Macro Strategist, Saxo Capital Markets

Kay Van-Petersen

Macro Strategist

Saxo Capital Markets

Thematic (Sector/Industry)

<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

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/takara-holdings-inc" target="_blank" data-smartkarma-citation="entities:11074:1" rel="noopener">Takara Holdings (2531 JP)</a> has launched tender offer for the ordinary shares of <a href="https://www.smartkarma.com/entities/takara-bio-inc" target="_blank" data-smartkarma-citation="entities:10766:1" rel="noopener">Takara Bio Inc (4974 JP)</a> at the price of ¥1,150 per share to acquire all the shares.</li>
<li>Currently, Takara Holdings holds 73,350,000 shares in Takara Bio, representing a controlling ownership of 60.91%. Takara Holdings plans to make Takara Bio its wholly owned subsidiary.</li>
<li>Amid bleak outlook for the operating environment, no near-term performance improvement is expected for Takara Bio. It will be wise to tender shares in the offer.</li>
</ul>



Takara Holdings (2531 JP) has launched tender offer for the ordinary shares of Takara Bio Inc (4974 JP) at the price of ¥1,150 per share to acquire all the shares.
Currently, Takara Holdings holds 73,350,000 shares in Takara Bio, representing a controlling ownership of 60.91%. Takara Holdings plans to make Takara Bio its wholly owned subsidiary.
Amid bleak outlook for the operating environment, no near-term performance improvement is expected for Takara Bio. It will be wise to tender shares in the offer.


Takara Bio (4974 JP): Timely Tender Offer from Takara Holdings (2531 JP) To Delight Shareholders

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.

Equity Bottom-Up

<ul><li>Agilent Technologies, Inc.'s third quarter 2025 earnings present a picture of a company experiencing robust revenue performance even as it navigates a complex global market environment.</li><li>Agilent reported revenues of $1.74 billion for the quarter, surpassing its guidance and reflecting a core revenue growth of 6.1%.</li><li>The earnings per share were $1.37, which was within expected ranges, showing a growth of 4% year over year.</li></ul>

Agilent Technologies, Inc.'s third quarter 2025 earnings present a picture of a company experiencing robust revenue performance even as it navigates a complex global market environment.Agilent reported revenues of $1.74 billion for the quarter, surpassing its guidance and reflecting a core revenue growth of 6.1%.The earnings per share were $1.37, which was within expected ranges, showing a growth of 4% year over year.

Agilent Technologies: How Will Emerging Trends in Semiconductors & Energy Reshape Its Future?

Podcast by Dom Cooke to explore big businesses, Business Breakdowns

Business Breakdowns

Podcast by Dom Cooke to explore big businesses

Learn how companies work from the people who know them best. We do deep research and interview industry veterans, investment professionals, and corporate executives to explain the inner workings of public stocks and private businesses. For each company, we break down their history, business model, financial statements, secret sauce, and bull/bear case. We believe every business has lessons to teach us and Breakdowns is here to highlight them. Learn more and stay up to date at www.joincolossus.com.

<ul><li>Agilent is a leading provider of instruments, services, and consumables for labs in the life sciences, diagnostics, applied chemical markets, and R&amp;D sectors</li><li>With a market cap of $30 billion, Agilent was born within Hewlett Packard and spun off more than 25 years ago</li><li>Agilent has a total addressable market of $160 billion and has a history dating back to 1938, starting as a testing instrument for audio equipment used by Disney in the production of Fantasia</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Agilent is a leading provider of instruments, services, and consumables for labs in the life sciences, diagnostics, applied chemical markets, and R&amp;D sectorsWith a market cap of $30 billion, Agilent was born within Hewlett Packard and spun off more than 25 years agoAgilent has a total addressable market of $160 billion and has a history dating back to 1938, starting as a testing instrument for audio equipment used by Disney in the production of FantasiaThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Agilent: Back To The Lab - [Business Breakdowns, EP.223]

Covering IPOs, Healthcare and Technology Stocks

Andrei Zakharov

Equity Capital Markets

MegaRobo Technologies / Equity Capital Markets

<ul>
<li>MegaRobo Technologies, AI &amp; robotics unicorn with focus on lab automation in life sciences and intelligent manufacturing, files to list IPO on Hong Kong Stock Exchange.</li>
<li>Founder led, AI native company was backed by Sinovation Ventures, Goldman Sachs, Asia Investment Capital, Robert Bosch Venture Capital, GGV Capital, and Joy Capital, among others.</li>
<li>The business is growing fast and increases the number of use cases across new verticals. However, negative free cash flows and operating losses are a headwind.</li>
</ul>


MegaRobo Technologies, AI &amp; robotics unicorn with focus on lab automation in life sciences and intelligent manufacturing, files to list IPO on Hong Kong Stock Exchange.
Founder led, AI native company was backed by Sinovation Ventures, Goldman Sachs, Asia Investment Capital, Robert Bosch Venture Capital, GGV Capital, and Joy Capital, among others.
The business is growing fast and increases the number of use cases across new verticals. However, negative free cash flows and operating losses are a headwind.


MegaRobo Technologies IPO Preview: AI-Driven Robotics Unicorn With Strong IP Moat In Automation

United States

Agilent Technologies, Inc. provides core bio-analytical and electronic measurement solutions to the communications, electronics, life sciences, and chemical analysis industries. The Company offers electronic and bio-analytical measurement, semiconductor, and board testing.

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Agilent Technologies (A US)

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

Takara Bio (4974 JP): Timely Tender Offer from Takara Holdings (2531 JP) To Delight Shareholders

Takara Holdings has launched tender offer for the ordinary shares of Takara Bio at the price of ¥1,150 per share to acquire all the shares....

Tina Banerjee

Agilent Technologies: How Will Emerging Trends in Semiconductors & Energy Reshape Its Future?

Agilent Technologies, Inc.'s third quarter 2025 earnings present a picture of a company experiencing robust revenue performance even as it...

Baptista Research

Agilent: Back To The Lab - [Business Breakdowns, EP.223]

Agilent is a multi-billion dollar company that offers instruments, services, and consumables for laboratories, with a long history dating back to...

Business Breakdowns

MegaRobo Technologies IPO Preview: AI-Driven Robotics Unicorn With Strong IP Moat In Automation

MegaRobo Technologies, AI & robotics unicorn, files for IPO in Hong Kong with strong backing but faces challenges with negative cash flows and...

Andrei Zakharov

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Market Cap (USDm)

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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

Takara Bio (4974 JP): Timely Tender Offer from Takara Holdings (2531 JP) To Delight Shareholders

Takara Holdings has launched tender offer for the ordinary shares of Takara Bio at the price of ¥1,150 per share to acquire all the shares....

Tina Banerjee

Agilent Technologies: How Will Emerging Trends in Semiconductors & Energy Reshape Its Future?

Agilent Technologies, Inc.'s third quarter 2025 earnings present a picture of a company experiencing robust revenue performance even as it...

Baptista Research

Agilent: Back To The Lab - [Business Breakdowns, EP.223]

Agilent is a multi-billion dollar company that offers instruments, services, and consumables for laboratories, with a long history dating back to...

Business Breakdowns

MegaRobo Technologies IPO Preview: AI-Driven Robotics Unicorn With Strong IP Moat In Automation

​MegaRobo Technologies, AI & robotics unicorn, files for IPO in Hong Kong with strong backing but faces challenges with negative cash flows and...

Andrei Zakharov

MegaRobo Technologies, AI & robotics unicorn, files for IPO in Hong Kong with strong backing but faces challenges with negative cash flows and...