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 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.

Stock Market News, Outlooks, and Top Picks, Cappuccino Finance

Cappuccino Finance

Stock Market News, Outlooks, and Top Picks

Cappuccino Finance, provides Financial vignettes for your cappuccino break!

Fun & informational articles to read in 10 min or less.

Equity Bottom-Up

<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

Credit

<ul><li>Altria Group has had a solid recovery after the Covid-19 headwinds have receded as the volume trends of tobacco have gone back to stability after a rough 2020.</li><li>Various steps have been taken by the management, including acceleration of retail share growth and further enhancement of abilities to expand new U.S tobacco products and heated tobacco.</li><li>Altria has made strides to establish a best-in-class consumer engagement system to support the smoker's transition to smoke-free products.</li></ul>

Altria Group has had a solid recovery after the Covid-19 headwinds have receded as the volume trends of tobacco have gone back to stability after a rough 2020.Various steps have been taken by the management, including acceleration of retail share growth and further enhancement of abilities to expand new U.S tobacco products and heated tobacco.Altria has made strides to establish a best-in-class consumer engagement system to support the smoker's transition to smoke-free products.

Altria Group: Detailed Credit Analysis & Financial Strength Evaluation Report

<ul><li>Altria has delivered a strong financial performance all over the business and its recovery from the Covid-19 seems more than complete.</li><li>The company generated solid profitability and cash flows and successfully returned $8.1 billion in cash to shareholders in what is the biggest single-year cash return in the history of Altria.</li><li>In this report, we have carried out a fundamental analysis of the historical financial statements of the company.</li></ul>

Altria has delivered a strong financial performance all over the business and its recovery from the Covid-19 seems more than complete.The company generated solid profitability and cash flows and successfully returned $8.1 billion in cash to shareholders in what is the biggest single-year cash return in the history of Altria.In this report, we have carried out a fundamental analysis of the historical financial statements of the company.

Altria Group: Financial & Price Forecasts

Covering IPOs, Healthcare and Technology Stocks

Andrei Zakharov

Algosun Global

<ul>
<li>Shares of <a href="https://www.smartkarma.com/entities/tilray-inc" target="_blank" data-smartkarma-citation="entities:27402:1" rel="noopener">Tilray Inc (TLRY US)</a> hit 52-week low amid delay to pass a federal marijuana legalization bill in the U.S., falling cannabis prices and intense competition among cannabis producers.</li>
<li>Tilray’s valuation looks attractive keeping in mind upcoming (Jan-Mar 2022) marijuana legalization at the federal level in the United States and acquisition of Breckenridge Distillery and MedMen.</li>
<li>We expect <a href="https://www.smartkarma.com/entities/tilray-inc" target="_blank" data-smartkarma-citation="entities:27402:1" rel="noopener">Tilray Inc (TLRY US)</a> will report strong earnings for Q2’FY22 on January 10th next year and see interest from Big Tobacco to enter high-growth marijuana business.</li>
</ul>


Shares of Tilray Inc (TLRY US) hit 52-week low amid delay to pass a federal marijuana legalization bill in the U.S., falling cannabis prices and intense competition among cannabis producers.
Tilray’s valuation looks attractive keeping in mind upcoming (Jan-Mar 2022) marijuana legalization at the federal level in the United States and acquisition of Breckenridge Distillery and MedMen.
We expect Tilray Inc (TLRY US) will report strong earnings for Q2’FY22 on January 10th next year and see interest from Big Tobacco to enter high-growth marijuana business.


Opportunity To Secure a Strategic Investment From a Big Tobacco Company?

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.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Altria Group (MO US)

Altria Group: Market Position

Altria had a decent start to 2022 despite a challenging microeconomic environment that disruptions in the purchasing patterns and routines of...

Baptista Research

Model Portfolio For Any Economic Cycle

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

Cappuccino Finance

Altria Group: Detailed Credit Analysis & Financial Strength Evaluation Report

Altria Group has had a solid recovery after the Covid-19 headwinds have receded as the volume trends of tobacco have gone back to stability after...

Baptista Research

Altria Group: Financial & Price Forecasts

Altria has delivered a strong financial performance all over the business and its recovery from the Covid-19 seems more than complete. The company...

Baptista Research

Opportunity To Secure a Strategic Investment From a Big Tobacco Company?

We believe Tilray is a promising investment in global cannabis industry keeping in mind strong interest from Big Tobacco and upcoming marijuana...

Andrei Zakharov

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)