US-EU Index Rebalances / Quantitative Researcher, ORTEX

Dimitris Ioannidis

US-EU Index Rebalances / Quantitative Researcher

Global Financial Data and Analytics Platform

ORTEX

ORTEX is a global financial data and analytics platform providing real-time securities lending and short interest data, index rebalance data, holdings and insider transactions, trading signals, corporate actions and news,  stock machine learning and factor scores and other analytics. The majority of the data are downloadable and accessible through APIs.

Event-Driven

Monolithic Power Systems, Inc / Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/monolithic-power-systems-inc" target="_blank" data-smartkarma-citation="entities:2088:1" rel="noopener">Monolithic Power Systems (MPWR US)</a> is a direct addition followed by <a href="https://www.smartkarma.com/entities/applovin-corp" target="_blank" data-smartkarma-citation="entities:32989:1" rel="noopener">AppLovin (APP US)</a> which is a conditional addition but close to be direct. Demand is ~$1.8bn and ~3.5 ADV.</li>
<li>
<a href="https://www.smartkarma.com/entities/dollar-tree-inc" target="_blank" data-smartkarma-citation="entities:10913:1" rel="noopener">Dollar Tree Inc (DLTR US)</a> is a direct deletion with the highest exclusion probability as it is  ranked above the exit rank of 125. </li>
<li>
<a href="https://www.smartkarma.com/entities/super-micro-computer-inc" target="_blank" data-smartkarma-citation="entities:7921:1" rel="noopener">Super Micro Computer (SMCI US)</a> , <a href="https://www.smartkarma.com/entities/arm-holdings-inc" target="_blank" data-smartkarma-citation="entities:21816:1" rel="noopener">ARM Holdings (ARM US)</a> and <a href="https://www.smartkarma.com/entities/moderna-inc" target="_blank" data-smartkarma-citation="entities:28744:1" rel="noopener">Moderna (MRNA US)</a> are amongst the prioritized constituents preventing eligible candidates from entering the index. </li>
</ul>



Monolithic Power Systems (MPWR US) is a direct addition followed by AppLovin (APP US) which is a conditional addition but close to be direct. Demand is ~$1.8bn and ~3.5 ADV.

Dollar Tree Inc (DLTR US) is a direct deletion with the highest exclusion probability as it is  ranked above the exit rank of 125. 

Super Micro Computer (SMCI US) , ARM Holdings (ARM US) and Moderna (MRNA US) are amongst the prioritized constituents preventing eligible candidates from entering the index. 


Nasdaq-100 December 2024 Forecasts: Monolithic Power & AppLovin It; Dollar Tree Needs Watering

Blue Lotus Non US Internet research, Blue Lotus Research Institute

Ying Pan

Blue Lotus Non US Internet research

China growth and global non-US Internet equities

Blue Lotus Research Institute

Blue Lotus Research is a Hong Kong Type 4 Licensed investment advisory firm focusing on Chinese growth equities and global non-US Internet equities

Thematic (Sector/Industry)

<ul>
<li>NTES US/BABA US: NPPA Released August Domestic Game Code Approvals.(+/+)</li>
<li>700 HK: 700 HK: &lt;Honor of Kings&gt; July Grossing Up 26% MoM. (+)</li>
<li>BABA US: Alibaba backed AI-startup launches video and music generation model (+)</li>
</ul>


NTES US/BABA US: NPPA Released August Domestic Game Code Approvals.(+/+)
700 HK: 700 HK: &lt;Honor of Kings&gt; July Grossing Up 26% MoM. (+)
BABA US: Alibaba backed AI-startup launches video and music generation model (+)


[Blue Lotus Daily-TMT Update]:NTESUS/BABAUS/700HK/PDDUS/JDUS/VIPSUS/1810HK/SHEIN/WMTUS/4385JP/EBAYUS

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>eBay Inc.'s second quarter 2024 financial results highlight a mixed back but suggest a strategic trajectory aimed at sustainable, long-term growth.</li><li>The company reported a 2% increase in revenue to $2.57 billion and a 1% growth in Gross Merchandise Volume (GMV) to $18.4 billion.</li><li>The Non-GAAP operating margin improved to 27.9%, reflecting a disciplined approach to cost control and enhanced operational efficiency.</li></ul>

eBay Inc.'s second quarter 2024 financial results highlight a mixed back but suggest a strategic trajectory aimed at sustainable, long-term growth.The company reported a 2% increase in revenue to $2.57 billion and a 1% growth in Gross Merchandise Volume (GMV) to $18.4 billion.The Non-GAAP operating margin improved to 27.9%, reflecting a disciplined approach to cost control and enhanced operational efficiency.

eBay Inc.: Enhanced Focus on Advertising and Monetization Strategies! - Major Drivers

