Pan-Asia Index Rebalances/ Events/ Delta One, Periscope Analytics

Brian Freitas

Pan-Asia Index Rebalances/ Events/ Delta One

Periscope Analytics

Periscope Analytics focuses on event-driven trades across Asia Pacific and provides comprehensive, timely and systematic coverage of index changes to major Asia Pacific indices in a structured manner.

The analysis includes forecasted inclusions and exclusions to all major Asian indices that have significant amount of tracking assets, including estimates of passive buy/sell flow on the stocks. The service also provides commentary and impact of market consultations, ground rule changes, and other events (IPOs, spin-offs, M&A) that could lead to index changes and passive flow.

Periscope Analytics works with multi-strategy hedge funds, proprietary trading firms, stat arb trading groups and long-only investors that invest and trade in the Asia Pacific region with the data being used to trade index rebalances, avoid pre-positioning and passive flow, and to time entry into and exit from stocks.

Event-Driven Trades Across Asia Pacific

Index Rebalance

<ul>
<li>There are 3 changes for the <a href="https://www.smartkarma.com/entities/s-p-500-index" target="_blank" data-smartkarma-citation="entities:22886:1" rel="noopener">S&amp;P 500 INDEX</a>, 8 changes for the S&amp;P Midcap400 Index and 15 changes for the S&amp;P SmallCap600 Index at the September rebalance.</li>
<li>
<a href="https://www.smartkarma.com/entities/dell-technologies-inc" target="_blank" data-smartkarma-citation="entities:32189:1" rel="noopener">Dell Technologies (DELL US)</a> and <a href="https://www.smartkarma.com/entities/palantir-technologies-inc" target="_blank" data-smartkarma-citation="entities:27728:1" rel="noopener">Palantir Technologies (PLTR US)</a> were finally added to the <a href="https://www.smartkarma.com/entities/s-p-500-index" target="_blank" data-smartkarma-citation="entities:22886:1" rel="noopener">S&amp;P 500 INDEX (SPX INDEX)</a> and there is huge size to trade in the stocks.</li>
<li>There will also be big buying in <a href="https://www.smartkarma.com/entities/apple-inc" target="_blank" data-smartkarma-citation="entities:666:1" rel="noopener">Apple (AAPL US)</a> following a float increase driven by <a href="https://www.smartkarma.com/entities/berkshire-hathaway-inc-cl-a" target="_blank" data-smartkarma-citation="entities:1044:1" rel="noopener">Berkshire Hathaway Inc Cl A (BRK/A US)</a> selling last quarter.</li>
</ul>


There are 3 changes for the S&amp;P 500 INDEX, 8 changes for the S&amp;P Midcap400 Index and 15 changes for the S&amp;P SmallCap600 Index at the September rebalance.

Dell Technologies (DELL US) and Palantir Technologies (PLTR US) were finally added to the S&amp;P 500 INDEX (SPX INDEX) and there is huge size to trade in the stocks.
There will also be big buying in Apple (AAPL US) following a float increase driven by Berkshire Hathaway Inc Cl A (BRK/A US) selling last quarter.


S&P500/400/600 Index Rebalance: Dell, Palantir Make It (Finally!); Apple Upweight

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

Bio-Rad Laboratories A / Equity Bottom-Up

<ul><li>Bio-Rad, in its second quarter of 2024, presents a mix of performances and outlook corrections amidst a complex operating environment.</li><li>CEO Norman Schwartz highlighted that the quarter saw revenue meeting expectations and a better-than-expected margin performance due to favorable product mix and good cost management.</li><li>Despite these positives, the company is facing challenges specifically within the biotech and biopharma sectors, leading to a cautious revision of its full-year 2024 financial outlook.</li></ul>

Bio-Rad, in its second quarter of 2024, presents a mix of performances and outlook corrections amidst a complex operating environment.CEO Norman Schwartz highlighted that the quarter saw revenue meeting expectations and a better-than-expected margin performance due to favorable product mix and good cost management.Despite these positives, the company is facing challenges specifically within the biotech and biopharma sectors, leading to a cautious revision of its full-year 2024 financial outlook.

