Equity Long-Short Analyst

Pyari Menon

Thematic (Sector/Industry)

<ul>
<li>We again write about one stock each from the large, mid and small cap portfolios, briefly giving the reasons behind their inclusion in the portfolio.</li>
<li>The three companies we write about this week are <a href="https://www.smartkarma.com/entities/evonik-industries-ag" target="_blank" data-smartkarma-citation="entities:21618:1" rel="noopener">Evonik Industries Ag (EVK GR)</a><a href="https://www.smartkarma.com/entities/altria-group-inc" target="_blank" data-smartkarma-citation="entities:6572:1" rel="noopener">Altria Group (MO US)</a> and <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> </li>
<li>For three weeks ended 9 Dec the combined innovation portfolio was +0.7%, versus DJIA -0.8%, S&amp;P500 -0.8%, Nasdaq -1.3% &amp; MSCI-ACWI-ETF +0.5%.</li>
</ul>


We again write about one stock each from the large, mid and small cap portfolios, briefly giving the reasons behind their inclusion in the portfolio.
The three companies we write about this week are Evonik Industries Ag (EVK GR)Altria Group (MO US) and Procter &amp; Gamble Co (PG US) 
For three weeks ended 9 Dec the combined innovation portfolio was +0.7%, versus DJIA -0.8%, S&amp;P500 -0.8%, Nasdaq -1.3% &amp; MSCI-ACWI-ETF +0.5%.


<ul>
<li>We write about one stock each from the large, mid and small cap portfolios, briefly giving the reasons behind their the innovation scores and inclusion in the portfolio.  </li>
<li>The three companies are <a href="https://www.smartkarma.com/entities/johnson-johnson-831a1ab9-b291-4564-99b0-dc7f8d2b8175" target="_blank" data-smartkarma-citation="entities:26818:1" rel="noopener">Johnson &amp; Johnson (JNJ UN)</a> , <a href="https://www.smartkarma.com/entities/mondelez-international-inc" target="_blank" data-smartkarma-citation="entities:8111:1" rel="noopener">Mondelez International (MDLZ US)</a> and <a href="https://www.smartkarma.com/entities/qorvo-inc" target="_blank" data-smartkarma-citation="entities:11965:1" rel="noopener">Qorvo Inc (QRVO US), which have the highest weighting in each portfolio</a>
</li>
<li>For the week the large cap portfolio was up 1.2%, the midcap was up 1.4% and the small cap was up 0.9%, all in US$ terms.  </li>
</ul>


We write about one stock each from the large, mid and small cap portfolios, briefly giving the reasons behind their the innovation scores and inclusion in the portfolio.  
The three companies are Johnson &amp; Johnson (JNJ UN) , Mondelez International (MDLZ US) and Qorvo Inc (QRVO US), which have the highest weighting in each portfolio

For the week the large cap portfolio was up 1.2%, the midcap was up 1.4% and the small cap was up 0.9%, all in US$ terms.  


How the Portfolios Did for the First Week

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>Kimberly-Clark had a mediocre performance in its recent results.</li><li>The company surpassed the revenue expectations of Wall Street but missed out on earnings given the ongoing volatility in operating environment that continues to pressure the operating margin and the overall bottom-line.</li><li>We provide the stock of Kimberly-Clark with a ‘Hold’ rating and a revision in the target price.</li></ul>

Kimberly-Clark had a mediocre performance in its recent results.The company surpassed the revenue expectations of Wall Street but missed out on earnings given the ongoing volatility in operating environment that continues to pressure the operating margin and the overall bottom-line.We provide the stock of Kimberly-Clark with a ‘Hold’ rating and a revision in the target price.

Kimberly-Clark Corporation: New Facility For Feminine Care & Other Drivers

<ul><li>Kimberly-Clark Corporation had a decent quarter and managed to surpass Wall Street expectations in terms of revenues as well as earnings.</li><li>The company delivered an impressive 9% growth in organic sales with all segments delivered robust gains.</li><li>The company navigates near-time headwinds based on near-time headwinds of breadth and pace of its pricing actions.</li></ul>

Kimberly-Clark Corporation had a decent quarter and managed to surpass Wall Street expectations in terms of revenues as well as earnings.The company delivered an impressive 9% growth in organic sales with all segments delivered robust gains.The company navigates near-time headwinds based on near-time headwinds of breadth and pace of its pricing actions.

Kimberly-Clark Corporation: The Thinx Acquisition & Other Developments

Equity Capital Markets

<ul><li>Kimberly-Clark started the year 2022 with a strong performance in all segments including a double-digit organic sales growth.</li><li>The management is effectively counteracting macro headwinds, balancing price, volume, and market share while working to increase their margins over time.</li><li>We also have a dedicated analysis of the company's Environmental, Social, and Governance (ESG) risk scores in order to evaluate the sustainability risk.</li></ul>

Kimberly-Clark started the year 2022 with a strong performance in all segments including a double-digit organic sales growth.The management is effectively counteracting macro headwinds, balancing price, volume, and market share while working to increase their margins over time.We also have a dedicated analysis of the company's Environmental, Social, and Governance (ESG) risk scores in order to evaluate the sustainability risk.

Kimberly-Clark Corporation: Cost Control & Optimization Efforts

United States

Kimberly-Clark Corporation is a global health and hygiene company that manufactures and provides consumer products. The Company's products include diapers, tissues, paper towels, incontinence care products, surgical gowns, and disposable face masks.  Kimberly-Clark's products are sold in countries around the world.

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Kimberly Clark (KMB US)

The Innovations Portfolios - Week Three

We assess how the three portfolios did for the first three weeks and discuss about one stock each from the large, mid and small cap portfolios

Pyari Menon

How the Portfolios Did for the First Week

We assess how the three portfolios did for the first week and discuss about one stock each from the large, mid and small cap portfolios, briefly...

Pyari Menon

Kimberly-Clark Corporation: New Facility For Feminine Care & Other Drivers

Kimberly-Clark had a mediocre performance in its recent results. The company surpassed the revenue expectations of Wall Street but missed out on...

Baptista Research

Kimberly-Clark Corporation: The Thinx Acquisition & Other Developments

Kimberly-Clark Corporation had a decent quarter and managed to surpass Wall Street expectations in terms of revenues as well as earnings. The...

Baptista Research

Kimberly-Clark Corporation: Cost Control & Optimization Efforts

Kimberly-Clark started the year 2022 with a strong performance in all segments including a double-digit organic sales growth. The management is...

Baptista Research

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