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>Boeing's latest earnings call revealed both promising prospects and notable challenges for the company.</li><li>David Calhoun, Boeing's President and Chief Executive Officer, acknowledged the grounding of the 737 MAX 9 due to a recent accident and assured stakeholders of ongoing actions to strengthen quality and regain customer confidence.</li><li>On the positive side, the Federal Aviation Administration (FAA) has approved the detailed inspection protocol for the 737-9, which is being returned to service.</li></ul>

Boeing's latest earnings call revealed both promising prospects and notable challenges for the company.David Calhoun, Boeing's President and Chief Executive Officer, acknowledged the grounding of the 737 MAX 9 due to a recent accident and assured stakeholders of ongoing actions to strengthen quality and regain customer confidence.On the positive side, the Federal Aviation Administration (FAA) has approved the detailed inspection protocol for the 737-9, which is being returned to service.

The Boeing Co: Improved Performance of Boeing Global Services (BGS) Saving The Day? - Major Drivers

Investing, Fraud and Fun with Language Models, Bedrock AI

Bedrock AI

Investing, Fraud and Fun with Language Models

Bedrock AI is a web-based equity research portal. Our software extracts red flags from SEC filings that are predictive of downside risk. Explore real-time analysis of annual and quarterly statements, 8-Ks, prospectuses, SEC comment letters and more for over 7,000 tickers. Analysis is served without human intervention. Quantamental investing is transforming the way investors see the world.

<ul>
<li>Now that the U.S Big 4 airlines have all reported their earnings, let’s look at some of the key trends underpinning the airline industry this quarter.</li>
<li>The industry continues to be marred by several macro trends, including a triple whammy of inflation-driven increasing maintenance and labor costs, supply chain issues, and the unreliability of a major supplier (Boeing).</li>
<li>Boeing’s perennial woes seemed to be a major point of discussion as every Big 4 airline faced an analyst question about it during their earnings calls.</li>
</ul>


Now that the U.S Big 4 airlines have all reported their earnings, let’s look at some of the key trends underpinning the airline industry this quarter.
The industry continues to be marred by several macro trends, including a triple whammy of inflation-driven increasing maintenance and labor costs, supply chain issues, and the unreliability of a major supplier (Boeing).
Boeing’s perennial woes seemed to be a major point of discussion as every Big 4 airline faced an analyst question about it during their earnings calls.


Boeing Exposure and Q4 Trends Impacting the Airline Industry

Global Commodities, Mint Finance

Srinidhi Raghavendra

Global Commodities

Deep Fundamental Analysis

Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Cross Asset Strategy

<ul>
<li>Financial majors – Goldman, Morgan, HDFC, and Interactive Brokers announce results. Charles Schwab reports on 17/Jan and Schlumberger reports on 19/Jan.</li>
<li>On economic data, data from USA, China, and Japan will provide strong insight into the health of consumers and businesses there.</li>
<li>An iPhone that got sucked out of Alaskan Air when the door of a Boeing jet came unstuck fell 5,000m but landed without a single crack on the screen.</li>
</ul>


Financial majors – Goldman, Morgan, HDFC, and Interactive Brokers announce results. Charles Schwab reports on 17/Jan and Schlumberger reports on 19/Jan.
On economic data, data from USA, China, and Japan will provide strong insight into the health of consumers and businesses there.
An iPhone that got sucked out of Alaskan Air when the door of a Boeing jet came unstuck fell 5,000m but landed without a single crack on the screen.


[TW2] Japanese Equities Soar, Spot BTC ETF Goes Live, & Rising Red Sea Tensions (W/E 12th Jan 2024)

APAC IPOs & Placements, Aequitas Research

Ethan Aw

APAC IPOs & Placements

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Equity Capital Markets

<ul>
<li>
<a href="https://www.smartkarma.com/entities/zkh-group" target="_blank" data-smartkarma-citation="entities:36818:1" rel="noopener">ZKH Group (ZKH US)</a> is looking to raise about US$300m in its upcoming US IPO.  </li>
<li>ZKH Group is a leading maintenance repair and operations (MRO) procurement service platform in China, according to CIC, providing one-stop MRO procurement and management services and digital and fulfillment solutions.</li>
<li>ZKH Group’s revenue has been primarily driven by its product sales segment during the track record period. However, its GMV growth slowed dramatically and its sales growth doesn’t appear sustainable. </li>
</ul>



ZKH Group (ZKH US) is looking to raise about US$300m in its upcoming US IPO.  
ZKH Group is a leading maintenance repair and operations (MRO) procurement service platform in China, according to CIC, providing one-stop MRO procurement and management services and digital and fulfillment solutions.
ZKH Group’s revenue has been primarily driven by its product sales segment during the track record period. However, its GMV growth slowed dramatically and its sales growth doesn’t appear sustainable. 


ZKH Group Pre-IPO - If Only Its Growth Was Sustainable

Podcast by Dom Cooke to explore big businesses, Business Breakdowns

Business Breakdowns

Podcast by Dom Cooke to explore big businesses

<ul><li>Boeing is a globally recognized company in the aerospace industry that was founded in 1916 by William Boeing.</li><li>The company's business model includes three segments: commercial, defense, and services, with the commercial segment being the largest, accounting for nearly 40% of its revenues.</li><li>Boeing has played a crucial role in the evolution of the aviation industry, from fabric airplanes to carbon fiber composite jetliners that can fly long distances without stopping.</li></ul><p><em>This podcast is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only.</em></p>

Boeing is a globally recognized company in the aerospace industry that was founded in 1916 by William Boeing.The company's business model includes three segments: commercial, defense, and services, with the commercial segment being the largest, accounting for nearly 40% of its revenues.Boeing has played a crucial role in the evolution of the aviation industry, from fabric airplanes to carbon fiber composite jetliners that can fly long distances without stopping.This podcast is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only.

Boeing: Turbulent Times - [Business Breakdowns, EP.129]

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 Co: Improved Performance of Boeing Global Services (BGS) Saving The Day? - Major Drivers

Boeing's latest earnings call revealed both promising prospects and notable challenges for the company. David Calhoun, Boeing's President and...

Baptista Research

Boeing Exposure and Q4 Trends Impacting the Airline Industry

Now that the U.S Big 4 airlines have all reported their earnings, let’s look at some of the key trends underpinning the airline industry this quarter.

Bedrock AI

[TW2] Japanese Equities Soar, Spot BTC ETF Goes Live, & Rising Red Sea Tensions (W/E 12th Jan 2024)

Nikkei surges to a record. Citi reports worst quarter in 14-years. Red Sea tensions are soaring pushing sea & air freight to spike sharply....

Mint Finance

ZKH Group Pre-IPO - If Only Its Growth Was Sustainable

ZKH has refiled its prospectus on 27th Nov 23 and downsized the deal from a reported US$300m in Mar 23 to US$100-150m in Nov 23. We have looked at...

Ethan Aw

Boeing: Turbulent Times - [Business Breakdowns, EP.129]

In summary, Boeing is a major player in the aerospace industry, particularly in the commercial sector, but has faced challenges such as the 737 Max...

Business Breakdowns

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