Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Equity Bottom-Up

<ul>
<li>There have been more news flow about several major Korean defense companies that could receive as much as 28 trillion won in new orders from three major European countries.</li>
<li>The Poland government could purchase jets, tanks, and howitzers from major Korean defense companies such as Hyundai Rotem (K2 tanks), KAI (FA50 fighter jets), and Hanwha Defense (K9 howitzers).</li>
<li>There is a good probability that the Korean defense contractors may be able to secure a large percentage of the 28 trillion won in new arms exports contracts.</li>
</ul>


There have been more news flow about several major Korean defense companies that could receive as much as 28 trillion won in new orders from three major European countries.
The Poland government could purchase jets, tanks, and howitzers from major Korean defense companies such as Hyundai Rotem (K2 tanks), KAI (FA50 fighter jets), and Hanwha Defense (K9 howitzers).
There is a good probability that the Korean defense contractors may be able to secure a large percentage of the 28 trillion won in new arms exports contracts.


Korean Defense Companies:  Potential Contracts Worth 28 Trillion Won from Poland, UK, & Norway

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.

Credit

<ul><li>Raytheon Technologies is a major player in the commercial aerospace and defense sector.</li><li>The company started off with 2022 on a mixed note with a slow performance on the revenue front but decent margins.</li><li>The sluggishness on the revenue front, particularly in commercial aerospace has been attributed to the Omicron's effects and rising geopolitical tensions.</li></ul>

Raytheon Technologies is a major player in the commercial aerospace and defense sector.The company started off with 2022 on a mixed note with a slow performance on the revenue front but decent margins.The sluggishness on the revenue front, particularly in commercial aerospace has been attributed to the Omicron's effects and rising geopolitical tensions.

Raytheon Technologies Corporation: Detailed Credit Analysis & Financial Strength Evaluation Report

<ul><li>This is our first report on aerospace and defense major, Raytheon.</li><li>The sluggishness on the revenue front, particularly in commercial aerospace has been attributed to the Omicron's effects and rising geopolitical tensions.</li><li>Given inflation and the numerous unfunded priorities noted by the services, the company anticipates the actual budget to be even higher.</li></ul>

This is our first report on aerospace and defense major, Raytheon.The sluggishness on the revenue front, particularly in commercial aerospace has been attributed to the Omicron's effects and rising geopolitical tensions.Given inflation and the numerous unfunded priorities noted by the services, the company anticipates the actual budget to be even higher.

Raytheon Technologies Corporation: Initiation of Coverage – Business Strategy

High Quality Stock Setups, Weekly Stock Bull Finder

Weekly Stock Bull Finder

High Quality Stock Setups

Finding high potential stock setups on quality companies

Thematic (Sector/Industry)

<ul>
<li>With market damage becoming worse by the week, identifying promising setups becoming fewer and fewer as most groups and sectors in bad Stage 4 declines, continually rejecting at key moving averages in each bear market rally in 2022.</li>
<li>I have no interest in speculative biotech and wouldn’t put a dime in a Chinese stock.</li>
<li>Playing defense and resisting buying into a Stage 4 decline is key as the macroeconomic data continues to soften and revert back to pre-COVID trends after the “sugar high” of low interest rates and fiscal stimulus wear off.</li>
</ul>


With market damage becoming worse by the week, identifying promising setups becoming fewer and fewer as most groups and sectors in bad Stage 4 declines, continually rejecting at key moving averages in each bear market rally in 2022.
I have no interest in speculative biotech and wouldn’t put a dime in a Chinese stock.
Playing defense and resisting buying into a Stage 4 decline is key as the macroeconomic data continues to soften and revert back to pre-COVID trends after the “sugar high” of low interest rates and fiscal stimulus wear off.


Stock Market News, Outlooks, and Top Picks, Cappuccino Finance

Cappuccino Finance

Stock Market News, Outlooks, and Top Picks

Cappuccino Finance, provides Financial vignettes for your cappuccino break!

Fun & informational articles to read in 10 min or less.

<ul><li>Sherwin-Williams is a dominant leader in the paint and advanced coating market. They have been a superb investment for about 150 years at this point</li><li>Waste Management is the leading provider of comprehensive waste management and environmental services</li><li>CrowdStrike was already growing at a rapid pace before the pandemic, and their revenue growth accelerated during the pandemic. CrowdStrike’s technology is best suited for this remote work environment</li></ul>

Sherwin-Williams is a dominant leader in the paint and advanced coating market. They have been a superb investment for about 150 years at this pointWaste Management is the leading provider of comprehensive waste management and environmental servicesCrowdStrike was already growing at a rapid pace before the pandemic, and their revenue growth accelerated during the pandemic. CrowdStrike’s technology is best suited for this remote work environment

United States

Raytheon Technologies Corporation operates as an aircraft manufacturing company. The Company focuses on technology offerings and engineering teams to deliver innovative solutions such as aero structures, avionics, interiors, mechanical systems, mission systems, aircraft engines, power and control systems, radars, software, and other products.

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Raytheon Technologies (RTX US)

Korean Defense Companies: Potential Contracts Worth 28 Trillion Won from Poland, UK, & Norway

There have been more news flow about several major Korean defense companies that could receive as much as 28 trillion won in new orders from three...

Douglas Kim

Raytheon Technologies Corporation: Detailed Credit Analysis & Financial Strength Evaluation Report

Raytheon Technologies is a major player in the commercial aerospace and defense sector. The company started off with 2022 on a mixed note with a...

Baptista Research

Raytheon Technologies Corporation: Initiation of Coverage – Business Strategy

This is our first report on aerospace and defense major, Raytheon. The sluggishness on the revenue front, particularly in commercial aerospace has...

Baptista Research

Weekly Stock Bullfinder - Week of 7/4

With market damage becoming worse by the week, identifying promising setups becoming fewer and fewer as most groups and sectors in bad Stage 4...

Weekly Stock Bull Finder

Model Portfolio For Any Economic Cycle

Sherwin-Williams is a dominant leader in the paint and advanced coating market. They have been a superb investment for about 150 years at this point

Cappuccino Finance

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