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>Altria delivered mixed set of results for the last quarter.</li><li>Although there was significant regulatory uncertainty, volumes decreased by an estimated 1% year over year.</li><li>Volumes of old tobacco increased by an estimated 1.5%, largely due to the ongoing use of all nicotine pouches.</li></ul>

Altria delivered mixed set of results for the last quarter.Although there was significant regulatory uncertainty, volumes decreased by an estimated 1% year over year.Volumes of old tobacco increased by an estimated 1.5%, largely due to the ongoing use of all nicotine pouches.

<ul><li>Altria delivered a mixed set of results as its tobacco businesses remained resilient despite the macroeconomic challenges.</li><li>The efforts made by Altria are building a promising pipeline of wholly-owned heated tobacco products.</li><li>The novel oral tobacco products have seen a rising market share share in the overall oral tobacco category.</li></ul>

Altria delivered a mixed set of results as its tobacco businesses remained resilient despite the macroeconomic challenges.The efforts made by Altria are building a promising pipeline of wholly-owned heated tobacco products.The novel oral tobacco products have seen a rising market share share in the overall oral tobacco category.

<ul><li>Altria is facing a difficult macroeconomic climate since the start of 2022 which was responsible for a weaker tobacco performance.</li><li>The company failed to meet Wall Street expectations in terms revenues despite the robust performance of Marlboro.</li><li>The smokeable products division did generate excellent operating company income growth, while their moist smokeless tobacco brands kept boosting profitability resulting in the company delivering an earnings beat.</li></ul>

Altria is facing a difficult macroeconomic climate since the start of 2022 which was responsible for a weaker tobacco performance.The company failed to meet Wall Street expectations in terms revenues despite the robust performance of Marlboro.The smokeable products division did generate excellent operating company income growth, while their moist smokeless tobacco brands kept boosting profitability resulting in the company delivering an earnings beat.

Altria Group: Low Health Risk Products Upside

Equity Capital Markets

<ul><li>Altria had a decent start to 2022 despite a challenging microeconomic environment that disruptions in the purchasing patterns and routines of consumers caused by the Omicron variant leading to a fall in the overall volumes of tobacco.</li><li>An increase in inflation all over the quarter created pressure on discretionary levels of income, with the Consumer Price Index reaching a four-year high.</li><li>In e-vapor, the total category volume has increased 10% from the previous year because of the increased volume in the channel of vape stores.</li></ul>

Altria had a decent start to 2022 despite a challenging microeconomic environment that disruptions in the purchasing patterns and routines of consumers caused by the Omicron variant leading to a fall in the overall volumes of tobacco.An increase in inflation all over the quarter created pressure on discretionary levels of income, with the Consumer Price Index reaching a four-year high.In e-vapor, the total category volume has increased 10% from the previous year because of the increased volume in the channel of vape stores.

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<ul><li>Sherwin-Williams is a dominant leader in the paint and advanced coating market. They have been a superb investment for about 150 years at this point</li><li>Waste Management is the leading provider of comprehensive waste management and environmental services</li><li>CrowdStrike was already growing at a rapid pace before the pandemic, and their revenue growth accelerated during the pandemic. CrowdStrike’s technology is best suited for this remote work environment</li></ul>

Sherwin-Williams is a dominant leader in the paint and advanced coating market. They have been a superb investment for about 150 years at this pointWaste Management is the leading provider of comprehensive waste management and environmental servicesCrowdStrike was already growing at a rapid pace before the pandemic, and their revenue growth accelerated during the pandemic. CrowdStrike’s technology is best suited for this remote work environment

United States

Altria Group, Inc. is a holding company.  The Company, through subsidiaries, manufactures and sells cigarettes and other tobacco products, including cigars and pipe tobacco.  Altria holds an interest in a brewery company.

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Altria Group (MO US)

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Altria delivered mixed set of results for the last quarter. Although there was significant regulatory uncertainty, volumes decreased by an...

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Altria delivered a mixed set of results as its tobacco businesses remained resilient despite the macroeconomic challenges. The efforts made by...

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Sherwin-Williams is a dominant leader in the paint and advanced coating market. They have been a superb investment for about 150 years at this point

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