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>Avnet's fiscal year 2024 financial results reflect a mixed scenario where robust structural adjustments yielded appreciable outcomes, amidst challenges like softening demand.</li><li>Throughout the year, Avnet managed to attain a revenue of $23.8 billion with earnings per share amounting to $5.43.</li><li>A consistent application of strategic maneuvers in fiscal 2024 has helped the company to counterbalance the impacts of a less favorable demand backdrop which emerged after an initially strong start.</li></ul>

Avnet's fiscal year 2024 financial results reflect a mixed scenario where robust structural adjustments yielded appreciable outcomes, amidst challenges like softening demand.Throughout the year, Avnet managed to attain a revenue of $23.8 billion with earnings per share amounting to $5.43.A consistent application of strategic maneuvers in fiscal 2024 has helped the company to counterbalance the impacts of a less favorable demand backdrop which emerged after an initially strong start.

Avnet Inc.: Increased AI and Data Center Engagement As A Critical Factor Influencing Future Growth! - Major Drivers

<ul><li>Avnet delivered mixed financial results in its third quarter of fiscal year 2024.</li><li>While the company met the strategic objectives and forecasts laid out for the period, several nuances within the report reveal the complex environment in which the company is currently operating.</li><li>Avnet reported a revenue of $5.7 billion for the quarter, a figure that aligns with company projections but represents a significant decline compared to the previous year's figures.</li></ul>

Avnet delivered mixed financial results in its third quarter of fiscal year 2024.While the company met the strategic objectives and forecasts laid out for the period, several nuances within the report reveal the complex environment in which the company is currently operating.Avnet reported a revenue of $5.7 billion for the quarter, a figure that aligns with company projections but represents a significant decline compared to the previous year's figures.

<ul><li>This is our first report on Avnet -- one of the world's largest distributors of electronic components.</li><li>The company eleased its first-quarter financial results for fiscal year 2024.</li><li>Despite this slight dip, they managed to maintain solid operating margins of 4.1%, thanks in large part to strong management of their operations.</li></ul>

This is our first report on Avnet -- one of the world's largest distributors of electronic components.The company eleased its first-quarter financial results for fiscal year 2024.Despite this slight dip, they managed to maintain solid operating margins of 4.1%, thanks in large part to strong management of their operations.

Avnet Inc: Initiation of Coverage – Cash Flow Kings! The Financial Strategies Fueling Avnet's Market Dominance! - Major Drivers

Insight Provider, CrossASEAN Research

Nicolas Van Broekhoven

Insight Provider

Value-focused bottom-up Asian equity research

NVB Asia Pte Ltd

<ul><li><a href="https://www.smartkarma.com/entities/7924" target="_blank" data-smartkarma-citation="entities:7924:1">Declout Ltd (DLL SP)</a> partly spun-off Procurri via IPO on SGX mainboard in July 2016</li><li><a href="https://www.smartkarma.com/entities/24110" target="_blank" data-smartkarma-citation="entities:24110:1">Procurri Corporation Limited (PROC SP)</a>'s IPO failed and is trading almost 45% below introduction price</li><li>2016 full year results announced in February 2017 significantly below expectations due to heavy investment</li><li>Recent company visit offer some explanations why growth has been disappointing versus IPO projections</li><li>2017 could be a year of recovery and re-rating for stock</li><li><a href="https://www.smartkarma.com/entities/24110" target="_blank" data-smartkarma-citation="entities:24110:1">Procurri Corporation Limited (PROC SP)</a> trading at 9x 2017 EPS; 4.2x EV/EBITDA; 1.3x book value</li><li>Fair Value: bear case (25% downside), base case (50% upside) and blue-sky scenario (+136% upside)</li></ul>

Declout Ltd (DLL SP) partly spun-off Procurri via IPO on SGX mainboard in July 2016Procurri Corporation Limited (PROC SP)'s IPO failed and is trading almost 45% below introduction price2016 full year results announced in February 2017 significantly below expectations due to heavy investmentRecent company visit offer some explanations why growth has been disappointing versus IPO projections2017 could be a year of recovery and re-rating for stockProcurri Corporation Limited (PROC SP) trading at 9x 2017 EPS; 4.2x EV/EBITDA; 1.3x book valueFair Value: bear case (25% downside), base case (50% upside) and blue-sky scenario (+136% upside)

Discover Singapore: Procurri (PROC SP); After Failed IPO Does Company Deserve a Second Chance?

CEO, CIO, ClearMacro

Mike Simcock

CEO, CIO

Strategic & Tactical Asset Allocation Global Macro

ClearMacro

CIO, & CEO ClearMacro Ltd
An institutional investor with over 25 years experience, laterly having spent 10 years at GIC Singapore SWF. Managng Director, managing Global Macro, FIxed Income (Europe) and Global Credit businesses.
Passionate about utilising technology to enhance portfolio idea generation across global, multi-asset classes and optimisation of the investment process.

Macroeconomics

<p>Technology can transform institutional asset allocation. - Consolidation of strategic and tactical opportunity sets, embed your own regime view and compare the global public and private asset market opportunity sets on a single common interface. The Holy Grail?</p><p> </p>

Technology can transform institutional asset allocation. - Consolidation of strategic and tactical opportunity sets, embed your own regime view and compare the global public and private asset market opportunity sets on a single common interface. The Holy Grail? 

Technology -Transforming Asset Allocation Decision Making

United States

Avnet, Inc. distributes computer products and semiconductors, as well as interconnect, passive, and electromechanical components. The Company markets and distributes these products and provides supply-chain integration, engineering design, and technical services. Avnet serves customers in countries around the world.

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Avnet Inc (AVT US)

Avnet Inc.: Increased AI and Data Center Engagement As A Critical Factor Influencing Future Growth! - Major Drivers

Avnet's fiscal year 2024 financial results reflect a mixed scenario where robust structural adjustments yielded appreciable outcomes, amidst...

Baptista Research

Avnet Inc.: New Launches

Avnet delivered mixed financial results in its third quarter of fiscal year 2024. While the company met the strategic objectives and forecasts...

Baptista Research

Avnet Inc: Initiation of Coverage – Cash Flow Kings! The Financial Strategies Fueling Avnet's Market Dominance! - Major Drivers

This is our first report on Avnet -- one of the world's largest distributors of electronic components. The company eleased its first-quarter...

Baptista Research

Discover Singapore: Procurri (PROC SP); After Failed IPO Does Company Deserve a Second Chance?

Declout Ltd (DLL SP) partly spun-off Procurri via IPO on SGX mainboard in July 2016 Procurri Corporation Limited (PROC SP)'s IPO failed and...

Nicolas Van Broekhoven

Technology -Transforming Asset Allocation Decision Making

Technology can transform institutional asset allocation. - Consolidation of strategic and tactical opportunity sets, embed your own regime view and...

ClearMacro

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