bullish
Last Week in Event SPACE: HS Holdings, Celltrion Pharm, NISA, PICC/PICC P&C
400 Views07 Jan 2024 07:00
SUMMARY
- Stay long in HS Holdings (8699 JP).But beware. It is possible that there is a slightly uncomfortable outcome.
- Celltrion Pharm (068760 KS) is up 37% since the Celltrion Inc (068270 KS)/Celltrion Healthcare (091990 KS) merger completed; and Inc is up 22%. That's A LOT of expectation baked in.
- NEW NISA details are cute, but governance and corporate buybacks matter more. If better education induces a swing from cash/deposits to risky assets, much of that will happen outside NISA.
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