Equity Long-Short Analyst

Pyari Menon

Thematic (Sector/Industry)

<ul>
<li>Brand recognition is a driver of margins and returns for consumer products, but developing and maintaining product superiority is of paramount importance to establish and sustain brands and market share</li>
<li>In this report, we take  look at how well companies in personal hygiene products like diapers, sanitary pads,  linings, and tampons are positioned from a technological perspective</li>
<li>
<a href="https://www.smartkarma.com/entities/procter-gamble-co" target="_blank" data-smartkarma-citation="entities:978:1" rel="noopener">Procter &amp; Gamble Co (PG US)</a>, <a href="https://www.smartkarma.com/entities/kimberly-clark-corp" target="_blank" data-smartkarma-citation="entities:2292:1" rel="noopener">Kimberly Clark (KMB US)</a> , <a href="https://www.smartkarma.com/entities/unicharm-corp" target="_blank" data-smartkarma-citation="entities:6246:1" rel="noopener">Unicharm Corp (8113 JP)</a>, <a href="https://www.smartkarma.com/entities/daio-paper-corp" target="_blank" data-smartkarma-citation="entities:3211:1" rel="noopener">Daio Paper Corp (3880 JP)</a>, and <a href="https://www.smartkarma.com/entities/kao-corp" target="_blank" data-smartkarma-citation="entities:12933:1" rel="noopener">Kao Corp (4452 JP)</a> lead the field</li>
</ul>


Brand recognition is a driver of margins and returns for consumer products, but developing and maintaining product superiority is of paramount importance to establish and sustain brands and market share
In this report, we take  look at how well companies in personal hygiene products like diapers, sanitary pads,  linings, and tampons are positioned from a technological perspective

Procter &amp; Gamble Co (PG US), Kimberly Clark (KMB US) , Unicharm Corp (8113 JP), Daio Paper Corp (3880 JP), and Kao Corp (4452 JP) lead the field


Stock Ideas from Data Mining Technical Publications: A Look at Diapers, Sanitary Pads, and Tampons

Head of Research, IPOs & Placements, Aequitas Research

Sumeet Singh

Head of Research, IPOs & Placements

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Equity Capital Markets

<ul>
<li>CSL aims to raise up to US$4.8bn (A$6.8bn) via a fully underwritten placement, in order to partly fund its acquisition of Vifor Pharma.</li>
<li>The deal has been in the news for a while with CSL recently having to put out a media release to confirm talks.</li>
<li>In this note, we will talk about the deal dynamics and run the deal through our ECM framework.</li>
</ul>


CSL aims to raise up to US$4.8bn (A$6.8bn) via a fully underwritten placement, in order to partly fund its acquisition of Vifor Pharma.
The deal has been in the news for a while with CSL recently having to put out a media release to confirm talks.
In this note, we will talk about the deal dynamics and run the deal through our ECM framework.


CSL Placement - Lage Acquisition, Placement and Accretion, Along with Index Impact

Healthium Medtech / Equity Capital Markets

<ul>
<li>Healthium Medtech (HM) is looking to raise up to US$500m in its upcoming India IPO. </li>
<li>Healthium Medtech is a global medtech company that manufactures products used in surgical, post-surgical and chronic care. </li>
<li>In this note we will undertake a peer comparison and talk about valuations.</li>
</ul>


Healthium Medtech (HM) is looking to raise up to US$500m in its upcoming India IPO. 
Healthium Medtech is a global medtech company that manufactures products used in surgical, post-surgical and chronic care. 
In this note we will undertake a peer comparison and talk about valuations.


