Information Technology Consultant

Ishita Jain

Thematic (Sector/Industry)

Airbus and Boeing, the powerhouses of the aircraft manufacturing industry and the largest duopoly in the world, shared revenues of $407.5 billion in 2014. As the fight for market share trudges along, it is a battle of nerves and steel (or carbon fiber in this matter). The airlines industry today is dynamic and competitive, investing in cost-saving measures rapidly. How are these two manufacturing giants coping up? Let us take a look.

Airbus and Boeing, the powerhouses of the aircraft manufacturing industry and the largest duopoly in the world, shared revenues of $407.5 billion in 2014. As the fight for market share trudges along, it is a battle of nerves and steel (or carbon fiber in this matter). The airlines industry today is dynamic and competitive, investing in cost-saving measures rapidly. How are these two manufacturing giants coping up? Let us take a look.

Flying through turbulent or clear skies: An analysis on Airbus & Boeing

AI | Semiconductors | Commodities, Mint Finance

Raghav Vashisht

AI | Semiconductors | Commodities

Deep Fundamental Analysis

Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Equity Bottom-Up

<ul>
<li>The AI buildout is evolving into a capital cycle; financing conditions and infrastructure activation now shape deployment pace.</li>
<li>Nvidia is moving upstream by anchoring infrastructure capacity, while companies like Supermicro, Vertiv, and Eaton play critical roles in converting shipped GPUs into operational compute.</li>
<li>Infrastructure integrators, power providers, and custom silicon firms are emerging as key parallel beneficiaries of the AI expansion.</li>
</ul>


The AI buildout is evolving into a capital cycle; financing conditions and infrastructure activation now shape deployment pace.
Nvidia is moving upstream by anchoring infrastructure capacity, while companies like Supermicro, Vertiv, and Eaton play critical roles in converting shipped GPUs into operational compute.
Infrastructure integrators, power providers, and custom silicon firms are emerging as key parallel beneficiaries of the AI expansion.


Nvidia Is Becoming a Capacity Anchor as the AI Buildout Turns Into a Capital Cycle

US IPOs and Secondary Offerings, IPO Boutique

IPO Boutique

US IPOs and Secondary Offerings

For more than 20 years, we have been providing research, analysis, commentary and ratings on US Equity Capital Markets to institutional investors (US IPOs and Secondary Offerings). Our vast network of contacts across the Equity Capital Markets and attention-to-detail sets us apart from our competitors.

Since 2012, we have achieved a successful hit rating on 89% of Buy-rated IPOs. The collective “Buy” ratings averaged a first trade of 16.3% above issue.Our Neutral Rated Deals averaged just 2% above the issue price at first trade.

Our written research includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

In addition, we provide a high-touch premium desk access which includes analyst access, as well as real time insights on US IPOs as well as secondary offerings.

IPOs and Secondary Offerings

Equity Capital Markets

Forgent Power Solutions / Equity Capital Markets

<ul>
<li>Forgent Power Solutions (FPS US) targets a $7.6–$8.8B valuation in a February IPO, capitalizing on surging data center and AI-driven infrastructure investment. The</li>
<li>Company delivers highly customized, engineered-to-order electrical distribution equipment, supporting complete powertrains and reducing labor constraints for mission-critical data centers and industrial facilities.</li>
<li>Strong growth and operational scale: FY2025 revenue rose 56% to $753M with $1B+ backlog; 10 campuses support $5B potential revenue, and early investor demand is robust and oversubscribed.</li>
</ul>


Forgent Power Solutions (FPS US) targets a $7.6–$8.8B valuation in a February IPO, capitalizing on surging data center and AI-driven infrastructure investment. The
Company delivers highly customized, engineered-to-order electrical distribution equipment, supporting complete powertrains and reducing labor constraints for mission-critical data centers and industrial facilities.
Strong growth and operational scale: FY2025 revenue rose 56% to $753M with $1B+ backlog; 10 campuses support $5B potential revenue, and early investor demand is robust and oversubscribed.


Forgent Power Solutions, Inc. (FPS): Custom Electrical Leader Charges into Public Markets

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

<ul><li>Aptiv PLC (APTV), an automotive technology supplier, will split into two distinct companies in Q1 2026.</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, will split into two distinct companies in Q1 2026.Aptiv will spin-off its electrical systems business.The RemainCo will concentrate on technological components, including sensor-to-cloud solutions and autonomous driving software.

