Head of Research, IPOs & Placements, Aequitas Research

Sumeet Singh

Head of Research, IPOs & Placements

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Event-Driven

<ul>
<li>PCAOB officials concluded their Hong Kong visit last month and PCAOB is due to announce its annual judgment on whether it had adequate access to US listed China companies.</li>
<li>The Hong Kong visit was on the back of the 26th Aug 2022 announcement by PCAOB and CSRC that they had entered into an agreement with US authorities for access.</li>
<li>In this note, we'll talk about the latest developments, possible outcomes and implications.</li>
</ul>


PCAOB officials concluded their Hong Kong visit last month and PCAOB is due to announce its annual judgment on whether it had adequate access to US listed China companies.
The Hong Kong visit was on the back of the 26th Aug 2022 announcement by PCAOB and CSRC that they had entered into an agreement with US authorities for access.
In this note, we'll talk about the latest developments, possible outcomes and implications.


China ADRs Delisting - Friday Could Be Judgment Day for over US$800bn Mcap of Stocks

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>Microsoft, one of the world's leading technology giants, is currently facing a comprehensive antitrust investigation by the U.S. Federal Trade Commission (FTC).</li><li>The probe, initiated by FTC Chair Lina Khan, is examining allegations that Microsoft is potentially abusing its market power in productivity software and cloud computing.</li><li>Specifically, the FTC is scrutinizing the company's software licensing practices, which may be preventing customers from moving their data from Microsoft's Azure cloud service to competing platforms.</li></ul>

Microsoft, one of the world's leading technology giants, is currently facing a comprehensive antitrust investigation by the U.S. Federal Trade Commission (FTC).The probe, initiated by FTC Chair Lina Khan, is examining allegations that Microsoft is potentially abusing its market power in productivity software and cloud computing.Specifically, the FTC is scrutinizing the company's software licensing practices, which may be preventing customers from moving their data from Microsoft's Azure cloud service to competing platforms.

Microsoft Under Fire: 4 Critical Factors Investors Can't Ignore Amid U.S. Antitrust Probe!

Podcast with masters of the real life money maze, The Money Maze Podcast

The Money Maze Podcast

Podcast with masters of the real life money maze

The world of finance has a huge impact on all of us. This show aims to explore and unravel some of the mysteries surrounding the investing business, via interviews with masters of the real life money maze. Expect tips for mastering capital allocation, making better business decisions, strategies for taking your career to the next level, and revelatory profiles of leading industry figures. Whether you're a current or aspiring investment professional, a regular investor, or a student exploring career options, we hope you gain some helpful insights and enjoy the shows. Thank you for listening!

<ul><li>AI is a powerful tool that is becoming integrated into our daily lives, and, if used appropriately, can have positive impacts on society.</li><li>Hiring top talent and ensuring a diverse workforce can lead to innovative solutions and continued success in a rapidly evolving technological landscape.</li><li>It's important to have a growth mindset, challenge the status quo, and continuously learn in order to stay competitive and relevant in the tech industry.</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.</em></p>

AI is a powerful tool that is becoming integrated into our daily lives, and, if used appropriately, can have positive impacts on society.Hiring top talent and ensuring a diverse workforce can lead to innovative solutions and continued success in a rapidly evolving technological landscape.It's important to have a growth mindset, challenge the status quo, and continuously learn in order to stay competitive and relevant in the tech industry.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

158: AI Unleashed: Scott Guthrie of Microsoft, on Transforming Productivity, Finance, Energy, and...

<ul><li>Microsoft Corporation recently reported strong first-quarter results for Fiscal Year 2025, showcasing notable growth driven by its cloud and AI initiatives.</li><li>The company’s cloud revenue reached $38.9 billion, marking a 22% year-over-year increase, while its AI business is projected to surpass a $10 billion annual revenue run rate next quarter.</li><li>Despite these positive figures, Microsoft’s stock dropped 4% in after-hours trading due to guidance suggesting slower-than-expected growth.</li></ul>

Microsoft Corporation recently reported strong first-quarter results for Fiscal Year 2025, showcasing notable growth driven by its cloud and AI initiatives.The company’s cloud revenue reached $38.9 billion, marking a 22% year-over-year increase, while its AI business is projected to surpass a $10 billion annual revenue run rate next quarter.Despite these positive figures, Microsoft’s stock dropped 4% in after-hours trading due to guidance suggesting slower-than-expected growth.

Microsoft’s Game-Changing Moves: 6 Powerful Forces Set to Drive Its Stock Higher!

Technology / Semiconductor / Internet Research

Nicolas Baratte

<ul>
<li>Companies exude confidence and unanimously explain that AI is the fastest growing revenue segment ever.  AI leads to revenue growth, increase in volume, higher pricing, higher engagement. </li>
<li>Companies also explain that AI today only reflects a small part of long-term planning. AI is a decade long transformation of how we work, search for information or buy products.  </li>
<li>Meta and Microsoft see equipment delays and are capacity constrained in 2024. Capex will increase in 2025. </li>
</ul>


Companies exude confidence and unanimously explain that AI is the fastest growing revenue segment ever.  AI leads to revenue growth, increase in volume, higher pricing, higher engagement. 
Companies also explain that AI today only reflects a small part of long-term planning. AI is a decade long transformation of how we work, search for information or buy products.  
Meta and Microsoft see equipment delays and are capacity constrained in 2024. Capex will increase in 2025. 


Google, Meta, Microsoft: What Did They Say About AI, Capex and Revenues?

United States

Microsoft Corporation operates as a software company. The Company offers applications, extra cloud storage, and advanced security solutions. Microsoft serves customers worldwide.

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Microsoft Corp (MSFT US)

China ADRs Delisting - Friday Could Be Judgment Day for over US$800bn Mcap of Stocks

PCAOB officials concluded their Hong Kong visit last month and PCAOB is due to announce its annual judgment on whether it had adequate access to US...

Sumeet Singh

Microsoft Under Fire: 4 Critical Factors Investors Can't Ignore Amid U.S. Antitrust Probe!

Microsoft, one of the world's leading technology giants, is currently facing a comprehensive antitrust investigation by the U.S. Federal Trade...

Baptista Research

158: AI Unleashed: Scott Guthrie of Microsoft, on Transforming Productivity, Finance, Energy, and...

In summary, technological revolutions like AI offer great potential for innovation and societal transformation, but careful considerations around...

The Money Maze Podcast

Microsoft’s Game-Changing Moves: 6 Powerful Forces Set to Drive Its Stock Higher!

Microsoft Corporation recently reported strong first-quarter results for Fiscal Year 2025, showcasing notable growth driven by its cloud and AI...

Baptista Research

Google, Meta, Microsoft: What Did They Say About AI, Capex and Revenues?

Is AI really increasing revenues, profitability? There is still considerable doubt within the investors community on the "reality" of AI, or its...

Nicolas Baratte

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