Pan-Asia Index Rebalances/ Events/ Delta One, Periscope Analytics

Brian Freitas

Pan-Asia Index Rebalances/ Events/ Delta One

Periscope Analytics

Periscope Analytics focuses on event-driven trades across Asia Pacific and provides comprehensive, timely and systematic coverage of index changes to major Asia Pacific indices in a structured manner.

The analysis includes forecasted inclusions and exclusions to all major Asian indices that have significant amount of tracking assets, including estimates of passive buy/sell flow on the stocks. The service also provides commentary and impact of market consultations, ground rule changes, and other events (IPOs, spin-offs, M&A) that could lead to index changes and passive flow.

Periscope Analytics works with multi-strategy hedge funds, proprietary trading firms, stat arb trading groups and long-only investors that invest and trade in the Asia Pacific region with the data being used to trade index rebalances, avoid pre-positioning and passive flow, and to time entry into and exit from stocks.

Event-Driven Trades Across Asia Pacific

Event-Driven

<ul>
<li>Constituent changes to the <a href="https://www.smartkarma.com/entities/s-p-500-index" target="_blank" data-smartkarma-citation="entities:22886:1" rel="noopener">S&amp;P 500 INDEX</a> and capping changes will result in a round-trip trade of US$15.9bn across the Select Sector indices and the S&amp;P500 Equal Weight Index.</li>
<li>The Select Sector index trackers and <a href="https://www.smartkarma.com/entities/invesco-s-p-500-equal-weight-e" target="_blank" data-smartkarma-citation="entities:32932:1" rel="noopener">S&amp;P 500 Equal Weight</a> trackers will need to buy <a href="https://www.smartkarma.com/entities/apollo-global-management-inc" target="_blank" data-smartkarma-citation="entities:28770:1" rel="noopener">Apollo Global Management</a> and <a href="https://www.smartkarma.com/entities/workday-inc-class-a" target="_blank" data-smartkarma-citation="entities:5660:1" rel="noopener">Workday</a>, adding to the buying from <a href="https://www.smartkarma.com/entities/s-p-500-index" target="_blank" data-smartkarma-citation="entities:22886:1" rel="noopener">S&amp;P 500 INDEX</a> trackers.</li>
<li>The flows will change over the next week as stock prices move around and final capping is done after the close on 13 December.</li>
</ul>


Constituent changes to the S&amp;P 500 INDEX and capping changes will result in a round-trip trade of US$15.9bn across the Select Sector indices and the S&amp;P500 Equal Weight Index.
The Select Sector index trackers and S&amp;P 500 Equal Weight trackers will need to buy Apollo Global Management and Workday, adding to the buying from S&amp;P 500 INDEX trackers.
The flows will change over the next week as stock prices move around and final capping is done after the close on 13 December.


Select Sector Indices and S&P Equal Weight Rebalance: US$16bn Trade; More Buying for APO and WDAY

Podcast by CEO, Norges Bank Investment Management, In Good Company with Nicolai Tangen

In Good Company with Nicolai Tangen

Podcast by CEO, Norges Bank Investment Management

The CEO of the largest single investor in the world, Norges Bank Investment Management, interviews leaders of some of the largest companies in the world. You will get to know the leader, their strategy, leadership principles, and much more. Hosted on Acast. See https://www.acast.com/privacy-policy for more information.

Equity Bottom-Up

<ul><li>Bob Iger, CEO of Disney, discusses the legacy and importance of storytelling at Disney, emphasizing the need to balance heritage and innovation.</li><li>He shares insights on leadership qualities, such as empathy, optimism, and the ability to act decisively, as well as the importance of staying curious and patient.</li><li>Bob also touches on the impact of technology, AI, and the role of creativity in the future of storytelling, highlighting the need to maintain human creativity and caution with AI implementation.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Bob Iger, CEO of Disney, discusses the legacy and importance of storytelling at Disney, emphasizing the need to balance heritage and innovation.He shares insights on leadership qualities, such as empathy, optimism, and the ability to act decisively, as well as the importance of staying curious and patient.Bob also touches on the impact of technology, AI, and the role of creativity in the future of storytelling, highlighting the need to maintain human creativity and caution with AI implementation.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Disney CEO: Legacy, Creativity and the Magic of Storytelling

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.

