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 Group recent 2024 first quarter earnings highlighted numerous key insights into the company's performance and future prospects.</li><li>Altria's CEO, Billy Gifford, highlighted that the company made significant progress despite the challenging business environment.</li><li>The company is also committed to investment returns, as demonstrated by its sale of a portion of its investment in ABI and the subsequent expansion of its share repurchase program.</li></ul>

Altria Group recent 2024 first quarter earnings highlighted numerous key insights into the company's performance and future prospects.Altria's CEO, Billy Gifford, highlighted that the company made significant progress despite the challenging business environment.The company is also committed to investment returns, as demonstrated by its sale of a portion of its investment in ABI and the subsequent expansion of its share repurchase program.

Altria Group: Can Its Oral Tobacco Category and Smoke-Free Products Reshape The Future? - Major Drivers

<ul><li>Altria Group's recent earnings call has raised important topics worth considering for investors.</li><li>The company, known for its strong position in the tobacco industry, showed a clear intent to diversify into smoke-free product categories, such as heated tobacco, oral tobacco, and e-vapor.</li><li>These steps are seen as a strategic move to cushion the company from declining cigarette volumes and broaden its consumer base, thereby improving its long-term growth prospects.</li></ul>

Altria Group's recent earnings call has raised important topics worth considering for investors.The company, known for its strong position in the tobacco industry, showed a clear intent to diversify into smoke-free product categories, such as heated tobacco, oral tobacco, and e-vapor.These steps are seen as a strategic move to cushion the company from declining cigarette volumes and broaden its consumer base, thereby improving its long-term growth prospects.

Altria Group: Promotion Of Smoke-Free Products & 5 Other Factors Driving Growth! - Financial Forecasts

Asia L/S Equity PM/Macro/Thematic Idea Generation

Rikki Malik

AdvisorShares Pure US Cannabis ETF / Equity Bottom-Up

<ul>
<li>A bombed-out sector down 80% from the peak is worth another look</li>
<li>Weaker companies have exited the industry or have already gone under </li>
<li>The sector ETF has a good risk reward  with catalysts ahead</li>
</ul>


A bombed-out sector down 80% from the peak is worth another look
Weaker companies have exited the industry or have already gone under 
The sector ETF has a good risk reward  with catalysts ahead


Global Mobility/Transport, Equity Long-Short

Mohshin Aziz

Thematic (Sector/Industry)

<ul>
<li>There are many high dividend-yielding U.S. stocks. However, taxes on dividends are complex, qualified dividends max at 20%, non-qualified max at 37%, and foreigners max at 30%   </li>
<li>These high-yielding stocks appear unloved and didn't move much in tandem with the U.S. indexes, suggesting a potential laggard investment opportunity </li>
<li>If you have made your bounty from the market surge and looking for safe shelter among the laggards and dividend payers, the U.S. might just be the place for you </li>
</ul>


There are many high dividend-yielding U.S. stocks. However, taxes on dividends are complex, qualified dividends max at 20%, non-qualified max at 37%, and foreigners max at 30%   
These high-yielding stocks appear unloved and didn't move much in tandem with the U.S. indexes, suggesting a potential laggard investment opportunity 
If you have made your bounty from the market surge and looking for safe shelter among the laggards and dividend payers, the U.S. might just be the place for you 


Show Me The (Dividend) Money - Play on the U.S. High Dividend Yielding Stocks

<ul><li>Altria Group delivered a decent result managed to exceed analyst expectations in terms of earnings.</li><li>In the last quarter, the company demonstrated resilience and adaptability by navigating challenges in the tobacco industry while expanding its product portfolio.</li><li>The acquisition of NJOY marked a transformative step in Altria's journey toward Moving Beyond Smoking, reinforcing the company's commitment to alternative products.</li></ul>

Altria Group delivered a decent result managed to exceed analyst expectations in terms of earnings.In the last quarter, the company demonstrated resilience and adaptability by navigating challenges in the tobacco industry while expanding its product portfolio.The acquisition of NJOY marked a transformative step in Altria's journey toward Moving Beyond Smoking, reinforcing the company's commitment to alternative products.

Altria Group Inc.: From Traditional Tobacco to Modern Marvels – What Is Their Growth Strategy? - Key Drivers

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)

Altria Group: Can Its Oral Tobacco Category and Smoke-Free Products Reshape The Future? - Major Drivers

Altria Group recent 2024 first quarter earnings highlighted numerous key insights into the company's performance and future prospects. Altria's...

Baptista Research

Altria Group: Promotion Of Smoke-Free Products & 5 Other Factors Driving Growth! - Financial Forecasts

Altria Group's recent earnings call has raised important topics worth considering for investors. The company, known for its strong position in the...

Baptista Research

MSOS – Going Higher!

A bombed-out sector showing good potential upside. The sector ETF offers good risk reward with catalysts on the horizon.

Rikki Malik

Show Me The (Dividend) Money - Play on the U.S. High Dividend Yielding Stocks

High dividend-yielding US stocks offer potential investment opportunities, despite complex dividend taxes and lack of movement with US indexes....

Mohshin Aziz

Altria Group Inc.: From Traditional Tobacco to Modern Marvels – What Is Their Growth Strategy? - Key Drivers

Altria Group delivered a decent result managed to exceed analyst expectations in terms of earnings. In the last quarter, the company demonstrated...

Baptista Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Altria Group: Can Its Oral Tobacco Category and Smoke-Free Products Reshape The Future? - Major Drivers

Altria Group recent 2024 first quarter earnings highlighted numerous key insights into the company's performance and future prospects. Altria's...

Baptista Research

Altria Group: Promotion Of Smoke-Free Products & 5 Other Factors Driving Growth! - Financial Forecasts

Altria Group's recent earnings call has raised important topics worth considering for investors. The company, known for its strong position in the...

Baptista Research

MSOS – Going Higher!

​A bombed-out sector showing good potential upside. The sector ETF offers good risk reward with catalysts on the horizon.

Rikki Malik

Show Me The (Dividend) Money - Play on the U.S. High Dividend Yielding Stocks

​High dividend-yielding US stocks offer potential investment opportunities, despite complex dividend taxes and lack of movement with US indexes....

Mohshin Aziz

Altria Group Inc.: From Traditional Tobacco to Modern Marvels – What Is Their Growth Strategy? - Key Drivers

Altria Group delivered a decent result managed to exceed analyst expectations in terms of earnings. In the last quarter, the company demonstrated...

Baptista Research

A bombed-out sector showing good potential upside. The sector ETF offers good risk reward with catalysts on the horizon.

High dividend-yielding US stocks offer potential investment opportunities, despite complex dividend taxes and lack of movement with US indexes....