Pan-Asia Tactical Market Calls (Quant-Driven), MRM Research

Nico Rosti

Pan-Asia Tactical Market Calls (Quant-Driven)

MRM Research

Quantitative Research

Equity Derivatives

Nan Ya Printed Circuit Board / Equity Derivatives

Nan Ya Printed Circuit Board Corporation manufactures and markets printed circuit boards (PCBs) and integrated circuit (IC) substrates.

<ul>
<li>As recently reported by <a href="https://www.smartkarma.com/profiles/brian-freitas" target="_blank" data-smartkarma-citation="accounts:4091" rel="noopener">Brian Freitas</a> , <a href="https://www.smartkarma.com/entities/nan-ya-printed-circuit-board-corporation" target="_blank" data-smartkarma-citation="entities:2699:1" rel="noopener">Nan Ya Printed Circuit Board (8046 TT)</a> is one of the primary candidates to be added to the Yuanta/P-Shares Taiwan Top 50 ETF.</li>
<li>The stock has been identified by several analysts as a leading dark horse for inclusion in the ETF's constituent reshuffle.</li>
<li>This insight evaluates the stock's current price for investors who want to position ahead of the potential rally driven by the upcoming inclusion in the Yuanta/P-Shares Taiwan Top 50 ETF.</li>
</ul>


As recently reported by Brian Freitas , Nan Ya Printed Circuit Board (8046 TT) is one of the primary candidates to be added to the Yuanta/P-Shares Taiwan Top 50 ETF.
The stock has been identified by several analysts as a leading dark horse for inclusion in the ETF's constituent reshuffle.
This insight evaluates the stock's current price for investors who want to position ahead of the potential rally driven by the upcoming inclusion in the Yuanta/P-Shares Taiwan Top 50 ETF.


Nan Ya Printed Circuit Board (8046 TT) Tactical Outlook Ahead of Potential Inclusion in Top 50 ETF

Private Markets, Angel and Secondary Investing, Sacra

Sacra

Private Markets, Angel and Secondary Investing

Bringing transparency to private markets so investors, founders, and employees can build on conviction. Sacra delivers deeply researched insights on the private companies shaping tomorrow's markets. By surfacing the data, context, and operator perspective that are missing from private markets today, we help secondary buyers and sellers price equity accurately and unlock liquidity for the people building these businesses.

Private Capital Markets

Data security platform that discovers, classifies, protects, and monitors sensitive data and AI usage across cloud, SaaS, and hybrid environments

<ul><li>Sacra estimates that Cyera hit $150M in annual recurring revenue (ARR) in May 2026.</li><li>As of June 2026, TechCrunch reported that Cyera was in discussions for a new financing round that would value the company at approximately $12 billion, implying a multiple of roughly 80x ARR.</li><li>Cyera&#39;s April 2026 FedRAMP High In Process designation and the launch of Cyera for Government open a near-term expansion opportunity in federal agencies handling FISMA high-impact data and AI workloads aligned to OMB M-25-21.</li></ul>

Sacra estimates that Cyera hit $150M in annual recurring revenue (ARR) in May 2026.As of June 2026, TechCrunch reported that Cyera was in discussions for a new financing round that would value the company at approximately $12 billion, implying a multiple of roughly 80x ARR.Cyera&#39;s April 2026 FedRAMP High In Process designation and the launch of Cyera for Government open a near-term expansion opportunity in federal agencies handling FISMA high-impact data and AI workloads aligned to OMB M-25-21.

Equity Analyst - Fundamental & Thematic, Sree Capital

Sreemant Dudhoria

Equity Analyst - Fundamental & Thematic

Fundamental Research on Listed Indian Companies

Sree Capital

Sree Capital is a platform to share fundamental research on listed Indian companies. We do this research for our own investment

Equity Bottom-Up

HCL Technologies Limited provides software development and related engineering services.  The Group's technologies utilize a variety of technologies, including Internet and e-commerce, networking, internet telephony, embedded software, ASIC/VLSI design and testing, satellite and wireless communications, and component based object technologies, including COM, DCOM and COBRA.

<ul>
<li>Insider Activity started picking up in the month of May 2026, as the results season was coming to an end.</li>
<li>We highlight large and small cap companies that experienced significant insider buying during May 2026, as reported on the stock exchanges.</li>
<li>We also present key sectors which saw insider buying during the month along with names which have moved significantly above the insider buying price.</li>
</ul>


Insider Activity started picking up in the month of May 2026, as the results season was coming to an end.
We highlight large and small cap companies that experienced significant insider buying during May 2026, as reported on the stock exchanges.
We also present key sectors which saw insider buying during the month along with names which have moved significantly above the insider buying price.


Insider Activity: Who Bought Their Own Stock in May 2026

Research Coverage on Small and Micro-Cap Companies, Zacks Small Cap Research

Zacks Small Cap Research

Research Coverage on Small and Micro-Cap Companies

Zacks Small Cap Research provides research coverage on small- and micro-cap companies that are “under-followed” or “under-valued” by Wall Street. We produce high quality equity research for the institutional and retail investor on microcap firms we believe are well positioned for future growth. The Zacks SCR analyst team has an average of 20 years of experience in investment research. We conduct significant due diligence in an effort to maintain the highest quality small-cap universe.

