SD Biosensor IPO: Improving Investor Sentiment & Valuation Rerating
Investor sentiment toward SD Biosensor's IPO appears to be changing, probably thanks to the surge in the share price of Seegene, the only valuation...
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KRX BBIG Index Rebalance Preview: Worth a Look
There are lots of changes expected to the KRX BBIG indices at the September review. With a large amount of assets tracking the indices, some of the...
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SD Biosensor Offering Price/Size Adjustment & Valuation Re-Review
This post details the adjustments made to the offering price and size of SD Biosensor last Friday. This post then discusses the adjusted valuation.
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The Stocks to Own in Asia – Vol. 33
Since its inception, our FVMR Asia strategy has generated a before-fee total return of 95% versus the MSCI Asia ex Japan of 97%.
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SD Biosensor IPO Valuation Analysis
Our base case valuation of SD Biosensor is 82,021 won, which is 4% lower than the high end of the IPO price range of 85,000 won. Given the lack of...
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