In today’s briefing:
- Index Rebalance & ETF Flow Recap: HSCEI, HSI, HSTECH, Yuanta ETFs, China ETFs, REMX, KOSPI
- Last Week In Event SPACE: JSR, Intouch/Thaksin, Softbank/ARM, M&A Research, Premier
- ECM Weekly (27th August 2023) – ARM, Integral, Doosan, Samhi, JSW, TVS, Zeekr, Coforge, APA
- Gartner Inc.: Why Enterprise Leaders Can’t Get Enough of Gartner’s Insights! – Major Drivers
- Zebra Technologies Corporation: The Future of Mobile Computing Amidst a Demand Downturn! – Major Drivers
Index Rebalance & ETF Flow Recap: HSCEI, HSI, HSTECH, Yuanta ETFs, China ETFs, REMX, KOSPI
- The JPX Nikkei 400 index rebalance will take place on Wednesday, MSIC on Thursday and HSI, HSCEI, HSTECH and HSCI on Friday.
- There are review cutoffs for the MVIS family of indices, and multiple announcements of changes to various indices during the week.
- There were inflows to mainland China ETFs, iShares India ETF (INDA), Ishares India Small-Cap (SMIN) and iShares EmergingMarkets ex China (EMXC) while there were outflows for iShares Emerging Markets (EEM).
Last Week In Event SPACE: JSR, Intouch/Thaksin, Softbank/ARM, M&A Research, Premier
- Why is JSR Corp (4185 JP) trading wide? FUD and Flows.
- Intouch Holdings (INTUCH TB) plumbs new 12-month lows for its implied stub, and NAV discount as the former PM returns from exile.
- You would NOT want to short M&A Research Institute (9552 JP) into the inclusion. But the ascension to TOPIX is not a surprise.
ECM Weekly (27th August 2023) – ARM, Integral, Doosan, Samhi, JSW, TVS, Zeekr, Coforge, APA
- Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
- ARM Holdings finally made its IPO filings public, while Doosan Robotics too kicked of its much awaited listing.
- In the placement space, Union Bank Of India (UNBK IN) managed to upsize its offering, while APA Group (APA AU) pulled off a non-accretive acquisiton.
Gartner Inc.: Why Enterprise Leaders Can’t Get Enough of Gartner’s Insights! – Major Drivers
- Gartner delivered a strong result and managed an all-around beat in the last quarter, marked by double-digit growth in revenue, along with high single-digit growth in contract value.
- Additionally, Gartner reported excellent free cash flow during the quarter.
- The company’s focus on research as its primary revenue segment was highlighted, with significant growth in research revenue during the quarter.
Zebra Technologies Corporation: The Future of Mobile Computing Amidst a Demand Downturn! – Major Drivers
- Zebra Technologies’ results were a major disappointment as the company failed to meet Wall Street’s revenue and earnings expectations.
- Weaker demand and cautious consumer spending patterns throughout Zebra’s end markets impacted its second-quarter performance.
- In this report, we have carried out a fundamental analysis of the historical financial statements of the company.
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