Cross-Asset Strategist & Quantitative Analyst, Pennock Idea Hub

Cam Hui

Cross-Asset Strategist & Quantitative Analyst

Pennock Idea Hub

We are creators of independent equity research. The Pennock Idea Hub team are veterans of the investment industry. Much of our team has spent their careers at Merrill Lynch, Deutsche Bank, RBC Capital Markets and Wood Gundy. We have taken every aspect of research back to the studs and returned to first principles. The Pennock Idea Hub marries the interests of the sell and buy side. 

We offer the best research for institutional investors by:

-Only publishing research from veteran analysts
-Eliminate the inherent conflicts of the traditional sell and buy side relationship
-Ensure our team is always accessible; collaboration with clients nurtures our collective success

Cross-Asset & Quantitative Research

Cross Asset Strategy

<ul>
<li>A bottom-up driven scan of stock charts shows over 29 stocks with bullish technical patterns consisting of uptrends or breakouts from multi-month bases with strong potential upsides.</li>
<li>Bullish patterns are broadly based, primarily concentrated in technology and cyclicals, which argue for a continuation of the AI-related bull and an economic rebound.</li>
<li>This bottom-up analysis also pointed to bullish macro conclusions about the economy.</li>
</ul>


A bottom-up driven scan of stock charts shows over 29 stocks with bullish technical patterns consisting of uptrends or breakouts from multi-month bases with strong potential upsides.
Bullish patterns are broadly based, primarily concentrated in technology and cyclicals, which argue for a continuation of the AI-related bull and an economic rebound.
This bottom-up analysis also pointed to bullish macro conclusions about the economy.


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>Qualys, Inc. delivered a solid result and managed an all-around beat last quarter, with a 13% revenue growth, reaching $142 million.</li><li>Channel partner growth outpaced direct growth at 17% versus 10%, with channel revenue contributing 43%.</li><li>Qualys boasted over 31 million agents supporting cloud workloads, positioning itself as a pioneer in Cloud Workload Protection, Security Posture Management, and Container Security.</li></ul>

Qualys, Inc. delivered a solid result and managed an all-around beat last quarter, with a 13% revenue growth, reaching $142 million.Channel partner growth outpaced direct growth at 17% versus 10%, with channel revenue contributing 43%.Qualys boasted over 31 million agents supporting cloud workloads, positioning itself as a pioneer in Cloud Workload Protection, Security Posture Management, and Container Security.

Qualys Inc.: Pioneering in Cloud Workload Protection - What Sets Them Apart? - Major Drivers

<ul><li>Qualys, Inc. delivered an all-around beat in the previous quarter.</li><li>The channel's share of revenue stayed at 43% from the previous quarter.</li><li>By geo, their overseas business rose 12%, outpacing the 16% rise in the U.S.</li></ul>

Qualys, Inc. delivered an all-around beat in the previous quarter.The channel's share of revenue stayed at 43% from the previous quarter.By geo, their overseas business rose 12%, outpacing the 16% rise in the U.S.

Qualys Inc.: How Deep Learning AI & ML Are About to Shift Cybersecurity Forever! - Major Drivers

<ul><li>Qualys managed to surpass the revenue expectations as well as the earnings expectations of Wall Street.</li><li>Revenues increased by 15% to $130.7 million, with the channel continuing to contribute more and now accounting for 43% of overall revenues, up from 41% a year earlier.</li><li>Patch Management and CyberSecurity Asset Management contributed 10% of LTM bookings and 16% of LTM new bookings in Q1.</li></ul>

Qualys managed to surpass the revenue expectations as well as the earnings expectations of Wall Street.Revenues increased by 15% to $130.7 million, with the channel continuing to contribute more and now accounting for 43% of overall revenues, up from 41% a year earlier.Patch Management and CyberSecurity Asset Management contributed 10% of LTM bookings and 16% of LTM new bookings in Q1.

Qualys Inc.: Could The Cowbell Partnership Change The Face Of Cybersecurity & Insurance? – Key Drivers

IPOs and Catalysts/Events, Global Equity Research Ltd

Arun George

IPOs and Catalysts/Events

Uncompromised, Independent, Conflict-Free Research

Global Equity Research Ltd

Global Equity Research was started in 2017 by a group of experienced research professionals. It was founded on a passionate belief in the importance and the need for uncompromised, independent, conflict-free research. We aim to provide differentiated and actionable primary and bottom up fundamental research.

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/tesserent-ltd" target="_blank" data-smartkarma-citation="entities:30716:1" rel="noopener">Tesserent Ltd (TNT AU)</a> has entered into a scheme implementation deed with <a href="https://www.smartkarma.com/entities/thales-sa" target="_blank" data-smartkarma-citation="entities:21483:1" rel="noopener">Thales SA (HO FP)</a> at A$0.13 per share, a juicy 165.3% premium to the undisturbed price (9 June).</li>
<li>The offer is subject to several conditions such as shareholder, FIRB and OIO approval. FIRB approval is likely due to Australia and France being part of the Nine Eyes alliance.</li>
<li>Despite the substantial premium, shareholders' acceptance of the offer could be a risk due to their higher buy-in prices. At the last close, the gross spread is 8.3%.</li>
</ul>



Tesserent Ltd (TNT AU) has entered into a scheme implementation deed with Thales SA (HO FP) at A$0.13 per share, a juicy 165.3% premium to the undisturbed price (9 June).
The offer is subject to several conditions such as shareholder, FIRB and OIO approval. FIRB approval is likely due to Australia and France being part of the Nine Eyes alliance.
Despite the substantial premium, shareholders' acceptance of the offer could be a risk due to their higher buy-in prices. At the last close, the gross spread is 8.3%.


Tesserent (TNT AU): Thales’s A$0.13 Offer

United States

Qualys, Inc. provides information technology security risk and compliance management solutions. The Company offers products for vulnerability management, policy compliance, web application scanning, malware detection, and associated security products. Qualys conducts business in the United States.

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Qualys Inc (QLYS US)

29 Reasons to Be Bullish

A bottom-up scan of stock charts shows over 29 stocks with bullish technical patterns consisting of uptrends or breakouts from multi-month bases...

Cam Hui

Qualys Inc.: Pioneering in Cloud Workload Protection - What Sets Them Apart? - Major Drivers

Qualys, Inc. delivered a solid result and managed an all-around beat last quarter, with a 13% revenue growth, reaching $142 million. Channel...

Baptista Research

Qualys Inc.: How Deep Learning AI & ML Are About to Shift Cybersecurity Forever! - Major Drivers

Qualys, Inc. delivered an all-around beat in the previous quarter. The channel's share of revenue stayed at 43% from the previous quarter. By geo,...

Baptista Research

Qualys Inc.: Could The Cowbell Partnership Change The Face Of Cybersecurity & Insurance? – Key Drivers

Qualys managed to surpass the revenue expectations as well as the earnings expectations of Wall Street. Revenues increased by 15% to $130.7...

Baptista Research

Tesserent (TNT AU): Thales’s A$0.13 Offer

Despite the substantial premium, shareholders' acceptance of the offer could be a risk due to their higher buy-in prices. At the last close, the...

Arun George

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