Covering IPOs, Healthcare and Technology Stocks

Andrei Zakharov

Equity Capital Markets

<ul>
<li>Baishan Cloud, China’s independent edge cloud service provider, filed to go public in Hong Kong. CICC and investment bank Haitong are the lead underwriters in this offering.</li>
<li>Founded in 2015, <a href="https://www.smartkarma.com/entities/beijing-baishancloud-technology-co-ltd" target="_blank" data-smartkarma-citation="entities:40988:1" rel="noopener">BaishanCloud (1568617D HK)</a> is led by its CEO and Founder, Mr. HUO Tao, and a highly experienced founding team.</li>
<li>I believe the company will achieve a break-even this year, coupled with a strong international expansion, potential revenue acceleration and gross margin improvement as the business continues to scale up.</li>
</ul>


Baishan Cloud, China’s independent edge cloud service provider, filed to go public in Hong Kong. CICC and investment bank Haitong are the lead underwriters in this offering.
Founded in 2015, BaishanCloud (1568617D HK) is led by its CEO and Founder, Mr. HUO Tao, and a highly experienced founding team.
I believe the company will achieve a break-even this year, coupled with a strong international expansion, potential revenue acceleration and gross margin improvement as the business continues to scale up.


Baishan Cloud IPO Preview: Break-Even Is Likely To Be Achieved in 2024

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul><li>Akamai Technologies managed to exceed analyst expectations in terms of revenue as well as earnings.</li><li>Revenue grew, and non-GAAP operating margin expanded.</li><li>This complements the API security portfolio of Akamai by extending its capabilities in the rapidly growing API security market.</li></ul>

Akamai Technologies managed to exceed analyst expectations in terms of revenue as well as earnings.Revenue grew, and non-GAAP operating margin expanded.This complements the API security portfolio of Akamai by extending its capabilities in the rapidly growing API security market.

Akamai Technologies: The Acquisition-Led Growth Continues With Neosec – Key Drivers

<ul><li>Despite ongoing difficulties with the global economic environment, Akamai produced strong results in the fourth quarter, exceeding market expectations in terms of both, revenues as well as earnings.</li><li>Their rapidly expanding Compute business, the sustained high demand for their security solutions, and higher-than-anticipated shipping traffic contributed to their revenue growth.</li><li>In this report, we have carried out a fundamental analysis of the historical financial statements of the company.</li></ul>

Despite ongoing difficulties with the global economic environment, Akamai produced strong results in the fourth quarter, exceeding market expectations in terms of both, revenues as well as earnings.Their rapidly expanding Compute business, the sustained high demand for their security solutions, and higher-than-anticipated shipping traffic contributed to their revenue growth.In this report, we have carried out a fundamental analysis of the historical financial statements of the company.

Akamai Technologies Inc.: New Cloud Computing Services & Other Drivers

<ul><li>After a steady correction over the past few months, Akamai’s stock has been appreciating steadily with its results being a few days away.</li><li>Akamai has been leveraging its financial strength to make substantial investments in cloud computing and financial strength.</li><li>The company’s security portfolio of zero trust enterprise has been performing well with several significant customer wins.</li></ul>

After a steady correction over the past few months, Akamai’s stock has been appreciating steadily with its results being a few days away.Akamai has been leveraging its financial strength to make substantial investments in cloud computing and financial strength.The company’s security portfolio of zero trust enterprise has been performing well with several significant customer wins.

Akamai Technologies: Malware Protection For APIs and Apps

Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Event-Driven

<ul>
<li>In the past 24 hours, there have been many news flow about numerous US airports that have been cyber attacked by suspects from Russia. </li>
<li>The increasing media attention on cyberattack threat could result in greater concerns about cybersecurity inducing higher global spending on software and other services that help to protect against cyber attacks. </li>
<li>Global cybersecurity stocks that could benefit from greater media attention on cyberattacks include Palo Alto Networks (PANW US)  Crowdstrike Holdings Inc (CRWD US)  CloudFlare (NET US).  </li>
</ul>


In the past 24 hours, there have been many news flow about numerous US airports that have been cyber attacked by suspects from Russia. 
The increasing media attention on cyberattack threat could result in greater concerns about cybersecurity inducing higher global spending on software and other services that help to protect against cyber attacks. 
Global cybersecurity stocks that could benefit from greater media attention on cyberattacks include Palo Alto Networks (PANW US)  Crowdstrike Holdings Inc (CRWD US)  CloudFlare (NET US).  


Cyberattacks at Numerous US Airports by Suspects from Russia

United States

Akamai Technologies, Inc. provides services for accelerating and improving the delivery of content and applications over the Internet; ranging from live and on-demand streaming video capabilities to conventional content on websites, to tools that help people transact business and reach out to new and existing customers.

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Akamai Technologies (AKAM US)

Baishan Cloud IPO Preview: Break-Even Is Likely To Be Achieved in 2024

Baishan Cloud, a founder-led edge cloud service provider in China, filed to list IPO on HKEX. The company develops AI-empowered edge cloud platform...

Andrei Zakharov

Akamai Technologies: The Acquisition-Led Growth Continues With Neosec – Key Drivers

Akamai Technologies managed to exceed analyst expectations in terms of revenue as well as earnings. Revenue grew, and non-GAAP operating margin...

Baptista Research

Akamai Technologies Inc.: New Cloud Computing Services & Other Drivers

Despite ongoing difficulties with the global economic environment, Akamai produced strong results in the fourth quarter, exceeding market...

Baptista Research

Akamai Technologies: Malware Protection For APIs and Apps

After a steady correction over the past few months, Akamai’s stock has been appreciating steadily with its results being a few days away. Akamai...

Baptista Research

Cyberattacks at Numerous US Airports by Suspects from Russia

In the past 24 hours, there have been many news flow about numerous US airports that have been cyber attacked by suspects from Russia. This could...

Douglas Kim

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