Bio-Rad Laboratories: A Strengthened Position in Digital PCR (ddPCR) and Diagnostics With Solid Presence In China! - Major Drivers

<ul><li>Bio-Rad Laboratories, a multinational firm delivering scientific research products and clinical diagnostics, reported its first-quarter 2024 financial results performing as per their internal estimates.</li><li>The primary factor for their performance fluctuations was the macroeconomic and market trends due to the biotech and biopharma segments in countries such as China and Russia.</li><li>The company observed a decline in the Life Science Group, albeit in line with their expectations.</li></ul>

Bio-Rad Laboratories, a multinational firm delivering scientific research products and clinical diagnostics, reported its first-quarter 2024 financial results performing as per their internal estimates.The primary factor for their performance fluctuations was the macroeconomic and market trends due to the biotech and biopharma segments in countries such as China and Russia.The company observed a decline in the Life Science Group, albeit in line with their expectations.

Bio-Rad Laboratories Inc.: Exciting New Product Launches Can Propel Their Revenue Growth? - Major Drivers

<ul><li>This is our first report on life science research and clinical diagnostic products manufacturer, Bio- Rad Laboratories.</li><li>The company's results exhibit resilience with substantial room for improvements and growth in the coming years.</li><li>Bio-Rad's FY 2023 net sales of $2.671 billion reflect a decrease by 4.7% on a reported basis as compared to 2022.</li></ul>

This is our first report on life science research and clinical diagnostic products manufacturer, Bio- Rad Laboratories.The company's results exhibit resilience with substantial room for improvements and growth in the coming years.Bio-Rad's FY 2023 net sales of $2.671 billion reflect a decrease by 4.7% on a reported basis as compared to 2022.

Bio Rad Laboratories: Initiation of Coverage - Unveiling the Future - Next-Gen Products That Will Skyrocket Your Portfolio! - Major Drivers

<ul><li>This is our first report on clinical diagnostic products manufacturer, Bio-Rad Laboratories.</li><li>The company's financial results for the third quarter of 2023 show varying performances across segments.</li><li>The call highlighted key issues including the impacts of Bio-pharma and the challenges in the economic conditions in China on the company's performances.</li></ul>

This is our first report on clinical diagnostic products manufacturer, Bio-Rad Laboratories.The company's financial results for the third quarter of 2023 show varying performances across segments.The call highlighted key issues including the impacts of Bio-pharma and the challenges in the economic conditions in China on the company's performances.

Bio-Rad Laboratories: Initiation of Coverage - How China's New Policies and a Global Recession Are Rocking Its Market! - Major Drivers

United States

Bio-Rad Laboratories, Inc. is a multinational manufacturer and distributor of life science research products, clinical diagnostics, and analytical instrumentation.  The Company's products and systems separate complex chemical and biological materials, as well as identify, analyze, and purify their components.

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Bio-Rad Laboratories A (BIO US)

S&P500/400/600 Index Rebalance: Dell, Palantir Make It (Finally!); Apple Upweight

There are 3 changes for the SnP500, 8 for the SnP400 and 15 for the SnP600 Index. Dell and Palantir have finally been added. There is huge size to...

Brian Freitas

Bio-Rad Laboratories: A Strengthened Position in Digital PCR (ddPCR) and Diagnostics With Solid Presence In China! - Major Drivers

Bio-Rad, in its second quarter of 2024, presents a mix of performances and outlook corrections amidst a complex operating environment. CEO Norman...

Baptista Research

Bio-Rad Laboratories Inc.: Exciting New Product Launches Can Propel Their Revenue Growth? - Major Drivers

Bio-Rad Laboratories, a multinational firm delivering scientific research products and clinical diagnostics, reported its first-quarter 2024...

Baptista Research

Bio Rad Laboratories: Initiation of Coverage - Unveiling the Future - Next-Gen Products That Will Skyrocket Your Portfolio! - Major Drivers

This is our first report on life science research and clinical diagnostic products manufacturer, Bio- Rad Laboratories. The company's results...

Baptista Research

Bio-Rad Laboratories: Initiation of Coverage - How China's New Policies and a Global Recession Are Rocking Its Market! - Major Drivers

This is our first report on clinical diagnostic products manufacturer, Bio-Rad Laboratories. The company's financial results for the third quarter...

Baptista Research

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