In today’s briefing:
- 20 Korean Stocks That Could Outperform Next 2 Months Amid Tariff War and Local Political Turmoil
- China Healthcare Weekly (Apr.6) – SASAC to Encourage SOE M&A, WuXi AppTec Disposed XDC Shares Again
- Navkar Corporation: How JSW’s Acquisition of Navkar Creates a Logistics Powerhouse.
- SmartRent Inc.: Is The Expansion of Recurring SaaS Revenue Expected To Last In These Tough Times?
- Endava Inc.: 6 Major Game-Changers Impacting Its 2025 Performance & Beyond!
- GFL Environmental Eyes $1 Billion In M&A—Will This Aggressive Inorganic Expansion Materialize?
- HCA Healthcare’s New Revenue Strategy: Inside The Government Policies & Critical Factors Powering Its Growth!
- Huntington Ingalls Industries Looking To Reinvent Shipbuilding—Will Its Workforce Optimization Efforts Work Out?
- MACOM Doubles Down on GaN Power with CHIPS Funding Boost!
- Marriott Vacations: Capitalizing On First-Time Buyer Growth & Contract Sales To Up Their Top-Line Growth!
20 Korean Stocks That Could Outperform Next 2 Months Amid Tariff War and Local Political Turmoil
- In this insight, we discuss 20 Korean stocks that could outperform the market in the next two months amid global tariff war and local political turmoil.
- Going forward, we believe these 20 Korean stocks could continue to outperform the market in the next couple of months.
- As the market tries to digest further the uncertainties due to tariff war and the local Presidential election, these 20 stocks could provide sound defensive outperformance.
China Healthcare Weekly (Apr.6) – SASAC to Encourage SOE M&A, WuXi AppTec Disposed XDC Shares Again
- Licensing-Out partnerships are expected to contribute approximately US$6–7 billion in annual upfront payments, US$12–14 billion in milestone payments, and US$25–30 billion in sales-sharing revenues to China’s innovative drug industry.
- SASAC’s new policy promotes SOE M&A to strengthen industrial chains, especially in weaker sectors like biomedicine. The strategic deployment of state-owned capital is set to gain momentum.
- WuXi AppTec is divesting its stake in WuXi XDC, viewing the shares as overvalued and aiming to lock in profits ahead of a potential price correction.
Navkar Corporation: How JSW’s Acquisition of Navkar Creates a Logistics Powerhouse.
- JSW group aims to become a complete port and logistics solution provider to end customers, by combining JSWIL’s port infrastructure with Navkar’s inland logistics capabilities (CFS, ICD, PFT,CTO license).
- Access to Navkar’s 100 acres undeveloped land in strategic areas offers JSW Infrastructure Ltd( JSWIL) opportunities for further development and expansion of logistics infrastructure.
- JSW targets INR 9,000 crore Capex in logistics by FY30, expecting INR 8,000 crore revenue, INR 2,000 crore EBITDA, and 17-18% ROCE.
SmartRent Inc.: Is The Expansion of Recurring SaaS Revenue Expected To Last In These Tough Times?
- SmartRent is undergoing a strategic transformation toward a Software-as-a-Service (SaaS)-focused business model.
- This shift is reflected in the growth of the company’s recurring SaaS subscriptions, which increased to 38% of total revenue in the fourth quarter, up from 19% in the previous year.
- Annual recurring revenue (ARR) grew to $54.4 million, reflecting a year-over-year increase, and SaaS revenue showed a 17% increase during the same period.
Endava Inc.: 6 Major Game-Changers Impacting Its 2025 Performance & Beyond!
- Endava reported its second quarter fiscal year 2025 results with revenue reaching GBP 195.6 million, a 6.6% increase year-over-year, or 9.1% in constant currency.
- This growth was driven by strong business performance in North America and the company’s core modernization offerings.
- Profit before tax stood at GBP 2.5 million, significantly lower than the GBP 10.6 million a year earlier, highlighting ongoing cost challenges and restructuring impacts.
GFL Environmental Eyes $1 Billion In M&A—Will This Aggressive Inorganic Expansion Materialize?
- GFL Environmental Inc. presented a mixed financial performance in its fourth-quarter and annual earnings call for 2024, showcasing both promising growth strategies and some potential headwinds.
- For the quarter, the company reported consolidated revenue of $1.986 billion, outpacing their expectations due to solid waste organic growth and strategic pricing initiatives.
- The company also highlighted a 7% organic growth in the solid waste segment, a sign of resilience and effective management strategies.
HCA Healthcare’s New Revenue Strategy: Inside The Government Policies & Critical Factors Powering Its Growth!
- HCA Healthcare delivered a mixed performance in its fourth-quarter 2024 results, reflecting both strengths and challenges faced during the period.
- Positively, the company continued to demonstrate robust demand for healthcare services, with an overall revenue growth of approximately 6% compared to the previous year.
- Key performance indicators like inpatient admissions showed a healthy upward trajectory, with a 3% increase in both categories when measured on a same-facility basis.
Huntington Ingalls Industries Looking To Reinvent Shipbuilding—Will Its Workforce Optimization Efforts Work Out?
- Huntington Ingalls Industries, Inc. (HII) presented its Q4 2024 earnings results with a mixed outcome, reflecting both opportunities and challenges across its various business segments.
- The company reported revenues of $3 billion for the quarter, a decrease of approximately 5% compared to the same period last year.
- This decline was attributed to reduced revenues across all three of HII’s segments.
MACOM Doubles Down on GaN Power with CHIPS Funding Boost!
- MACOM Technology Solutions Holdings, Inc. reported its financial results for the first fiscal quarter of 2025, with notable developments across its key business segments: Industrial & Defense, Data Center, and Telecom.
- The company posted a revenue of $218 million, an 8.7% sequential increase, and an adjusted EPS of $0.79 per diluted share.
- It generated approximately $63 million in free cash flow and maintained a strong cash position with $657 million in cash and short-term investments.
Marriott Vacations: Capitalizing On First-Time Buyer Growth & Contract Sales To Up Their Top-Line Growth!
- Marriott Vacations Worldwide reported solid results for the fourth quarter of 2024, underpinned by strong leisure travel demand and strategic adjustments in sales and marketing approaches.
- The company has successfully expanded its sales channels and promotional strategies, leading to a 7% year-over-year increase in contract sales, with first-time buyer sales growing faster.
- This results from innovative initiatives like virtual tours and sales channels such as roadshows and owner cruises.
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