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>AMETEK, Inc. recently reported its first-quarter results for 2025, showcasing both strengths and challenges as the company navigates a dynamic market environment.</li><li>The quarter was characterized by robust order growth and margin expansion, yet offset by flat sales growth and external uncertainties, notably trade tensions and tariffs.</li><li>A key highlight of AMETEK's performance in the first quarter was its strong financial metrics.</li></ul>

AMETEK, Inc. recently reported its first-quarter results for 2025, showcasing both strengths and challenges as the company navigates a dynamic market environment.The quarter was characterized by robust order growth and margin expansion, yet offset by flat sales growth and external uncertainties, notably trade tensions and tariffs.A key highlight of AMETEK's performance in the first quarter was its strong financial metrics.

AMETEK Inc.: An Insight Into Its Tariff Mitigation Strategy to Maintain Resilience In Navigating Economic Hurdles!

<ul><li>In the latest earnings, AMETEK reported mixed results for the fourth quarter of 2024, reflecting both strengths and areas of concern that investors might weigh in evaluating the company's future prospects.</li><li>The company demonstrated robust financial metrics overall, achieving record levels in sales, operating income, EBITDA, and earnings per share, notably driven by efficient operational execution and effective cost management.</li><li>Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.</li></ul>

In the latest earnings, AMETEK reported mixed results for the fourth quarter of 2024, reflecting both strengths and areas of concern that investors might weigh in evaluating the company's future prospects.The company demonstrated robust financial metrics overall, achieving record levels in sales, operating income, EBITDA, and earnings per share, notably driven by efficient operational execution and effective cost management.Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.

AMETEK Inc: A Tale Of Global Expansion & End-Market Diversification!

Podcast by Dom Cooke to explore big businesses, Business Breakdowns

Business Breakdowns

Podcast by Dom Cooke to explore big businesses

Learn how companies work from the people who know them best. We do deep research and interview industry veterans, investment professionals, and corporate executives to explain the inner workings of public stocks and private businesses. For each company, we break down their history, business model, financial statements, secret sauce, and bull/bear case. We believe every business has lessons to teach us and Breakdowns is here to highlight them. Learn more and stay up to date at www.joincolossus.com.

<ul><li>Ametek is a niche manufacturer of highly engineered products across a broad range of end markets</li><li>Ametek's major end markets include Medtech, aerospace/defense, power, automotive, semis/RD, and industrial, with significant diversification</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.</em></p>

Ametek is a niche manufacturer of highly engineered products across a broad range of end marketsAmetek's major end markets include Medtech, aerospace/defense, power, automotive, semis/RD, and industrial, with significant diversificationThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

AMETEK: Industrial Excellence - [Business Breakdowns, REPLAY]

Head of Research, IPOs & Placements, Aequitas Research

Sumeet Singh

Head of Research, IPOs & Placements

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Equity Capital Markets

Fortior Technology (Shenzhen) / Equity Capital Markets

<ul>
<li>
<a href="https://www.smartkarma.com/entities/fortior-technology-shenzhen-co-ltd" target="_blank" data-smartkarma-citation="entities:44259:1" rel="noopener">Fortior Technology (Shenzhen) (688279 CH)</a>, a BLDC motor IC design company, aims to raise around US$250m in its H-share listing.</li>
<li>Fortior Tech is an IC design company dedicated to the design and R&amp;D of BLDC motor control ICs.</li>
<li>In this note, we look at the past performance and likely A/H premium.</li>
</ul>



Fortior Technology (Shenzhen) (688279 CH), a BLDC motor IC design company, aims to raise around US$250m in its H-share listing.
Fortior Tech is an IC design company dedicated to the design and R&amp;D of BLDC motor control ICs.
In this note, we look at the past performance and likely A/H premium.


Fortior Tech A/H Listing - Fast but Volatile Growth and Margins

<ul><li>AMETEK Inc., a leading global manufacturer of electronic instruments and electromechanical devices, presented its third quarter 2024 financial results, showing a broad array of both strong performances across various sectors and challenges due to macroeconomic conditions.</li><li>Revenue reached $1.71 billion, a 5% increase from the same period in the previous year, although organic sales decreased by 2%.</li><li>The acquisitions contributed significantly to the growth, adding 7.5 percentage points, whereas foreign exchange impacts were neutral.</li></ul>

AMETEK Inc., a leading global manufacturer of electronic instruments and electromechanical devices, presented its third quarter 2024 financial results, showing a broad array of both strong performances across various sectors and challenges due to macroeconomic conditions.Revenue reached $1.71 billion, a 5% increase from the same period in the previous year, although organic sales decreased by 2%.The acquisitions contributed significantly to the growth, adding 7.5 percentage points, whereas foreign exchange impacts were neutral.

AMETEK Inc.: How Is Its Strategic Market Positioning & Technology Development In Aerospace & Defense! - Major Drivers

United States

AMETEK, Inc. is a global manufacturer of electronic instruments and electromechanical devices. The Company manufactures advanced instruments for process, aerospace, power and industrial markets and is a supplier of electrical interconnects, specialty metals, technical motors and systems, and floor care and specialty motors.

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

Ametek Inc (AME US)

AMETEK Inc.: An Insight Into Its Tariff Mitigation Strategy to Maintain Resilience In Navigating Economic Hurdles!

AMETEK, Inc. recently reported its first-quarter results for 2025, showcasing both strengths and challenges as the company navigates a dynamic...

Baptista Research

AMETEK Inc: A Tale Of Global Expansion & End-Market Diversification!

In the latest earnings, AMETEK reported mixed results for the fourth quarter of 2024, reflecting both strengths and areas of concern that...

Baptista Research

AMETEK: Industrial Excellence - [Business Breakdowns, REPLAY]

Finley streamlines credit agreements into code for faster credit management, RAMP and ANOVA rely on Finley for debt capital reporting, Trinity...

Business Breakdowns

Fortior Tech A/H Listing - Fast but Volatile Growth and Margins

Fortior Technology (Shenzhen) (688279 CH), a BLDC motor IC design company, aims to raise around US$250m in its H-share listing. In this note, we...

Sumeet Singh

AMETEK Inc.: How Is Its Strategic Market Positioning & Technology Development In Aerospace & Defense! - Major Drivers

AMETEK Inc., a leading global manufacturer of electronic instruments and electromechanical devices, presented its third quarter 2024 financial...

Baptista Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)