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 Capital Markets

Bank of Montreal / Equity Capital Markets

<ul>
<li>Bank of Montreal delivered a mixed result in the recent quarter, with revenues above market expectations, but it failed to surpass the analyst consensus in terms of earnings.</li>
<li>Despite the changing climate, BMO produced strong results, benefiting from a full quarter of Bank of the West results.</li>
<li>The bank's performance reflects the continued strength of its highly diversified business mix, with good PPPT growth in its Canadian and American Personal and Commercial Banking businesses, while weaker markets and lower client activity impacted the Wealth and Capital Markets businesses.</li>
</ul>


Bank of Montreal delivered a mixed result in the recent quarter, with revenues above market expectations, but it failed to surpass the analyst consensus in terms of earnings.
Despite the changing climate, BMO produced strong results, benefiting from a full quarter of Bank of the West results.
The bank's performance reflects the continued strength of its highly diversified business mix, with good PPPT growth in its Canadian and American Personal and Commercial Banking businesses, while weaker markets and lower client activity impacted the Wealth and Capital Markets businesses.


Bank of Montreal: Targeting The Immigrant Population Of Canada – Key Drivers

Asset Allocation & Fund Positioning, Copley Fund Research

Steven Holden

Asset Allocation & Fund Positioning

Copley Fund Research

Copley Fund Research provide research and data on asset allocation among Global and Emerging Market equity funds.  The analysis details absolute and relative positioning across countries, sectors and industries together with highly granular data on single stock and single fund allocations.  The data is updated monthly with time series going back to January 2011.

Global Research - Analysis of 165 prominent Global equity funds, combined AUM $335bn
GEM Research - Analysis of 127 prominent global EM equity funds, combined AUM $250bn

Asset Allocation - Global and GEM Equity

Thematic (Sector/Industry)

<ul>
<li>Among active Global equity funds, exposure to Banking stocks is at the lower end of the decade long range</li>
<li>Over the last 6-months, Banks experienced the largest drop in average fund weight of -0.4%, suffered fund outflows of $-1.98bn and had 40 more sellers than buyers over the period.</li>
<li>The failure of SVB Financial, First Republic and Signature Bank has effected sentiment in US Banks, but elsewhere we see strong momentum in Singaporean Banks, Indonesian Banks and Indian Banks.  </li>
</ul>


Among active Global equity funds, exposure to Banking stocks is at the lower end of the decade long range
Over the last 6-months, Banks experienced the largest drop in average fund weight of -0.4%, suffered fund outflows of $-1.98bn and had 40 more sellers than buyers over the period.
The failure of SVB Financial, First Republic and Signature Bank has effected sentiment in US Banks, but elsewhere we see strong momentum in Singaporean Banks, Indonesian Banks and Indian Banks.  


Canada

Bank of Montreal, doing business as BMO Financial Group, is a Canadian chartered bank which operates throughout the world.  The Bank offers commercial, corporate, governmental, international, personal banking, and trust services. Bank of Montreal also offers full brokerage, underwriting, investment, and advisory services.

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Bank of Montreal (BMO US)

Bank of Montreal: Targeting The Immigrant Population Of Canada – Key Drivers

Bank of Montreal delivered a mixed result in the recent quarter, with revenues above market expectations, but it failed to surpass the analyst...

Baptista Research

Global Banks: Positioning Deep Dive

Positioning in the Banking industry group among Global equity funds stalls after US Banking failures, but non-US sentiment is improving.

Steven Holden

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