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>In this insight, we take a look at the upcoming constituent changes in the run up to the September 2024 index rebal event.</li>
<li>We expect two regular changes in September 2024. There are also several live M&amp;A events which could trigger intra-review index changes in the late-2024/early-2025.</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.
In this insight, we take a look at the upcoming constituent changes in the run up to the September 2024 index rebal event.
We expect two regular changes in September 2024. There are also several live M&amp;A events which could trigger intra-review index changes in the late-2024/early-2025.


Quiddity Leaderboard S&P500 Sep 24 Rebal: Palantir, Apollo, Workday Racing for Mega$ Flows

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

Palantir Technologies  / Equity Bottom-Up

<ul><li>Palantir Technologies continues to establish itself as a leading force in the world of data analytics and artificial intelligence.</li><li>The company’s recent financial results reveal a mixed but overall positive picture, showcasing strong revenue growth and solidifying its position as a key player in both the government and commercial sectors.</li><li>Palantir's focus on leveraging AI to solve complex problems at scale is clearly paying off, with impressive strides in revenue and customer acquisition.</li></ul>

Palantir Technologies continues to establish itself as a leading force in the world of data analytics and artificial intelligence.The company’s recent financial results reveal a mixed but overall positive picture, showcasing strong revenue growth and solidifying its position as a key player in both the government and commercial sectors.Palantir's focus on leveraging AI to solve complex problems at scale is clearly paying off, with impressive strides in revenue and customer acquisition.

Is Palantir Technologies The AI Powerhouse That Can Save The Day?

External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

<ul><li>Palantir Technologies Inc. provides software solutions for government customers in national security and intelligence</li><li>Facing competition in AI products in the commercial sector, which may affect stock performance</li><li>Company founded in 2003, known for utilizing technology to extract insights from data for government operations, with significant impact on Western society.</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>

Palantir Technologies Inc. provides software solutions for government customers in national security and intelligenceFacing competition in AI products in the commercial sector, which may affect stock performanceCompany founded in 2003, known for utilizing technology to extract insights from data for government operations, with significant impact on Western society.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.

Palantir Technolog Inc (PLTR) - Tuesday, May 7, 2024

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.

Equity Capital Markets

<ul>
<li>
<a href="https://www.smartkarma.com/entities/sensetime-group-inc" target="_blank" data-smartkarma-citation="entities:34319:1" rel="noopener">SenseTime Group (20 HK)</a>  aims to raise up to US$263m via selling around 4.5% stake.</li>
<li>Sensetime hasn’t had the best of times since listing, however, the shares have rebounded recently on generative AI buzz around the stock.</li>
<li>In this note, we will talk about the placement and run the deal through our ECM framework.</li>
</ul>



SenseTime Group (20 HK)  aims to raise up to US$263m via selling around 4.5% stake.
Sensetime hasn’t had the best of times since listing, however, the shares have rebounded recently on generative AI buzz around the stock.
In this note, we will talk about the placement and run the deal through our ECM framework.


Sensetime Placement - Seems Highly Opportunistic

<ul><li>Palantir's first quarter 2024 financial results reflect a robust growth trajectory, particularly in its U.S. commercial segment and strategic expansion in government contracts.</li><li>The company reported a substantial year-over-year revenue increase of 21%, amounting to $634 million.</li><li>This performance was bolstered by significant demand and rapid adoption of Artificial Intelligence Program (AIP), which played a critical role in customer acquisition and expansion.</li></ul>

Palantir's first quarter 2024 financial results reflect a robust growth trajectory, particularly in its U.S. commercial segment and strategic expansion in government contracts.The company reported a substantial year-over-year revenue increase of 21%, amounting to $634 million.This performance was bolstered by significant demand and rapid adoption of Artificial Intelligence Program (AIP), which played a critical role in customer acquisition and expansion.

Palantir Technologies: What Is The Expected Revenue Impact Given The Fervent Growth In AIP Adoption? - Major Drivers

United States

Palantir Technologies Inc. develops software to analyze information. The Company offers solutions support many kinds of data including structured, unstructured, relational, temporal, and geospatial. Palantir Technologies serves customers worldwide.

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Palantir Technologies (PLTR US)

Quiddity Leaderboard S&P500 Sep 24 Rebal: Palantir, Apollo, Workday Racing for Mega$ Flows

S&P500 rebals are notoriously difficult to predict because of significant index committee discretion. Sep24 could see two adds, two deletes. Q4...

Travis Lundy

Is Palantir Technologies The AI Powerhouse That Can Save The Day?

Palantir Technologies continues to establish itself as a leading force in the world of data analytics and artificial intelligence. The company’s...

Baptista Research

Palantir Technolog Inc (PLTR) - Tuesday, May 7, 2024

Company founded in 2003, known for utilizing technology to extract insights from data for government operations, with significant impact on Western...

Value Investors Club (VIC)

Sensetime Placement - Seems Highly Opportunistic

SenseTime Group (20 HK) aims to raise up to US$263m via selling around 4.5% stake. In this note, we run the deal through our ECM framework.

Sumeet Singh

Palantir Technologies: What Is The Expected Revenue Impact Given The Fervent Growth In AIP Adoption? - Major Drivers

Palantir's first quarter 2024 financial results reflect a robust growth trajectory, particularly in its U.S. commercial segment and strategic...

Baptista Research

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