Macro Strategist, Saxo Capital Markets

Kay Van-Petersen

Macro Strategist

Saxo Capital Markets

Thematic (Sector/Industry)

<ul><li>Post SNB surprise announcement yesterday - after leading the market on as recently as a few weeks ago on – the term “Never trust a Swiss central banker” will soon become mainstream.&nbsp; </li><li>In this piece, KVP takes a snap shot of what happened, the significance &amp; potential ways to look to play things going forward. </li></ul>

Post SNB surprise announcement yesterday - after leading the market on as recently as a few weeks ago on – the term “Never trust a Swiss central banker” will soon become mainstream.&nbsp; In this piece, KVP takes a snap shot of what happened, the significance &amp; potential ways to look to play things going forward. 

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

Universal Health Services B / Equity Bottom-Up

<ul><li>Universal Health Services (UHS) reported its earnings for the second quarter of 2025, showing a mixed performance across its segments.</li><li>The company disclosed net income of $5.43 per diluted share and an adjusted net income of $5.35 after certain adjustments.</li><li>On a same-facility basis, adjusted admissions in acute care hospitals increased by 2.0% compared to the prior year.</li></ul>

Universal Health Services (UHS) reported its earnings for the second quarter of 2025, showing a mixed performance across its segments.The company disclosed net income of $5.43 per diluted share and an adjusted net income of $5.35 after certain adjustments.On a same-facility basis, adjusted admissions in acute care hospitals increased by 2.0% compared to the prior year.

Universal Health Services: A Closer Look At Its Payer Dynamics

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

<a href="https://www.smartkarma.com/entities/726" target="_blank" data-smartkarma-citation="entities:726:1">Healthscope Ltd (HSO AU)</a>, Australia’s second-largest private hospital operator, is caught again in a bidding war between <a href="https://www.smartkarma.com/entities/23741" target="_blank" data-smartkarma-citation="entities:23741:1">Brookfield Asset Management (BAM US)</a> and BGH-AustralianSuper. On 21 December 2018, Healthscope extended exclusive due diligence with Brookfield. Brookfield noted that it has "no reason to believe it would not be willing and able to proceed" with its proposal.<div class="content-highlight">The popular narrative is that should a binding proposal materialise; shareholders can expect a bidding war among the existing bidders, and potential new bidders as Healthscope is “in play”. While there is there is a possibility for some ‘‘sweetening’’ to the bid price, we think that that the formal “winning” bid is unlikely to be materially above the current Brookfield bid.</div>

Healthscope Ltd (HSO AU), Australia’s second-largest private hospital operator, is caught again in a bidding war between Brookfield Asset Management (BAM US) and BGH-AustralianSuper. On 21 December 2018, Healthscope extended exclusive due diligence with Brookfield. Brookfield noted that it has "no reason to believe it would not be willing and able to proceed" with its proposal.The popular narrative is that should a binding proposal materialise; shareholders can expect a bidding war among the existing bidders, and potential new bidders as Healthscope is “in play”. While there is there is a possibility for some ‘‘sweetening’’ to the bid price, we think that that the formal “winning” bid is unlikely to be materially above the current Brookfield bid.

Healthscope (HSO AU): A Material Bump to Brookfield’s Offer Is Doubtful

United States

Universal Health Services, Inc. is a healthcare management company. The Company operates acute care hospitals, behavioral health centers, and surgery centers. Universal provides services such as general surgery, internal medicine, radiology, and pediatric services throughout the United States and Puerto Rico.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Universal Health Services B (UHS US)

Never Trust A Swiss Central Banker

Post SNB surprise announcement yesterday - after leading the market on as recently as a few weeks ago on – the term “Never trust a Swiss central...

Kay Van-Petersen

Universal Health Services: A Closer Look At Its Payer Dynamics

Universal Health Services (UHS) reported its earnings for the second quarter of 2025, showing a mixed performance across its segments. The company...

Baptista Research

Healthscope (HSO AU): A Material Bump to Brookfield’s Offer Is Doubtful

Healthscope Ltd (HSO AU), Australia’s second-largest private hospital operator, is caught again in a bidding war between Brookfield Asset...

Arun George

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)