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>Adient Plc displayed a performance in its recent quarterly financial results that reflects a mix of resilience and challenges encountered within the automotive seating industry.</li><li>On the positive side, Adient demonstrated strong operational performance, achieving an adjusted EBITDA of $233 million, which marked an improvement of 3% year-over-year despite a $139 million drop in revenue due to lower volumes and foreign exchange impacts.</li><li>The company managed to expand its EBITDA margins by 40 basis points to 6.5%, underscoring the effectiveness of its operational strategies amidst volatile market conditions.</li></ul>

Adient Plc displayed a performance in its recent quarterly financial results that reflects a mix of resilience and challenges encountered within the automotive seating industry.On the positive side, Adient demonstrated strong operational performance, achieving an adjusted EBITDA of $233 million, which marked an improvement of 3% year-over-year despite a $139 million drop in revenue due to lower volumes and foreign exchange impacts.The company managed to expand its EBITDA margins by 40 basis points to 6.5%, underscoring the effectiveness of its operational strategies amidst volatile market conditions.

Adient plc: Why Its Market Position In The Seating Industry’s Oligopoly & Sticky Supply Ecosystem Makes It Resilient To Tariffs!

<ul><li>Adient Plc, a global leader in automotive seating, has provided a mixed performance in its latest financial results, alongside strategic insights for fiscal 2025.</li><li>The company reports a decline in revenue, primarily due to challenging regional dynamics and market conditions, but has also showcased resilience through strategic adaptations and strong operational management.</li><li>Adient's adjusted EBITDA for the first quarter was $196 million, reflecting a 9% decrease year-over-year.</li></ul>

Adient Plc, a global leader in automotive seating, has provided a mixed performance in its latest financial results, alongside strategic insights for fiscal 2025.The company reports a decline in revenue, primarily due to challenging regional dynamics and market conditions, but has also showcased resilience through strategic adaptations and strong operational management.Adient's adjusted EBITDA for the first quarter was $196 million, reflecting a 9% decrease year-over-year.

Adient PLC: Growth With Local OEMs in China To Help Bring A Shift In The Competitive Dynamics! – Major Drivers

<ul><li>Adient plc has recently reported its fourth quarter 2024 earnings as well as its full-year results, providing a snapshot of the company's current position and future outlook.</li><li>The company's performance was solid in the face of a challenging macroeconomic environment.</li><li>Revenues decreased by 4% year-over-year, but Adient managed to maintain adjusted EBITDA at $235 million, highlighting its ability to mitigate customer volume headwinds through strong business performance.</li></ul>

Adient plc has recently reported its fourth quarter 2024 earnings as well as its full-year results, providing a snapshot of the company's current position and future outlook.The company's performance was solid in the face of a challenging macroeconomic environment.Revenues decreased by 4% year-over-year, but Adient managed to maintain adjusted EBITDA at $235 million, highlighting its ability to mitigate customer volume headwinds through strong business performance.

Adient Plc: Growth in Asia-Pacific Markets Fueling Our Optimism! - Major Drivers

<ul><li>Adient’s third-quarter earnings for fiscal year 2024 showcase the company’s ongoing efforts to navigate a complex operating environment marked by industry-wide volume declines and regional performance disparities.</li><li>These results offer insight into both the strengths and challenges that have emerged in its financial and operational landscape.</li><li>One of the key highlights from the quarter is Adient’s strong balance sheet and liquidity position, which has proven vital in managing unpredictable market conditions while allowing the company to pursue growth opportunities.</li></ul>

Adient’s third-quarter earnings for fiscal year 2024 showcase the company’s ongoing efforts to navigate a complex operating environment marked by industry-wide volume declines and regional performance disparities.These results offer insight into both the strengths and challenges that have emerged in its financial and operational landscape.One of the key highlights from the quarter is Adient’s strong balance sheet and liquidity position, which has proven vital in managing unpredictable market conditions while allowing the company to pursue growth opportunities.

Adient plc: An Insight Into Its Core Business Strategy! - 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 3 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>, 8 changes for the S&amp;P Midcap400 Index and 15 changes for the S&amp;P SmallCap600 Index at the September rebalance.</li>
<li>
<a href="https://www.smartkarma.com/entities/dell-technologies-inc" target="_blank" data-smartkarma-citation="entities:32189:1" rel="noopener">Dell Technologies (DELL US)</a> and <a href="https://www.smartkarma.com/entities/palantir-technologies-inc" target="_blank" data-smartkarma-citation="entities:27728:1" rel="noopener">Palantir Technologies (PLTR US)</a> were finally added to 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> and there is huge size to trade in the stocks.</li>
<li>There will also be big buying in <a href="https://www.smartkarma.com/entities/apple-inc" target="_blank" data-smartkarma-citation="entities:666:1" rel="noopener">Apple (AAPL US)</a> following a float increase driven by <a href="https://www.smartkarma.com/entities/berkshire-hathaway-inc-cl-a" target="_blank" data-smartkarma-citation="entities:1044:1" rel="noopener">Berkshire Hathaway Inc Cl A (BRK/A US)</a> selling last quarter.</li>
</ul>


There are 3 changes for the S&amp;P 500 INDEX, 8 changes for the S&amp;P Midcap400 Index and 15 changes for the S&amp;P SmallCap600 Index at the September rebalance.

Dell Technologies (DELL US) and Palantir Technologies (PLTR US) were finally added to the S&amp;P 500 INDEX (SPX INDEX) and there is huge size to trade in the stocks.
There will also be big buying in Apple (AAPL US) following a float increase driven by Berkshire Hathaway Inc Cl A (BRK/A US) selling last quarter.


S&P500/400/600 Index Rebalance: Dell, Palantir Make It (Finally!); Apple Upweight

United States

Adient plc is a automotive seating supplier that designs, develops, manufactures, and distributes complete seat systems and their various components. The Company provides its products to the global auto industry for use in vans, pick-up trucks and SUV vehicles.

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Adient PLC (ADNT US)

Adient plc: Why Its Market Position In The Seating Industry’s Oligopoly & Sticky Supply Ecosystem Makes It Resilient To Tariffs!

Adient Plc displayed a performance in its recent quarterly financial results that reflects a mix of resilience and challenges encountered within...

Baptista Research

Adient PLC: Growth With Local OEMs in China To Help Bring A Shift In The Competitive Dynamics! – Major Drivers

Adient Plc, a global leader in automotive seating, has provided a mixed performance in its latest financial results, alongside strategic insights...

Baptista Research

Adient Plc: Growth in Asia-Pacific Markets Fueling Our Optimism! - Major Drivers

Adient plc has recently reported its fourth quarter 2024 earnings as well as its full-year results, providing a snapshot of the company's current...

Baptista Research

Adient plc: An Insight Into Its Core Business Strategy! - Major Drivers

Adient’s third-quarter earnings for fiscal year 2024 showcase the company’s ongoing efforts to navigate a complex operating environment marked by...

Baptista Research

S&P500/400/600 Index Rebalance: Dell, Palantir Make It (Finally!); Apple Upweight

There are 3 changes for the SnP500, 8 for the SnP400 and 15 for the SnP600 Index. Dell and Palantir have finally been added. There is huge size to...

Brian Freitas

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