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1 week ago | 
smartkarma.com | Sanghyun Park |Sumeet Singh |Jesus Aguilar |Jesús Aguilar |Xinyao Wang
In today’s briefing: 4 Key Movers in TIGER Top 10 in June Reshuffle Rigaku IPO Lockup – Large PE Investors Can Still Break Even Liquid Universe of European Ordinary and Preferred Shares: April ’25 Report MTVA: Positive Phase 1 MAD Data for DA-1726 Excellent Tolerability Profile and Mean Day 26 Weight Loss of 4.3% MIRA: Tests Show Positive Results Pre-IPO TCMTech – The Business Model and the Outlook 4 Key Movers in TIGER Top 10 in June Reshuffle Korea’s battery sector got wrecked, crushing...
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1 week ago | 
smartkarma.com | William Keating |Vincent Fernando |Xinyao Wang |Michael Fritzell
In today’s briefing: TSMC Q125 Earnings Preview Taiwan Tech Weekly: TSMC 1Q25 Results & The 2nm Frontline; Mediatek Vs. TSMC Valuation; PC 1Q25 Data China Healthcare (Apr.13) – Trump’s Tariffs on Pharmaceuticals, NSCEB’s Report, RemeGen’s Pain Point Nippon Parking Development (2353 JP): Irreplaceable Assets with +12% Historical EPS CAGR at 13x P/E Adastria: ¥500 Billion Through New Brands – Signs UK’s Karrimor Kinatico Ltd – SaaS revenue now 50% of total revenue TSMC Q125 Earnings Preview...
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2 months ago | 
smartkarma.com | Xinyao Wang
In today’s briefing:China Healthcare Weekly (Feb.2)- Update on CR Sanjiu’s Acquisition of Tasly, China Biotech’s OutlookChina Healthcare Weekly (Feb.2)- Update on CR Sanjiu’s Acquisition of Tasly, China Biotech’s OutlookIf product sales cannot continue to climb rapidly and dilute the costs, the final profit will gradually fade away. Therefore, Chinese biotech companies need new blockbuster products to drive growth.
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2 months ago | 
smartkarma.com | Xinyao Wang
In today’s briefing:Pre-IPO Zephyrm Bioscience – Despite Promising Pipeline, Investment Risk Is HighPre-IPO Zephyrm Bioscience – Despite Promising Pipeline, Investment Risk Is HighThere’s great potential for PSCs, which provides new treatment options for complex diseases where traditional therapies are ineffective.The more solid the platform technology, the greater the dividends in later stage. Zephyrm’s pipeline candidates are promising.
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2 months ago | 
smartkarma.com | Travis Lundy |Xinyao Wang |Daniel Hellberg
In today’s briefing: HK Connect SOUTHBOUND Flows (To 24 Jan 2025); Again Big Net Buying by SB, Again on Tech A/H Premium Tracker (To 24 Jan 2025): AH Premia Fall Yet Again, Lowest Avg Premium in 5yrs… Again China Healthcare Weekly (Jan.26) – Key Takeaways from the Failure of Henlius Privatization, TCM M&As Monthly Chinese Tourism Tracker | Dec & Q424 Numbers | Airlines Outperform Trip.com (January 2025) HK Connect SOUTHBOUND Flows (To 24 Jan 2025); Again Big Net Buying by SB, Again on Tech...
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Jan 22, 2025 | 
smartkarma.com | Arun George |David Blennerhassett |Ke Yan |Xinyao Wang
In today’s briefing:Henlius (2696 HK): Deal Break as HKEx Merger Arb Rulebooks Are RewrittenGAPack (468 HK): Now What As XJF’s Offer Gets UpHenlius (2696)’s Fail Sets (Another) Bad PrecedentTencent/Netease: One Game Approval for Tencent in Jan and the PerplexityShanghai Henlius Biotech (2696 HK) – About the Deal Break and the Valuation OutlookHenlius (2696)’s Fail Sets (Another) Bad PrecedentThe question was asked in Henlius (2696 HK): So, When Was The Last Time A PE/VC Outfit Blocked A Deal?
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Jan 15, 2025 | 
smartkarma.com | William Keating |Xinyao Wang |Baptista Research |Shifara Samsudeen
In today’s briefing: TSMC Q424 Earnings Preview, 2025 & Q125 Look Ahead Shanghai Henlius Biotech (2696 HK)- These Are the Reasons Why LVC May Vote Against the Privatization Tesla Innovations Unveiled: New Model Y & Robotics Breakthroughs That Will Blow Your Mind! Asml Holding Nv (ASML) – Wednesday, Oct 16, 2024 Shift 1Q: Earnings Beat with Further Upside Hyundai Motor India: Anchor Investor Lock-In Period Ends Today Taiwan Tech Weekly: TSMC Results; Earnings Preview; Delta Thailand...
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Jan 15, 2025 | 
onlinelibrary.wiley.com | Bingcheng Wei |Ping Huang |Xinyao Wang |Zhi Liu
Corresponding Author Ping Huang Center for Chemical Glycobiology, Shanghai Key Laboratory for Molecular Engineering of Chiral Drugs, Zhang jiang Institute for Advanced Study, School of Chemistry and Chemical Engineering, Shanghai Jiao Tong University, Shanghai, 200240 China National Key Laboratory of Innovative Immunotherapy, School of Pharmaceutical Sciences, Shanghai Jiao Tong University, Shanghai, 200240 China Shanghai Jiao Tong University Sichuan Research Institute, Chengdu, 610213 China...
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Jan 14, 2025 | 
smartkarma.com | Rosita Fernandes |Xinyao Wang
In today’s briefing:IndiQube Spaces Ltd Pre-IPO TearsheetPre-IPO Jiangsu Hengrui Medicine – High Valuation Cannot Be JustifiedIndiQube Spaces Ltd Pre-IPO Tearsheet IndiQube Spaces Ltd (1628202D IN) (ISL) is looking to raise about US$100m in its upcoming India IPO. The bookrunners for the deal are ICICI and JM fin. IndiQube Spaces Limited (ISL) is a managed workplace solutions provider offering technological workplace solutions.
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Jan 12, 2025 | 
smartkarma.com | Daniel Hellberg |Sumeet Singh |Xinyao Wang
In today’s briefing: Poor Performance Before UK Lawmakers Is SHEIN’s Latest Stumble on Journey To London (Or HK?) IPO ECM Weekly (13th Jan 2025) – LG CNS, Bloks, Guming, Crizac, Shift Up, Adani, Wuxi HUTCHMED to Divest 45% Stake in Non-Core Joint Venture with Shanghai Pharma Poor Performance Before UK Lawmakers Is SHEIN’s Latest Stumble on Journey To London (Or HK?) IPO SHEIN’s general counsel frustrated UK lawmakers by refusing to answer certain questions It’s the latest in a series of...
