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

<ul><li>Comcast just took a major step forward in its streaming ambitions with an expanded distribution deal that brings Peacock, its flagship streaming platform, to Amazon Prime Video Channels.</li><li>This move significantly increases Peacock’s visibility, plugging it directly into one of the most trafficked digital ecosystems in the world.</li><li>With 200 million Prime members globally, Amazon’s platform offers a ready-made subscriber base that could provide the boost Peacock needs to accelerate adoption and close the gap with rivals like Netflix, Disney+, and Max.</li></ul>

Comcast just took a major step forward in its streaming ambitions with an expanded distribution deal that brings Peacock, its flagship streaming platform, to Amazon Prime Video Channels.This move significantly increases Peacock’s visibility, plugging it directly into one of the most trafficked digital ecosystems in the world.With 200 million Prime members globally, Amazon’s platform offers a ready-made subscriber base that could provide the boost Peacock needs to accelerate adoption and close the gap with rivals like Netflix, Disney+, and Max.

Comcast Strikes Amazon Deal—Will This Save Peacock’s Streaming Struggles?

<ul><li>Comcast Corporation's latest earnings results provide a mixed yet comprehensive picture of its performance across various operational segments.</li><li>A few key areas of focus include broadband, theme parks, and media—all crucial components of its business strategy.</li><li>In the broadband sector, Comcast is adopting a competitive approach amid fierce competition from fixed wireless and fiber providers.</li></ul>

Comcast Corporation's latest earnings results provide a mixed yet comprehensive picture of its performance across various operational segments.A few key areas of focus include broadband, theme parks, and media—all crucial components of its business strategy.In the broadband sector, Comcast is adopting a competitive approach amid fierce competition from fixed wireless and fiber providers.

Comcast Corporation: Can The Peacock Streaming Service Save The Day?

<ul><li>Comcast Corporation's latest earnings offered insights into both the opportunities and challenges the company faces in various business segments.</li><li>On the positive side, Comcast highlighted robust performance in several growth areas, particularly in residential broadband, wireless, and theme parks.</li><li>The strategic shift towards these growth segments is a central part of the company's business model.</li></ul>

Comcast Corporation's latest earnings offered insights into both the opportunities and challenges the company faces in various business segments.On the positive side, Comcast highlighted robust performance in several growth areas, particularly in residential broadband, wireless, and theme parks.The strategic shift towards these growth segments is a central part of the company's business model.

Comcast: Will The Management’s Focus on Wireless Expansion and Converged Offerings Help Continue Its Market-Beating Run?

<ul><li>Comcast Corporation has delivered record financial results for both the fourth quarter and the full year of 2024, confirming substantial growth across various segments despite encountering competitive and strategic challenges.</li><li>The company's total revenue reached $124 billion, with an adjusted EBITDA of $38 billion, marking a new high in Comcast's financial history.</li><li>Earnings per share (EPS) adjusted grew by 9%, demonstrating robust profitability along with significant free cash flow of $12.5 billion.</li></ul>

Comcast Corporation has delivered record financial results for both the fourth quarter and the full year of 2024, confirming substantial growth across various segments despite encountering competitive and strategic challenges.The company's total revenue reached $124 billion, with an adjusted EBITDA of $38 billion, marking a new high in Comcast's financial history.Earnings per share (EPS) adjusted grew by 9%, demonstrating robust profitability along with significant free cash flow of $12.5 billion.

Comcast & The Impact Of Its Latest Result: Will Peacock Ever Turn Profitable Amid Streaming Wars? - Major Drivers

US-EU Index Rebalances / Quantitative Researcher, ORTEX

Dimitris Ioannidis

US-EU Index Rebalances / Quantitative Researcher

Global Financial Data and Analytics Platform

ORTEX

ORTEX is a global financial data and analytics platform providing real-time securities lending and short interest data, index rebalance data, holdings and insider transactions, trading signals, corporate actions and news,  stock machine learning and factor scores and other analytics. The majority of the data are downloadable and accessible through APIs.

