Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>The S&amp;P 500 index tracks the 500 largest names listed in the US and it is one of the most highly-tracked indices in the world.</li>
<li>In this insight, we take a look at the upcoming constituent changes in the run up to the December 2024 index rebal event.</li>
<li>We expect two regular changes in December 2024. There are also several live spin-off and M&amp;A events which could trigger intra-review index changes in the late-2024/early-2025.</li>
</ul>


The S&amp;P 500 index tracks the 500 largest names listed in the US and it is one of the most highly-tracked indices in the world.
In this insight, we take a look at the upcoming constituent changes in the run up to the December 2024 index rebal event.
We expect two regular changes in December 2024. There are also several live spin-off and M&amp;A events which could trigger intra-review index changes in the late-2024/early-2025.


Quiddity Leaderboard S&P 500 Dec 24 Rebal: APO, CRH, WDAY, TPL

Quiddity Leaderboard S&P 500 Dec 24: Two ADDs (One Biggie), Two DELs, Possible Big Intrareview Moves

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>Juniper Networks delivered an all-around beat in the previous quarter, achieving total revenue growth of 13% year-over-year.</li><li>Despite some challenges in the cloud and service provider segments due to the timing of projects and digestion of prior purchases, Juniper's Enterprise business showed remarkable momentum, accounting for over 45% of total revenue and posting nearly 40% year-over-year growth.</li><li>While revenue growth is expected to face some pressure soon due to macro uncertainties, Juniper remains optimistic about its long-term growth prospects, especially in the cloud and SP Metro opportunities.</li></ul>

Juniper Networks delivered an all-around beat in the previous quarter, achieving total revenue growth of 13% year-over-year.Despite some challenges in the cloud and service provider segments due to the timing of projects and digestion of prior purchases, Juniper's Enterprise business showed remarkable momentum, accounting for over 45% of total revenue and posting nearly 40% year-over-year growth.While revenue growth is expected to face some pressure soon due to macro uncertainties, Juniper remains optimistic about its long-term growth prospects, especially in the cloud and SP Metro opportunities.

Juniper Networks: Unlocking the Power of AI-Powered Software Automation! - Major Drivers

<ul><li>Juniper managed to exceed analyst expectations in terms of revenue as well as earnings.</li><li>The enterprise business exhibited significant momentum, with double-digit revenue growth in key segments.</li><li>Additionally, Juniper experienced strong growth in its Mistified segment, propelled by Mist AI.</li></ul>

Juniper managed to exceed analyst expectations in terms of revenue as well as earnings.The enterprise business exhibited significant momentum, with double-digit revenue growth in key segments.Additionally, Juniper experienced strong growth in its Mistified segment, propelled by Mist AI.

Juniper Networks Inc.: 5 Reasons Why Their Business Is Growing – Key Drivers

Equity Capital Markets

Juniper Networks / Equity Capital Markets

<ul><li>Juniper’s stock has seen good upward momentum with its results around the corner.</li><li>The company had delivered better-than-expected results in the last quarter with its total revenues as well as earnings exceeding Wall Street expectations.</li><li>The cloud business of Juniper also delivered solid quarterly result with revenue growth.</li></ul>

Juniper’s stock has seen good upward momentum with its results around the corner.The company had delivered better-than-expected results in the last quarter with its total revenues as well as earnings exceeding Wall Street expectations.The cloud business of Juniper also delivered solid quarterly result with revenue growth.

Juniper Networks: Agreement With Powerco & Other Developments

United States

Juniper Networks, Inc. provides Internet infrastructure solutions for Internet service providers and other telecommunications service providers.  The Company offers network infrastructure solutions that includes IP routing, Ethernet switching, security and application acceleration solutions.

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Juniper Networks (JNPR US)

Quiddity Leaderboard S&P 500 Dec 24 Rebal: APO, CRH, WDAY, TPL

The S&P500 rebalance in December is shaping up to be a trade worth $8-13bn a side but there is a possible intra-review change to come as well....

Travis Lundy

Quiddity Leaderboard S&P 500 Dec 24: Two ADDs (One Biggie), Two DELs, Possible Big Intrareview Moves

There are currently two expected ADDs and two expected DELs for the SP500 Dec24 Rebalance. There could be more from spinoffs and mergers. One big...

Travis Lundy

Juniper Networks: Unlocking the Power of AI-Powered Software Automation! - Major Drivers

Juniper Networks delivered an all-around beat in the previous quarter, achieving total revenue growth of 13% year-over-year. Despite some...

Baptista Research

Juniper Networks Inc.: 5 Reasons Why Their Business Is Growing – Key Drivers

Juniper managed to exceed analyst expectations in terms of revenue as well as earnings. The enterprise business exhibited significant momentum,...

Baptista Research

Juniper Networks: Agreement With Powerco & Other Developments

Juniper’s stock has seen good upward momentum with its results around the corner. The company had delivered better-than-expected results in the...

Baptista Research

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