External reports (aggregated public sources), Value Investors Club

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External reports (aggregated public sources)

Value Investors Club

Equity Bottom-Up

WillScot Mobile Mini Holdings / Equity Bottom-Up

<ul><li>Report is not investment advice and does not solicit buying or selling securities</li><li>Based on public market data as of report date</li><li>Readers should conduct own research and seek advice from professionals before making investment decisions</li></ul><p><em>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.</em></p>

Report is not investment advice and does not solicit buying or selling securitiesBased on public market data as of report dateReaders should conduct own research and seek advice from professionals before making investment decisionsThis 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.

Willscot Holdings Corp (WSC) - Tuesday, Nov 5, 2024

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>WillScot Mobile Mini Holdings, a leader in modular buildings and storage solutions, has recently caught the attention of private equity firms, sparking speculation about its potential as an acquisition target.</li>
<li>The company has reportedly fielded interest from several PE firms, with at least one engaging investment bankers to explore a possible deal.</li>
<li>This news follows WillScot's strategic moves, including the termination of a $3.8 billion acquisition of McGrath RentCorp due to regulatory challenges, and its response to activist investor TOMS Capital's call for a strategic review.</li>
</ul>


WillScot Mobile Mini Holdings, a leader in modular buildings and storage solutions, has recently caught the attention of private equity firms, sparking speculation about its potential as an acquisition target.
The company has reportedly fielded interest from several PE firms, with at least one engaging investment bankers to explore a possible deal.
This news follows WillScot's strategic moves, including the termination of a $3.8 billion acquisition of McGrath RentCorp due to regulatory challenges, and its response to activist investor TOMS Capital's call for a strategic review.


Is WillScot The Next Big Buyout? What PE Firms See in This Modular Giant!

<ul>
<li>WillScot Mobile Mini Holdings Corp. has reported its third-quarter 2024 results amidst a challenging market environment.</li>
<li>The company's performance highlights a mix of both strengths and weaknesses, reflecting the current state of the nonresidential construction industry.</li>
<li>On the positive side, WillScot achieved record levels in adjusted EBITDA margins at 44.4%, demonstrating strong cost management and operational efficiency.</li>
</ul>


WillScot Mobile Mini Holdings Corp. has reported its third-quarter 2024 results amidst a challenging market environment.
The company's performance highlights a mix of both strengths and weaknesses, reflecting the current state of the nonresidential construction industry.
On the positive side, WillScot achieved record levels in adjusted EBITDA margins at 44.4%, demonstrating strong cost management and operational efficiency.


Willscot Holdings: Strategic Capital Allocation & Expansion & Other Major Drivers

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

Index Rebalance

<ul>
<li>There are 4 changes for 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>, 6 changes for the S&amp;P Midcap400 Index and 14 changes for the S&amp;P SmallCap600 Index at the March rebalance.</li>
<li>
<a href="https://www.smartkarma.com/entities/doordash-inc" target="_blank" data-smartkarma-citation="entities:28881:1" rel="noopener">DoorDash (DASH US)</a> was newly eligible after meeting the profitability criterion, while <a href="https://www.smartkarma.com/entities/applovin-corp" target="_blank" data-smartkarma-citation="entities:32989:1" rel="noopener">AppLovin (APP US)</a>, <a href="https://www.smartkarma.com/entities/coinbase-global-inc" target="_blank" data-smartkarma-citation="entities:32227:1" rel="noopener">Coinbase Global (COIN US)</a> and <a href="https://www.smartkarma.com/entities/interactive-brokers-group-inc" target="_blank" data-smartkarma-citation="entities:13335:1" rel="noopener">Interactive Brokers Group, Inc (IBKR US)</a> were overlooked again.</li>
<li>There will be more same-way flow for 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 (SPX INDEX)</a> adds and deletes from the Select Sector index trackers.</li>
</ul>


There are 4 changes for the S&amp;P 500 INDEX, 6 changes for the S&amp;P Midcap400 Index and 14 changes for the S&amp;P SmallCap600 Index at the March rebalance.

DoorDash (DASH US) was newly eligible after meeting the profitability criterion, while AppLovin (APP US), Coinbase Global (COIN US) and Interactive Brokers Group, Inc (IBKR US) were overlooked again.
There will be more same-way flow for the S&amp;P 500 INDEX (SPX INDEX) adds and deletes from the Select Sector index trackers.


S&P500/400/600 Index Rebalance: DASH In as Stability Trumps Volatility

<ul>
<li>WillScot, during their Second Quarter 2024 earnings call, presented mixed financial results with an array of strategic initiatives paving the way forward.</li>
<li>CEO Bradley Soultz pointed out solid quarterly performance aligned with the company's long-term targets, driven mostly by robust demand for larger-scale projects across various sectors such as industrial, manufacturing, energy, data centers, and infrastructure.</li>
<li>These sectors demonstrate an anticipated continued demand for WillScot's modular product solutions, notably the company's innovative FLEX offerings, extending beyond 2025.</li>
</ul>


WillScot, during their Second Quarter 2024 earnings call, presented mixed financial results with an array of strategic initiatives paving the way forward.
CEO Bradley Soultz pointed out solid quarterly performance aligned with the company's long-term targets, driven mostly by robust demand for larger-scale projects across various sectors such as industrial, manufacturing, energy, data centers, and infrastructure.
These sectors demonstrate an anticipated continued demand for WillScot's modular product solutions, notably the company's innovative FLEX offerings, extending beyond 2025.


WillScot Mobile Mini Holdings Corp. - Fleet Expansion & Key Developments!

United States

Willscot Mobile Mini Holdings Corp. operates as a business services provider. The Company specializes in temporary space solutions such as modular office complexes, mobile offices, classrooms, restrooms, portable containers, and climate-controlled storage units. Willscot Mobile Mini Holdings serves customers in the United States, Canada, and Mexico.

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WillScot Mobile Mini Holdings (WSC US)

Willscot Holdings Corp (WSC) - Tuesday, Nov 5, 2024

Report is not investment advice and does not solicit buying or selling securitiesBased on public market data as of report date.

Value Investors Club (VIC)

Is WillScot The Next Big Buyout? What PE Firms See in This Modular Giant!

The company has reportedly fielded interest from several PE firms, with at least one engaging investment bankers to explore a possible deal.

Baptista Research

Willscot Holdings: Strategic Capital Allocation & Expansion & Other Major Drivers

WillScot Mobile Mini Holdings Corp. has reported its third-quarter 2024 results amidst a challenging market environment.

Baptista Research

S&P500/400/600 Index Rebalance: DASH In as Stability Trumps Volatility

There are many changes for the SnP500/400/600 indices in March. The index committee has overlooked high vol stocks. There will be more same-way...

Brian Freitas

WillScot Mobile Mini Holdings Corp. - Fleet Expansion & Key Developments!

WillScot, during their Second Quarter 2024 earnings call, presented mixed financial results with an array of strategic initiatives paving the way...

Baptista Research

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