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>Airbnb delivered a mixed result in the recent quarter, with revenues above market expectations, but it failed to surpass the analyst consensus in terms of earnings.</li><li>The company experienced significantly high bookings, with over 120 million Nights and Experiences Booked in Q1.</li><li>Revenue grew significantly year-over-year, and the quarter was the most profitable GAAP-based.</li></ul>

Airbnb delivered a mixed result in the recent quarter, with revenues above market expectations, but it failed to surpass the analyst consensus in terms of earnings.The company experienced significantly high bookings, with over 120 million Nights and Experiences Booked in Q1.Revenue grew significantly year-over-year, and the quarter was the most profitable GAAP-based.

Airbnb Inc.: Possible Revenue Growth From The Affordable Rooms Offering – Key Drivers

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Thematic (Sector/Industry)

<ul><li>Tech Heavyweights Shouldering the Load- Caution Flags Waving Since the end of 2022, few and fewer big cap tech names are now carrying the overall S&amp;P 500 index performance.</li><li>As of last Friday’s close, the S&amp;P 500 is up about 2% YTD. However, without the contribution of chip maker Nvidia (NVDA) it would be flat YTD.</li><li>Since the end of 2022, few and fewer big cap tech names are now carrying the overall S&amp;P 500 index performance.</li></ul>

Tech Heavyweights Shouldering the Load- Caution Flags Waving Since the end of 2022, few and fewer big cap tech names are now carrying the overall S&amp;P 500 index performance.As of last Friday’s close, the S&amp;P 500 is up about 2% YTD. However, without the contribution of chip maker Nvidia (NVDA) it would be flat YTD.Since the end of 2022, few and fewer big cap tech names are now carrying the overall S&amp;P 500 index performance.

<ul><li>Airbnb had a solid year in 2022 with revenues growing 40% year-over-year.</li><li>Moreover, they saw that guest bookings for trips continued to rise, maintaining a robust backlog for Q1.</li><li>Excluding all of the Mainland China listings, the team increased supply by 900,000 listings, or 16%, in comparison to a year ago.</li></ul>

Airbnb had a solid year in 2022 with revenues growing 40% year-over-year.Moreover, they saw that guest bookings for trips continued to rise, maintaining a robust backlog for Q1.Excluding all of the Mainland China listings, the team increased supply by 900,000 listings, or 16%, in comparison to a year ago.

<ul><li>Stickier For Longer? Inflation continues to be top of mind for the Federal Reserve and investors as recent economic data continues to throw a wrench in the market’s previously perceived Fed plans for them to pause and then cut interest rates in the back half of 2023.</li><li>The Fed has hiked interest rates from almost zero to nearly 5% within the past year in response to inflation running at historic highs, and it expects to lift them even higher in the coming months.</li><li>Meanwhile, Fed speakers continue to move the terminal rate goalposts by signaling 5.5% or thereabouts terminal rates will cause the “immaculate disinflation” as if this magical fed funds interest rate level and only at this level will inflation continue to moderate downward.</li></ul>

Stickier For Longer? Inflation continues to be top of mind for the Federal Reserve and investors as recent economic data continues to throw a wrench in the market’s previously perceived Fed plans for them to pause and then cut interest rates in the back half of 2023.The Fed has hiked interest rates from almost zero to nearly 5% within the past year in response to inflation running at historic highs, and it expects to lift them even higher in the coming months.Meanwhile, Fed speakers continue to move the terminal rate goalposts by signaling 5.5% or thereabouts terminal rates will cause the “immaculate disinflation” as if this magical fed funds interest rate level and only at this level will inflation continue to moderate downward.

<ul><li>This is our first report on Airbnb, one of the largest online marketplaces linking travellers to hosts across the globe.</li><li>This quarter demonstrated a number of positive business trends, the foremost being guests demanding Airbnb stays strong.</li><li>In November, it introduced an all-new quite easy way for millions of people to turn Airbnb into their homes.</li></ul>

This is our first report on Airbnb, one of the largest online marketplaces linking travellers to hosts across the globe.This quarter demonstrated a number of positive business trends, the foremost being guests demanding Airbnb stays strong.In November, it introduced an all-new quite easy way for millions of people to turn Airbnb into their homes.

Airbnb Inc.: Initiation of Coverage – Network Effects & Key Drivers

United States

Airbnb, Inc. operates an online marketplace for travel information and booking services. The Company offers lodging, home-stay, and tourism services via websites and mobile applications. Airbnb serves clients worldwide.

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Airbnb (ABNB US)

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