Pan-Asia Index Rebalances/ Events/ Delta One, Periscope Analytics

Brian Freitas

Pan-Asia Index Rebalances/ Events/ Delta One

Periscope Analytics

Periscope Analytics focuses on event-driven trades across Asia Pacific and provides comprehensive, timely and systematic coverage of index changes to major Asia Pacific indices in a structured manner.

The analysis includes forecasted inclusions and exclusions to all major Asian indices that have significant amount of tracking assets, including estimates of passive buy/sell flow on the stocks. The service also provides commentary and impact of market consultations, ground rule changes, and other events (IPOs, spin-offs, M&A) that could lead to index changes and passive flow.

Periscope Analytics works with multi-strategy hedge funds, proprietary trading firms, stat arb trading groups and long-only investors that invest and trade in the Asia Pacific region with the data being used to trade index rebalances, avoid pre-positioning and passive flow, and to time entry into and exit from stocks.

Event-Driven Trades Across Asia Pacific

Event-Driven

<ul>
<li>S&amp;P DJI have started a market consultation to change the index weighting methodology for the Select Sector Indices to reduce concentration and avoid reverse turnover.</li>
<li>There is US$281bn tracking the Select Sector Indices from the SPDR ETFs. The market consultation will have a larger impact on indices where there is a high degree of concentration.</li>
<li>The largest inflows are expected in <a href="https://www.smartkarma.com/entities/apple-inc" target="_blank" data-smartkarma-citation="entities:666:1" rel="noopener">Apple</a>, <a href="https://www.smartkarma.com/entities/conocophillips" target="_blank" data-smartkarma-citation="entities:18090:1" rel="noopener">Conocophillips</a>, <a href="https://www.smartkarma.com/entities/amazon-com-inc" target="_blank" data-smartkarma-citation="entities:409:1" rel="noopener">Amazon.com</a> and <a href="https://www.smartkarma.com/entities/netflix-inc" target="_blank" data-smartkarma-citation="entities:20451:1" rel="noopener">Netflix</a> while the largest outflows will be from <a href="https://www.smartkarma.com/entities/microsoft-corp" target="_blank" data-smartkarma-citation="entities:15273:1" rel="noopener">Microsoft</a>, <a href="https://www.smartkarma.com/entities/nvidia-corp" target="_blank" data-smartkarma-citation="entities:5891:1" rel="noopener">NVIDIA</a>, <a href="https://www.smartkarma.com/entities/chevron-corp" target="_blank" data-smartkarma-citation="entities:11091:1" rel="noopener">Chevron</a>, <a href="https://www.smartkarma.com/entities/procter-gamble-co" target="_blank" data-smartkarma-citation="entities:978:1" rel="noopener">Procter &amp; Gamble</a>, <a href="https://www.smartkarma.com/entities/exxon-mobil-corp" target="_blank" data-smartkarma-citation="entities:811:1" rel="noopener">Exxon Mobil</a>, <a href="https://www.smartkarma.com/entities/costco-wholesale-corp" target="_blank" data-smartkarma-citation="entities:18404:1" rel="noopener">Costco Wholesale</a> and <a href="https://www.smartkarma.com/entities/meta-platforms-inc-class-a-facebook" target="_blank" data-smartkarma-citation="entities:665:1" rel="noopener">Meta Platforms</a>.</li>
</ul>


S&amp;P DJI have started a market consultation to change the index weighting methodology for the Select Sector Indices to reduce concentration and avoid reverse turnover.
There is US$281bn tracking the Select Sector Indices from the SPDR ETFs. The market consultation will have a larger impact on indices where there is a high degree of concentration.
The largest inflows are expected in Apple, Conocophillips, Amazon.com and Netflix while the largest outflows will be from Microsoft, NVIDIA, Chevron, Procter &amp; Gamble, Exxon Mobil, Costco Wholesale and Meta Platforms.


Select Sector Indices - HUGE Impact of Proposed Constituent Weighting Changes

India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

Thematic (Sector/Industry)

<ul>
<li>Haldiram's skyrockets from Bikaner roots to $8 billion global snack powerhouse.</li>
<li>Agarwal family's strategic split and merger propel Haldiram to new heights in the snack industry.</li>
<li>Bain and Blackstone battle for Haldiram, eyeing a massive acquisition.</li>
</ul>


Haldiram's skyrockets from Bikaner roots to $8 billion global snack powerhouse.
Agarwal family's strategic split and merger propel Haldiram to new heights in the snack industry.
Bain and Blackstone battle for Haldiram, eyeing a massive acquisition.


Snack Dynasty: Haldiram's Rise to a Multi-Billion Dollar Empire

APAC IPOs & Placements, Aequitas Research

Clarence Chu

APAC 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

Novelis Corporation / Equity Capital Markets

<ul>
<li>
<a href="https://www.smartkarma.com/entities/novelis-corporation" target="_blank" data-smartkarma-citation="entities:39969:1" rel="noopener">Novelis Corporation (0620365D US)</a> Novelis is looking to raise US$1.2bn in its upcoming US IPO. The firm is owned by Indian-listed Hindalco. The deal will consist of 100% secondary shares.</li>
<li>Novelis is a global provider of aluminum solutions for the beverage packaging, automotive markets, specialties markets and aerospace.</li>
<li>In this note, we look at the firm’s past performance.</li>
</ul>



Novelis Corporation (0620365D US) Novelis is looking to raise US$1.2bn in its upcoming US IPO. The firm is owned by Indian-listed Hindalco. The deal will consist of 100% secondary shares.
Novelis is a global provider of aluminum solutions for the beverage packaging, automotive markets, specialties markets and aerospace.
In this note, we look at the firm’s past performance.


