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

American International Group / Equity Bottom-Up

<ul><li>American Airlines is navigating a complex and turbulent operating environment as macroeconomic pressures, declining consumer confidence, and reduced corporate travel weigh heavily on the airline industry.</li><li>While the broader sector has been battered by a steep drop in airline stock valuations—American Airlines itself has declined 24% in the past month alone—American has nonetheless posted a strong financial performance in recent quarters.</li><li>In Q4, the carrier reported an adjusted pretax profit of $808 million and EPS of $0.86, beating guidance and contributing to a full-year adjusted pretax profit of $1.8 billion.</li></ul>

American Airlines is navigating a complex and turbulent operating environment as macroeconomic pressures, declining consumer confidence, and reduced corporate travel weigh heavily on the airline industry.While the broader sector has been battered by a steep drop in airline stock valuations—American Airlines itself has declined 24% in the past month alone—American has nonetheless posted a strong financial performance in recent quarters.In Q4, the carrier reported an adjusted pretax profit of $808 million and EPS of $0.86, beating guidance and contributing to a full-year adjusted pretax profit of $1.8 billion.

American Airlines Braces for Turbulence: Are Tariffs and Corporate Cuts Threatening Its 2025 Takeoff?

External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

<ul><li>AIG has completed efforts to reposition itself as a leader in the insurance industry</li><li>The company has a renewed strategy for growth and improved financial performance</li><li>A strong leadership team and clear vision for the future position AIG to deliver value for customers and shareholders</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

AIG has completed efforts to reposition itself as a leader in the insurance industryThe company has a renewed strategy for growth and improved financial performanceA strong leadership team and clear vision for the future position AIG to deliver value for customers and shareholdersThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

American International Group (AIG) - Tuesday, Nov 12, 2024

<ul><li>American Airlines has showcased strong performance metrics in recent quarters but is currently grappling with investor concerns over its first-quarter guidance.</li><li>For Q4 2024, the airline delivered record-breaking revenue of $13.7 billion, contributing to an annual revenue milestone of $54.2 billion.</li><li>Earnings per share (EPS) for the quarter stood at $0.84, exceeding expectations of $0.66.</li></ul>

American Airlines has showcased strong performance metrics in recent quarters but is currently grappling with investor concerns over its first-quarter guidance.For Q4 2024, the airline delivered record-breaking revenue of $13.7 billion, contributing to an annual revenue milestone of $54.2 billion.Earnings per share (EPS) for the quarter stood at $0.84, exceeding expectations of $0.66.

American Airlines' Record-Breaking Revenue Falls Flat: What’s Behind the Stock Slump?

<ul><li>American Airlines, the second-largest U.S. carrier by passenger traffic, has recently been on a mission to regain the trust and business of corporate travelers—a segment it admits to neglecting in recent years.</li><li>After a failed sales and distribution strategy in 2022, the airline found itself trailing its rivals, United Airlines and Delta Air Lines, both of which gained market share in the lucrative business travel segment.</li><li>The misstep cost American Airlines an estimated $1.5 billion in revenue in 2023 and left it grappling with customer dissatisfaction.</li></ul>

American Airlines, the second-largest U.S. carrier by passenger traffic, has recently been on a mission to regain the trust and business of corporate travelers—a segment it admits to neglecting in recent years.After a failed sales and distribution strategy in 2022, the airline found itself trailing its rivals, United Airlines and Delta Air Lines, both of which gained market share in the lucrative business travel segment.The misstep cost American Airlines an estimated $1.5 billion in revenue in 2023 and left it grappling with customer dissatisfaction.

Can American Airlines Reclaim Its Throne In Corporate Travel?

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

<ul>
<li>In our 2/25/25 Compass, we discussed our expectation for near-term downside. Also said one or two 8-10% pullbacks in a given year on the SPX is common</li>
<li>And said to not be surprised if there is a test of the bottom of the range at either 5770-5850 or 5600-5670, where we would be buyers</li>
<li>The SPX had a -10.3% peak-to-trough decline, with support showing up at 5500; close enough to our 10% pullback and 5600 level. This has been a stellar buy area</li>
</ul>


In our 2/25/25 Compass, we discussed our expectation for near-term downside. Also said one or two 8-10% pullbacks in a given year on the SPX is common
And said to not be surprised if there is a test of the bottom of the range at either 5770-5850 or 5600-5670, where we would be buyers
The SPX had a -10.3% peak-to-trough decline, with support showing up at 5500; close enough to our 10% pullback and 5600 level. This has been a stellar buy area


Major Low Likely in Place on S&P 500; Bullish Outlook Intact if Above 5500-5600

United States

American International Group, Inc. is an international insurance organization serving commercial, institutional and individual customers. AIG provides property-casualty insurance, life insurance and retirement services.

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American International Group (AIG US)

American Airlines Braces for Turbulence: Are Tariffs and Corporate Cuts Threatening Its 2025 Takeoff?

American Airlines is navigating a complex and turbulent operating environment as macroeconomic pressures, declining consumer confidence, and...

Baptista Research

American International Group (AIG) - Tuesday, Nov 12, 2024

AIG has completed efforts to reposition itself as a leader in the insurance industry. The company has a renewed strategy for growth and improved...

Value Investors Club (VIC)

American Airlines' Record-Breaking Revenue Falls Flat: What’s Behind the Stock Slump?

American Airlines has showcased strong performance metrics in recent quarters but is currently grappling with investor concerns over its...

Baptista Research

Can American Airlines Reclaim Its Throne In Corporate Travel?

American Airlines, the second-largest U.S. carrier by passenger traffic, has recently been on a mission to regain the trust and business of...

Baptista Research

Major Low Likely in Place on S&P 500; Bullish Outlook Intact if Above 5500-5600

Major Low Likely in Place on $SPX; Bullish Outlook Intact if Above 5500-5600. 5670-5718 is short-term gap support; Power in hands of bulls if...

Vermilion Research

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