Frontier and emerging markets (Vietnam)

Dylan Waller

Nomadic Equity

Thematic (Sector/Industry)

Transition from the Irish Stock Exchange to the London Stock ExchangeDragon Capital’s fund <a href="https://www.smartkarma.com/entities/22754" target="_blank" data-smartkarma-citation="entities:22754">Vietnam Enterprise Investments Limited</a>, which currently trades on the Irish Stock Exchange, may trade on the main market of the London Stock Exchange next month.  The company plans to hold an Extraordinary General Meeting on June the 21st to vote on the approval of this transfer, which is expected to potentially take place next month.  The fund currently manages over $850 million, and is most notable for…

Transition from the Irish Stock Exchange to the London Stock ExchangeDragon Capital’s fund Vietnam Enterprise Investments Limited, which currently trades on the Irish Stock Exchange, may trade on the main market of the London Stock Exchange next month.  The company plans to hold an Extraordinary General Meeting on June the 21st to vote on the approval of this transfer, which is expected to potentially take place next month.  The fund currently manages over $850 million, and is most notable for…

Dragon Capital's VEIL Fund: A 3rd London Listing for Vietnam May Emerge Next Month

Information Technology Consultant

Ishita Jain

Mark Twain once said 'Too much of anything is bad, but too much of good whisky is barely enough'. The 'water of life', as it's colloquially called, is enjoyed the world over in equal measure. Whether you like it smoky, smooth or peaty, whisky has always made good company. And now, over the last few years it's caught the imagination of the general public not only on the taste buds but also in portfolios. New and innovative ways to invest have cropped up in what used to be a drink reserved for the rich and the elite. The article gives an overview of the whisky market and some ways to invest in it. For those unaware of the difference between whisky and whiskey, you can read more <a href="http://www.whiskyforeveryone.com/whisky_basics/whisky_or_whiskey.html" target="_blank">here</a>.

Mark Twain once said 'Too much of anything is bad, but too much of good whisky is barely enough'. The 'water of life', as it's colloquially called, is enjoyed the world over in equal measure. Whether you like it smoky, smooth or peaty, whisky has always made good company. And now, over the last few years it's caught the imagination of the general public not only on the taste buds but also in portfolios. New and innovative ways to invest have cropped up in what used to be a drink reserved for the rich and the elite. The article gives an overview of the whisky market and some ways to invest in it. For those unaware of the difference between whisky and whiskey, you can read more here.

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>Pearson plc presented its interim results for 2025, underscoring both strategic advancements and areas impacted by external factors.</li><li>The company's strategy remains consistent, focusing on leveraging two significant trends: demographics and artificial intelligence.</li><li>These trends are shaping Pearson's trajectory, emphasizing the company's role in future-proofing learning via skill development in the AI era.</li></ul>

Pearson plc presented its interim results for 2025, underscoring both strategic advancements and areas impacted by external factors.The company's strategy remains consistent, focusing on leveraging two significant trends: demographics and artificial intelligence.These trends are shaping Pearson's trajectory, emphasizing the company's role in future-proofing learning via skill development in the AI era.

Pearson Plc: Strong Contract Renewal & Business Unit Performances As A Critical Growth Lever!

Equity Analyst - Asia Consumer Sector, Investory

Devi Subhakesan

Equity Analyst - Asia Consumer Sector

ASIA CONSUMER: INSIGHTS AND INVESTMENT IDEAS

Investory

Investory is a Singapore-based boutique independent equity research firm founded in January 2017 with a primary focus on consumption themes across Asia-Pacific.

We aim to generate investible ideas based on consumption trends and outlook. We screen our ideas on several parameters - product potential, long-term growth and management commitment being the most critical.  We follow a fundamental analysis approach in our stock selection process and are not restricted by market cap.

We aspire to grow into a leading source of unbiased research, free of conflict of interest, for investors yearning for independent and disciplined analysis. 

We also undertake bespoke research mandates to support our Institutional clients’ investment needs.

Our team comprises of professionals with extensive experience in the Asian equity markets, in areas ranging from research, servicing institutional clients and investment management.

Equity Capital Markets

<ul>
<li>
<a href="https://www.smartkarma.com/entities/mcgraw-hill-inc" target="_blank" data-smartkarma-citation="entities:45393:1" rel="noopener">McGraw Hill (MH US)</a> , a leading name in educational publishing, is offering 24.39 mn shares to raise up to USD537 mn targeting an equity valuation of USD4.2 billion.</li>
<li>McGraw Hill is a global provider of educational content and digital learning solutions, serving the K-12, higher education, and professional learning markets. Digital segment accounted for 65% of its revenues.</li>
<li>McGraw Hill’s transition from print to predominantly digital positions the company to benefit from several structural shifts in the education sector.</li>
</ul>



McGraw Hill (MH US) , a leading name in educational publishing, is offering 24.39 mn shares to raise up to USD537 mn targeting an equity valuation of USD4.2 billion.
McGraw Hill is a global provider of educational content and digital learning solutions, serving the K-12, higher education, and professional learning markets. Digital segment accounted for 65% of its revenues.
McGraw Hill’s transition from print to predominantly digital positions the company to benefit from several structural shifts in the education sector.


McGraw Hill IPO: Legacy Publisher to an EdTech Play. Key Facts, Financials and Valuation

<ul><li>Pearson PLC's 2024 performance showcased a blend of strategic advancements and financial resilience.</li><li>The company reported a robust financial outcome, aligning with market expectations.</li><li>A key highlight was the sales growth of 3% and a significant profit increase of 10%, resulting in an EBIT margin of 16.9%.</li></ul>

Pearson PLC's 2024 performance showcased a blend of strategic advancements and financial resilience.The company reported a robust financial outcome, aligning with market expectations.A key highlight was the sales growth of 3% and a significant profit increase of 10%, resulting in an EBIT margin of 16.9%.

Pearson Plc: Initiation of Coverage- Could U.S. Policy Shifts Be the Secret Catalyst Behind Its Growth Surge?

United Kingdom

Pearson is a British multinational education and assessment company that provides learning materials, assessments, qualifications, virtual learning, and English-language learning services. The company's core business revolves around creating and distributing high-quality content through digital systems and platforms, and verifying skills through various assessments and certifications. Pearson was founded in 1844 and is headquartered in London, UK.

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Pearson (PSON LN)

Dragon Capital's VEIL Fund: A 3rd London Listing for Vietnam May Emerge Next Month

Transition from the Irish Stock Exchange to the London Stock ExchangeDragon Capital’s fund Vietnam Enterprise Investments Limited, which currently...

Nomadic Equity

Whisky - Rarer the Richer

Mark Twain once said 'Too much of anything is bad, but too much of good whisky is barely enough'. The 'water of life', as it's colloquially called,...

Ishita Jain

Pearson Plc: Strong Contract Renewal & Business Unit Performances As A Critical Growth Lever!

Pearson plc presented its interim results for 2025, underscoring both strategic advancements and areas impacted by external factors. The company's...

Baptista Research

McGraw Hill IPO: Legacy Publisher to an EdTech Play. Key Facts, Financials and Valuation

McGraw Hill’s public offer pricing looks reasonable, with potential upside as the market re-evaluates legacy education publishers transitioning...

Devi Subhakesan

Pearson Plc: Initiation of Coverage- Could U.S. Policy Shifts Be the Secret Catalyst Behind Its Growth Surge?

Pearson PLC's 2024 performance showcased a blend of strategic advancements and financial resilience. The company reported a robust financial...

Baptista Research

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