Baptista Research

2 months ago | smartkarma.com | Baptista Research |William Keating

In today’s briefing:General Dynamics: Aerospace Segment Growth & Margin Expansion Driving Our ‘Buy’ Rating! – Major DriversDelta Air Lines’ Strong 2024: Record ProfitsIntel Q424. It’s A Journey, Not A DestinationRubrik Inc.: Initiation Of Coverage – Strategic Expansion & Technology Partnerships To Widen Market Reach & Offerings! – Major DriversNorfolk Southern: Can Its Strong Pricing Strategy Help Capitalize on Emerging Market Opportunities?

2 months ago | smartkarma.com | Sudarshan Bhandari |Nicolas Baratte |Douglas Kim |Baptista Research

In today’s briefing:The Beat Ideas: Blue Jet Healthcare- Rising CDMO PlayerIntel: A Refreshing Direct Tone from New Management that Doesn’t Deny IssuesTop 10 Korean Stock Picks Bi-Weekly (3 February 2025)Lam Research Corporation: Can Its Advanced Packaging & High Bandwidth Memory Expansion Reinforce Footprint In The Semiconductor Landscape?- Major DriversBoeing’s High-Stakes Production Ramp-Up: Can It Deliver Or Will Chaos Ensue?

Jan 22, 2025 | smartkarma.com | William Keating |Ke Yan |Baptista Research |Angus Mackintosh

In today’s briefing:UMC. Now I’m Interested…Tencent/Netease: One Game Approval for Tencent in Jan and the PerplexityIntel’s Acquisition Rumors: Is It A Bargain For Qualcomm, Arm Holdings & Other Tech Giants?

Jan 21, 2025 | smartkarma.com | Brian Freitas |Arun George |Baptista Research

In today’s briefing:Kokusai Electric (6525 JP): Lock-Up Expiry, Index Deletion, Index Inclusion – It’s All HappeningShinko Electric (6967 JP): JIC’s Tender Offer on the Home StretchSumitomo Mitsui Financial Group’s Ruthless Expense OverhaulShinko Electric (6967 JP): JIC’s Tender Offer on the Home Stretch Shinko Electric Industries (6967 JP)’s tender offer from a JIC alliance is at JPY5,920. Today’s update notes that JIC has satisfied the regulatory precondition.

Jan 20, 2025 | smartkarma.com | Janaghan Jeyakumar |Arun George |John Ley |Baptista Research

In today’s briefing: Quiddity Leaderboard NIFTY Mar 25: US$1.2bn Collective One-Way Flows but Momentum Is Negative Millennium & Copthorne Hotels (MCK NZ): City Dev’s Unattractive Takeover Offer EQD | Hong Kong Index Options Weekly (HSI and HSCEI January 13-17): Long Vol Gets a Caution Flag Sonos’ $500 Million Crisis: Why The CEO Had To Go! Ultrajaya Milk (ULTJ IJ) – Bringing Milk to the Children Lifull (2120 Jp ) – Strategically Transforming the Overseas Segment to Focus on HOME’S Services...