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.</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 7.1% vs. MSCI World (4.2%) – outperformed the benchmark by 2.9%.</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 7.1% vs. MSCI World (4.2%) – outperformed the benchmark by 2.9%.

Global Competitive Barrier Portfolio (18 Aug 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 recently shared its financial outcomes for the first fiscal quarter of 2026, exhibiting robust performance across various metrics.</li><li>Total revenue for the quarter increased by 16% year-over-year to $2.47 billion, significantly surpassing expectations.</li><li>The company's focus on platformization and Next-Generation Security (NGS) offerings continue to guide its strategic direction, contributing to the company's robust earnings.</li></ul>

Palo Alto Networks recently shared its financial outcomes for the first fiscal quarter of 2026, exhibiting robust performance across various metrics.Total revenue for the quarter increased by 16% year-over-year to $2.47 billion, significantly surpassing expectations.The company's focus on platformization and Next-Generation Security (NGS) offerings continue to guide its strategic direction, contributing to the company's robust earnings.

Palo Alto Networks: A Full-Stack Push Into Observability, Cloud Visibility, & Cost Efficiency!

<ul><li>Palo Alto Networks recently discussed their fourth quarter financial results, detailing both positive achievements and certain challenges.</li><li>The company reported a significant growth trajectory, crossing the $10 billion revenue mark, a first for a dedicated cybersecurity company.</li><li>This milestone reflects the successful execution of a long-term strategy focused on preemptive cybersecurity advancements tailored to match the evolving market landscape.</li></ul>

Palo Alto Networks recently discussed their fourth quarter financial results, detailing both positive achievements and certain challenges.The company reported a significant growth trajectory, crossing the $10 billion revenue mark, a first for a dedicated cybersecurity company.This milestone reflects the successful execution of a long-term strategy focused on preemptive cybersecurity advancements tailored to match the evolving market landscape.

Palo Alto Is Quietly Building a Cloud Empire—The Chronosphere Acquisition Is Just the Start!

External broker reports(aggregated public sources), CMB International

CMB International

External broker reports(aggregated public sources)

Incorporated in Hong Kong, supported by the mainland and targeting in global market, CMB International Capital Corporation Limited (“CMBI”) is an integrated financial institution providing comprehensive and professional services. As a wholly-owned subsidiary of China Merchants Bank ("CMB"), by leveraging on the Group’s synergy and coordination in domestic and overseas markets, as well as CMB’s strong resources and outstanding social reputation, CMBI and its subsidiaries have been actively implementing diversified business strategies and set up an overall layout of main business segments including Corporate Finance, Asset Management, Wealth Management, Global Markets and Structured Finance, etc. Adhering to the philosophy of “being clients oriented and increasing our own values by the way of creating value for clients”, CMBI endeavors to provide quality and integrated financial services to institutional, corporate and individual customers both domestic and overseas including Hong Kong IPO sponsorship and underwriting, share placement and rights issue for listed companies, financial advisors, bonds issuance services, asset management, direct investment, wealth management, equity sales and trading, etc.

<ul><li>Palo Alto Networks (PANW) announced 1QFY26 (Jul year-end) results: revenue was up 15.7% YoY to US$2.5bn, 0.5% ahead of Bloomberg consensus, and non-GAAP net income reached US$662mn, up 21.5% YoY and 4% better than consensus.</li><li>Post results, we lift FY26-28E revenue/non-GAAP net profit by 0- 1%/2% each to factor in better-than-expected product revenue growth and operating efficiency improvement.</li><li>For FY26E, we are anticipating 14/18% growth in revenue/non-GAAP NP (was 14/15%), and an unchanged FCF margin at 38.4%. </li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

Palo Alto Networks (PANW) announced 1QFY26 (Jul year-end) results: revenue was up 15.7% YoY to US$2.5bn, 0.5% ahead of Bloomberg consensus, and non-GAAP net income reached US$662mn, up 21.5% YoY and 4% better than consensus.Post results, we lift FY26-28E revenue/non-GAAP net profit by 0- 1%/2% each to factor in better-than-expected product revenue growth and operating efficiency improvement.For FY26E, we are anticipating 14/18% growth in revenue/non-GAAP NP (was 14/15%), and an unchanged FCF margin at 38.4%. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Palo Alto Networks (PANW US) - Results Beat; Announced Acquisition of Chronosphere...

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>There have been no changes to the KTX Tactical DR Portfolio today.</li>
<li>Our KTX Tactical DR Portfolio delivered an average return of +1.87%, driven by a rebound in technology stocks after META expanded its data center investment plans, easing concerns over a slowdown in investment growth.</li>
</ul>


There have been no changes to the KTX Tactical DR Portfolio today.
Our KTX Tactical DR Portfolio delivered an average return of +1.87%, driven by a rebound in technology stocks after META expanded its data center investment plans, easing concerns over a slowdown in investment growth.


KTX Tactical DR Picks - July 10, 2026 (Eng.)

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 Portfolio (18 Aug 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 Networks: A Full-Stack Push Into Observability, Cloud Visibility, & Cost Efficiency!

Palo Alto Networks recently shared its financial outcomes for the first fiscal quarter of 2026, exhibiting robust performance across various...

Baptista Research

Palo Alto Is Quietly Building a Cloud Empire—The Chronosphere Acquisition Is Just the Start!

Palo Alto Networks recently discussed their fourth quarter financial results, detailing both positive achievements and certain challenges. The...

Baptista Research