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>Antero Resources' first-quarter earnings presentation for 2025 reflects a strong operational performance and strategic execution across several key areas.</li>
<li>The firm has reported significant efficiency gains in drilling and completions, a strengthened hedging position, improvements in natural gas liquids (NGL) pricing, and continued solid financial management.</li>
<li>On the operational front, Antero Resources has achieved noteworthy drilling and completion efficiencies.</li>
</ul>


Antero Resources' first-quarter earnings presentation for 2025 reflects a strong operational performance and strategic execution across several key areas.
The firm has reported significant efficiency gains in drilling and completions, a strengthened hedging position, improvements in natural gas liquids (NGL) pricing, and continued solid financial management.
On the operational front, Antero Resources has achieved noteworthy drilling and completion efficiencies.


Antero Resources Powers Up with Data Centers & LNG—Is Dual Growth A Key Growth Catalyst?

<ul>
<li>Antero Resources Corporation's latest earnings session offered comprehensive insights into the company’s financial and operational stance as of the first quarter of 2025.</li>
<li>Operating in the natural gas and NGL sectors, Antero has shown certain strengths but also faced challenges that are pivotal to understand from an investment perspective.</li>
<li>On the positive side, Antero's operational efficiencies have seen improvement.</li>
</ul>


Antero Resources Corporation's latest earnings session offered comprehensive insights into the company’s financial and operational stance as of the first quarter of 2025.
Operating in the natural gas and NGL sectors, Antero has shown certain strengths but also faced challenges that are pivotal to understand from an investment perspective.
On the positive side, Antero's operational efficiencies have seen improvement.


AR US: Strategic Liquids Focus & Export Infrastructure Leverage Are Its Biggest Growth Drivers!

<ul>
<li>Antero Resources continues to exhibit operational efficiency and capital discipline, as evidenced by their recent performance and strategic initiatives.</li>
<li>In the first quarter of 2024, Antero Resources delivered significant improvements in drilling and completion efficiencies.</li>
<li>The company averaged 5.4 days per 10,000 lateral feet drilled, a slight improvement from 5.5 days in 2023, and achieved a quarterly record of 11.3 completion stages per day.</li>
</ul>


Antero Resources continues to exhibit operational efficiency and capital discipline, as evidenced by their recent performance and strategic initiatives.
In the first quarter of 2024, Antero Resources delivered significant improvements in drilling and completion efficiencies.
The company averaged 5.4 days per 10,000 lateral feet drilled, a slight improvement from 5.5 days in 2023, and achieved a quarterly record of 11.3 completion stages per day.


<ul>
<li>Antero Resources has experienced a transformational year in its operating performance in 2023.</li>
<li>The firm has set multiple records within its Drilling and Completions teams, resulting in significantly shorter cycle times and higher capital efficiency.</li>
<li>These improvements have allowed their drilling and completion capital to expect a reduction of over 25% compared to the previous year.</li>
</ul>


Antero Resources has experienced a transformational year in its operating performance in 2023.
The firm has set multiple records within its Drilling and Completions teams, resulting in significantly shorter cycle times and higher capital efficiency.
These improvements have allowed their drilling and completion capital to expect a reduction of over 25% compared to the previous year.


Antero Resources: What Is Its Core Business Strategy & The Impact Of Exposure To High NGL Price?

High Quality Stock Setups, Weekly Stock Bull Finder

Weekly Stock Bull Finder

High Quality Stock Setups

Finding high potential stock setups on quality companies

Thematic (Sector/Industry)

<ul><li>Last week, I spent some time outlining how incoming data appears to beginning to show that certain overheated pockets of the economy are seeing signs of moderation and may be slowly returning to pre-pandemic price trends.</li><li>With the Federal Reserve hiking 75bps this past week, most of the market commentary and analysis I have seen focuses on how many 75bps hikes the Fed needs to do the rest of the year in order to tame inflation.</li><li>After this last interest rate hike, commentators are almost unanimously convinced the Federal Reserve will tighten us into a recession in order to shakeout inflation and that a “soft landing” just is not possible because the Fed was already so far behind the curve with its monetary policy stance. </li></ul>

Last week, I spent some time outlining how incoming data appears to beginning to show that certain overheated pockets of the economy are seeing signs of moderation and may be slowly returning to pre-pandemic price trends.With the Federal Reserve hiking 75bps this past week, most of the market commentary and analysis I have seen focuses on how many 75bps hikes the Fed needs to do the rest of the year in order to tame inflation.After this last interest rate hike, commentators are almost unanimously convinced the Federal Reserve will tighten us into a recession in order to shakeout inflation and that a “soft landing” just is not possible because the Fed was already so far behind the curve with its monetary policy stance. 

United States

Antero Resources Corporation explores, develops, and produces oil and natural gas. The Company focuses on the acquisition, development, and production of unconventional oil and liquids-rich natural gas properties. Antero Resources serves customers in the United States.

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Antero Resources (AR US)

Antero Resources Powers Up with Data Centers & LNG—Is Dual Growth A Key Growth Catalyst?

Antero Resources' first-quarter earnings presentation for 2025 reflects a strong operational performance and strategic execution across several key...

Baptista Research

AR US: Strategic Liquids Focus & Export Infrastructure Leverage Are Its Biggest Growth Drivers!

Antero Resources Corporation's latest earnings session offered comprehensive insights into the company’s financial and operational stance as of the...

Baptista Research

Antero Resources Corporation

Antero Resources continues to exhibit operational efficiency and capital discipline, as evidenced by their recent performance and strategic...

Baptista Research

Antero Resources: What Is Its Core Business Strategy & The Impact Of Exposure To High NGL Price?

Antero Resources has experienced a transformational year in its operating performance in 2023. The firm has set multiple records within its...

Baptista Research

Weekly Stock Bullfinder - Week of 6/20

Last week, I spent some time outlining how incoming data appears to beginning to show that certain overheated pockets of the economy are seeing...

Weekly Stock Bull Finder

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