Information Technology Consultant

Ishita Jain

Thematic (Sector/Industry)

"Dance party on a bike" - that's how the founders of SoulCycle like to describe their business. SoulCycle is a lifestyle and fitness brand that focuses on making the mundane chore of keeping fit into a&nbsp;joyful and inspiring activity. With 45&nbsp;studios and 300,000 unique riders across the US, the company has grown from strength to strength and is seen as a 'movement' rather than an emerging brand. It runs cycle studios,&nbsp;set in a dark, candlelit room to high-energy music, where&nbsp;riders move in unison and follow the cues and choreography of the instructor.Now,&nbsp;SoulCycle is going&nbsp;public and hoping to raise up to $100 million via an IPO. While the prospectus is littered with super-charged words describing a&nbsp;revolutionary fitness&nbsp;ecosystem, does it have enough substance to hook investors much like its elitist&nbsp;clientele?&nbsp;

"Dance party on a bike" - that's how the founders of SoulCycle like to describe their business. SoulCycle is a lifestyle and fitness brand that focuses on making the mundane chore of keeping fit into a&nbsp;joyful and inspiring activity. With 45&nbsp;studios and 300,000 unique riders across the US, the company has grown from strength to strength and is seen as a 'movement' rather than an emerging brand. It runs cycle studios,&nbsp;set in a dark, candlelit room to high-energy music, where&nbsp;riders move in unison and follow the cues and choreography of the instructor.Now,&nbsp;SoulCycle is going&nbsp;public and hoping to raise up to $100 million via an IPO. While the prospectus is littered with super-charged words describing a&nbsp;revolutionary fitness&nbsp;ecosystem, does it have enough substance to hook investors much like its elitist&nbsp;clientele?&nbsp;

SoulCycle IPO - Good for your portfolio and your soul?

Macro Strategist, Saxo Capital Markets

Kay Van-Petersen

Macro Strategist

Saxo Capital Markets

<ul><li>Another blow-up non-farm number coming up? Run US macro bears, run! &nbsp;</li><li>European equities will end up 30% to 60% for the year. Play through peripherals&nbsp;</li><li>Massive shift down in volatility; picking up options is cheaper than last week</li></ul>

Another blow-up non-farm number coming up? Run US macro bears, run! &nbsp;European equities will end up 30% to 60% for the year. Play through peripherals&nbsp;Massive shift down in volatility; picking up options is cheaper than last week

End-2015 should see Euro-zone EQ up +40-60%, Nikkei over 22K, USDCHF over 1.02, USDJPY over 125

<ul><li>Post SNB surprise announcement yesterday - after leading the market on as recently as a few weeks ago on – the term “Never trust a Swiss central banker” will soon become mainstream.&nbsp; </li><li>In this piece, KVP takes a snap shot of what happened, the significance &amp; potential ways to look to play things going forward. </li></ul>

Post SNB surprise announcement yesterday - after leading the market on as recently as a few weeks ago on – the term “Never trust a Swiss central banker” will soon become mainstream.&nbsp; In this piece, KVP takes a snap shot of what happened, the significance &amp; potential ways to look to play things going forward. 

Global Healthcare Analyst

Tina Banerjee

Equity Bottom-Up

<ul>
<li>
<a href="https://www.smartkarma.com/entities/shockwave-medical-inc" target="_blank" data-smartkarma-citation="entities:28730:1" rel="noopener">Shockwave Medical Inc (SWAV US)</a> reported strong 3Q22 result, with revenue growing 102% y/y to 131.3 million, beating consensus by $7.5 million. EPS stood at $0.92, beating consensus by 35%.</li>
<li>Revenue growth was driven by the launch of Shockwave C2, in the U.S. in February 2021, continued recovery from the pandemic impact, and increased adoption of Shockwave products.</li>
<li>Shockwave now expects 2022 revenue of $483–488 million, representing 104–106% y/y growth. This compares to previous revenue guidance of $465–475 million and current consensus of $478.9 million.</li>
</ul>



Shockwave Medical Inc (SWAV US) reported strong 3Q22 result, with revenue growing 102% y/y to 131.3 million, beating consensus by $7.5 million. EPS stood at $0.92, beating consensus by 35%.
Revenue growth was driven by the launch of Shockwave C2, in the U.S. in February 2021, continued recovery from the pandemic impact, and increased adoption of Shockwave products.
Shockwave now expects 2022 revenue of $483–488 million, representing 104–106% y/y growth. This compares to previous revenue guidance of $465–475 million and current consensus of $478.9 million.


Shockwave Medical Inc (SWAV US): Continued Triple-Digit Sales Growth in Q3; 2022 Guidance Raised

<ul>
<li>
<a href="https://www.smartkarma.com/entities/align-technology-inc" target="_blank" data-smartkarma-citation="entities:2817:1" rel="noopener">Align Technology (ALGN US)</a> is better investment idea than its Chinese competitor <a href="https://www.smartkarma.com/entities/angelalign-technology-inc" target="_blank" data-smartkarma-citation="entities:31480:1" rel="noopener">Angelalign Technology (6699 HK),</a> due to its larger global scale of operation, early mover advantage, and cheaper valuation.    </li>
<li>Align Technology is well-positioned for 20%+ revenue and earnings growth through 2024, driven by large and underpenetrated TAM of 19 million annual ortho starts.</li>
<li>Align Technology shares are trading at a steep discount to Angelalign Technology shares. Price erosion due to the increasing competition remains the key risks for both the companies.</li>
</ul>



Align Technology (ALGN US) is better investment idea than its Chinese competitor Angelalign Technology (6699 HK), due to its larger global scale of operation, early mover advantage, and cheaper valuation.    
Align Technology is well-positioned for 20%+ revenue and earnings growth through 2024, driven by large and underpenetrated TAM of 19 million annual ortho starts.
Align Technology shares are trading at a steep discount to Angelalign Technology shares. Price erosion due to the increasing competition remains the key risks for both the companies.


Align Technology (ALGN US) Vs. Angelalign Technology (6699 HK): Which One Is Better Investment

United States

ABIOMED, Inc. develops, manufactures and markets cardiovascular products.The Company develops technologies designed to assist or replace the pumping function of the heart. Abiomed's products and services are used by healthcare professionals in the U.S., Canada and the EU.

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Abiomed Inc (ABMD US)

SoulCycle IPO - Good for your portfolio and your soul?

"Dance party on a bike" - that's how the founders of SoulCycle like to describe their business. SoulCycle is a lifestyle and fitness brand that...

Ishita Jain

End-2015 should see Euro-zone EQ up +40-60%, Nikkei over 22K, USDCHF over 1.02, USDJPY over 125

Another blow-up non-farm number coming up? Run US macro bears, run! European equities will end up 30% to 60% for the year. Play through...

Kay Van-Petersen

Never Trust A Swiss Central Banker

Post SNB surprise announcement yesterday - after leading the market on as recently as a few weeks ago on – the term “Never trust a Swiss central...

Kay Van-Petersen

Shockwave Medical Inc (SWAV US): Continued Triple-Digit Sales Growth in Q3; 2022 Guidance Raised

Shockwave maintained its triple-digit revenue growth trajectory in Q3, driven by new launch and continued recovery from the COVID-19. The company...

Tina Banerjee

Align Technology (ALGN US) Vs. Angelalign Technology (6699 HK): Which One Is Better Investment

This insight has analyzed why Align Technology is a better investment idea than Angelalign Technology and thrown light on former’s fundamental...

Tina Banerjee

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