In today’s briefing:
- (Mostly) Asia-Pac M&A: Dyna Mac, Platinum Asset, Fuji Soft, JTower, Arvida, Korea Zinc, Sun Art
- ESDS Software Solution- Forensic Analysis
- Quiddity Leaderboard T50/100 Dec 24: An Alternate Possibility for Formosa Sumco TDIV Deletion
- Appian Corporation: Dealing With Geographic Expansion Challenges & Other Roadblocks! – Major Drivers
- BlackBerry Limited: Strategic Business Growth & Focus on IoT and Cybersecurity Driving Our ‘Buy’ Rating! – Major Drivers
- PowerSchool Holdings: AI Integration and PowerBuddy Platform Can Really Catalyze Growth? – Major Drivers
- Warner Bros. Discovery Inc.: Focus on Direct-To-Consumer (DTC) Initiatives & Leveraging Content Across Platforms To Drive Growth! – Major Drivers
(Mostly) Asia-Pac M&A: Dyna Mac, Platinum Asset, Fuji Soft, JTower, Arvida, Korea Zinc, Sun Art
- I tally 39 – mostly firm, mostly Asia-Pac – transactions currently being discussed and analysed on Smartkarma. Inside is a timetable of upcoming key events for each deal.
- Two new deals discussed on Smartkarma this week: Xingda International (1899 HK) and NSL Ltd (NSL SP). Sun Art Retail (6808 HK) also susppended due to the Takeovers Code.
- Key updates took place on: Dyna Mac Holdings (DMHL SP), Platinum Asset Management (PTM AU), Fuji Soft (9749 JP), JTower (4485 JP), Arvida (ARV NZ), and Korea Zinc (010130 KS).
ESDS Software Solution- Forensic Analysis
- In this insight, we briefly study forensics of Esds Software Solution (1603279D IN) , currently unlisted, had tried to float an IPO back in 2021 but it was later withdrawn.
- The company offers managed cloud service and end to end multi-cloud requirements provider. Revenue growth has been moderate while margin erosion has been a concerning issue for the company.
- Key forensic takeaways include nature of contingent liabilities, inability to generate cash and liquidity woes, quality of receivables, etc.
Quiddity Leaderboard T50/100 Dec 24: An Alternate Possibility for Formosa Sumco TDIV Deletion
- The T50 index represents the top 50 largest stocks by market capitalization in the Taiwan Stock Exchange (TWSE). The T100 index represents the next 100 largest names (51-150 ranks).
- In this insight, we take a look at the potential ADDs and DELs for the December 2024 index rebal event.
- Currently, we see one change for T50 and one change for T100 but there are two more months to the base date and our expectations can change until then.
Appian Corporation: Dealing With Geographic Expansion Challenges & Other Roadblocks! – Major Drivers
- Analyzing Appian Corporation’s Second Quarter 2024 financial results reveals a company actively balancing growth ambitions with operational efficiencies.
- The financial performance of Appian Corporation this quarter exhibits significant adherence to its core growth strategies while maintaining a prudent eye towards profitability.
- For the quarter, Appian reported a robust year-over-year revenue increase, with total revenue rising 15% to $146.5 million.
BlackBerry Limited: Strategic Business Growth & Focus on IoT and Cybersecurity Driving Our ‘Buy’ Rating! – Major Drivers
- BlackBerry, a software company specializing in security software and services, recently discussed its financial results for the first quarter of fiscal year 2025.
- The company remains committed to its strategy, focusing on enhancing its Internet of Things (IoT) and cybersecurity divisions and driving cost efficiencies.
- Despite facing industry headwinds and the challenge of elongated sales cycles, BlackBerry’s performance this quarter reflects a robust operational momentum and strategic execution.
PowerSchool Holdings: AI Integration and PowerBuddy Platform Can Really Catalyze Growth? – Major Drivers
- PowerSchool has reported its first quarter 2024 earnings with positive results, continuing its momentum with a strong performance across key financial metrics.
- The company reported a total revenue of $185 million, marking a 16% year-over-year increase.
- This was driven predominantly by subscription and support revenues, which grew 18% year-over-year to $167 million and constituted 90% of the total revenue.
Warner Bros. Discovery Inc.: Focus on Direct-To-Consumer (DTC) Initiatives & Leveraging Content Across Platforms To Drive Growth! – Major Drivers
- Warner Bros. Discovery recently held its Q2 earnings call for 2024, an event of crucial importance for investors and industry observers alike.
- The call encapsulated various dimensions of the business’s performance and strategic direction, touching on both high-performing areas and ongoing challenges.
- A primary highlight from the call was the robust performance of Warner Bros. Discovery’s direct-to-consumer (DTC) segment, notably in the streaming realm.
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