In today’s briefing:
- Quiddity Leaderboard NIFTY Sep25: Multiple Changes to Expectations
- Top 10 Korean Stock Picks and Key Catalysts Bi-Weekly (23 May to 6 June 2025)
- IDEX Corporation: Its Position In Performance Pneumatics and Sustainable Power Solutions Is Perhaps The Biggest Future Growth Enabler!
- Parker-Hannifin Corporation: How Is The Aftermarket Expansion Through The Meggitt Acquisition Panning Out?
- Ingersoll Rand Seizes Asia-Pacific Momentum To Up Their Game; What Lies Ahead?
- Fortive Corporation: Can It Build On The Growth In Precision Technologies While Handling The Evolving Market Dynamics?
- Quanta Services: Capitalizing On Solar & Renewable Energy Projects & Key Growth Catalysts!
- AMETEK Inc.: An Insight Into Its Tariff Mitigation Strategy to Maintain Resilience In Navigating Economic Hurdles!
Quiddity Leaderboard NIFTY Sep25: Multiple Changes to Expectations
- NIFTY 50 represents the 50 largest stocks listed in the National Stock Exchange (NSE) of India and the NIFTY Next 50 index tracks the next 50 largest names.
- In this insight, we take a look at the names leading the race to become ADDs/DELs for these indices in the September 2025 index rebal event.
- We see two changes for NIFTY 50 and five changes for NIFTY 100.
Top 10 Korean Stock Picks and Key Catalysts Bi-Weekly (23 May to 6 June 2025)
- In this insight, we provide the top 10 stocks picks and key catalysts in the Korean stock market for the two weeks (23 May to 6 June 2025).
- Our top 10 picks were up on average 2.4% in the past two weeks (from 9 to 23 May), outperforming KOSPI which was up 0.6% in the same period.
- The top 10 picks in this bi-weekly include Samsung Securities, LG Uplus, Amorepacific Holdings, Samsung C&T, JYP Entertainment, Nongshim, Krafton, LS Electric, F&F, and Emart.
IDEX Corporation: Its Position In Performance Pneumatics and Sustainable Power Solutions Is Perhaps The Biggest Future Growth Enabler!
- IDEX Corporation recently reported its first-quarter results for 2025, outlining both positive performances and areas of challenge.
- The company exceeded expectations across revenue, profitability, and adjusted earnings per share, thanks to incremental cost savings and strategic price adjustments.
- This highlights IDEX’s effective operational management, despite an environment marked by policy-driven uncertainties, such as newly introduced tariffs.
Parker-Hannifin Corporation: How Is The Aftermarket Expansion Through The Meggitt Acquisition Panning Out?
- Parker Hannifin Corporation’s Q3 earnings report for fiscal year 2025 highlights a robust performance characterized by record-setting profitability metrics amid challenging macroeconomic conditions.
- The company reported a solid adjusted segment operating margin of 26.3% and an adjusted EBITDA margin of 27%, marking notable achievements as both figures reached record highs.
- Total cash flow from operations hit $2.3 billion year to-date, underscoring the strong cash generation capabilities of the business.
Ingersoll Rand Seizes Asia-Pacific Momentum To Up Their Game; What Lies Ahead?
- Ingersoll Rand’s latest earnings report for the first quarter of 2025 presents a mixed bag of performance metrics and forward-looking strategies.
- The company reported a robust start to the year with a 10% total order growth and a record Q1 free cash flow of $223 million.
- An in-region for-region manufacturing capability seems to provide a competitive edge, alongside a strong commitment to bolt-on acquisitions as part of their capital allocation strategy.
Fortive Corporation: Can It Build On The Growth In Precision Technologies While Handling The Evolving Market Dynamics?
- Fortive Corporation had a mixed start to 2025, reflecting both challenges and areas of resilience amidst a dynamic macroeconomic landscape.
- While the company delivered adjusted earnings per share of $0.85, boosted by improved margins and robust cash flow despite underwhelming revenue figures, the overall performance signals both opportunities and hurdles going forward.
- On the positive side, Fortive’s operating execution enabled expansions in both adjusted gross and operating margins, despite a slight revenue miss.
Quanta Services: Capitalizing On Solar & Renewable Energy Projects & Key Growth Catalysts!
- Quanta Services recently reported robust results for the first quarter of 2025, showcasing substantial growth in key financial metrics and highlighting a strategic focus on comprehensive infrastructure solutions.
- The company achieved double-digit growth in revenue, adjusted EBITDA, and earnings per share, alongside a record backlog of $35.3 billion.
- This robust performance and favorable market conditions have prompted Quanta Services to raise its full-year guidance for 2025, reflecting increased revenue, adjusted EBITDA, and earnings per share expectations.
AMETEK Inc.: An Insight Into Its Tariff Mitigation Strategy to Maintain Resilience In Navigating Economic Hurdles!
- AMETEK, Inc. recently reported its first-quarter results for 2025, showcasing both strengths and challenges as the company navigates a dynamic market environment.
- The quarter was characterized by robust order growth and margin expansion, yet offset by flat sales growth and external uncertainties, notably trade tensions and tariffs.
- A key highlight of AMETEK’s performance in the first quarter was its strong financial metrics.
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