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

Event-Driven

<ul>
<li>S&amp;P DJI have started a market consultation to change the index weighting methodology for the Select Sector Indices to reduce concentration and avoid reverse turnover.</li>
<li>There is US$281bn tracking the Select Sector Indices from the SPDR ETFs. The market consultation will have a larger impact on indices where there is a high degree of concentration.</li>
<li>The largest inflows are expected in <a href="https://www.smartkarma.com/entities/apple-inc" target="_blank" data-smartkarma-citation="entities:666:1" rel="noopener">Apple</a>, <a href="https://www.smartkarma.com/entities/conocophillips" target="_blank" data-smartkarma-citation="entities:18090:1" rel="noopener">Conocophillips</a>, <a href="https://www.smartkarma.com/entities/amazon-com-inc" target="_blank" data-smartkarma-citation="entities:409:1" rel="noopener">Amazon.com</a> and <a href="https://www.smartkarma.com/entities/netflix-inc" target="_blank" data-smartkarma-citation="entities:20451:1" rel="noopener">Netflix</a> while the largest outflows will be from <a href="https://www.smartkarma.com/entities/microsoft-corp" target="_blank" data-smartkarma-citation="entities:15273:1" rel="noopener">Microsoft</a>, <a href="https://www.smartkarma.com/entities/nvidia-corp" target="_blank" data-smartkarma-citation="entities:5891:1" rel="noopener">NVIDIA</a>, <a href="https://www.smartkarma.com/entities/chevron-corp" target="_blank" data-smartkarma-citation="entities:11091:1" rel="noopener">Chevron</a>, <a href="https://www.smartkarma.com/entities/procter-gamble-co" target="_blank" data-smartkarma-citation="entities:978:1" rel="noopener">Procter &amp; Gamble</a>, <a href="https://www.smartkarma.com/entities/exxon-mobil-corp" target="_blank" data-smartkarma-citation="entities:811:1" rel="noopener">Exxon Mobil</a>, <a href="https://www.smartkarma.com/entities/costco-wholesale-corp" target="_blank" data-smartkarma-citation="entities:18404:1" rel="noopener">Costco Wholesale</a> and <a href="https://www.smartkarma.com/entities/meta-platforms-inc-class-a-facebook" target="_blank" data-smartkarma-citation="entities:665:1" rel="noopener">Meta Platforms</a>.</li>
</ul>


S&amp;P DJI have started a market consultation to change the index weighting methodology for the Select Sector Indices to reduce concentration and avoid reverse turnover.
There is US$281bn tracking the Select Sector Indices from the SPDR ETFs. The market consultation will have a larger impact on indices where there is a high degree of concentration.
The largest inflows are expected in Apple, Conocophillips, Amazon.com and Netflix while the largest outflows will be from Microsoft, NVIDIA, Chevron, Procter &amp; Gamble, Exxon Mobil, Costco Wholesale and Meta Platforms.


Select Sector Indices - HUGE Impact of Proposed Constituent Weighting Changes

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>Colgate-Palmolive has reported its Q2 2024 earnings, reflecting a blend of positive outcomes and strategic challenges that underscore its investment viability.</li><li>The company highlighted considerable achievements in driving organic growth across all six divisions and four categories, benefiting from balanced approaches to volume and pricing growth.</li><li>This results from enhanced marketing efforts, innovation, and leveraging data analytics, including artificial intelligence, to optimize investment returns.</li></ul>

Colgate-Palmolive has reported its Q2 2024 earnings, reflecting a blend of positive outcomes and strategic challenges that underscore its investment viability.The company highlighted considerable achievements in driving organic growth across all six divisions and four categories, benefiting from balanced approaches to volume and pricing growth.This results from enhanced marketing efforts, innovation, and leveraging data analytics, including artificial intelligence, to optimize investment returns.

