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>Bank of America Corporation reported robust second-quarter results that highlight strong organic growth across its varied business segments.</li><li>The bank saw a 4% year-over-year increase in revenue, reaching $26.6 billion, alongside a 7% growth in net income to $7.1 billion.</li><li>Earnings per share increased by 7%, reflecting effective cost management and growth strategies.</li></ul>

Bank of America Corporation reported robust second-quarter results that highlight strong organic growth across its varied business segments.The bank saw a 4% year-over-year increase in revenue, reaching $26.6 billion, alongside a 7% growth in net income to $7.1 billion.Earnings per share increased by 7%, reflecting effective cost management and growth strategies.

Bank of America’s Digital Payments Approach – How Zelle Can Crush Venmo!

Podcast by CEO, Norges Bank Investment Management, In Good Company with Nicolai Tangen

In Good Company with Nicolai Tangen

Podcast by CEO, Norges Bank Investment Management

The CEO of the largest single investor in the world, Norges Bank Investment Management, interviews leaders of some of the largest companies in the world. You will get to know the leader, their strategy, leadership principles, and much more. Hosted on Acast. See https://www.acast.com/privacy-policy for more information.

<ul><li>The US economy has undergone significant changes in policies related to trade, tariffs, immigration, taxation, budget, and deregulation under the Trump administration.</li><li>While global growth is expected to slow down, the US economy is projected to grow at around 1% in the fourth quarter of 2025.</li><li>Bank of America's customer data, including insights from 70 million American households and small businesses, show a strong consumer participation in the economy, with record-high cash balances and stable-to-growing account balances.</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>

The US economy has undergone significant changes in policies related to trade, tariffs, immigration, taxation, budget, and deregulation under the Trump administration.While global growth is expected to slow down, the US economy is projected to grow at around 1% in the fourth quarter of 2025.Bank of America's customer data, including insights from 70 million American households and small businesses, show a strong consumer participation in the economy, with record-high cash balances and stable-to-growing account balances.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Bank of America CEO: Economic Insights, Regulation, and Consumer Trends

<ul><li>Bank of America Corporation delivered a commendable performance in the first quarter of 2025, reflecting both opportunities and challenges for potential investors.</li><li>The company reported a net income of $7.4 billion, translating to earnings per share (EPS) of $0.90.</li><li>This constitutes an 18% growth in EPS year-over-year, underscoring a profitable start to the year.</li></ul>

Bank of America Corporation delivered a commendable performance in the first quarter of 2025, reflecting both opportunities and challenges for potential investors.The company reported a net income of $7.4 billion, translating to earnings per share (EPS) of $0.90.This constitutes an 18% growth in EPS year-over-year, underscoring a profitable start to the year.

Bank of America: How Did They Unlock NII Growth In A Shifting Rate Landscape?

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

<ul>
<li>We remain near-term bullish since our 4/22/25 Compass, and our intermediate-term outlook remains bullish as well (as of our 5/14/25 Compass).</li>
<li>Our near-term bullish outlook will remain in place long as the S&amp;P 500 (SPX), Nasdaq 100 (QQQ), and Russell 2000 (IWM) are above their 20-day MAs.</li>
<li>Short-Term SPX support is at 6028-6059 and the 20-day MA, with additional supports at 5804-5854 and 5700-5785. Russell 2000 (IWM) and S&amp;P Mid Caps (IJH) also breaking above key resistances</li>
</ul>


We remain near-term bullish since our 4/22/25 Compass, and our intermediate-term outlook remains bullish as well (as of our 5/14/25 Compass).
Our near-term bullish outlook will remain in place long as the S&amp;P 500 (SPX), Nasdaq 100 (QQQ), and Russell 2000 (IWM) are above their 20-day MAs.
Short-Term SPX support is at 6028-6059 and the 20-day MA, with additional supports at 5804-5854 and 5700-5785. Russell 2000 (IWM) and S&amp;P Mid Caps (IJH) also breaking above key resistances


Blue Sky Territory; Bullish Outlook Intact; Nasdaq 100 and S&P 500 Breaking to All-Time Highs

Financial sector veteran, KT Capital Group

Fern Wang

Financial sector veteran

KT Capital Group

Principal investments and advisory firm that focuses on connecting the CIS countries with East Asia.

Principal investments and advisory firm

<ul>
<li>Unrealized HTM losses continued to balloon as interest rates crept higher.</li>
<li>What has caused SVB's demise seems to have now been forgotten and ignored by investors.</li>
<li>We took a deep dive into 3 U.S. Banks, First Foundation, Wells Fargo and Bank of America on their HTM losses.</li>
</ul>


Unrealized HTM losses continued to balloon as interest rates crept higher.
What has caused SVB's demise seems to have now been forgotten and ignored by investors.
We took a deep dive into 3 U.S. Banks, First Foundation, Wells Fargo and Bank of America on their HTM losses.


Investors Have Been Buried Their Head in The Sand on Billions of Unrealized HTM Losses

United States

Bank of America Corporation accepts deposits and offers banking, investing, asset management, and other financial and risk-management products and services.  The Company has a mortgage lending subsidiary, and an investment banking and securities brokerage subsidiary.

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Bank Of America (BAC US)

Bank of America’s Digital Payments Approach – How Zelle Can Crush Venmo!

Bank of America Corporation reported robust second-quarter results that highlight strong organic growth across its varied business segments. The...

Baptista Research

Bank of America CEO: Economic Insights, Regulation, and Consumer Trends

The US economy, under the Trump administration, has implemented significant policy changes affecting trade, tariffs, immigration, taxation, and...

In Good Company with Nicolai Tangen

Bank of America: How Did They Unlock NII Growth In A Shifting Rate Landscape?

Bank of America Corporation delivered a commendable performance in the first quarter of 2025, reflecting both opportunities and challenges for...

Baptista Research

Blue Sky Territory; Bullish Outlook Intact; Nasdaq 100 and S&P 500 Breaking to All-Time Highs

Blue Sky Territory; Bullish Outlook Intact; $QQQ and $SPX Breaking to All-Time Highs; Russell 2000 $IWM and Mid Caps $IJH also breaking above...

Vermilion Research

Investors Have Been Buried Their Head in The Sand on Billions of Unrealized HTM Losses

Unrealized HTM losses continue to balloon. What has caused SVB's demise seems to have now been forgotten. We took a deep dive into 3 U.S. banks to...

Fern Wang

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