In today’s briefing:
- Fresh Policy Momentum Hitting Korea Tape: Trade Is Lining up Around 13 Holdcos with CVC Exposure
- Danaher Corporation Is Powering Ahead With Explosive Bioprocessing Growth; But These Are The 4 Biggest Challenges Ahead!
- Quiddity Leaderboard F100/F250 Dec25: Solid Lineup of High-Impact Intra-Review Changes
- Lockheed Martin’s Fighter Jet Empire—How the F-35 Is Becoming Its Ultimate Growth Machine!
- Pentair’s Innovation Drive—Can Smart Water Solutions Keep It Ahead of Rivals?
- RTX Is Capitalizing On The Defense Boom—Patriot & GEM-T Orders Skyrocket!
- WTR Small-Cap Spotlight Recap (WATT) : From Cables to Power-Over-The-Air – 23 October 2025
- Waste Connections: Expansion of Recycling & Waste Diversion Facilities
- Equifax: An Insight Into Its VantageScore Adoption, Pricing Strategy & Other Major Drivers!
- GE Aerospace: How Is The Management Expanding Aftermarket Dominance & Long-Term Service Revenue Visibility!
Fresh Policy Momentum Hitting Korea Tape: Trade Is Lining up Around 13 Holdcos with CVC Exposure
- Gov’t likely to ease CVC rules; street chatter sees high odds. Tied to KRW150tn Growth Fund push, with corporates lobbying—cleanest path to juice capital flow.
- Holdcos at center of CVC‑easing; scrapping disclosure rule unlocks external capital. Street read: fast flip from control towers to re‑rating plays as real investment shops with growth portfolios.
- KFTC flags 177 holdcos, 14 with CVCs (13 listed). Street sees momentum flows hitting these 13 names; play via basket/overweight, with Doosan, Hyosung, LX as preferred plays.
Danaher Corporation Is Powering Ahead With Explosive Bioprocessing Growth; But These Are The 4 Biggest Challenges Ahead!
- Danaher Corporation’s third-quarter 2025 earnings showcased a balanced performance underpinned by solid demand in certain sectors, yet offset by ongoing challenges in others.
- The company reported total sales of $6.1 billion, achieving a core revenue growth of 3%.
- The quarter reflected Danaher’s resilience amid varied market conditions, leveraging its strong execution capabilities and strategic investments in innovation.
Quiddity Leaderboard F100/F250 Dec25: Solid Lineup of High-Impact Intra-Review Changes
- In this insight, we take a look at the potential index changes for F100 and F250 in the run-up to the December 2025 index rebal event.
- We see four M&A-related intra-review changes for the F250 index prior to the December 2025 rebal and then four more after the rebal event.
- Our latest estimates suggest there could be no regular changes for the F100 and F250 indices during the December 2025 rebalance.
Lockheed Martin’s Fighter Jet Empire—How the F-35 Is Becoming Its Ultimate Growth Machine!
- Lockheed Martin’s third-quarter 2025 earnings presentation reflected a robust operational and financial performance across its various business sectors, showcasing both its ability to secure substantial contract wins and drive sales growth.
- The aerospace and defense contractor reported a record backlog of $179 billion, fueled by significant awards from marquee programs like PAC-3, JASSM/LRASM, and the CH-53K helicopter, promising production rate visibility well into the next decade.
- Furthermore, Lockheed Martin finalized a significant F-35 contract, which further enhances its position in the fighter aircraft market.
Pentair’s Innovation Drive—Can Smart Water Solutions Keep It Ahead of Rivals?
- Pentair reported its third quarter 2025 results, demonstrating a mix of growth and strategic shifts.
- The company achieved record figures in several financial metrics, including adjusted operating income, return on sales (ROS), and adjusted earnings per share (EPS).
- The sales growth of 3% was mainly driven by the Pool and Flow segments.
RTX Is Capitalizing On The Defense Boom—Patriot & GEM-T Orders Skyrocket!
- RTX Corporation, formerly known as Raytheon Technologies, announced its third-quarter 2025 financial results, highlighting strong performance across its business segments.
- The company reported a 13% organic sales growth year-over-year, with notable contributions from both the commercial and defense sectors.
- Commercial Original Equipment (OE) sales surged due to robust demand from narrowbody platforms, and commercial aftermarket sales increased substantially, supported by a significant rise in maintenance, repair, and overhaul (MRO) activities.
WTR Small-Cap Spotlight Recap (WATT) : From Cables to Power-Over-The-Air – 23 October 2025
- Battery maintenance represents the overlooked cost center in IoT.
- Energous addresses battery replacement costs that companies often underestimate.
- Batteries decay unpredictably, forcing reactive maintenance.
Waste Connections: Expansion of Recycling & Waste Diversion Facilities
- Waste Connections Inc. reported better-than-expected results for the third quarter of 2025, driven by strong execution in operations, despite the prevailing economic uncertainties.
- The company recorded a revenue of $2.458 billion for the quarter, representing a 5.1% year-over-year increase, supported by a 6.3% growth in solid waste pricing and acquisitions contributing $77 million in revenues.
- However, reported volumes were slightly down by 2.7%, attributed to the strategy of shedding low-margin contracts and sluggishness in certain segments like construction-oriented activities.
Equifax: An Insight Into Its VantageScore Adoption, Pricing Strategy & Other Major Drivers!
- Equifax Inc.’s results for the third quarter of 2025 reflect a period of robust revenue growth intertwined with complex operational adjustments.
- The company reported a revenue of $1.54 billion, marking a growth of over 7% in both constant currency and reported dollars.
- This performance surpassed the guidance provided in July by $25 million, primarily courtesy of strong performance in U.S. mortgage, Employment & Income Verification (EWS), and U.S. Information Solutions (USIS) non-mortgage sectors.
GE Aerospace: How Is The Management Expanding Aftermarket Dominance & Long-Term Service Revenue Visibility!
- General Electric Company (GE) reported its third-quarter results for 2025, reflecting a robust financial performance driven by the strength of its aerospace operations.
- The company’s revenue increased by 26% year-over-year, reaching $11.3 billion, while the operating profit grew by the same percentage to $2.3 billion.
- Earnings per share (EPS) improved significantly, rising 44% to $1.66, supported by a strong free cash flow conversion of over 130%.
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