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>The Boeing Company, in its fourth quarter of 2025, demonstrated several aspects of progress and challenges that form the basis for an investment thesis.</li><li>The company reported a significant increase in revenue of 57% year-over-year, reaching $23.9 billion, the highest since 2018, driven primarily by improved operational performance, higher commercial deliveries, and a gain from divestiture.</li><li>The positive free cash flow of $375 million, above expectations, is reflective of the Boeing's turnaround efforts.</li></ul>

The Boeing Company, in its fourth quarter of 2025, demonstrated several aspects of progress and challenges that form the basis for an investment thesis.The company reported a significant increase in revenue of 57% year-over-year, reaching $23.9 billion, the highest since 2018, driven primarily by improved operational performance, higher commercial deliveries, and a gain from divestiture.The positive free cash flow of $375 million, above expectations, is reflective of the Boeing's turnaround efforts.

The Boeing Company: Assessing How Inventory Reduction and Production Discipline Shape the Turnaround!

<ul><li>The Boeing Company's third quarter of 2025 earnings presentation brought forth several noteworthy points that influence an investment thesis for the company.</li><li>On the positive side, Boeing reported a significant increase of 30% in quarterly revenue, reaching $23.3 billion, driven by improved operational performance and higher commercial and defense deliveries.</li><li>The company also generated positive free cash flow for the first time since 2023, at $238 million, indicating progress in its operational recovery.</li></ul>

The Boeing Company's third quarter of 2025 earnings presentation brought forth several noteworthy points that influence an investment thesis for the company.On the positive side, Boeing reported a significant increase of 30% in quarterly revenue, reaching $23.3 billion, driven by improved operational performance and higher commercial and defense deliveries.The company also generated positive free cash flow for the first time since 2023, at $238 million, indicating progress in its operational recovery.

Boeing: Will 737 & 787 Mega-Production Unlock a $600 Billion Comeback?

Asia Real Estate News Tracker, Asia Real Estate Tracker

Asia Real Estate Tracker

Asia Real Estate News Tracker

Tracking developments across Asia's regional real estate markets

Thematic (Sector/Industry)

<ul><li>Hongkong Land experienced a significant 470% profit increase due to rising central office values.</li><li>A Hong Kong investor sold a Kowloon building at a 43% discount amid financial difficulties faced.</li><li>Mapletree and Igis made substantial real estate investments, while Singapore's office rents may rise 5%.</li></ul>

Hongkong Land experienced a significant 470% profit increase due to rising central office values.A Hong Kong investor sold a Kowloon building at a 43% discount amid financial difficulties faced.Mapletree and Igis made substantial real estate investments, while Singapore's office rents may rise 5%.

Asia Real Estate Tracker (29-Jul-2026): Hongkong Land's profit rises 470% with office rebound.

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul><li>In Depth: Inside the Unlikely Alliance That Cracked Simandou Simandou was regarded as one of the most formidable mining puzzles on Earth.</li><li>Buried deep under the forested mountains in southeastern Guinea, it holds the world’s largest and highest-grade untapped reserves of open-pit hematite, the primary source of iron.</li><li>In Depth: Ex-Employee Dispute Looms Over Xiaohongshu’s IPO Prospects The public airing of a legal dispute between Xiaohongshu and a former employee over his dismissal and stock options has cast a shadow over any future Hong Kong listing by the Chinese social platform creator.</li></ul>

In Depth: Inside the Unlikely Alliance That Cracked Simandou Simandou was regarded as one of the most formidable mining puzzles on Earth.Buried deep under the forested mountains in southeastern Guinea, it holds the world’s largest and highest-grade untapped reserves of open-pit hematite, the primary source of iron.In Depth: Ex-Employee Dispute Looms Over Xiaohongshu’s IPO Prospects The public airing of a legal dispute between Xiaohongshu and a former employee over his dismissal and stock options has cast a shadow over any future Hong Kong listing by the Chinese social platform creator.

CX Daily: Inside the Unlikely Alliance That Cracked Simandou 

India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

Equity Derivatives

Samvardhana Motherson International / Equity Derivatives

Samvardhana Motherson International (MOTHERSO IN)

<ul>
<li>Motherson has agreed to acquire <strong>50.1% of Rotary Connectors. </strong>This transaction adds a critical interconnect component to the group’s aerospace and defence Electrical Wiring Interconnect System capability.</li>
<li>Aerospace revenue has grown from INR 245 crore in FY23 to INR 2,447 crore in FY26, while the order book reached USD 1.6 billion at FY26-end. </li>
<li>FY26 aerospace EBITDA margin was only about 8.3%, well below the smaller pre-acquisition FY24-base. The next leg depends on mix, utilisation, integration and return on capital, not revenue growth alone.</li>
</ul>


Motherson has agreed to acquire 50.1% of Rotary Connectors. This transaction adds a critical interconnect component to the group’s aerospace and defence Electrical Wiring Interconnect System capability.
Aerospace revenue has grown from INR 245 crore in FY23 to INR 2,447 crore in FY26, while the order book reached USD 1.6 billion at FY26-end. 
FY26 aerospace EBITDA margin was only about 8.3%, well below the smaller pre-acquisition FY24-base. The next leg depends on mix, utilisation, integration and return on capital, not revenue growth alone.


Samvardhana Motherson: Building a Broader Aerospace and Defence Systems!

United States

The Boeing Company, together with its subsidiaries, develops, produces, and markets commercial jet aircraft, as well as provides related support services to the commercial airline industry worldwide.  The Company also researches, develops, produces, modifies, and supports information, space, and defense systems, including military aircraft, helicopters and space and missile systems.

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Boeing Co (BA US)

The Boeing Company: Assessing How Inventory Reduction and Production Discipline Shape the Turnaround!

The Boeing Company, in its fourth quarter of 2025, demonstrated several aspects of progress and challenges that form the basis for an investment...

Baptista Research

Boeing: Will 737 & 787 Mega-Production Unlock a $600 Billion Comeback?

The Boeing Company's third quarter of 2025 earnings presentation brought forth several noteworthy points that influence an investment thesis for...

Baptista Research

Asia Real Estate Tracker (29-Jul-2026): Hongkong Land's profit rises 470% with office rebound.

Hongkong Land's profits soared 470% amid rising office values, while a Hong Kong investor sold a building at a 43% discount; meanwhile, significant...

Asia Real Estate Tracker

CX Daily: Inside the Unlikely Alliance That Cracked Simandou

In Depth: Inside the Unlikely Alliance That Cracked Simandou Simandou was regarded as one of the most formidable mining puzzles on...

Caixin Global

Samvardhana Motherson: Building a Broader Aerospace and Defence Systems!

From machining parts to building a broader aerospace-and-defence systems stack, Samvardhana Motherson is applying its auto-industry playbook to a...

Sudarshan Bhandari

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