Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Index Rebalance

<ul>
<li>The S&amp;P 500 index tracks the 500 largest names listed in the US and it is one of the most highly-tracked indices in the world.</li>
<li>The index is reviewed quarterly. The next review will be in June 2024 and the evaluation date for the rankings for the constituent selection process is 6th June 2024.</li>
<li>In this insight, we take a look at the Potential ADDs and Potential DELs for the June 2024 index rebal event and the intra-review ADDs/DELETEs.</li>
</ul>


The S&amp;P 500 index tracks the 500 largest names listed in the US and it is one of the most highly-tracked indices in the world.
The index is reviewed quarterly. The next review will be in June 2024 and the evaluation date for the rankings for the constituent selection process is 6th June 2024.
In this insight, we take a look at the Potential ADDs and Potential DELs for the June 2024 index rebal event and the intra-review ADDs/DELETEs.


Quiddity Leaderboard S&P 500 Jun 24 Rebal: Many Intra-Review Changes Possible Due to M&A, Spin-Offs

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>General Dynamics reported a strong first quarter of 2025 with earnings per diluted share reaching $3.66 and revenues of $12.2 billion.</li><li>This represents a significant increase in key financial metrics compared to the previous year, with revenue up 13.9%, operating earnings up 22.4%, and net earnings up 24.4%.</li><li>The company exceeded consensus estimates by $0.16 per share.</li></ul>

General Dynamics reported a strong first quarter of 2025 with earnings per diluted share reaching $3.66 and revenues of $12.2 billion.This represents a significant increase in key financial metrics compared to the previous year, with revenue up 13.9%, operating earnings up 22.4%, and net earnings up 24.4%.The company exceeded consensus estimates by $0.16 per share.

General Dynamics Unleashes Next-Gen G700 & G800 Jets, Paving the Way for Soaring Profits!

<ul><li>General Electric Company (GE) Aerospace's earnings presentation for the first quarter of 2025 presents a mixed picture of financial performance, strategic advancements, and ongoing challenges.</li><li>The company delivered a robust financial outcome, with orders up 12% and revenue growing by 11%, primarily driven by strong demand in both services and equipment segments.</li><li>Profits surged by 38% to $2.1 billion, pushing the margins to 23.8%.</li></ul>

General Electric Company (GE) Aerospace's earnings presentation for the first quarter of 2025 presents a mixed picture of financial performance, strategic advancements, and ongoing challenges.The company delivered a robust financial outcome, with orders up 12% and revenue growing by 11%, primarily driven by strong demand in both services and equipment segments.Profits surged by 38% to $2.1 billion, pushing the margins to 23.8%.

GE Aerospace: Building Aircraft Engine Efficiency, Technological Advancements & Other Major Drivers!

<ul><li>General Dynamics (GD) has reported its financial performance for the fourth quarter and full year of 2024, showcasing a mixed bag of results across its diverse operations.</li><li>On the positive side, the company demonstrated strong revenue growth, with 14.3% increase for the quarter compared to the previous year, leading to full-year revenue growth of 12.9%.</li><li>However, challenges in the Aerospace segment tempered overall performance expectations.</li></ul>

General Dynamics (GD) has reported its financial performance for the fourth quarter and full year of 2024, showcasing a mixed bag of results across its diverse operations.On the positive side, the company demonstrated strong revenue growth, with 14.3% increase for the quarter compared to the previous year, leading to full-year revenue growth of 12.9%.However, challenges in the Aerospace segment tempered overall performance expectations.

General Dynamics: Aerospace Segment Growth & Margin Expansion Driving Our 'Buy' Rating! - Major Drivers

<ul><li>General Electric (GE) Aerospace showcased a robust performance in its Q3 2024 earnings, underscored by substantial growth in orders, revenue, and operating profit, while also facing challenges in specific segments.</li><li>Positively, GE Aerospace reported a significant 28% increase in orders, driven by heightened demand.</li><li>Revenues rose by 6%, which, coupled with a 14% uplift in operating profit and a 25% increase in adjusted EPS, highlighted strong operational performance.</li></ul>

General Electric (GE) Aerospace showcased a robust performance in its Q3 2024 earnings, underscored by substantial growth in orders, revenue, and operating profit, while also facing challenges in specific segments.Positively, GE Aerospace reported a significant 28% increase in orders, driven by heightened demand.Revenues rose by 6%, which, coupled with a 14% uplift in operating profit and a 25% increase in adjusted EPS, highlighted strong operational performance.

GE Aerospace's Strategic Position in Defense & Propulsion Technologies: Is There Any Kind Of Sustainable Competitive Advantages? - Major Drivers

United States

General Electric Company is a globally diversified technology and financial services company. The Company's products and services include aircraft engines, power generation, water processing, and household appliances to medical imaging, business and consumer financing, and industrial products.

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General Electric (GE US)

Quiddity Leaderboard S&P 500 Jun 24 Rebal: Many Intra-Review Changes Possible Due to M&A, Spin-Offs

The SP500 will to see up to 4 intra-review changes before the June 2024 rebal. 3 near certain. The interesting ones? Two SP600 deletions due to...

Travis Lundy

General Dynamics Unleashes Next-Gen G700 & G800 Jets, Paving the Way for Soaring Profits!

General Dynamics reported a strong first quarter of 2025 with earnings per diluted share reaching $3.66 and revenues of $12.2 billion. This...

Baptista Research

GE Aerospace: Building Aircraft Engine Efficiency, Technological Advancements & Other Major Drivers!

General Electric Company (GE) Aerospace's earnings presentation for the first quarter of 2025 presents a mixed picture of financial performance,...

Baptista Research

General Dynamics: Aerospace Segment Growth & Margin Expansion Driving Our 'Buy' Rating! - Major Drivers

General Dynamics (GD) has reported its financial performance for the fourth quarter and full year of 2024, showcasing a mixed bag of results...

Baptista Research

GE Aerospace's Strategic Position in Defense & Propulsion Technologies: Is There Any Kind Of Sustainable Competitive Advantages? - Major Drivers

General Electric (GE) Aerospace showcased a robust performance in its Q3 2024 earnings, underscored by substantial growth in orders, revenue, and...

Baptista Research

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