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>Ameriprise Financial, Inc. managed to surpass the revenue and earnings expectations of Wall Street.</li><li>Despite external pressures, Ameriprise has successfully guided clients with high-quality advisory solutions and services, yielding positive results.</li><li>Ameriprise manages $587 billion in assets in the Asset Management segment, emphasizing improving flows and investment performance.</li></ul>

Ameriprise Financial, Inc. managed to surpass the revenue and earnings expectations of Wall Street.Despite external pressures, Ameriprise has successfully guided clients with high-quality advisory solutions and services, yielding positive results.Ameriprise manages $587 billion in assets in the Asset Management segment, emphasizing improving flows and investment performance.

Ameriprise Financial Inc.: Wealth Management Wins & Other Key Factors Catalyzing Growth! - Financial Forecasts

<ul><li>Ameriprise Financial delivered a strong result and managed an all-around beat in the last quarter.</li><li>In particular, Wealth Management stood out with an excellent quarter, showcasing solid asset growth and strong client engagement.</li><li>While the Asset Management business faced headwinds due to reduced flows, Ameriprise managed the challenges prudently and adjusted accordingly.</li></ul>

Ameriprise Financial delivered a strong result and managed an all-around beat in the last quarter.In particular, Wealth Management stood out with an excellent quarter, showcasing solid asset growth and strong client engagement.While the Asset Management business faced headwinds due to reduced flows, Ameriprise managed the challenges prudently and adjusted accordingly.

Ameriprise Financial Inc.: Is The Wealth Management Triumph Going To Last? – Key Drivers

<ul><li>This is our first report on investment management behemoth, Ameriprise Financial.</li><li>Ameriprise had a great quarter, with revenues increased by 3% to $3.7 billion, driven by Advice & Wealth Management's double-digit growth.</li><li>Additionally, Ameriprise experienced good growth in its educational loan business as well as great growth in its certificate business.</li></ul>

This is our first report on investment management behemoth, Ameriprise Financial.Ameriprise had a great quarter, with revenues increased by 3% to $3.7 billion, driven by Advice & Wealth Management's double-digit growth.Additionally, Ameriprise experienced good growth in its educational loan business as well as great growth in its certificate business.

Ameriprise Financial Inc.: Initiation of Coverage – Independent Channel Expansion & Other Drivers

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

And just like that, the S&amp;P 500, Nasdaq, and the Dow have reclaimed new highs despite ongoing coronavirus concerns, as a buy the dip strategy has paid off. Primarily responsible for new highs in these indexes is Technology (esp. software and semis/semi suppliers) and FAANG stocks. While these areas all remain bullish, we still have some reservations due to the massive disparity in performance between them and the Materials (XLB, XME) and Energy (RYE) Sectors, and also small-caps (IWM) which continue to hit new RS lows. In today’s report we highlight attractive Groups and stocks within Consumer Discretionary and Financials: Homebuilding, Large-Cap, Casinos &amp; Gaming, Small-Cap, Asset Management &amp; Custody Banks, Large-Cap, and Investment Banking &amp; Brokerage, Small-Cap.

And just like that, the S&amp;P 500, Nasdaq, and the Dow have reclaimed new highs despite ongoing coronavirus concerns, as a buy the dip strategy has paid off. Primarily responsible for new highs in these indexes is Technology (esp. software and semis/semi suppliers) and FAANG stocks. While these areas all remain bullish, we still have some reservations due to the massive disparity in performance between them and the Materials (XLB, XME) and Energy (RYE) Sectors, and also small-caps (IWM) which continue to hit new RS lows. In today’s report we highlight attractive Groups and stocks within Consumer Discretionary and Financials: Homebuilding, Large-Cap, Casinos &amp; Gaming, Small-Cap, Asset Management &amp; Custody Banks, Large-Cap, and Investment Banking &amp; Brokerage, Small-Cap.

U.S. Equities: Still Bullish, With Reservations

This market continues to be dominated by signals that suggest we are in the early stages of a new bull phase, which we discuss below. At the same time, small-caps continue to be one area of the market that gives us some reason for pause as neither the Russell 2000 or S&amp;P Small Cap 600 indexes have been able to make bullish price or RS inflections. In today’s report we highlight attractive Groups and stocks within Consumer Discretionary and Financials: Large- and Small-Cap Casinos &amp; Gaming , Banks, Super-Regional, and Asset Management &amp; Custody Banks, Large-Cap.

This market continues to be dominated by signals that suggest we are in the early stages of a new bull phase, which we discuss below. At the same time, small-caps continue to be one area of the market that gives us some reason for pause as neither the Russell 2000 or S&amp;P Small Cap 600 indexes have been able to make bullish price or RS inflections. In today’s report we highlight attractive Groups and stocks within Consumer Discretionary and Financials: Large- and Small-Cap Casinos &amp; Gaming , Banks, Super-Regional, and Asset Management &amp; Custody Banks, Large-Cap.

U.S. Equity Strategy: Waiting on Small-Caps

United States

Ameriprise Financial, Inc. is a financial planning and services firm.  The Company provides financial planning, products and services that are designed to be utilized as solutions for its clients' cash and liquidity, asset accumulation, income, protection, and estate and wealth transfer needs.

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Ameriprise Financial (AMP US)

Ameriprise Financial Inc.: Wealth Management Wins & Other Key Factors Catalyzing Growth! - Financial Forecasts

Ameriprise Financial, Inc. managed to surpass the revenue and earnings expectations of Wall Street. Despite external pressures, Ameriprise has...

Baptista Research

Ameriprise Financial Inc.: Is The Wealth Management Triumph Going To Last? – Key Drivers

Ameriprise Financial delivered a strong result and managed an all-around beat in the last quarter. In particular, Wealth Management stood out with...

Baptista Research

Ameriprise Financial Inc.: Initiation of Coverage – Independent Channel Expansion & Other Drivers

This is our first report on investment management behemoth, Ameriprise Financial. Ameriprise had a great quarter, with revenues increased by 3% to...

Baptista Research

U.S. Equities: Still Bullish, With Reservations

And just like that, the S&P 500, Nasdaq, and the Dow have reclaimed new highs despite ongoing coronavirus concerns, as a buy the dip strategy...

Vermilion Research

U.S. Equity Strategy: Waiting on Small-Caps

This market continues to be dominated by signals that suggest we are in the early stages of a new bull phase, which we discuss below. At the same...

Vermilion Research

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