Founder at Stock Spin-off Investing, Stock Spin-Off Investing

Richard Howe

Founder at Stock Spin-off Investing

Stock Spin-Off Investing

Generate attractive returns by taking advantage of inefficiencies in the stock spin-off market.

Stock Spin-offs

Event-Driven

NET Lease Office Properties / Event-Driven

<ul><li>With markets in a volatile stretch, I wanted to share a few charts from Ryan Detrick (Carson Group’s chief market strategist) before diving into this week’s spin-off update.</li><li>The S&amp;P 500 recently closed below its 200-day moving average, historically a bearish signal.<figure class="editor-figure mceNonEditable"></figure></li><li>That said, the silver lining is that 6-month (+4.9%) and 12-month (+8.3%) forward returns following these crossings have historically held up just fine.<figure class="editor-figure mceNonEditable"></figure></li></ul>

With markets in a volatile stretch, I wanted to share a few charts from Ryan Detrick (Carson Group’s chief market strategist) before diving into this week’s spin-off update.The S&amp;P 500 recently closed below its 200-day moving average, historically a bearish signal.That said, the silver lining is that 6-month (+4.9%) and 12-month (+8.3%) forward returns following these crossings have historically held up just fine.

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>Aptiv is no stranger to transformation.</li><li>Once pegged as a traditional auto-parts supplier, the company is now orchestrating a strategic pivot that could redefine how Wall Street values its business.</li><li>The upcoming spin-off of its Electrical Distribution Systems (EDS) unit, slated for early 2026, aims to carve out a clearer identity for the remaining core business: a high-growth platform deeply entrenched in advanced safety, automation, electrification, and digital edge computing.</li></ul>

Aptiv is no stranger to transformation.Once pegged as a traditional auto-parts supplier, the company is now orchestrating a strategic pivot that could redefine how Wall Street values its business.The upcoming spin-off of its Electrical Distribution Systems (EDS) unit, slated for early 2026, aims to carve out a clearer identity for the remaining core business: a high-growth platform deeply entrenched in advanced safety, automation, electrification, and digital edge computing.

Aptiv Is Splitting Up—And The Market’s About To Wake Up

<ul><li>Aptiv's latest earnings for Q2 2025 highlighted several key operational and financial aspects of the company's performance and strategic direction.</li><li>With a neutral stance, we can delve into both the positive and potentially challenging aspects of Aptiv's recent results and future outlook.</li><li>Starting with the positives, Aptiv reported record second-quarter financial results, with revenue reaching $5.2 billion, a 2% year-over-year increase on an adjusted basis.</li></ul>

Aptiv's latest earnings for Q2 2025 highlighted several key operational and financial aspects of the company's performance and strategic direction.With a neutral stance, we can delve into both the positive and potentially challenging aspects of Aptiv's recent results and future outlook.Starting with the positives, Aptiv reported record second-quarter financial results, with revenue reaching $5.2 billion, a 2% year-over-year increase on an adjusted basis.

Aptiv: Thriving on Bigger Vehicles, Global Expansion, & Multi-Industry Growth!

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There were no new spin-off announcements this week, but I’ve done some more work on the Aptiv (APTV) spin-off announcement.
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Aptiv PLC (APTV), an automotive technology supplier, announced on January 22, 2025, that it plans to split into two distinct companies.
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Aptiv will spin-off its electrical systems business. The RemainCo will concentrate on technological components, including sensor-to-cloud solutions and autonomous driving software.
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</ul>



There were no new spin-off announcements this week, but I’ve done some more work on the Aptiv (APTV) spin-off announcement.


Aptiv PLC (APTV), an automotive technology supplier, announced on January 22, 2025, that it plans to split into two distinct companies.


Aptiv will spin-off its electrical systems business. The RemainCo will concentrate on technological components, including sensor-to-cloud solutions and autonomous driving software.



Weekly Update (APTV, MRP, MEDXF, AAF, WDC)

<ul><li>Aptiv PLC (APTV), an automotive technology supplier, announced on January 22, 2025, that it plans to split into two distinct companies.</li><li>Aptiv will spin-off its electrical systems business.</li><li>The RemainCo will concentrate on technological components, including sensor-to-cloud solutions and autonomous driving software.</li></ul>

Aptiv PLC (APTV), an automotive technology supplier, announced on January 22, 2025, that it plans to split into two distinct companies.Aptiv will spin-off its electrical systems business.The RemainCo will concentrate on technological components, including sensor-to-cloud solutions and autonomous driving software.

United States

Aptiv PLC manufactures vehicle components. The Company produces electronic safety for automobile and commercial vehicle manufacturers. Aptiv supplies original equipment manufacturers throughout the world.

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Aptiv PLC (APTV US)

Weekly Update (NLOP, APTV, VGNT)

With markets in a volatile stretch, I wanted to share a few charts from Ryan Detrick (Carson Group’s chief market strategist) before diving into...

Richard Howe

Aptiv Is Splitting Up—And The Market’s About To Wake Up

Aptiv is no stranger to transformation. Once pegged as a traditional auto-parts supplier, the company is now orchestrating a strategic pivot that...

Baptista Research

Aptiv: Thriving on Bigger Vehicles, Global Expansion, & Multi-Industry Growth!

Aptiv's latest earnings for Q2 2025 highlighted several key operational and financial aspects of the company's performance and strategic...

Baptista Research

Weekly Update (APTV, MRP, MEDXF, AAF, WDC)

There were no new spin-off announcements this week, but I’ve done some more work on the Aptiv (APTV) spin-off announcement.

Richard Howe

Weekly Update (APTV, MRP, MEDXF)

Aptiv PLC (APTV), an automotive technology supplier, announced on January 22, 2025, that it plans to split into two distinct companies.

Richard Howe

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52-week Range

Market Cap (USDm)

P/E

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