Index Rebalance

Alnylam Pharmaceuticals / Index Rebalance

<ul>
<li>
<a href="https://www.smartkarma.com/entities/alnylam-pharmaceuticals-inc" target="_blank" data-smartkarma-citation="entities:2191:1" rel="noopener">Alnylam Pharmaceuticals (ALNY US)</a>, <a href="https://www.smartkarma.com/entities/monolithic-power-systems-inc" target="_blank" data-smartkarma-citation="entities:2088:1" rel="noopener">Monolithic Power Systems (MPWR US)</a> and <a href="https://www.smartkarma.com/entities/seagate-technology-holdings-pl" target="_blank" data-smartkarma-citation="entities:9129:1" rel="noopener">Seagate Technology Holdings (STX US)</a> are the top 3 addition candidates with ALNY at the top.</li>
<li>
<a href="https://www.smartkarma.com/entities/globalfoundries-inc" target="_blank" data-smartkarma-citation="entities:34513:1" rel="noopener">GLOBALFOUNDRIES (GFS US)</a>, <a href="https://www.smartkarma.com/entities/cdw-corp-de" target="_blank" data-smartkarma-citation="entities:2244:1" rel="noopener">CDW Corp (CDW US)</a> and <a href="https://www.smartkarma.com/entities/biogen-inc" target="_blank" data-smartkarma-citation="entities:972:1" rel="noopener">Biogen (BIIB US)</a> are the top 3 deletion candidates with GFS at the bottom.</li>
<li>Versant (VSNT) and Solstice Advanced Materials (SOLS) are estimated to be deleted following completion of their spinoffs with the earliest one expected on 30 October 2025.</li>
</ul>



Alnylam Pharmaceuticals (ALNY US), Monolithic Power Systems (MPWR US) and Seagate Technology Holdings (STX US) are the top 3 addition candidates with ALNY at the top.

GLOBALFOUNDRIES (GFS US), CDW Corp (CDW US) and Biogen (BIIB US) are the top 3 deletion candidates with GFS at the bottom.
Versant (VSNT) and Solstice Advanced Materials (SOLS) are estimated to be deleted following completion of their spinoffs with the earliest one expected on 30 October 2025.


Nasdaq100 Dec2025 Forecast (Part 2): ALNY at the Top; GFS at the Bottom; Spinoffs Pending

United States

Comcast Corporation provides media and television broadcasting services. The Company offers video streaming, television programming, high-speed internet, cable television, and communication services. Comcast serves customers worldwide.

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Comcast Corp Class A (CMCSA US)

Comcast Strikes Amazon Deal—Will This Save Peacock’s Streaming Struggles?

Comcast just took a major step forward in its streaming ambitions with an expanded distribution deal that brings Peacock, its flagship streaming...

Baptista Research

Comcast Corporation: Can The Peacock Streaming Service Save The Day?

Comcast Corporation's latest earnings results provide a mixed yet comprehensive picture of its performance across various operational segments. A...

Baptista Research

Comcast: Will The Management’s Focus on Wireless Expansion and Converged Offerings Help Continue Its Market-Beating Run?

Comcast Corporation's latest earnings offered insights into both the opportunities and challenges the company faces in various business...

Baptista Research

Comcast & The Impact Of Its Latest Result: Will Peacock Ever Turn Profitable Amid Streaming Wars? - Major Drivers

Comcast Corporation has delivered record financial results for both the fourth quarter and the full year of 2024, confirming substantial growth...

Baptista Research

Nasdaq100 Dec2025 Forecast (Part 2): ALNY at the Top; GFS at the Bottom; Spinoffs Pending

SOLS was deleted from the index at the close of 6 Nov following Honeywell’s spinoff. VSNT is still expected to be removed but Comcast’s spinoff has...

Dimitris Ioannidis

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