Colgate-Palmolive Company: A Bear's Perspective On This Consumer Goods Player! - Major Drivers

<ul><li>Colgate-Palmolive's Q1 2024 earnings reveal a positive start to the year, with balanced top-line growth and consistent earnings per share growth.</li><li>The company recorded organic sales growth across all four of its categories and all six of its divisions, as well as volume and pricing growth on a total company basis.</li><li>This balanced growth enabled a 6% net sales growth, despite a nearly 4% headwind from foreign exchange.</li></ul>

Colgate-Palmolive's Q1 2024 earnings reveal a positive start to the year, with balanced top-line growth and consistent earnings per share growth.The company recorded organic sales growth across all four of its categories and all six of its divisions, as well as volume and pricing growth on a total company basis.This balanced growth enabled a 6% net sales growth, despite a nearly 4% headwind from foreign exchange.

Colgate-Palmolive Company: What Is Its New Consumer Behavior Management Strategy? - Major Drivers

<ul><li>The fourth-quarter earnings of Colgate-Palmolive were decent and the company demonstrated impressive resilience in 2023, focusing on sustainable organic sales growth, rebuilding margins and strengthening cash flow performance amid an increasingly challenging operating environment.</li><li>However, some challenges persist, such as geopolitical unrest, foreign exchange headwinds and industry shifts, which might impact results in 2024.</li><li>Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.</li></ul>

The fourth-quarter earnings of Colgate-Palmolive were decent and the company demonstrated impressive resilience in 2023, focusing on sustainable organic sales growth, rebuilding margins and strengthening cash flow performance amid an increasingly challenging operating environment.However, some challenges persist, such as geopolitical unrest, foreign exchange headwinds and industry shifts, which might impact results in 2024.Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.

Colgate-Palmolive: What Is Its New Approach To Market Expansion & Its New Pricing Strategy? - Major Drivers

<ul><li>Colgate-Palmolive Company delivered a positive result and managed an all-around beat in the last quarter, signaling a positive trajectory toward volume growth.</li><li>This operational flexibility empowered the company to deliver yet another quarter of double-digit operating profit growth, complemented by a substantial 23% surge in advertising expenditure.</li><li>In this report, we have carried out a fundamental analysis of the historical financial statements of the company.</li></ul>

Colgate-Palmolive Company delivered a positive result and managed an all-around beat in the last quarter, signaling a positive trajectory toward volume growth.This operational flexibility empowered the company to deliver yet another quarter of double-digit operating profit growth, complemented by a substantial 23% surge in advertising expenditure.In this report, we have carried out a fundamental analysis of the historical financial statements of the company.

Colgate-Palmolive Company: Focus On Science-Based Innovation As A Major Growth Catalyst! – Key Drivers

United States

Colgate-Palmolive Company is a consumer products company that markets its products throughout the world.  The Company's products include toothpaste, toothbrushes, shampoos, deodorants, bar and liquid soaps, dishwashing liquid, and laundry products, as well as pet nutrition products for cats and dogs.

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Colgate Palmolive Co (CL US)

Select Sector Indices - HUGE Impact of Proposed Constituent Weighting Changes

The market consultation to change the index weighting methodology will set off a US$28bn trade in Sep. Inflows to Apple, Conocophillips, Amazon.com...

Brian Freitas

Colgate-Palmolive Company: A Bear's Perspective On This Consumer Goods Player! - Major Drivers

Colgate-Palmolive has reported its Q2 2024 earnings, reflecting a blend of positive outcomes and strategic challenges that underscore its...

Baptista Research

Colgate-Palmolive Company: What Is Its New Consumer Behavior Management Strategy? - Major Drivers

Colgate-Palmolive's Q1 2024 earnings reveal a positive start to the year, with balanced top-line growth and consistent earnings per share...

Baptista Research

Colgate-Palmolive: What Is Its New Approach To Market Expansion & Its New Pricing Strategy? - Major Drivers

The fourth-quarter earnings of Colgate-Palmolive were decent and the company demonstrated impressive resilience in 2023, focusing on sustainable...

Baptista Research

Colgate-Palmolive Company: Focus On Science-Based Innovation As A Major Growth Catalyst! – Key Drivers

Colgate-Palmolive Company delivered a positive result and managed an all-around beat in the last quarter, signaling a positive trajectory toward...

Baptista Research

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