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's first-quarter 2025 earnings report reveals a mixed but generally favorable performance across the board.</li><li>The company continues to focus on its recovery plan, which targets stabilizing the business, improving development program execution, cultural transformation, and building for the future.</li><li>Positives in the report are balanced with ongoing challenges, particularly in the areas of tariffs and production stability, which are crucial to consider in an investment thesis.</li></ul>

The Boeing Company's first-quarter 2025 earnings report reveals a mixed but generally favorable performance across the board.The company continues to focus on its recovery plan, which targets stabilizing the business, improving development program execution, cultural transformation, and building for the future.Positives in the report are balanced with ongoing challenges, particularly in the areas of tariffs and production stability, which are crucial to consider in an investment thesis.

Boeing Ramps Up 737 and 787 Production: A Bold Play to Dominate Global Skies!

<ul><li>After years of turbulence marked by the 737 MAX crises, persistent quality control issues, and billions in losses across both its commercial and defense segments, Boeing is showing signs of a long-awaited stabilization.</li><li>In recent weeks, a series of major developments have helped reignite optimism around the aerospace giant.</li><li>The company scored a significant defense contract victory over Lockheed Martin, landing the U.S. Air Force's F-47 fighter jet deal—an upset that added billions in market value and sent Boeing shares surging.</li></ul>

After years of turbulence marked by the 737 MAX crises, persistent quality control issues, and billions in losses across both its commercial and defense segments, Boeing is showing signs of a long-awaited stabilization.In recent weeks, a series of major developments have helped reignite optimism around the aerospace giant.The company scored a significant defense contract victory over Lockheed Martin, landing the U.S. Air Force's F-47 fighter jet deal—an upset that added billions in market value and sent Boeing shares surging.

Boeing Beats Lockheed To the F-47 & Locks In Korean Air — The Jet Giant Is Quietly Turning Things Around?

Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Douglas Research Advisory

<ul>
<li>In 2026, one of the emerging investment themes will likely be the main value-chain suppliers to SpaceX which is gearing up for a huge IPO next year.</li>
<li>Seah Besteel Holdings is expected to be one of the specialty steel suppliers to SpaceX. Seah is investing about US$155 million to build a special alloy plant in the US.</li>
<li>In addition to SpaceX, Seah Besteel Holdings plans to gain additional major US customers including Boeing Co (BA US), Lockheed Martin (LMT US), GE Aerospace, and Pratt &amp; Whitney.</li>
</ul>


In 2026, one of the emerging investment themes will likely be the main value-chain suppliers to SpaceX which is gearing up for a huge IPO next year.
Seah Besteel Holdings is expected to be one of the specialty steel suppliers to SpaceX. Seah is investing about US$155 million to build a special alloy plant in the US.
In addition to SpaceX, Seah Besteel Holdings plans to gain additional major US customers including Boeing Co (BA US), Lockheed Martin (LMT US), GE Aerospace, and Pratt &amp; Whitney.


Korea Small Cap Gem #50: Seah Besteel Holdings - A Potential Beneficiary of SpaceX IPO

<ul><li>The Boeing Company's recent quarterly earnings call revealed a mixed performance, capturing both progress and ongoing challenges.</li><li>Key areas of focus included stabilizing production, managing fixed-price development programs, and cultural transformation, against the backdrop of an industry still in recovery.</li><li>On the commercial aerospace side, Boeing's production strategy post-IAM strike was highlighted.</li></ul>

The Boeing Company's recent quarterly earnings call revealed a mixed performance, capturing both progress and ongoing challenges.Key areas of focus included stabilizing production, managing fixed-price development programs, and cultural transformation, against the backdrop of an industry still in recovery.On the commercial aerospace side, Boeing's production strategy post-IAM strike was highlighted.

Boeing’s High-Stakes Production Ramp-Up: Can It Deliver Or Will Chaos Ensue? - Major Drivers

<ul><li>Boeing, a global aviation giant, is making waves as it navigates a pivotal turnaround after facing a tumultuous period marred by operational lapses, financial strain, and reputation challenges.</li><li>The company has recently demonstrated notable progress across several fronts.</li><li>On December 18, Boeing resumed production of its 737, 767, and 777/777X airplane programs, signaling an operational revival after a three-month machinists' strike.</li></ul>

Boeing, a global aviation giant, is making waves as it navigates a pivotal turnaround after facing a tumultuous period marred by operational lapses, financial strain, and reputation challenges.The company has recently demonstrated notable progress across several fronts.On December 18, Boeing resumed production of its 737, 767, and 777/777X airplane programs, signaling an operational revival after a three-month machinists' strike.

Boeing's Bold Comeback: Inside The $36 Billion Deal, 787 Ramp-Up & Cultural Overhaul

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)

Boeing Ramps Up 737 and 787 Production: A Bold Play to Dominate Global Skies!

The Boeing Company's first-quarter 2025 earnings report reveals a mixed but generally favorable performance across the board. The company...

Baptista Research

Boeing Beats Lockheed To the F-47 & Locks In Korean Air — The Jet Giant Is Quietly Turning Things Around?

After years of turbulence marked by the 737 MAX crises, persistent quality control issues, and billions in losses across both its commercial and...

Baptista Research

Korea Small Cap Gem #50: Seah Besteel Holdings - A Potential Beneficiary of SpaceX IPO

Seah Besteel Holdings is expected to be one of the specialty steel suppliers to SpaceX which is expected to complete a huge IPO in 2026.

Douglas Kim

Boeing’s High-Stakes Production Ramp-Up: Can It Deliver Or Will Chaos Ensue? - Major Drivers

The Boeing Company's recent quarterly earnings call revealed a mixed performance, capturing both progress and ongoing challenges. Key areas of...

Baptista Research

Boeing's Bold Comeback: Inside The $36 Billion Deal, 787 Ramp-Up & Cultural Overhaul

Boeing, a global aviation giant, is making waves as it navigates a pivotal turnaround after facing a tumultuous period marred by operational...

Baptista Research

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