NOVONIX is a battery materials and technology company providing revolutionary solutions to the battery industry that enable the adoption of clean energy. The company manufactures battery cell testing equipment, is growing its high-performance synthetic graphite manufacturing operations, and has developed an all-dry, zero-waste cathode synthesis process.

<ul><li>Multiple factors are driving anticipated growth in demand for synthetic graphite, including installations of electric storage systems (ESS).</li><li>Installations of energy storage increased 43% y/y in 2025 & are projected to grow at an average annual rate of ~11% through 2034.</li><li>As total demand for energy is projected to rise by as much as 25% by 2030 and nearly double by 2050, according to the DOE.</li></ul>

Multiple factors are driving anticipated growth in demand for synthetic graphite, including installations of electric storage systems (ESS).Installations of energy storage increased 43% y/y in 2025 & are projected to grow at an average annual rate of ~11% through 2034.As total demand for energy is projected to rise by as much as 25% by 2030 and nearly double by 2050, according to the DOE.

NVX: Growth Expected From Multiple Sources, as NVX's Prospective Customer Base Expands & Diversifies

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.

EchoStar Corporation manufactures broadcast satellite receivers and antennas, and offers commercial satellite services.

<ul><li>EchoStar Corporation’s recent discussions highlight a transitional phase driven by regulatory developments, strategic investment considerations, and ongoing operational adjustments.</li><li>The company is awaiting final regulatory approval for the sale of spectrum assets, with anticipated capital infusion expected in the first half of the year.</li><li>Management emphasizes a cautious and multifaceted approach to deploying these funds, balancing debt repayment, tax considerations, reinvestment opportunities, and potential shareholder returns.</li></ul>

EchoStar Corporation’s recent discussions highlight a transitional phase driven by regulatory developments, strategic investment considerations, and ongoing operational adjustments.The company is awaiting final regulatory approval for the sale of spectrum assets, with anticipated capital infusion expected in the first half of the year.Management emphasizes a cautious and multifaceted approach to deploying these funds, balancing debt repayment, tax considerations, reinvestment opportunities, and potential shareholder returns.

EchoStar’s $7 Billion To $10 Billion Overhang Is Shrinking — But Risks Remain!

Insights in the Information Technology Space

Information Technology
Insights in the Information Technology Space

Nan Ya Printed Circuit Board (8046 TT) Tactical Outlook Ahead of Potential Inclusion in Top 50 ETF

Nan Ya Printed Circuit Board (8046 TT) is a top contender for inclusion in the Yuanta/P-Shares Taiwan Top 50 ETF. Analysis of the current rally:...

Nico Rosti

Primer: Cyera - 03 Jun 2026

Data security platform that discovers, classifies, protects, and monitors sensitive data and AI usage across cloud, SaaS, and hybrid environments

Sacra

Insider Activity: Who Bought Their Own Stock in May 2026

Insider buying activity increased in May 2026 as earnings season wrapped up, with focus on companies and sectors with significant insider...

Sreemant Dudhoria

NVX: Growth Expected From Multiple Sources, as NVX's Prospective Customer Base Expands & Diversifies

Multiple factors are driving anticipated growth in demand for synthetic graphite, including installations of electric storage systems...

Zacks Small Cap Research

EchoStar’s $7 Billion To $10 Billion Overhang Is Shrinking — But Risks Remain!

EchoStar Corporation’s recent discussions highlight a transitional phase driven by regulatory developments, strategic investment considerations,...

Baptista Research

Nan Ya Printed Circuit Board (8046 TT) Tactical Outlook Ahead of Potential Inclusion in Top 50 ETF

​Nan Ya Printed Circuit Board (8046 TT) is a top contender for inclusion in the Yuanta/P-Shares Taiwan Top 50 ETF. Analysis of the current rally:...

Nico Rosti

Primer: Cyera - 03 Jun 2026

Data security platform that discovers, classifies, protects, and monitors sensitive data and AI usage across cloud, SaaS, and hybrid environments

Sacra

Insider Activity: Who Bought Their Own Stock in May 2026

​Insider buying activity increased in May 2026 as earnings season wrapped up, with focus on companies and sectors with significant insider...

Sreemant Dudhoria

NVX: Growth Expected From Multiple Sources, as NVX's Prospective Customer Base Expands & Diversifies

Multiple factors are driving anticipated growth in demand for synthetic graphite, including installations of electric storage systems...

Zacks Small Cap Research

EchoStar’s $7 Billion To $10 Billion Overhang Is Shrinking — But Risks Remain!

EchoStar Corporation’s recent discussions highlight a transitional phase driven by regulatory developments, strategic investment considerations,...

Baptista Research

Nan Ya Printed Circuit Board (8046 TT) is a top contender for inclusion in the Yuanta/P-Shares Taiwan Top 50 ETF. Analysis of the current rally:...

Insider buying activity increased in May 2026 as earnings season wrapped up, with focus on companies and sectors with significant insider...