<ul><li>In Q1 2024, eBay recorded robust performance, even amid the challenges posed by the global economy.</li><li>With gross merchandise volume close to flat at $18.6 billion and revenue growth exceeding 2% at $2.56 billion, eBay showcased its strong operational resilience.</li><li>Non-GAAP operating margin stood at 30.3%, and non-GAAP earnings per share rose 13% to $1.25.</li></ul>

In Q1 2024, eBay recorded robust performance, even amid the challenges posed by the global economy.With gross merchandise volume close to flat at $18.6 billion and revenue growth exceeding 2% at $2.56 billion, eBay showcased its strong operational resilience.Non-GAAP operating margin stood at 30.3%, and non-GAAP earnings per share rose 13% to $1.25.

eBay Inc.: These Are The 6 Pivotal Factors Influencing Their Performance In 2024 & Beyond! - Major Drivers

External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

<ul><li>eBay has the potential to become a trillion-dollar AI powerhouse in e-commerce</li><li>Offers anti-inflationary savings and eliminates fraud risks</li><li>Seen as undervalued with high growth potential compared to Amazon</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

eBay has the potential to become a trillion-dollar AI powerhouse in e-commerceOffers anti-inflationary savings and eliminates fraud risksSeen as undervalued with high growth potential compared to AmazonThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

United States

eBay Inc. operates an online trading community.  The Company's service is used by buyers and sellers for the exchange of products and services such as coins, collectibles, computers, memorabilia, stamps and toys, as well as concert and sporting tickets.  eBay also offers, through a subsidiary, secure online payment services.

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Ebay Inc (EBAY US)

Nasdaq-100 December 2024 Forecasts: Monolithic Power & AppLovin It; Dollar Tree Needs Watering

MPWR and APP are the top candidates for inclusion with an average forecasted demand at nearly $2bn and 3.5 ADV, while DLTR and ILMN face a high...

Dimitris Ioannidis

[Blue Lotus Daily-TMT Update]:NTESUS/BABAUS/700HK/PDDUS/JDUS/VIPSUS/1810HK/SHEIN/WMTUS/4385JP/EBAYUS

NPPA approves new games, Honor of Kings sees revenue increase, Alibaba-backed AI startup introduces new model for video and music generation.

Blue Lotus Research Institute

eBay Inc.: Enhanced Focus on Advertising and Monetization Strategies! - Major Drivers

eBay Inc.'s second quarter 2024 financial results highlight a mixed back but suggest a strategic trajectory aimed at sustainable, long-term...

Baptista Research

eBay Inc.: These Are The 6 Pivotal Factors Influencing Their Performance In 2024 & Beyond! - Major Drivers

In Q1 2024, eBay recorded robust performance, even amid the challenges posed by the global economy. With gross merchandise volume close to flat at...

Baptista Research

Ebay Inc (EBAY) - Monday, Jan 22, 2024

eBay has the potential to become a trillion-dollar AI powerhouse in e-commerce. Offers anti-inflationary savings and eliminates fraud risks

Value Investors Club (VIC)

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52-week Range

Market Cap (USDm)

P/E

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Nasdaq-100 December 2024 Forecasts: Monolithic Power & AppLovin It; Dollar Tree Needs Watering

​MPWR and APP are the top candidates for inclusion with an average forecasted demand at nearly $2bn and 3.5 ADV, while DLTR and ILMN face a high...

Dimitris Ioannidis

[Blue Lotus Daily-TMT Update]:NTESUS/BABAUS/700HK/PDDUS/JDUS/VIPSUS/1810HK/SHEIN/WMTUS/4385JP/EBAYUS

​NPPA approves new games, Honor of Kings sees revenue increase, Alibaba-backed AI startup introduces new model for video and music generation.

Blue Lotus Research Institute

eBay Inc.: Enhanced Focus on Advertising and Monetization Strategies! - Major Drivers

eBay Inc.'s second quarter 2024 financial results highlight a mixed back but suggest a strategic trajectory aimed at sustainable, long-term...

Baptista Research

eBay Inc.: These Are The 6 Pivotal Factors Influencing Their Performance In 2024 & Beyond! - Major Drivers

In Q1 2024, eBay recorded robust performance, even amid the challenges posed by the global economy. With gross merchandise volume close to flat at...

Baptista Research

Ebay Inc (EBAY) - Monday, Jan 22, 2024

eBay has the potential to become a trillion-dollar AI powerhouse in e-commerce. Offers anti-inflationary savings and eliminates fraud risks

Value Investors Club (VIC)

MPWR and APP are the top candidates for inclusion with an average forecasted demand at nearly $2bn and 3.5 ADV, while DLTR and ILMN face a high...

NPPA approves new games, Honor of Kings sees revenue increase, Alibaba-backed AI startup introduces new model for video and music generation.