Novelis Pre-IPO - Leader in Most Categories, Although End Markets’ Aren’t Really Growing Much

External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

Equity Bottom-Up

<ul><li>PepsiCo is a global company with significant presence in both snacks and beverages, generating around $80 billion in revenue</li><li>Despite the impact of COVID-19 on its business, PepsiCo has maintained strong performance</li><li>The company's Beverages North America segment contributes a third of sales but only 22% of EBIT, while Frito Lay North America accounts for 25% of sales but 50% of EBIT</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

PepsiCo is a global company with significant presence in both snacks and beverages, generating around $80 billion in revenueDespite the impact of COVID-19 on its business, PepsiCo has maintained strong performanceThe company's Beverages North America segment contributes a third of sales but only 22% of EBIT, while Frito Lay North America accounts for 25% of sales but 50% of EBITThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Pepsico Inc (PEP) - Thursday, Dec 21, 2023

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.

<ul><li>The most recent earnings of PepsiCo reveals a rather balanced performance from the company.</li><li>Although some challenges were highlighted, including a Quaker supply chain disruption that affected the company in November and December 2023, and could still impact for at least the first half of 2024, their growth trajectory remains positive.</li><li>PepsiCo reported that in the last three years they have seen double-digit growth in top-line business consistently, registering a compound annual growth rate (CAGR) of 11%.</li></ul>

The most recent earnings of PepsiCo reveals a rather balanced performance from the company.Although some challenges were highlighted, including a Quaker supply chain disruption that affected the company in November and December 2023, and could still impact for at least the first half of 2024, their growth trajectory remains positive.PepsiCo reported that in the last three years they have seen double-digit growth in top-line business consistently, registering a compound annual growth rate (CAGR) of 11%.

PepsiCo Inc.: A Robust Commercial Plan for Frito & 5 Major Factors Driving Growth In 2024! - Financial Forecasts

United States

PepsiCo, Inc. operates worldwide beverage, snack and food businesses. The Company manufactures or uses contract manufacturers, markets and sells a variety of grain-based snacks, carbonated and non-carbonated beverages and foods in countries throughout the world.

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Pepsico Inc (PEP US)

Select Sector Indices - HUGE Impact of Proposed Constituent Weighting Changes

The market consultation to change the index weighting methodology will set off a US$28bn trade in Sep. Inflows to Apple, Conocophillips, Amazon.com...

Brian Freitas

Snack Dynasty: Haldiram's Rise to a Multi-Billion Dollar Empire

Haldiram's rapid rise to $8 billion global snack giant was fueled by the split, strategic merger, and acquisition interest from Bain and Blackstone.

Sudarshan Bhandari

Novelis Pre-IPO - Leader in Most Categories, Although End Markets’ Aren’t Really Growing Much

Novelis Corporation (0620365D US) Novelis is looking to raise US$1.2bn in its upcoming US IPO. The firm is owned by Indian-listed Hindalco. The...

Clarence Chu

Pepsico Inc (PEP) - Thursday, Dec 21, 2023

The company's Beverages North America segment contributes a third of sales but only 22% of EBIT, while Frito Lay North America accounts for 25% of...

Value Investors Club

PepsiCo Inc.: A Robust Commercial Plan for Frito & 5 Major Factors Driving Growth In 2024! - Financial Forecasts

The most recent earnings of PepsiCo reveals a rather balanced performance from the company. Although some challenges were highlighted, including a...

Baptista Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Select Sector Indices - HUGE Impact of Proposed Constituent Weighting Changes

The market consultation to change the index weighting methodology will set off a US$28bn trade in Sep. Inflows to Apple, Conocophillips, Amazon.com...

Brian Freitas

Snack Dynasty: Haldiram's Rise to a Multi-Billion Dollar Empire

​Haldiram's rapid rise to $8 billion global snack giant was fueled by the split, strategic merger, and acquisition interest from Bain and Blackstone.

Sudarshan Bhandari

Novelis Pre-IPO - Leader in Most Categories, Although End Markets’ Aren’t Really Growing Much

Novelis Corporation (0620365D US) Novelis is looking to raise US$1.2bn in its upcoming US IPO. The firm is owned by Indian-listed Hindalco. The...

Clarence Chu

Pepsico Inc (PEP) - Thursday, Dec 21, 2023

The company's Beverages North America segment contributes a third of sales but only 22% of EBIT, while Frito Lay North America accounts for 25% of...

Value Investors Club

PepsiCo Inc.: A Robust Commercial Plan for Frito & 5 Major Factors Driving Growth In 2024! - Financial Forecasts

The most recent earnings of PepsiCo reveals a rather balanced performance from the company. Although some challenges were highlighted, including a...

Baptista Research

Haldiram's rapid rise to $8 billion global snack giant was fueled by the split, strategic merger, and acquisition interest from Bain and Blackstone.