@Semicon_player Hyundai Steel holds a 6%(=KRW 3.6T) stake of Hyundai Mobis, equivalent to 65% of Hyundai Steel's own market cap. I believe this will be the biggest catalyst for Hyundai Steel when Hyundai Motor Group begins its governance restructuring.
@BiotechPicks My biggest concern is that it has no platfrom value-basically $KNSA is all about RP. Single Drug Biotech with a platform could be easily re-rated to ev/ebit 8~9x level, but i'm afraid $KNSA is not.
@BiotechPicks What is your target MC? If 387 is successfully launched in 2029, its ev/ebit could be around 5x(in my guess), which would make it one of the cheapest single-drug biotech.