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>Carnival Corporation & plc recently reported strong results for the fourth quarter of 2024, closing an exceptional year marked by solid financial performance.</li><li>The company achieved record revenues and customer deposits, with net income improving significantly year-over-year.</li><li>This performance was driven by robust demand, reflecting a continuation of the momentum observed over the past two years.</li></ul>

Carnival Corporation & plc recently reported strong results for the fourth quarter of 2024, closing an exceptional year marked by solid financial performance.The company achieved record revenues and customer deposits, with net income improving significantly year-over-year.This performance was driven by robust demand, reflecting a continuation of the momentum observed over the past two years.

Carnival Corporation: Will These 3 Key Forces Make or Break Its Market Position by 2028?

External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

<ul><li>Cruising industry experienced a significant downfall in 2020 due to the pandemic, impacting revenues and passenger volumes</li><li>Industry expected to bounce back with global economy reopening and vaccination efforts, benefiting players like Carnival Cruise Lines</li><li>Carnival Cruise Lines focused on reducing debt, improving operational efficiency, and catering to growing demand, positioning itself for increased cash flow and profitability in the future.</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. This article was originally published 3 months ago on Value Investors Club.</em></p>

Cruising industry experienced a significant downfall in 2020 due to the pandemic, impacting revenues and passenger volumesIndustry expected to bounce back with global economy reopening and vaccination efforts, benefiting players like Carnival Cruise LinesCarnival Cruise Lines focused on reducing debt, improving operational efficiency, and catering to growing demand, positioning itself for increased cash flow and profitability in the future.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Carnival Corporation & Plc (CCL) - Thursday, Aug 1, 2024

<ul><li>Carnival Corporation & plc demonstrated a strong performance in its third quarter of 2024, substantially exceeding expectations and setting the stage for continued growth into future fiscal years.</li><li>The company reported significant increases across various financial metrics.</li><li>Revenue reached an all-time high of nearly $8 billion, marking a $1 billion increase over the previous year.</li></ul>

Carnival Corporation & plc demonstrated a strong performance in its third quarter of 2024, substantially exceeding expectations and setting the stage for continued growth into future fiscal years.The company reported significant increases across various financial metrics.Revenue reached an all-time high of nearly $8 billion, marking a $1 billion increase over the previous year.

Carnival Corporation & plc: What Is The Impact Of Strong Demand & New Market Strategies On Future Growth? - Major Drivers

<ul><li>Carnival Corporation & plc recently provided an update on their operations, highlighting significant achievements and ongoing strategies for growth and financial strength.</li><li>The results for the second quarter of 2024 included record revenues, operating income, customer deposits, and booking levels.</li><li>Notably, yields increased by over 12% due to strong per diem growth, which saw a rise of over 6%.</li></ul>

Carnival Corporation & plc recently provided an update on their operations, highlighting significant achievements and ongoing strategies for growth and financial strength.The results for the second quarter of 2024 included record revenues, operating income, customer deposits, and booking levels.Notably, yields increased by over 12% due to strong per diem growth, which saw a rise of over 6%.

Carnival Corporation & plc: Expansion of Market Share through Strategic Brand Realignment! - Major Drivers

US-EU Index Rebalances / Quantitative Researcher, ORTEX

Dimitris Ioannidis

US-EU Index Rebalances / Quantitative Researcher

Global Financial Data and Analytics Platform

ORTEX

ORTEX is a global financial data and analytics platform providing real-time securities lending and short interest data, index rebalance data, holdings and insider transactions, trading signals, corporate actions and news,  stock machine learning and factor scores and other analytics. The majority of the data are downloadable and accessible through APIs.

