CEO / Founder, Crea8

Kim-Hwa Lim

CEO / Founder

Make an Impact

Crea8

Crea8 blends AI-driven precision, big data scalability, and rigorous quantitative frameworks with seasoned human insight. By extracting actionable intelligence from vast global datasets, we eliminate emotional bias and deliver optimal risk-adjusted returns. Our hybrid approach uncovers hidden market efficiencies and ensures your capital is dynamically positioned across markets.

Cross Asset Strategy

<ul><li>The strategy seeks to invest in global companies with sustainable competitive advantages.</li><li>By adopting a portfolio of stocks instead of individual stocks, the strategy is diversified across countries and industries; and optimised with respect to their expected risks and returns.</li><li>Previous portfolio returned -8.3% vs. MSCI World (-1.3%) – underperformed the benchmark by -7%.</li></ul>

The strategy seeks to invest in global companies with sustainable competitive advantages.By adopting a portfolio of stocks instead of individual stocks, the strategy is diversified across countries and industries; and optimised with respect to their expected risks and returns.Previous portfolio returned -8.3% vs. MSCI World (-1.3%) – underperformed the benchmark by -7%.

Global Competitive Barrier Portfolio (14-Sep-2026)

Head of Research, Krungthai XSpring

Waraporn Wiboonkanarak

Head of Research

A full service Thai brokerage

Krungthai XSpring

Krungthai XSpring is a full service broker. The company provides a wide range of investment services such as Securities Brokerage, Derivative Agent Business, Securities Borrowing and Lending, Securities Trading, Underwriting, Financial Advisory, Wealth Advisory, Private Fund Management and International Markets Securities Trading. 

In terms of credibility, Fitch Ratings has assigned Krunghtai XSpring a long-term rating of AA- and a national short-term rating of F1+ with stable outlook.

Equity Bottom-Up

<ul><li>We recommend closing the position in DDOG19 with a loss of 2.6%, as it has fallen out of our ranking criteria.</li><li>We replace it with SNDK80, a DR linked to a leading US memory chip manufacturer.</li><li>KTX Tactical DR Portfolio posted an average total return decline of 0.94%, pressured by the sell-off in Chinese technology stocks, particularly CNRE80 and ZAI23.</li></ul>

We recommend closing the position in DDOG19 with a loss of 2.6%, as it has fallen out of our ranking criteria.We replace it with SNDK80, a DR linked to a leading US memory chip manufacturer.KTX Tactical DR Portfolio posted an average total return decline of 0.94%, pressured by the sell-off in Chinese technology stocks, particularly CNRE80 and ZAI23.

KTX Tactical DR Picks - July 13, 2026 (Eng.)

<ul><li>We recommend cutting loss on DELL19 with a holding-period return of -0.2%.</li><li>Meanwhile, we recommend initiating positions in DDOG19 and SNOW06.</li><li>The KTX Tactical DR Portfolio delivered an average return of -1.11%, pressured by the continued decline in Al semiconductor stocks.</li></ul>

We recommend cutting loss on DELL19 with a holding-period return of -0.2%.Meanwhile, we recommend initiating positions in DDOG19 and SNOW06.The KTX Tactical DR Portfolio delivered an average return of -1.11%, pressured by the continued decline in Al semiconductor stocks.

KTX Tactical DR Picks - July 3, 2026 (Eng.)

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>Datadog has added another layer to its AI strategy with its June 30, 2026 announcement that it is acquiring Adaptive ML, a frontier AI startup focused on Reinforcement Learning Operations, or RLOps.</li><li>The financial terms were not disclosed, but the strategic direction is not hard to read.</li><li>Adaptive ML is expected to become part of Datadog AI Research, where it will contribute to work around world models, agentic LLM post-training, observability, and security.</li></ul>

Datadog has added another layer to its AI strategy with its June 30, 2026 announcement that it is acquiring Adaptive ML, a frontier AI startup focused on Reinforcement Learning Operations, or RLOps.The financial terms were not disclosed, but the strategic direction is not hard to read.Adaptive ML is expected to become part of Datadog AI Research, where it will contribute to work around world models, agentic LLM post-training, observability, and security.

Datadog’s Adaptive ML Acquisition Could Change The AI Observability Race

<ul><li>Datadog reported a strong start to fiscal 2026, with first-quarter revenue reaching $1.01 billion, up 32% year-over-year and surpassing the high end of guidance.</li><li>This growth marked an acceleration from the 29% and 25% increases recorded in the previous two quarters.</li><li>The company attributed this performance to broad-based strength across both AI-native and non-AI customers, with AI-native customers exhibiting rapid expansion and diversification, including two substantial new contracts with leading AI research organizations for optimizing training workflows.</li></ul>

Datadog reported a strong start to fiscal 2026, with first-quarter revenue reaching $1.01 billion, up 32% year-over-year and surpassing the high end of guidance.This growth marked an acceleration from the 29% and 25% increases recorded in the previous two quarters.The company attributed this performance to broad-based strength across both AI-native and non-AI customers, with AI-native customers exhibiting rapid expansion and diversification, including two substantial new contracts with leading AI research organizations for optimizing training workflows.

Datadog Crosses $4 Billion In ARR, But Can Platform Adoption Keep Accelerating?

United States

Datadog, Inc. provides software solutions. The Company offers cloud-based monitoring and analytics platform which integrates and automates infrastructure monitoring, application performance monitoring, and log management for real-time observability of customers. Datadog operates worldwide.

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Datadog (DDOG US)

Global Competitive Barrier Portfolio (14-Sep-2026)

The strategy seeks to invest in global companies with sustainable competitive advantages. By adopting a portfolio of stocks instead of individual...

Crea8

KTX Tactical DR Picks - July 13, 2026 (Eng.)

We recommend closing the position in DDOG19 with a loss of 2.6%, as it has fallen out of our ranking criteria. We replace it with SNDK80, a DR...

Krungthai XSpring

KTX Tactical DR Picks - July 3, 2026 (Eng.)

We recommend cutting loss on DELL19 with a holding-period return of -0.2%. Meanwhile, we recommend initiating positions in DDOG19 and SNOW06. The...

Krungthai XSpring

Datadog’s Adaptive ML Acquisition Could Change The AI Observability Race

Datadog has added another layer to its AI strategy with its June 30, 2026 announcement that it is acquiring Adaptive ML, a frontier AI startup...

Baptista Research

Datadog Crosses $4 Billion In ARR, But Can Platform Adoption Keep Accelerating?

Datadog reported a strong start to fiscal 2026, with first-quarter revenue reaching $1.01 billion, up 32% year-over-year and surpassing the high...

Baptista Research

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