Inc. The consensus belief is...
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Biosimilar Battlefield Update: It's Getting Uglier
A confluence of negative news is causing sharp declines (or trading suspensions) in the share prices of Samsung Biologics Co., (207940...
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