CEO / Founder, Crea8

Kim-Hwa Lim

CEO / Founder

Make an Impact

Crea8

Crea8 blends AI-driven precision, big data scalability, and rigorous quantitative frameworks with seasoned human insight. By extracting actionable intelligence from vast global datasets, we eliminate emotional bias and deliver optimal risk-adjusted returns. Our hybrid approach uncovers hidden market efficiencies and ensures your capital is dynamically positioned across markets.

Cross Asset Strategy

<ul><li>The strategy seeks to invest in global companies with sustainable competitive advantages and are Shariah compliant.</li><li>By adopting a portfolio of stocks instead of individual stocks, the strategy is diversified across countries and industries; and optimised with respect to their expected risks and returns.</li><li>Previous portfolio returned -0.2% vs. MSCI World (-1.3%) – outperformed the benchmark by 1.2%.</li></ul>

The strategy seeks to invest in global companies with sustainable competitive advantages and are Shariah compliant.By adopting a portfolio of stocks instead of individual stocks, the strategy is diversified across countries and industries; and optimised with respect to their expected risks and returns.Previous portfolio returned -0.2% vs. MSCI World (-1.3%) – outperformed the benchmark by 1.2%.

Global Competitive Barrier (Shariah) Portfolio (14-Sep-2026)

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>Palo Alto Networks has spent years telling investors that cybersecurity is moving toward consolidation, but recent reports suggest CEO Nikesh Arora may have considered taking that strategy much further.</li><li>According to The Information, Arora held meetings with Okta CEO Todd McKinnon between late 2024 and early 2025 about a potential acquisition, with discussions ultimately breaking down over price.</li><li>He also reportedly approached Datadog CEO Olivier Pomel in spring 2025, although Pomel was not interested and no formal offer followed.</li></ul>

Palo Alto Networks has spent years telling investors that cybersecurity is moving toward consolidation, but recent reports suggest CEO Nikesh Arora may have considered taking that strategy much further.According to The Information, Arora held meetings with Okta CEO Todd McKinnon between late 2024 and early 2025 about a potential acquisition, with discussions ultimately breaking down over price.He also reportedly approached Datadog CEO Olivier Pomel in spring 2025, although Pomel was not interested and no formal offer followed.

Palo Alto’s $100 Billion Ambition? The Datadog & Okta Deals That Never Happened!

Head of Research, Krungthai XSpring

Waraporn Wiboonkanarak

Head of Research

A full service Thai brokerage

Krungthai XSpring

Krungthai XSpring is a full service broker. The company provides a wide range of investment services such as Securities Brokerage, Derivative Agent Business, Securities Borrowing and Lending, Securities Trading, Underwriting, Financial Advisory, Wealth Advisory, Private Fund Management and International Markets Securities Trading. 

In terms of credibility, Fitch Ratings has assigned Krunghtai XSpring a long-term rating of AA- and a national short-term rating of F1+ with stable outlook.

<ul><li>We recommend selling ADVANT23 with a holding-period return of -2.7%, while opening a position in PANW80, a DR linked to a leading cybersecurity company.</li><li>Our KTX Tactical DR Port's average return was broadly flat (+0.13%), amid modest gains in US technology stocks led by the Mag 7, while Al-related stocks generally consolidated.</li><li>According to our KTX Baht Tracker, the Thai baht has begun to rebound from previously oversold levels.</li></ul>

We recommend selling ADVANT23 with a holding-period return of -2.7%, while opening a position in PANW80, a DR linked to a leading cybersecurity company.Our KTX Tactical DR Port's average return was broadly flat (+0.13%), amid modest gains in US technology stocks led by the Mag 7, while Al-related stocks generally consolidated.According to our KTX Baht Tracker, the Thai baht has begun to rebound from previously oversold levels.

KTX Tactical DR Picks - August 24, 2026 (Eng.)

<ul><li>The strategy seeks to invest in global companies with sustainable competitive advantages.</li><li>By adopting a portfolio of stocks instead of individual stocks, the strategy is diversified across countries and industries; and optimised with respect to their expected risks and returns.</li><li>Previous portfolio returned -8.3% vs. MSCI World (-1.3%) – underperformed the benchmark by -7%.</li></ul>

The strategy seeks to invest in global companies with sustainable competitive advantages.By adopting a portfolio of stocks instead of individual stocks, the strategy is diversified across countries and industries; and optimised with respect to their expected risks and returns.Previous portfolio returned -8.3% vs. MSCI World (-1.3%) – underperformed the benchmark by -7%.

Global Competitive Barrier Portfolio (14-Sep-2026)

<ul><li>Palo Alto’s Latest Acquisition Could Strengthen Its AI Platform Palo Alto Networks has moved to strengthen its observability strategy by agreeing to acquire Embrace, a user-focused observability provider whose real user monitoring capabilities are designed for modern application environments.</li><li>Announced on July 21, 2026, the proposed transaction would add direct visibility into how users experience applications while complementing Synthetics, Palo Alto’s newly introduced feature for monitoring performance from multiple locations.</li><li>Financial terms were not disclosed, leaving the scale of the investment and near-term earnings impact unclear.</li></ul>

Palo Alto’s Latest Acquisition Could Strengthen Its AI Platform Palo Alto Networks has moved to strengthen its observability strategy by agreeing to acquire Embrace, a user-focused observability provider whose real user monitoring capabilities are designed for modern application environments.Announced on July 21, 2026, the proposed transaction would add direct visibility into how users experience applications while complementing Synthetics, Palo Alto’s newly introduced feature for monitoring performance from multiple locations.Financial terms were not disclosed, leaving the scale of the investment and near-term earnings impact unclear.

Palo Alto’s Latest Acquisition Could Strengthen Its AI Platform!

United States

Palo Alto Networks, Inc. provides network security solutions. The Company offers firewalls that identify and control applications, scan content to stop threats, prevent data leakage, integrated application, user, and content visibility. Palo Alto Networks serves customers worldwide.

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Palo Alto Networks (PANW US)

Global Competitive Barrier (Shariah) Portfolio (14-Sep-2026)

The strategy seeks to invest in global companies with sustainable competitive advantages and are Shariah compliant. By adopting a portfolio of...

Crea8

Palo Alto’s $100 Billion Ambition? The Datadog & Okta Deals That Never Happened!

Palo Alto Networks has spent years telling investors that cybersecurity is moving toward consolidation, but recent reports suggest CEO Nikesh...

Baptista Research

KTX Tactical DR Picks - August 24, 2026 (Eng.)

We recommend selling ADVANT23 with a holding-period return of -2.7%, while opening a position in PANW80, a DR linked to a leading cybersecurity...

Krungthai XSpring

Global Competitive Barrier Portfolio (14-Sep-2026)

The strategy seeks to invest in global companies with sustainable competitive advantages. By adopting a portfolio of stocks instead of individual...

Crea8

Palo Alto’s Latest Acquisition Could Strengthen Its AI Platform!

Palo Alto’s Latest Acquisition Could Strengthen Its AI Platform Palo Alto Networks has moved to strengthen its observability strategy by agreeing...

Baptista Research

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