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/sparebank-1-sr-bank-asa" target="_blank" data-smartkarma-citation="entities:22255:1" rel="noopener">SpareBank 1 Sr-Bank (SRBANK NO)</a> is the number one addition candidate following the merger with SpareBank 1 Sørøst-Norge which increased the security's float shares.</li>
<li>
<a href="https://www.smartkarma.com/entities/schibsted-asa" target="_blank" data-smartkarma-citation="entities:22250:1" rel="noopener">Schibsted ASA (SCHB NO)</a> - Class B - is estimated to have surpassed Class A in liquidity which deems it eligible for selection with a high conviction.  </li>
<li>
<a href="https://www.smartkarma.com/entities/carnival-plc" target="_blank" data-smartkarma-citation="entities:21869:1" rel="noopener">Carnival PLC (CCL LN)</a> is one of the top three addition candidates after experiencing a ~50% price rally over the last three months. </li>
</ul>



SpareBank 1 Sr-Bank (SRBANK NO) is the number one addition candidate following the merger with SpareBank 1 Sørøst-Norge which increased the security's float shares.

Schibsted ASA (SCHB NO) - Class B - is estimated to have surpassed Class A in liquidity which deems it eligible for selection with a high conviction.  

Carnival PLC (CCL LN) is one of the top three addition candidates after experiencing a ~50% price rally over the last three months. 


STOXX 600 EU December 2024 Forecast: A Schibsted Gamble, a SpareBank Surge, and a Carnival Party

United States

Carnival Corporation owns and operates cruise ships offering cruises to all major vacation destinations including North America, the United Kingdom, Germany, Southern  Europe, South America and Asia/Pacific. The Company, through a subsidiary also owns and operates hotels and lodges.  Dually-listed company with CCL LN.

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Carnival Corp (CCL US)

Carnival Corporation: Will These 3 Key Forces Make or Break Its Market Position by 2028?

Carnival Corporation & plc recently reported strong results for the fourth quarter of 2024, closing an exceptional year marked by solid...

Baptista Research

Carnival Corporation & Plc (CCL) - Thursday, Aug 1, 2024

Carnival Cruise Lines focused on reducing debt, improving operational efficiency, and catering to growing demand, positioning itself for increased...

Value Investors Club

Carnival Corporation & plc: What Is The Impact Of Strong Demand & New Market Strategies On Future Growth? - Major Drivers

Carnival Corporation & plc demonstrated a strong performance in its third quarter of 2024, substantially exceeding expectations and setting...

Baptista Research

STOXX 600 EU December 2024 Forecast: A Schibsted Gamble, a SpareBank Surge, and a Carnival Party

The top addition candidates are SpareBank 1 Sr-Bank post-merger, Schibsted ASA Class B after surpassing Class A in liquidity, and Carnival PLC...

Dimitris Ioannidis

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Carnival Corporation: Will These 3 Key Forces Make or Break Its Market Position by 2028?

Carnival Corporation & plc recently reported strong results for the fourth quarter of 2024, closing an exceptional year marked by solid...

Baptista Research

Carnival Corporation & Plc (CCL) - Thursday, Aug 1, 2024

Carnival Cruise Lines focused on reducing debt, improving operational efficiency, and catering to growing demand, positioning itself for increased...

Value Investors Club

Carnival Corporation & plc: What Is The Impact Of Strong Demand & New Market Strategies On Future Growth? - Major Drivers

Carnival Corporation & plc demonstrated a strong performance in its third quarter of 2024, substantially exceeding expectations and setting...

Baptista Research

Carnival Corporation & plc: Expansion of Market Share through Strategic Brand Realignment! - Major Drivers

Carnival Corporation & plc recently provided an update on their operations, highlighting significant achievements and ongoing strategies for...

Baptista Research

STOXX 600 EU December 2024 Forecast: A Schibsted Gamble, a SpareBank Surge, and a Carnival Party

​The top addition candidates are SpareBank 1 Sr-Bank post-merger, Schibsted ASA Class B after surpassing Class A in liquidity, and Carnival PLC...

Dimitris Ioannidis

The top addition candidates are SpareBank 1 Sr-Bank post-merger, Schibsted ASA Class B after surpassing Class A in liquidity, and Carnival PLC...