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 is 1 add/delete for the MarketVector Global Uranium and Nuclear Energy Infrastructure Index while there are no constituent changes for the MVIS Global Uranium &amp; Nuclear Energy Index.</li>
<li>
<a href="https://www.smartkarma.com/entities/encore-energy-corp" target="_blank" data-smartkarma-citation="entities:39218:1" rel="noopener">Encore Energy (EU US)</a> will replace <a href="https://www.smartkarma.com/entities/boss-energy" target="_blank" data-smartkarma-citation="entities:4823:1" rel="noopener">Boss Energy (BOE AU)</a> in the MarketVector Global Uranium and Nuclear Energy Infrastructure Index. </li>
<li>The round-trip trade across both indices is US$445m with capping changes resulting in much bigger flow for the MVIS Global Uranium &amp; Nuclear Energy Index.</li>
</ul>


There is 1 add/delete for the MarketVector Global Uranium and Nuclear Energy Infrastructure Index while there are no constituent changes for the MVIS Global Uranium &amp; Nuclear Energy Index.

Encore Energy (EU US) will replace Boss Energy (BOE AU) in the MarketVector Global Uranium and Nuclear Energy Infrastructure Index. 
The round-trip trade across both indices is US$445m with capping changes resulting in much bigger flow for the MVIS Global Uranium &amp; Nuclear Energy Index.


MV Global Uranium & Nuclear Energy/Infra Index Rebalance: Changes Lead to US$445m Trade

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>Constellation Energy Corporation's recent earnings for the third quarter of 2024 highlighted both the strengths and challenges faced by the company in the current market landscape.</li><li>The presentation provided a detailed overview of the company's operational performance, regulatory updates, and strategic initiatives, offering a comprehensive picture of its current trajectory.</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>

Constellation Energy Corporation's recent earnings for the third quarter of 2024 highlighted both the strengths and challenges faced by the company in the current market landscape.The presentation provided a detailed overview of the company's operational performance, regulatory updates, and strategic initiatives, offering a comprehensive picture of its current trajectory.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.

Constellation Energy Corporation: Adaptation to Electrification & Data Economy & Other Major Drivers

<ul><li>Constellation Brands delivered mixed results in its Q2 Fiscal Year 2025 earnings, reflecting resilience amid a challenging macroeconomic environment.</li><li>The performance of the company's segments varied, with strong growth in the Beer Business offset by headwinds in the Wine and Spirits division.</li><li>Starting on a positive note, Constellation Brands' Beer Business continued its streak as a sector leader, demonstrating robust financial performance with net sales and operating income growing by nearly 6% and 13%, respectively.</li></ul>

Constellation Brands delivered mixed results in its Q2 Fiscal Year 2025 earnings, reflecting resilience amid a challenging macroeconomic environment.The performance of the company's segments varied, with strong growth in the Beer Business offset by headwinds in the Wine and Spirits division.Starting on a positive note, Constellation Brands' Beer Business continued its streak as a sector leader, demonstrating robust financial performance with net sales and operating income growing by nearly 6% and 13%, respectively.

Constellation Brands Inc.: Strategic Focus On High-End & Diversified Portfolio Can Catapult Their Future Growth? - Major Drivers

<ul><li>The latest quarterly performance of Constellation Energy Corporation presents a comprehensive view of the company's current standing and future expectations.</li><li>Revealed during their second quarter earnings call, the company showcased solid achievements across various aspects of its operations, led by President and CEO Joseph Dominguez and CFO Daniel Eggers, alongside their senior management team.</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 latest quarterly performance of Constellation Energy Corporation presents a comprehensive view of the company's current standing and future expectations.Revealed during their second quarter earnings call, the company showcased solid achievements across various aspects of its operations, led by President and CEO Joseph Dominguez and CFO Daniel Eggers, alongside their senior management team.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.

Constellation Energy Corporation: Chances Of Future Revenue Streams from Federal Support & Adapting To Market Dynamics! - Major Drivers

<ul><li>Constellation Energy Corporation recently reported its first quarter financial results, reflecting strong performance both operationally and financially.</li><li>The leadership, inclusive of President and CEO Joe Dominguez and CFO Dan Eggers, shared updates that highlight robust strategic progress, complex transactions in the pipeline with technology clients, and the continued financial health of the company including a new $1 billion buyback authorization.</li><li>The results announced include first quarter GAAP earnings of $2.78 per share and adjusted operating earnings of $1.82 per share.</li></ul>

Constellation Energy Corporation recently reported its first quarter financial results, reflecting strong performance both operationally and financially.The leadership, inclusive of President and CEO Joe Dominguez and CFO Dan Eggers, shared updates that highlight robust strategic progress, complex transactions in the pipeline with technology clients, and the continued financial health of the company including a new $1 billion buyback authorization.The results announced include first quarter GAAP earnings of $2.78 per share and adjusted operating earnings of $1.82 per share.

Constellation Energy Corporation: Initiation Of Coverage - Strategic Nuclear Power Generation Expansion As A Critical Growth Catalyst! - Major Drivers

United States

Constellation Energy Corporation produces carbon-free energy and sustainable solutions. The Company generates and distributes nuclear, hydro, wind, and solar energy solutions. Constellation Energy serves homes, institutional customers, public sectors, community aggregations, and businesses in the United States.

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Constellation Energy (CEG US)

MV Global Uranium & Nuclear Energy/Infra Index Rebalance: Changes Lead to US$445m Trade

Encore Energy replaces Boss Energy in the NUCL ETF. The round-trip trade across both indices is US$445m. Few stocks with over 0.5x ADV to trade...

Brian Freitas

Constellation Energy Corporation: Adaptation to Electrification & Data Economy & Other Major Drivers

Constellation Energy Corporation's recent earnings for the third quarter of 2024 highlighted both the strengths and challenges faced by the...

Baptista Research

Constellation Brands Inc.: Strategic Focus On High-End & Diversified Portfolio Can Catapult Their Future Growth? - Major Drivers

Constellation Brands delivered mixed results in its Q2 Fiscal Year 2025 earnings, reflecting resilience amid a challenging macroeconomic...

Baptista Research

Constellation Energy Corporation: Chances Of Future Revenue Streams from Federal Support & Adapting To Market Dynamics! - Major Drivers

The latest quarterly performance of Constellation Energy Corporation presents a comprehensive view of the company's current standing and future...

Baptista Research

Constellation Energy Corporation: Initiation Of Coverage - Strategic Nuclear Power Generation Expansion As A Critical Growth Catalyst! - Major Drivers

Constellation Energy Corporation recently reported its first quarter financial results, reflecting strong performance both operationally and...

Baptista Research

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