Healthium Medtech Pre-IPO - Peer Comparison and Thoughts on Valuation

Global Healthcare Analyst

Tina Banerjee

Equity Bottom-Up

<ul>
<li>
<a href="https://www.smartkarma.com/entities/crystalgenomics-inc" target="_blank" data-smartkarma-citation="entities:20260:1" rel="noopener">Crystalgenomics Inc (083790 KS)</a> has a couple of anti-cancer drugs in its clinical pipeline. The company has exclusive licensing deal for its anti-cancer candidate luxeptinib with Aptose Biosciences outside Korea.</li>
<li>Luxeptinib is being evaluated in a phase 1 a/b trial in patients with relapsed/refractory acute myeloid leukemia, higher risk myelodysplastic syndromes, and B-cell malignancies.</li>
<li>Aptose will present clinical trial result in a conference during December 11–14. This does not represent an upside opportunity for CrystalGenomics shares, which is now trading near its lows.</li>
</ul>



Crystalgenomics Inc (083790 KS) has a couple of anti-cancer drugs in its clinical pipeline. The company has exclusive licensing deal for its anti-cancer candidate luxeptinib with Aptose Biosciences outside Korea.
Luxeptinib is being evaluated in a phase 1 a/b trial in patients with relapsed/refractory acute myeloid leukemia, higher risk myelodysplastic syndromes, and B-cell malignancies.
Aptose will present clinical trial result in a conference during December 11–14. This does not represent an upside opportunity for CrystalGenomics shares, which is now trading near its lows.


CrystalGenomics (083790 KS): Partner’s Clinical Data Presentation Is Not a Buying Opportunity

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.

Johnson & Johnson / Equity Capital Markets

<ul><li>Johnson & Johnson has been in the news after announcing plans to separate its Consumer Health segment into a new publicly-traded company, leaving behind a new J&J with its Pharmaceuticals and Medical Device units.</li><li>It is worth mentioning that the company delivered mixed quarterly results despite continued strength in the company's Pharmaceutical and Consumer Health businesses and solid growth in Medical Devices despite Covid-19 variability across geographies.</li><li>We are optimistic about Johnson & Johnson and likely to maintain our 'Hold' rating on the stock with a revised target price.</li></ul>

Johnson & Johnson has been in the news after announcing plans to separate its Consumer Health segment into a new publicly-traded company, leaving behind a new J&J with its Pharmaceuticals and Medical Device units.It is worth mentioning that the company delivered mixed quarterly results despite continued strength in the company's Pharmaceutical and Consumer Health businesses and solid growth in Medical Devices despite Covid-19 variability across geographies.We are optimistic about Johnson & Johnson and likely to maintain our 'Hold' rating on the stock with a revised target price.

United States

Johnson & Johnson manufactures health care products and provides related services for the consumer, pharmaceutical, and medical devices and diagnostics markets. The Company sells products such as skin and hair care products, acetaminophen products, pharmaceuticals, diagnostic equipment, and surgical equipment in countries located around the world.

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Johnson & Johnson (JNJ UN)

Stock Ideas from Data Mining Technical Publications: A Look at Diapers, Sanitary Pads, and Tampons

Spotting the innovation leaders in the hygiene aisle of the supermarkets. A look at the diaper, sanitary pads, and tampon makers.

Pyari Menon

CSL Placement - Lage Acquisition, Placement and Accretion, Along with Index Impact

CSL aims to raise up to US$4.8bn (A$6.8bn) via a fully underwritten placement, in order to partly fund its acquisition of Vifor Pharma.

Sumeet Singh

Healthium Medtech Pre-IPO - Peer Comparison and Thoughts on Valuation

Healthium Medtech (HM) is looking to raise up to US$500m in its upcoming India IPO. In this note, we undertake a peer comparison and talk about...

Sumeet Singh

CrystalGenomics (083790 KS): Partner’s Clinical Data Presentation Is Not a Buying Opportunity

Partner's clinical trial data presentation at an upcoming conference does not represent upside potential for CrystalGenomics shares.

Tina Banerjee

Johnson & Johnson - Investment Thesis

Johnson & Johnson has been in the news after announcing plans to separate its Consumer Health segment into a new publicly-traded company,...

Baptista Research

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