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.</li>
<li>The three companies we write about this week are <a href="https://www.smartkarma.com/entities/nestle-sa" target="_blank" data-smartkarma-citation="entities:22581:1" rel="noopener">Nestle SA (NESN VX)</a> , <a href="https://www.smartkarma.com/entities/regeneron-pharmaceuticals" target="_blank" data-smartkarma-citation="entities:9167:1" rel="noopener">Regeneron Pharmaceuticals (REGN US)</a> and <a href="https://www.smartkarma.com/entities/masimo-corp" target="_blank" data-smartkarma-citation="entities:20667:1" rel="noopener">Masimo Corp (MASI US)</a> </li>
<li>For the five weeks ended 23 Dec the combined innovation portfolio was -1.4%, versus DJIA -1.6%, S&amp;P500 -3.0%, Nasdaq -5.8% &amp; MSCI-ACWI-ETF -2.2%, all in US$ terms.</li>
</ul>


We again write about one stock each from the large, mid and small cap portfolios, briefly giving the reasons behind their inclusion.
The three companies we write about this week are Nestle SA (NESN VX) , Regeneron Pharmaceuticals (REGN US) and Masimo Corp (MASI US) 
For the five weeks ended 23 Dec the combined innovation portfolio was -1.4%, versus DJIA -1.6%, S&amp;P500 -3.0%, Nasdaq -5.8% &amp; MSCI-ACWI-ETF -2.2%, all in US$ terms.


<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 Capital Markets

<ul><li>Qorvo delivered an excellent result with its quarterly revenue as well as EPS above the market expectations.</li><li>Revenue in high-performance analog was broad-based, with the strength primarily in high-power applications and defense.</li><li>In Advanced cellular, Qorvo enjoyed quite a big customer ramp in the quarter.</li></ul>

Qorvo delivered an excellent result with its quarterly revenue as well as EPS above the market expectations.Revenue in high-performance analog was broad-based, with the strength primarily in high-power applications and defense.In Advanced cellular, Qorvo enjoyed quite a big customer ramp in the quarter.

<ul><li>Qorvo delivered a strong performance in the last quarter with an all-around beat.</li><li>For Matter-enabled applications, Qorvo launched an innovative development kit for the connected and gateway devices.</li><li>Qorvo also received its foremost production order for the antenna solution that is MEMS-based in support of the high-end gaming smartphone.</li></ul>

Qorvo delivered a strong performance in the last quarter with an all-around beat.For Matter-enabled applications, Qorvo launched an innovative development kit for the connected and gateway devices.Qorvo also received its foremost production order for the antenna solution that is MEMS-based in support of the high-end gaming smartphone.

Qorvo Inc: New Launches & Other Developments

United States

Qorvo Inc, designs, develops, manufactures, and markets a variety of high performance analog and mixed signal integrated circuits for the communications markets. The Company's products are used for wireless communications applications such as cellular and PCS, cordless telephony, wireless LANs, industrial radios, wireless security and remote meter reading.

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Qorvo Inc (QRVO US)

The Innovations Portfolios - Week Five

For the five weeks ended 23 Dec the combined innovation portfolio was -1.4%, versus DJIA -1.6%, S&P500 -3.0%, Nasdaq -5.8% & MSCI-ACWI-ETF -2.2%,...

Pyari Menon

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

Qorvo Inc: Major Drivers

Qorvo delivered an excellent result with its quarterly revenue as well as EPS above the market expectations. Revenue in high-performance analog...

Baptista Research

Qorvo Inc: New Launches & Other Developments

Qorvo delivered a strong performance in the last quarter with an all-around beat. For Matter-enabled applications, Qorvo launched an innovative...

Baptista Research

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