Oil and Gas, Mint Finance

Suhas Reddy

Oil and Gas

<ul>
<li>Eaton captures AI-driven energy demand at the point of consumption, benefiting directly from rising data-centre power intensity, strong order momentum, and diversified electrification exposure.</li>
<li>Quanta Services monetises the grid expansion required to deliver AI-related power demand, with a record multi-year backlog, and predictable cash flows providing structural downside protection and earnings visibility.</li>
<li>Together, Eaton and Quanta cover the full AI-energy stack, from grid delivery to data-centre power use, combining upside exposure with resilience and reduced concentration risk in 2026.</li>
</ul>


Eaton captures AI-driven energy demand at the point of consumption, benefiting directly from rising data-centre power intensity, strong order momentum, and diversified electrification exposure.
Quanta Services monetises the grid expansion required to deliver AI-related power demand, with a record multi-year backlog, and predictable cash flows providing structural downside protection and earnings visibility.
Together, Eaton and Quanta cover the full AI-energy stack, from grid delivery to data-centre power use, combining upside exposure with resilience and reduced concentration risk in 2026.


2026 High Conviction Idea - Capturing AI’s Energy Backbone: Eaton for Upside, Quanta for Defence

United States

Eaton Corporation PLC manufactures engineered products for the industrial, vehicle, construction, commercial, and aerospace markets. The Company offers products including hydraulic products and fluid connectors, electrical power distribution and control equipment, truck drivetrain systems, engine components, and a wide variety of controls. Eaton conducts business in Dublin, Ireland.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Eaton Corp Plc (ETN US)

Flying through turbulent or clear skies: An analysis on Airbus & Boeing

Airbus and Boeing, the powerhouses of the aircraft manufacturing industry and the largest duopoly in the world, shared revenues of $407.5 billion...

Ishita Jain

Nvidia Is Becoming a Capacity Anchor as the AI Buildout Turns Into a Capital Cycle

The AI buildout is now a capital cycle; Nvidia and others are key players in converting GPUs into operational compute, while infra integrators and...

Mint Finance

Forgent Power Solutions, Inc. (FPS): Custom Electrical Leader Charges into Public Markets

Forgent Power Solutions aims for $7.6–$8.8B valuation in IPO, offering customized electrical distribution equipment for data centers and...

IPO Boutique

Weekly Update (NLOP, APTV, ETN)

Aptiv PLC (APTV), an automotive technology supplier, will split into two distinct companies in Q1 2026. Aptiv will spin-off its electrical systems...

Richard Howe

2026 High Conviction Idea - Capturing AI’s Energy Backbone: Eaton for Upside, Quanta for Defence

Eaton and Quanta Services capitalize on AI-driven energy demand, covering grid expansion and data-center power use for diversified exposure and...

Mint Finance

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Flying through turbulent or clear skies: An analysis on Airbus & Boeing

Airbus and Boeing, the powerhouses of the aircraft manufacturing industry and the largest duopoly in the world, shared revenues of $407.5 billion...

Ishita Jain

Nvidia Is Becoming a Capacity Anchor as the AI Buildout Turns Into a Capital Cycle

​The AI buildout is now a capital cycle; Nvidia and others are key players in converting GPUs into operational compute, while infra integrators and...

Mint Finance

Forgent Power Solutions, Inc. (FPS): Custom Electrical Leader Charges into Public Markets

​Forgent Power Solutions aims for $7.6–$8.8B valuation in IPO, offering customized electrical distribution equipment for data centers and...

IPO Boutique

Weekly Update (NLOP, APTV, ETN)

Aptiv PLC (APTV), an automotive technology supplier, will split into two distinct companies in Q1 2026. Aptiv will spin-off its electrical systems...

Richard Howe

2026 High Conviction Idea - Capturing AI’s Energy Backbone: Eaton for Upside, Quanta for Defence

​Eaton and Quanta Services capitalize on AI-driven energy demand, covering grid expansion and data-center power use for diversified exposure and...

Mint Finance

The AI buildout is now a capital cycle; Nvidia and others are key players in converting GPUs into operational compute, while infra integrators and...

Forgent Power Solutions aims for $7.6–$8.8B valuation in IPO, offering customized electrical distribution equipment for data centers and...

Eaton and Quanta Services capitalize on AI-driven energy demand, covering grid expansion and data-center power use for diversified exposure and...