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>Assurant, Inc. posted solid financial results for the third quarter of 2024, showcasing continued growth and resilience.</li><li>The company's performance was primarily bolstered by its Global Housing segment and the Connected Living business within Global Lifestyle, although the latter experienced headwinds due to increased investments and forex volatility.</li><li>Positives from the reported results include a 15% year-to-date increase in adjusted EBITDA and a 21% rise in adjusted earnings per share, excluding catastrophes.</li></ul>

Assurant, Inc. posted solid financial results for the third quarter of 2024, showcasing continued growth and resilience.The company's performance was primarily bolstered by its Global Housing segment and the Connected Living business within Global Lifestyle, although the latter experienced headwinds due to increased investments and forex volatility.Positives from the reported results include a 15% year-to-date increase in adjusted EBITDA and a 21% rise in adjusted earnings per share, excluding catastrophes.

Assurant Inc.: Will Its Stabilization & Improvement in Global Automotive Up Their Game? - Major Drivers

<ul><li>Assurant, Inc., in its second quarter of 2024, has demonstrated robust financial performance, largely driven by its strategic operations in Global Housing and momentum in Connected Living within the Global Lifestyle segment.</li><li>This performance showcases the effectiveness of Assurant’s housing and lifestyle business model, allowing the company to raise its growth expectations for the year.</li><li>Beginning with the positives, Assurant has recorded a 29% increase in adjusted EPS and a 20% rise in adjusted EBITDA year to date, excluding reportable catastrophes.</li></ul>

Assurant, Inc., in its second quarter of 2024, has demonstrated robust financial performance, largely driven by its strategic operations in Global Housing and momentum in Connected Living within the Global Lifestyle segment.This performance showcases the effectiveness of Assurant’s housing and lifestyle business model, allowing the company to raise its growth expectations for the year.Beginning with the positives, Assurant has recorded a 29% increase in adjusted EPS and a 20% rise in adjusted EBITDA year to date, excluding reportable catastrophes.

Assurant Inc.: Expansion into Connected Living and Auto Services & Other Major Drivers

<ul><li>Assurant's recent financial performance highlights the company's strategic execution prowess amid varied market conditions, demonstrating substantial growth in key metrics.</li><li>The company reported a commendable 31% year-over-year growth in adjusted EBITDA, reaching $384 million, accompanied by a 42% increase in adjusted EPS.</li><li>These financial improvements underscore Assurant's robust operational efficiency and its ability to navigate the complexities posed by external market pressures, including inflation and shifts in consumer demand.</li></ul>

Assurant's recent financial performance highlights the company's strategic execution prowess amid varied market conditions, demonstrating substantial growth in key metrics.The company reported a commendable 31% year-over-year growth in adjusted EBITDA, reaching $384 million, accompanied by a 42% increase in adjusted EPS.These financial improvements underscore Assurant's robust operational efficiency and its ability to navigate the complexities posed by external market pressures, including inflation and shifts in consumer demand.

Assurant Inc.: Initiation of Coverage - A Solid Performance In Global Housing With Strategic Market Positioning! - Major Drivers

Public Relations and Social Media Manager, Dechert LLP

Peggy Heffner

Public Relations and Social Media Manager

Dechert is a global specialist law firm

Dechert LLP

Dechert is a global specialist law firm.
Focused on sectors with the greatest complexities, legal intricacies and highest regulatory demands, we excel in delivering practical commercial judgment and deep legal expertise for high-stakes matters.

Our work is widely recognized. We have 20 standout practices noted by Chambers Global, including global-wide rankings for arbitration, corporate investigations, anti-corruption, investment funds and life sciences. Named Antitrust Team of the Year, Chambers USA commends our “accomplished group” as “routinely sought after to handle some of the most significant litigation and transactions in the antitrust world.” 

In an increasingly challenging environment, clients look to us to serve them in ways that are faster, sharper and leaner without compromising excellence. We developed a first-of-its kind legal project management department, which uses technology, people and processes to drive efficiency and deliver value for our clients.

We are innovators. Dechert ranked #7 in the Financial Times’ Top North American Innovative Law Firms. Financial Times also recognizes us among the Top European Innovative Law Firms and highly commends World Compass, our marketing compliance service, which offers investment firms advice in more than 100 jurisdictions.

Thematic (Sector/Industry)

<ul><li>The presidential election has opened the possibility of significant changes to the Dodd-Frank Act regime that has been implemented over the last six years.</li><li>It remains to be seen what plans the incoming administration will bring to this area.</li><li>However, new regulatory proposals and other developments continue to present a complicated regulatory climate for banks and other large financial institutions.</li></ul>

The presidential election has opened the possibility of significant changes to the Dodd-Frank Act regime that has been implemented over the last six years.It remains to be seen what plans the incoming administration will bring to this area.However, new regulatory proposals and other developments continue to present a complicated regulatory climate for banks and other large financial institutions.

The New Future of US Banking and Financial Services Regulation

<p>Campaign promises rarely turn into specific actions, but when they do, they are necessarily impacted by the dynamics of the legislative process. History suggests, however, that the policies of candidates can be a predictor of likely regulatory trends.</p>

Campaign promises rarely turn into specific actions, but when they do, they are necessarily impacted by the dynamics of the legislative process. History suggests, however, that the policies of candidates can be a predictor of likely regulatory trends.

Implications of the 2016 Election for Banks and Systemically Important Financial Institutions

United States

Assurant, Inc. provides specialized insurance and insurance-related products. The Company offers individual and small employer group health insurance, group dental insurance, pre-funded funeral insurance, group disability and life insurance, creditor-placed homeowners insurance, manufactured housing homeowners insurance, debt protection administration, credit insurance, and warranties.

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Assurant Inc (AIZ US)

Assurant Inc.: Will Its Stabilization & Improvement in Global Automotive Up Their Game? - Major Drivers

Assurant, Inc. posted solid financial results for the third quarter of 2024, showcasing continued growth and resilience. The company's performance...

Baptista Research

Assurant Inc.: Expansion into Connected Living and Auto Services & Other Major Drivers

Assurant, Inc., in its second quarter of 2024, has demonstrated robust financial performance, largely driven by its strategic operations in Global...

Baptista Research

Assurant Inc.: Initiation of Coverage - A Solid Performance In Global Housing With Strategic Market Positioning! - Major Drivers

Assurant's recent financial performance highlights the company's strategic execution prowess amid varied market conditions, demonstrating...

Baptista Research

The New Future of US Banking and Financial Services Regulation

The presidential election has opened the possibility of significant changes to the Dodd-Frank Act regime that has been implemented over the last...

Dechert LLP

Implications of the 2016 Election for Banks and Systemically Important Financial Institutions

Campaign promises rarely turn into specific actions, but when they do, they are necessarily impacted by the dynamics of the legislative process....

Dechert LLP

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Market Cap (USDm)

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