Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

Equity Bottom-Up

TSMC (Taiwan Semiconductor Manufacturing) / Equity Bottom-Up

TSMC (Taiwan Semiconductor Manufacturing)

<ul><li>DeepSeek is a significant factor driving global chip demand with implications for various industries including automotive.</li><li>Tesla and Tata are in talks regarding the sourcing of EV components, highlighting the growing importance of electric vehicles in the market.</li><li>Tim Cook's visit to China to discuss collaboration with DeepSeek signals potential advancements in the supply chain and technology sectors.</li></ul>

DeepSeek is a significant factor driving global chip demand with implications for various industries including automotive.Tesla and Tata are in talks regarding the sourcing of EV components, highlighting the growing importance of electric vehicles in the market.Tim Cook's visit to China to discuss collaboration with DeepSeek signals potential advancements in the supply chain and technology sectors.

Tech Supply Chain Tracker (25-Mar-2025): DeepSeek impacts chip demand globally.

Hon Hai Precision Industry / Equity Bottom-Up

<ul><li>Broadcom offers hope for Samsung as Nvidia encounters difficulties, potentially shifting the balance in the semiconductor industry.</li><li>Taiwan's aerospace supply chain looks forward to expansion with new opportunities in the US market, driving optimism for future growth.</li><li>China encounters hurdles in competing with Starlink in low Earth orbit satellite technology, as tensions rise over differing approaches to innovation and development.</li></ul>

Broadcom offers hope for Samsung as Nvidia encounters difficulties, potentially shifting the balance in the semiconductor industry.Taiwan's aerospace supply chain looks forward to expansion with new opportunities in the US market, driving optimism for future growth.China encounters hurdles in competing with Starlink in low Earth orbit satellite technology, as tensions rise over differing approaches to innovation and development.

Tech Supply Chain Tracker (21-Jan-2025): Broadcom: Samsung's beacon vs. Nvidia.

Podcast by Joe Weisenthal & Tracy Alloway, Odd Lots

Odd Lots

Podcast by Joe Weisenthal & Tracy Alloway

Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.

Cross Asset Strategy

<ul><li>Private credit is transforming the world of debt, creating concerns for investors and the broader economy</li><li>Chicken wing prices are volatile due to the poultry industry focusing on breast meat demand, making wings a fall-off product</li><li>Companies like Elf Bar evade FDA regulation by flooding the market with products and rebranding under different names</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.</em></p>

Private credit is transforming the world of debt, creating concerns for investors and the broader economyChicken wing prices are volatile due to the poultry industry focusing on breast meat demand, making wings a fall-off productCompanies like Elf Bar evade FDA regulation by flooding the market with products and rebranding under different namesThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The 10 Most Interesting Things We Learned on Odd Lots in 2024

US-EU Index Rebalances / Quantitative Researcher, ORTEX

Dimitris Ioannidis

US-EU Index Rebalances / Quantitative Researcher

Global Financial Data and Analytics Platform

ORTEX

ORTEX is a global financial data and analytics platform providing real-time securities lending and short interest data, index rebalance data, holdings and insider transactions, trading signals, corporate actions and news,  stock machine learning and factor scores and other analytics. The majority of the data are downloadable and accessible through APIs.

Event-Driven

<ul>
<li>The equity offering of <a href="https://www.smartkarma.com/entities/boeing-co" target="_blank" data-smartkarma-citation="entities:11957:1" rel="noopener">Boeing Co (BA US)</a> is forecasted to generate a passive fund demand of more than $5bn across US &amp; Global indices including S&amp;P500.</li>
<li>Announcement, implementation, and passive fund demand from indices is expected between 29-31 October 2024. </li>
<li>The free float in a US and Global index might round up from ~95% to 100% because of the strategic holding's dilution following the offering.</li>
</ul>


The equity offering of Boeing Co (BA US) is forecasted to generate a passive fund demand of more than $5bn across US &amp; Global indices including S&amp;P500.
Announcement, implementation, and passive fund demand from indices is expected between 29-31 October 2024. 
The free float in a US and Global index might round up from ~95% to 100% because of the strategic holding's dilution following the offering.


Boeing (BA US): Soaring in US & Global Indices with $21B Equity Offering

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.

<ul><li>The Boeing Company's Third Quarter 2024 Earnings highlighted a mix of challenges and strategic initiatives aimed at stabilizing and revitalizing the company.</li><li>The CEO, Robert Ortberg, outlined a clear, multi-faceted approach to address the ongoing issues, aiming to restore Boeing's position as a leader in the aerospace sector.</li><li>However, the financial results and ongoing disruptions present a complex, challenging landscape for the company.</li></ul>

The Boeing Company's Third Quarter 2024 Earnings highlighted a mix of challenges and strategic initiatives aimed at stabilizing and revitalizing the company.The CEO, Robert Ortberg, outlined a clear, multi-faceted approach to address the ongoing issues, aiming to restore Boeing's position as a leader in the aerospace sector.However, the financial results and ongoing disruptions present a complex, challenging landscape for the company.

Boeing's Q3 Result & Current Struggles Pointing Towards The Need For A "Leaner" Future? - Major Drivers

United States

The Boeing Company, together with its subsidiaries, develops, produces, and markets commercial jet aircraft, as well as provides related support services to the commercial airline industry worldwide.  The Company also researches, develops, produces, modifies, and supports information, space, and defense systems, including military aircraft, helicopters and space and missile systems.

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Boeing Co (BA US)

Tech Supply Chain Tracker (25-Mar-2025): DeepSeek impacts chip demand globally.

DeepSeek influencing chip demand, Tesla considering Tata for EV components, Tim Cook in China for supply chain collaboration, TSMC denies Intel...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (21-Jan-2025): Broadcom: Samsung's beacon vs. Nvidia.

Broadcom aids Samsung, Taiwan aerospace optimistic, China competes with Starlink, Huang's visit to Taiwan, China criticizes chip restrictions,...

Tech Supply Chain Tracker

The 10 Most Interesting Things We Learned on Odd Lots in 2024

Various industries, from technology to food, are experiencing significant changes and challenges driven by factors such as innovation, market...

Odd Lots

Boeing (BA US): Soaring in US & Global Indices with $21B Equity Offering

Global purple announced the increase in shares at the close of 29 October with a trade date at the close of 31 October where demand of ~$1.6bn and...

Dimitris Ioannidis

Boeing's Q3 Result & Current Struggles Pointing Towards The Need For A "Leaner" Future? - Major Drivers

The Boeing Company's Third Quarter 2024 Earnings highlighted a mix of challenges and strategic initiatives aimed at stabilizing and revitalizing...

Baptista Research

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