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>Amphenol's performance in the last quarter was better than market expectations in terms of both, revenues as well as earnings.</li><li>The company's sales increased over the previous year by 3% in local currency and 1% in US dollars, totaling $2.974 billion.</li><li>Its operating margins, adjusted operating margins, were 20.1% in the quarter, a 10-basis-point rise over the previous year's levels.</li></ul>

Amphenol's performance in the last quarter was better than market expectations in terms of both, revenues as well as earnings.The company's sales increased over the previous year by 3% in local currency and 1% in US dollars, totaling $2.974 billion.Its operating margins, adjusted operating margins, were 20.1% in the quarter, a 10-basis-point rise over the previous year's levels.

Amphenol Corporation: A Defense Giant You Cant Ignore? – Key Drivers

<ul><li>Amphenol Corporation delivered another all-around beat with an increase in operating margins.</li><li>It generated strong operating free cash flow in this quarter and its operating margin increased on an adjusted basis, driven by robust operating leverage on the higher sales volumes and the benefit of ongoing pricing actions.</li><li>We give Amphenol Corporation a ‘Hold’ rating with a revised target price.</li></ul>

Amphenol Corporation delivered another all-around beat with an increase in operating margins.It generated strong operating free cash flow in this quarter and its operating margin increased on an adjusted basis, driven by robust operating leverage on the higher sales volumes and the benefit of ongoing pricing actions.We give Amphenol Corporation a ‘Hold’ rating with a revised target price.

Credit

<ul><li>Amphenol Corporation is a renowned designer, manufacturer, and marketer of electrical, electronic and fiber optic connectors and interconnect systems, antennas, sensors and sensor-based products, and coaxial and high-speed specialty cables.</li><li>The company has seen a strong financial performance in recent quarters and their restructuring strategy is on track.</li><li>Amphenol’s strong portfolio of advanced connectivity and sensor solutions places the company well across all key defense programs as militaries worldwide continue to deploy a wide range of next-generation defense technologies.</li></ul>

Amphenol Corporation is a renowned designer, manufacturer, and marketer of electrical, electronic and fiber optic connectors and interconnect systems, antennas, sensors and sensor-based products, and coaxial and high-speed specialty cables.The company has seen a strong financial performance in recent quarters and their restructuring strategy is on track.Amphenol’s strong portfolio of advanced connectivity and sensor solutions places the company well across all key defense programs as militaries worldwide continue to deploy a wide range of next-generation defense technologies.

Amphenol Corporation: Detailed Credit Analysis & Financial Strength Evaluation Report

<ul><li>This is our first report on Amphenol Corporation.</li><li>The company is a well-known designer and manufacturer of electrical, electronic and fiber optic connectors and interconnect systems, antennas, sensors and sensor-based products, and coaxial and high-speed specialty cables.</li><li>After two challenging years for the airline sector, Amphenol finally saw quarter of strength in the commercial aviation market.</li></ul>

This is our first report on Amphenol Corporation.The company is a well-known designer and manufacturer of electrical, electronic and fiber optic connectors and interconnect systems, antennas, sensors and sensor-based products, and coaxial and high-speed specialty cables.After two challenging years for the airline sector, Amphenol finally saw quarter of strength in the commercial aviation market.

Amphenol Corporation: Initiation of Coverage – Financial Forecasts

Making sense of the Global Market, Euromonitor International Ltd.

Yu Mitsuhashi

Making sense of the Global Market

Euromonitor International Ltd.

We are a global market research company focused on industries, countries, economies and consumers worldwide. Our cross-country comparable research helps your organisation identify opportunities and develop growth strategies in countries and regions across the globe. With offices around the world, 1,200 analysts in 100 countries and market research on every key trend and driver, we give you powerful access to the real story behind consumer change.

Thematic (Sector/Industry)

<p>The "internet of things" (IoT) concept is in its nascent stage of development, but it is on the verge of exploding. To put its development into context of another more recent phenomenon, this is the stage of development in which MySpace was attracting the earliest adopters in the then-burgeoning social media industry. Simply stated, there are many more iterations of the IoT universe until this concept reaches public consciousness.</p><p>Even so, as consumers, devices and now things become more connected, the possibilities in terms of what could be leveraged as a vehicle for enabling commerce are now endless. In time, the idea of a smartphone as a commerce device could be old news as commerce moves beyond simply portable consumer devices to include durable goods, such as refrigerators, washing machines or automobiles.</p>

The "internet of things" (IoT) concept is in its nascent stage of development, but it is on the verge of exploding. To put its development into context of another more recent phenomenon, this is the stage of development in which MySpace was attracting the earliest adopters in the then-burgeoning social media industry. Simply stated, there are many more iterations of the IoT universe until this concept reaches public consciousness.Even so, as consumers, devices and now things become more connected, the possibilities in terms of what could be leveraged as a vehicle for enabling commerce are now endless. In time, the idea of a smartphone as a commerce device could be old news as commerce moves beyond simply portable consumer devices to include durable goods, such as refrigerators, washing machines or automobiles.

5 Ways The Internet Of Things Will Influence Commerce

United States

Amphenol Corporation designs, manufactures, and markets electrical, electronic and fiber optic connectors, interconnect systems, and coaxial and flat-ribbon cable.  The Company's products are used in a variety of industries, including telephone, wireless, and data communications systems, cable television systems, and commercial and military aerospace electronics.

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Amphenol Corp Cl A (APH US)

Amphenol Corporation: A Defense Giant You Cant Ignore? – Key Drivers

Amphenol's performance in the last quarter was better than market expectations in terms of both, revenues as well as earnings. The company's sales...

Baptista Research

Amphenol Corporation: Major Drivers

Amphenol Corporation delivered another all-around beat with an increase in operating margins. It generated strong operating free cash flow in this...

Baptista Research

Amphenol Corporation: Detailed Credit Analysis & Financial Strength Evaluation Report

Amphenol Corporation is a renowned designer, manufacturer, and marketer of electrical, electronic and fiber optic connectors and interconnect...

Baptista Research

Amphenol Corporation: Initiation of Coverage – Financial Forecasts

This is our first report on Amphenol Corporation. The company is a well-known designer and manufacturer of electrical, electronic and fiber optic...

Baptista Research

5 Ways The Internet Of Things Will Influence Commerce

The "internet of things" (IoT) concept is in its nascent stage of development, but it is on the verge of exploding. To put its development into...

Euromonitor International Ltd.

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