In today’s briefing:
- KOSPI200 Dec24 Rebal: 4 ADDs, 5 DELs, Big ADV on Small Stocks
- FineToday (289A JP): Fine In May & June 2025 for Global Index Inclusion
- Nexstar Media Group’s Deregulation Agenda: A Game-Changing Strategy to Save Local Journalism! – Major Drivers
- AutoZone Inc.: Tackling The International Market Dynamics & FX Impact! – Major Drivers
- McDonald’s Corporation: An Enhanced Digital Engagement & Personalization & Other Major Drivers
- Altria Group Inc.: E-Vapor Division Expansion (NJOY) As A Critical Growth Lever! – Major Drivers
- Under Armour Inc.: These Are The 6 Biggest Factors Impacting Its Performance In 2025 &Beyond! – Major Drivers
- Collektr bags US$1.3M to expand livestream collectibles platform across APAC | e27
- Deckers Brands’ Bold Global Expansion: How Innovation & Sustainability Drive Market Leadership! – Major Drivers
- Hilton Grand Vacations: Expansion & Integration As A Critical Growth Lever! – Major Drivers
KOSPI200 Dec24 Rebal: 4 ADDs, 5 DELs, Big ADV on Small Stocks
- The December 2024 index review results for the KOSPI Indices were announced after the close on Thursday 21st November 2024.
- There will be four ADDs and five DELs for KOSPI 200 during the December 2024 index rebal event.
- We predicted 8 out of 9 changes correctly. We missed one of the DELs and we expected a couple extra changes which did not materialize.
FineToday (289A JP): Fine In May & June 2025 for Global Index Inclusion
- FineToday Holdings Co Ltd (289A JP) is scheduled to be listed on 17 December 2024, at the prime market of TSE at an expected valuation of ~$1.5bn.
- Addition to the small-cap segment of both global indices is forecasted to take place at the May and June 2025 quarterly reviews.
- Full exercise of the greenshoe can increase free float from 35% to 45% hence the security’s passive fund demand upon inclusion.
Nexstar Media Group’s Deregulation Agenda: A Game-Changing Strategy to Save Local Journalism! – Major Drivers
- Nexstar Media Group reported its third-quarter 2024 financial results, delivering record high revenues and showcasing strong operational performance in a challenging media landscape.
- The company achieved its highest third-quarter total net revenue, driven by record-setting distribution and political advertising revenues.
- The financial results reflect a solid balance between increasing revenues and maintaining cost efficiency, showcasing Nexstar’s ability to leverage its extensive media assets effectively.
AutoZone Inc.: Tackling The International Market Dynamics & FX Impact! – Major Drivers
- AutoZone, Inc. delivered a robust performance in the fourth quarter of the fiscal year 2024, led by significant sales increases and growth strategies in both its domestic and international operations.
- The company’s total sales surged by 9% in the fourth quarter, while earnings per share (EPS) increased by 11%.
- Underpinning these results was a consistent focus on customer service excellence and strategic expansion, particularly in commercial sales and international operations.
McDonald’s Corporation: An Enhanced Digital Engagement & Personalization & Other Major Drivers
- McDonald’s Corporation’s third quarter of 2024 saw mixed results amid a challenging quarter for the Quick Service Restaurant (QSR) sector.
- During the earnings call, CEO Chris Kempczinski addressed a recent E.
- coli crisis linked to slivered onions, emphasizing the company’s rapid response and commitment to customer safety.
Altria Group Inc.: E-Vapor Division Expansion (NJOY) As A Critical Growth Lever! – Major Drivers
- Altria Group’s third-quarter 2024 earnings call revealed a company in transition, managing both resilience in traditional segments and growth in new areas, weighted against challenges such as regulatory pressures and changing market dynamics.
- The company affirmed financial strength through robust earnings, ongoing share repurchases, and commitment to a progressive dividend, although its future hinges on regulatory landscapes and consumer shifts towards reduced-risk products.
- Baptista Research looks to evaluate the different factors that could influence the company’s price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.
Under Armour Inc.: These Are The 6 Biggest Factors Impacting Its Performance In 2025 &Beyond! – Major Drivers
- The Under Armour earnings for the second quarter of fiscal 2025 presents a picture of both challenges and early successes in the company’s efforts to reposition itself in the highly competitive athletic apparel market.
- On the positive side, Under Armour has managed to report profitability that exceeded expectations, with an adjusted operating income beat of approximately $50 million.
- This is attributed to effective cost-control measures, a reduction in promotion and discounting activities, and ongoing product costing initiatives.
Collektr bags US$1.3M to expand livestream collectibles platform across APAC | e27
- Collektr, a livestream collectibles platform based in the Asia-Pacific region, has raised US$1.3 million in a pre-Series A funding round led by AC Ventures Malaysia.
- The round also saw participation from The Hive Southeast Asia, Creador Foundation, and 18 unnamed angel investors.
- This follows a seed round led by First Move, bringing the total investment to date to US$1.3 million.
Deckers Brands’ Bold Global Expansion: How Innovation & Sustainability Drive Market Leadership! – Major Drivers
- Deckers Brands experienced a robust fiscal second quarter of 2025 under the leadership of newly appointed CEO, Stefano Caroti.
- The company continues to uphold its long-standing strategy while integrating four core principles to drive future growth: consumer-first mindset, brandless philosophy, innovation forward, and a globally driven approach.
- These principles have significantly contributed to Deckers Brands’ performance, positioning it for sustained success in the long term.
Hilton Grand Vacations: Expansion & Integration As A Critical Growth Lever! – Major Drivers
- Hilton Grand Vacations reported its third-quarter 2024 results, providing insights into its financial performance, strategic progress, and the impact of recent macroeconomic and environmental challenges.
- The company’s performance this quarter was shaped by several key factors, including the integration of its Bluegreen acquisition, strategic reorganization, and external disruptions such as hurricane impacts.
- Baptista Research looks to evaluate the different factors that could influence the company’s price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.
💡 Before it’s here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- ✓ Unlimited Research Summaries
- ✓ Personalised Alerts
- ✓ Custom Watchlists
- ✓ Company Data and News
- ✓ Events & Webinars
