Global Healthcare Analyst

Tina Banerjee

Equity Bottom-Up

<ul>
<li>
<a href="https://www.smartkarma.com/entities/asahi-intecc-co-ltd" target="_blank" data-smartkarma-citation="entities:15915:1" rel="noopener">Asahi Intecc (7747 JP)</a> is poised for multi-year growth through strong market demand for its technically superior guidewires, market leadership positioning, new product launches, and direct marketing initiatives.</li>
<li>In FY24, Asahi Intecc aims to achieve revenue of ¥100B (+11% YoY), a significant milestone. The company targets revenue of ¥110B and an operating profit margin of 23–25% in FY26.</li>
<li>Asahi Intecc is expected to be a continued beneficiary of global procedure volume recovery. The company is likely to achieve its medium-term business plan ahead of schedule.</li>
</ul>



Asahi Intecc (7747 JP) is poised for multi-year growth through strong market demand for its technically superior guidewires, market leadership positioning, new product launches, and direct marketing initiatives.
In FY24, Asahi Intecc aims to achieve revenue of ¥100B (+11% YoY), a significant milestone. The company targets revenue of ¥110B and an operating profit margin of 23–25% in FY26.
Asahi Intecc is expected to be a continued beneficiary of global procedure volume recovery. The company is likely to achieve its medium-term business plan ahead of schedule.


2024 High Conviction: Asahi Intecc (7747 JP)- Procedure Volume Recovery to Accelerate Growth

Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Event-Driven

<ul>
<li>On 15 November, the Korea Exchange announced that Eoflow (294090 KS) will start trading again on 16 November.</li>
<li>The fact that KRX has allowed Eoflow to trade again will be viewed positively by many investors. Plus, the recent temporary ban on short selling should also positively impact Eoflow.</li>
<li>We believe a higher probability event is for Medtronic to complete a tender offer of Eoflow sometime in 2Q 2024 at about 26,000 won. </li>
</ul>


On 15 November, the Korea Exchange announced that Eoflow (294090 KS) will start trading again on 16 November.
The fact that KRX has allowed Eoflow to trade again will be viewed positively by many investors. Plus, the recent temporary ban on short selling should also positively impact Eoflow.
We believe a higher probability event is for Medtronic to complete a tender offer of Eoflow sometime in 2Q 2024 at about 26,000 won. 


Eoflow: Outlook After Trading Resumes on 16 November

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>Medtronic plc has entered another important phase of portfolio expansion after announcing plans to acquire privately held SPR Therapeutics for about $650 million in cash, strengthening its position in chronic pain management.</li><li>The deal would give Medtronic access to SPR’s SPRINT Peripheral Nerve Stimulation system, a 60-day therapy designed to deliver pain relief without a permanent implant.</li><li>The announcement follows a stronger operating backdrop for Medtronic, which reported 6% organic revenue growth in fiscal Q3 2026, its highest growth rate in 10 quarters, supported by momentum in cardiac ablation, diabetes, neuromodulation, and several new platform launches.</li></ul>

Medtronic plc has entered another important phase of portfolio expansion after announcing plans to acquire privately held SPR Therapeutics for about $650 million in cash, strengthening its position in chronic pain management.The deal would give Medtronic access to SPR’s SPRINT Peripheral Nerve Stimulation system, a 60-day therapy designed to deliver pain relief without a permanent implant.The announcement follows a stronger operating backdrop for Medtronic, which reported 6% organic revenue growth in fiscal Q3 2026, its highest growth rate in 10 quarters, supported by momentum in cardiac ablation, diabetes, neuromodulation, and several new platform launches.

Medtronic Buyout Move: The $650 Million Pain Therapy Play Explained!

India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

Sahajanand Medical Technologies / Equity Bottom-Up

Sahajanand Medical Technologies (2585275D IN)

<ul>
<li>SMT plans to open its IPO on 15 October 2026 through an offer for sale (OFS) of approximately 1.38 crore equity shares, with no fresh capital raised by the issuer.</li>
<li>FY26 revenue from operations reportedly reached Rs. 1,210.5 crore, up 18.1%; PAT reached Rs. 69.1 crore versus Rs. 25.15 crore in FY25. </li>
<li>SMT has meaningful international exposure, a clinically specialised product portfolio and a growing structural-heart business.</li>
</ul>


SMT plans to open its IPO on 15 October 2026 through an offer for sale (OFS) of approximately 1.38 crore equity shares, with no fresh capital raised by the issuer.
FY26 revenue from operations reportedly reached Rs. 1,210.5 crore, up 18.1%; PAT reached Rs. 69.1 crore versus Rs. 25.15 crore in FY25. 
SMT has meaningful international exposure, a clinically specialised product portfolio and a growing structural-heart business.


Sahajanand Medical Technologies IPO: Global Stent Franchise, Emerging Structural Heart Opportunity

<ul><li>Medtronic plc reported its fiscal 2026 third quarter results highlighting the strongest revenue growth in nearly three years, with 6% organic growth and 8.7% reported revenue reaching $9 billion.</li><li>Key growth drivers include the Cardiovascular portfolio, particularly the Cardiac Ablation Solutions (CAS) business, which grew 80% year-over-year, driven primarily by pulsed field ablation (PFA) technologies such as the Affera platform and Sphere-9 catheter.</li><li>These catheters are noted for safety, durability, and versatility, now used in varied atrial fibrillation procedures globally.</li></ul>

Medtronic plc reported its fiscal 2026 third quarter results highlighting the strongest revenue growth in nearly three years, with 6% organic growth and 8.7% reported revenue reaching $9 billion.Key growth drivers include the Cardiovascular portfolio, particularly the Cardiac Ablation Solutions (CAS) business, which grew 80% year-over-year, driven primarily by pulsed field ablation (PFA) technologies such as the Affera platform and Sphere-9 catheter.These catheters are noted for safety, durability, and versatility, now used in varied atrial fibrillation procedures globally.

Medtronic’s Hypertension Breakthrough: The Journey From 50

United States

Medtronic, PLC develops therapeutic and diagnostic medical products. The Company's principal products include those for bradycardia pacing, tachyarrhythmia management, atrial fibrillation management, heart failure management, heart valve replacement, malignant and non-malignant pain, and movement disorders. Medtronic's products are sold worldwide.

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Medtronic Plc (MDT US)

2024 High Conviction: Asahi Intecc (7747 JP)- Procedure Volume Recovery to Accelerate Growth

Asahi Intecc is poised for double-digit sales growth through FY26, driven by strong market demand for guidewires, market leadership positioning,...

Tina Banerjee

Eoflow: Outlook After Trading Resumes on 16 November

The Korea Exchange announced that Eoflow will start trading again on 16 November. The fact that KRX has allowed Eoflow to trade again will be...

Douglas Kim

Medtronic Buyout Move: The $650 Million Pain Therapy Play Explained!

Medtronic plc has entered another important phase of portfolio expansion after announcing plans to acquire privately held SPR Therapeutics for...

Baptista Research

Sahajanand Medical Technologies IPO: Global Stent Franchise, Emerging Structural Heart Opportunity

Sahajanand Medical Technologies’ profits surged 175% in FY26, but rising debt and modest returns raise questions. Can its global medical-device...

Sudarshan Bhandari

Medtronic’s Hypertension Breakthrough: The Journey From 50

Medtronic plc reported its fiscal 2026 third quarter results highlighting the strongest revenue growth in nearly three years, with 6% organic...

Baptista Research

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