<ul><li>The Walt Disney Company's recent fourth-quarter and full-year 2024 financial results provided a comprehensive overview of both the progress and challenges faced by the company.</li><li>CEO Bob Iger highlighted the company's strategic positioning for growth, emphasizing their momentum as a result of specific strategies across various business segments.</li><li>However, the commentary also reveals nuances in their operational dynamics and future outlook.</li></ul>

The Walt Disney Company's recent fourth-quarter and full-year 2024 financial results provided a comprehensive overview of both the progress and challenges faced by the company.CEO Bob Iger highlighted the company's strategic positioning for growth, emphasizing their momentum as a result of specific strategies across various business segments.However, the commentary also reveals nuances in their operational dynamics and future outlook.

External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

<ul><li>Disney's parks business is being impacted by the pandemic, but strong pre-tax earnings provide some protection for investors</li><li>Transition to a direct-to-consumer model may take time, but could drive long-term growth and profitability</li><li>Current share price of $89 presents opportunity for investors to benefit from Disney's long-term potential and evolving business model</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.

Disney's parks business is being impacted by the pandemic, but strong pre-tax earnings provide some protection for investorsTransition to a direct-to-consumer model may take time, but could drive long-term growth and profitabilityCurrent share price of $89 presents opportunity for investors to benefit from Disney's long-term potential and evolving business modelThis 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.

Walt Disney Company (DIS) - Tuesday, Aug 6, 2024

Equity Research Focusing on the Consumer Sector, Small Cap Consumer Research

Small Cap Consumer Research

Equity Research Focusing on the Consumer Sector

Small Cap Consumer Research, LLC is a leading company-sponsored equity research provider focusing on the consumer sector (apparel, brand licensing and specialty retailing segments).

<ul><li>We are reiterating our Buy rating, materially increasing our 2024 and 2025 projections and raising our price target for JAKK to $40 (from $30) after the company reported impressive upside in almost every financial measure in 3Q24 (September), JAKKS' Pacific largest quarter, as the company continued to register strong market gains from innovative new products, a business model focused on providing value for end users and the impending premiere of key Holiday movie (Moana 2 and Sonic the Hedgehog 3) and the initial launches of exciting new licenses (The Simpsons and Authentic Brands).</li><li>We believe, with further expansion on tap for 2025 from more new film releases (Dog Man) and a full launch of the Authentic Brands and The Simpsons licenses, JAKKS is poised to drive continued strong results, and further focus investors on the name.</li><li>As such, we are comfortable raising our projections and our price target for JAKK, which remains materially undervalued versus its competitors.</li></ul>

We are reiterating our Buy rating, materially increasing our 2024 and 2025 projections and raising our price target for JAKK to $40 (from $30) after the company reported impressive upside in almost every financial measure in 3Q24 (September), JAKKS' Pacific largest quarter, as the company continued to register strong market gains from innovative new products, a business model focused on providing value for end users and the impending premiere of key Holiday movie (Moana 2 and Sonic the Hedgehog 3) and the initial launches of exciting new licenses (The Simpsons and Authentic Brands).We believe, with further expansion on tap for 2025 from more new film releases (Dog Man) and a full launch of the Authentic Brands and The Simpsons licenses, JAKKS is poised to drive continued strong results, and further focus investors on the name.As such, we are comfortable raising our projections and our price target for JAKK, which remains materially undervalued versus its competitors.

JAKK: 3Q Review: Driving Consistent Upside; Raise PT to $40 (from $30); Reiterate Buy

United States

The Walt Disney Company is an entertainment company that conducts operations in media networks, studio entertainment, theme parks and resorts, consumer products, and interactive media. The Company produces motion pictures, television programs, and musical recordings, as well as books and magazines.

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The Walt Disney Co (DIS US)

Select Sector Indices and S&P Equal Weight Rebalance: US$16bn Trade; More Buying for APO and WDAY

Constituent changes to the SPX and capping changes result in a round-trip trade of US$15.9bn. Apollo Global, Workday, Exxon and McDonald's are...

Brian Freitas

Disney CEO: Legacy, Creativity and the Magic of Storytelling

Nicolas Tanya and Bob Iger discuss Disney's success and legacy, emphasizing the importance of storytelling, consumer expectations, leadership...

In Good Company with Nicolai Tangen

Disney's Secret Weapons: How Streaming

The Walt Disney Company's recent fourth-quarter and full-year 2024 financial results provided a comprehensive overview of both the progress and...

Baptista Research

Walt Disney Company (DIS) - Tuesday, Aug 6, 2024

Disney's parks business is being impacted by the pandemic, but strong pre-tax earnings provide some protection for investors

Value Investors Club (VIC)

JAKK: 3Q Review: Driving Consistent Upside; Raise PT to $40 (from $30); Reiterate Buy

We are reiterating our Buy rating, materially increasing our 2024 and 2025 projections and raising our price target for JAKK to $40 (from $30)...

Small Cap Consumer Research

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