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>On 27 December 2024, <a href="https://www.smartkarma.com/entities/vesync" target="_blank" data-smartkarma-citation="entities:31067:1" rel="noopener">Vesync (2148 HK)</a> disclosed a Cayman scheme privatisation offer from the Yang family at HK$5.60. On 28 January, the antitrust condition was satisfied.   </li>
<li>Despite a light offer, the scheme vote is low-risk. No disinterested shareholder holds a blocking stake, there is a scrip option with no cap, and there is no retail opposition. </li>
<li>The scheme document will be despatched by 11 April. At the last close and for an end-of-May payment, the gross and annualised spread is 6.9% and 22.7%, respectively.  </li>
</ul>


On 27 December 2024, Vesync (2148 HK) disclosed a Cayman scheme privatisation offer from the Yang family at HK$5.60. On 28 January, the antitrust condition was satisfied.   
Despite a light offer, the scheme vote is low-risk. No disinterested shareholder holds a blocking stake, there is a scrip option with no cap, and there is no retail opposition. 
The scheme document will be despatched by 11 April. At the last close and for an end-of-May payment, the gross and annualised spread is 6.9% and 22.7%, respectively.  


Vesync (2148 HK): Antitrust Condition Satisfied, and the Scheme Vote Remains Low-Risk

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>SharkNinja's third quarter of 2024 financial performance highlighted several strengths and strategic initiatives that point to its robust market position and growth trajectory, balanced by some areas of concern that underline potential risks.</li><li>Displaying a strong performance in adjusted net sales and adjusted EBITDA growth, SharkNinja reported substantial year-over-year increases, demonstrating resilience and strategic agility in a fluctuating economic environment.</li><li>The global teams’ efforts mirrored in a 35% rise in adjusted net sales and 26% growth in adjusted EBITDA, showcasing strong operational execution and market responsiveness.</li></ul>

SharkNinja's third quarter of 2024 financial performance highlighted several strengths and strategic initiatives that point to its robust market position and growth trajectory, balanced by some areas of concern that underline potential risks.Displaying a strong performance in adjusted net sales and adjusted EBITDA growth, SharkNinja reported substantial year-over-year increases, demonstrating resilience and strategic agility in a fluctuating economic environment.The global teams’ efforts mirrored in a 35% rise in adjusted net sales and 26% growth in adjusted EBITDA, showcasing strong operational execution and market responsiveness.

SharkNinja Inc.: Its Efforts Towards Product Innovation & Diversification & Major Drivers

External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

<ul><li>SN US is a profitable company spun off from JS Global, driving profits for its parent company</li><li>The company focuses on the US market and has seen impressive growth at a 25% CAGR over the past five years</li><li>SN US business is divided into Shark and Ninja segments, offering a variety of products and focusing on growing market share and innovation.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

SN US is a profitable company spun off from JS Global, driving profits for its parent companyThe company focuses on the US market and has seen impressive growth at a 25% CAGR over the past five yearsSN US business is divided into Shark and Ninja segments, offering a variety of products and focusing on growing market share and innovation.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Shark Ninja (SN US) - Wednesday, Jul 17, 2024

<ul><li>SharkNinja reported its second quarter 2024 earnings with a remarkably robust performance, significantly accelerating its financial growth and expanding its market presence.</li><li>The company achieved a 38% increase in adjusted net sales and a substantial 48% rise in adjusted EBITDA, indicating strong organic growth.</li><li>Adjusted earnings per share also soared by 51%, reflecting a successful operational strategy focused on innovation and market expansion.</li></ul>

SharkNinja reported its second quarter 2024 earnings with a remarkably robust performance, significantly accelerating its financial growth and expanding its market presence.The company achieved a 38% increase in adjusted net sales and a substantial 48% rise in adjusted EBITDA, indicating strong organic growth.Adjusted earnings per share also soared by 51%, reflecting a successful operational strategy focused on innovation and market expansion.

SharkNinja Inc.: These Are The 5 Pivotal Factors Impacting Its Performance In 2025 & Beyond! - Financial Forecasts

<ul><li>SharkNinja is a newly listed company with popular consumer brands Shark and Ninja</li><li>Despite challenges in brand-building and international markets, the company achieved a 15% operating margin in 2023</li><li>Analysts project an annualized return of 18-20% based on current earnings yield and expected organic earnings growth</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

SharkNinja is a newly listed company with popular consumer brands Shark and NinjaDespite challenges in brand-building and international markets, the company achieved a 15% operating margin in 2023Analysts project an annualized return of 18-20% based on current earnings yield and expected organic earnings growthThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

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SharkNinja (SN US)

Vesync (2148 HK): Antitrust Condition Satisfied, and the Scheme Vote Remains Low-Risk

Despite a light offer, the scheme vote is low-risk. No disinterested shareholder holds a blocking stake, there is a scrip option with no cap, and...

Arun George

SharkNinja Inc.: Its Efforts Towards Product Innovation & Diversification & Major Drivers

SharkNinja's third quarter of 2024 financial performance highlighted several strengths and strategic initiatives that point to its robust market...

Baptista Research

Shark Ninja (SN US) - Wednesday, Jul 17, 2024

SN US is a profitable company spun off from JS Global, driving profits for its parent company. The company focuses on the US market and has seen...

Value Investors Club (VIC)

SharkNinja Inc.: These Are The 5 Pivotal Factors Impacting Its Performance In 2025 & Beyond! - Financial Forecasts

SharkNinja reported its second quarter 2024 earnings with a remarkably robust performance, significantly accelerating its financial growth and...

Baptista Research

Sharkninja (SN) - Thursday, Mar 21, 2024

SharkNinja, a newly listed company in the US markets, is a well-managed compounder with two popular global consumer brands, Shark and Ninja.

Value Investors Club (VIC)

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