In today’s briefing:
- Asian Dividend Gems: Minsheng Education
- IBJ (6071) – Aiming to Solidify Its Dominant Market Position
- Tenable Holdings: Initiation of Coverage – Unlock the Secrets Behind Tenable’s High Recurring Revenue and Sky-High Margins! – Major Drivers
- China Healthcare Weekly (Jan.19) – Bottom Fish A-Share?/“Style” of FDA/Pharma’s Key Benchmark/3320HK
- Allegro MicroSystems: Initiation of Coverage – How Its Strategic Focus is Electrifying the Future of Transportation – Major Drivers
- Kyndryl Holdings: Initiation of Coverage – How Kyndryl Consult Is Shaping a New Era of Revenue Generation – Major Drivers
- Sensata Technologies: Initiation of Coverage – The 4 Biggest Drivers Taking The Company Forward! – Financial Forecasts
- Teradata Corporation: Initiation of Coverage – Unleashing Cloud Potential! Why Its Cloud-Based Platform Is the Talk of the Tech World – Major Drivers
- Varonis Systems: Initiation of Coverage – Can It Come Out A Winner From The SaaS Transition? – Major Drivers
- Workiva Inc: Initiation of Coverage – Unveiling Their Winning Strategy in Turbulent Geopolitical and Economic Times – Major Drivers
Asian Dividend Gems: Minsheng Education
- Minsheng Education (1569 HK) is a highly undervalued Chinese education stock with high dividend yields. Market cap of the company has declined by nearly 90% from Jun 2018 to today.
- Minsheng Education’s dividend yield averaged 5.1% from 2020 to 2022. Estimated dividend yield is 14.6% in 2023.
- Minsheng Education mainly provides educational services in China. The company is one of the leaders of China’s private higher education industry.
IBJ (6071) – Aiming to Solidify Its Dominant Market Position
- Market leader positioning to consolidate – IBJ is a marriage consultancy service with strong brand equity, offering high-quality services delivered by human professionals.
- With an industry-leading membership base, affiliated marriage consulting firms within the IBJ network harness the economies of scale through the platform, ensuring a cost-effective approach to service delivery.
- It has a strong track record of sustainable free cash flow generation.
Tenable Holdings: Initiation of Coverage – Unlock the Secrets Behind Tenable’s High Recurring Revenue and Sky-High Margins! – Major Drivers
- This is our first report on cyber exposure solutions provider, Tenable Networks.
- The company’ Q3 2023 earnings highlighted steady financial performance, strong contributions from its platform products like Tenable One, and overall business growth, particularly in the public sector.
- In this report, we have carried out a fundamental analysis of the historical financial statements of the company.
China Healthcare Weekly (Jan.19) – Bottom Fish A-Share?/“Style” of FDA/Pharma’s Key Benchmark/3320HK
- As more and more China’s drugs successfully obtained FDA approval, we analyzed the “style” of the US FDA, aiming to help investors understand the prospects of domestic companies’ internationalization strategies.
- For mature pharmaceutical companies, we analyzed the benchmarks for some key financial indicators in terms of both revenue and cost. On these basis, companies’ profit performance would be decent.
- As a top pharmaceutical SOE, China Resources Pharmaceutical (CRP) wouldn’t go bankrupt.This is the bottom line.Together with stable dividends, CRP is a worthwhile investment target to hold in bear market.
Allegro MicroSystems: Initiation of Coverage – How Its Strategic Focus is Electrifying the Future of Transportation – Major Drivers
- This is our first report on sensor technology player, Allegro MicroSystems.
- Sales in these strategic growth areas made up 56% of total sales, indicating a successful strategy execution focused on these specific sectors.
- The company’s automotive revenues grew 31% year-over-year, with the electrification of vehicles and Advanced Driver Assistance Systems adoption being the main growth drivers.
Kyndryl Holdings: Initiation of Coverage – How Kyndryl Consult Is Shaping a New Era of Revenue Generation – Major Drivers
- This is our first report on IT services company, Kyndryl.
- This increase has been attributed to successful execution of its operations, demonstrating their ability to drive substantial profit growth in the company.
- In this report, we have carried out a fundamental analysis of the historical financial statements of the company.
Sensata Technologies: Initiation of Coverage – The 4 Biggest Drivers Taking The Company Forward! – Financial Forecasts
- This is our first report on sensor-based technology solutions provider, Sensata Technologies.
- The dip in revenue was cited due to factors like market outgrowth slowing over the last 12 months and unfavorable movements in foreign currency.
- In this report, we have carried out a fundamental analysis of the historical financial statements of the company.
Teradata Corporation: Initiation of Coverage – Unleashing Cloud Potential! Why Its Cloud-Based Platform Is the Talk of the Tech World – Major Drivers
- This is our first report on hybrid cloud analytics software provider, Teradata Corporation.
- The company’s 2023 Q3 earnings were recently reported and the leading cloud analytics and data platform company had delivered another strong quarter and remained confident it would achieve its 2023 forecast.
- In this report, we have carried out a fundamental analysis of the historical financial statements of the company.
Varonis Systems: Initiation of Coverage – Can It Come Out A Winner From The SaaS Transition? – Major Drivers
- This is our first report on Varonis Systems, a company specializing in data security and analytics.
- The company is navigating a pivotal shift in its business model, transitioning from traditional software offerings to a Software as a Service (SaaS) model.
- In this report, we have carried out a fundamental analysis of the historical financial statements of the company.
Workiva Inc: Initiation of Coverage – Unveiling Their Winning Strategy in Turbulent Geopolitical and Economic Times – Major Drivers
- This is our first report on Workiva Inc., a leading provider of solutions for enterprise productivity.
- 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.
- In this report, we have carried out a fundamental analysis of the historical financial statements of the company.
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