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>Chart Industries, Inc. reported a strong performance for the first quarter of 2025, displaying an increase in both orders and sales compared to the corresponding period the previous year.</li><li>The company's strategic focus on diversification has contributed to broad-based demand across various segments, especially in the burgeoning liquefied natural gas (LNG) market.</li><li>A significant achievement during the quarter was securing a contract for Woodside Louisiana LNG Phase 2, underscoring their specialized capabilities in IPSMR process technology.</li></ul>

Chart Industries, Inc. reported a strong performance for the first quarter of 2025, displaying an increase in both orders and sales compared to the corresponding period the previous year.The company's strategic focus on diversification has contributed to broad-based demand across various segments, especially in the burgeoning liquefied natural gas (LNG) market.A significant achievement during the quarter was securing a contract for Woodside Louisiana LNG Phase 2, underscoring their specialized capabilities in IPSMR process technology.

Chart Industries: Strengthening Its LNG Position With High-Value Global Contracts!

<ul><li>Chart Industries reported its first quarter results for 2025, showcasing both strengths and areas for potential improvement.</li><li>The company posted a 17.3% increase in orders compared to the previous year, amounting to $1.32 billion, with significant contribution from the Woodside Louisiana LNG project.</li><li>Liquefied Natural Gas (LNG) remains a crucial component, accounting for roughly a quarter of the company’s backlog.</li></ul>

Chart Industries reported its first quarter results for 2025, showcasing both strengths and areas for potential improvement.The company posted a 17.3% increase in orders compared to the previous year, amounting to $1.32 billion, with significant contribution from the Woodside Louisiana LNG project.Liquefied Natural Gas (LNG) remains a crucial component, accounting for roughly a quarter of the company’s backlog.

Chart Industries Eyes a $1 Billion LNG Windfall—Is This the Biggest Energy Play of the Year?

<ul><li>Chart Industries, Inc.'s fourth-quarter and full-year 2024 performance illustrates a year of significant achievements and notable challenges, projecting a complex investment landscape.</li><li>The company reported robust financial results with a record high in several key metrics, highlighting its strategic operational execution and market responsiveness.</li><li>Positively, Chart Industries demonstrated strong financial performance in 2024.</li></ul>

Chart Industries, Inc.'s fourth-quarter and full-year 2024 performance illustrates a year of significant achievements and notable challenges, projecting a complex investment landscape.The company reported robust financial results with a record high in several key metrics, highlighting its strategic operational execution and market responsiveness.Positively, Chart Industries demonstrated strong financial performance in 2024.

Chart Industries: Here are the 6 Major Game-Changers Impacting Its 2025 Performance & Beyond!

<ul><li>Chart Industries, Inc. reported its third quarter 2024 financial results that showcased certain strong operational and financial metrics while also facing some challenges.</li><li>Notably, the company's efforts to enhance its balance sheet manifested in a decrease in its net leverage ratio to 3.04, inching closer to its target range of 2 to 2.5. This progress was supported by a reported net cash from operating activities of $200.7 million and free cash flow of $174.6 million, demonstrating effective cash generation and operational efficiency.</li><li>Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.</li></ul>

Chart Industries, Inc. reported its third quarter 2024 financial results that showcased certain strong operational and financial metrics while also facing some challenges.Notably, the company's efforts to enhance its balance sheet manifested in a decrease in its net leverage ratio to 3.04, inching closer to its target range of 2 to 2.5. This progress was supported by a reported net cash from operating activities of $200.7 million and free cash flow of $174.6 million, demonstrating effective cash generation and operational efficiency.Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.

Chart Industries Inc.: An Analysis Of Its Expansion in Specialty Markets & Other Major Drivers

Alpha-Centric ESG Research

Kyle Rudden

COVID-19 vaccines figure into Biden's recently-announced COVID-19 response plan, though with a clear emphasis on distribution versus development (as was Trump's focus). Biden's prioritisation of vaccine distribution – and the US$25 billion earmarked for it – is a gift for "cold chain" stocks."Cold chain" refers to a complex temperature-controlled supply chain that is mission-critical to the distribution of COVID-19 vaccines. Critical, because vaccines require consistent ultra-cold storage from manufacture to needle-stick, otherwise those expensive vaccines become medical waste.This Insight looks at cold chain stocks as an investment theme inherent in Biden's COVID-19 plan (see <a href="https://www.smartkarma.com/insights/biden-covid-19-response-plan-overview-of-its-inherent-investment-themes" target="_blank" data-smartkarma-citation="insights:45631" rel="noopener">Biden COVID-19 Response Plan: Overview of Its Inherent Investment Themes</a>). Although the cold chain is fragmented and largely privately-held, but there are opportunities in three areas:<ol>
<li>
Freight and Logistics: Most listed companies fall into this category, including both integrated cold chain freight and logistics stocks, as well as niche players in either of freight or logistics.</li>
<li>
Freezer Manufacturers: Ultra-cold freezer boxes and related industrial components of various shapes and sizes are needed for the cold chain to function. Several stocks serve this segment.</li>
<li>
Specialty Chemicals: Dry ice gets all the headlines, as massive amounts are needed but supply is short, but other specialty chemicals and industrial gases are also needed in the cold chain.</li>
</ol>

COVID-19 vaccines figure into Biden's recently-announced COVID-19 response plan, though with a clear emphasis on distribution versus development (as was Trump's focus). Biden's prioritisation of vaccine distribution – and the US$25 billion earmarked for it – is a gift for "cold chain" stocks."Cold chain" refers to a complex temperature-controlled supply chain that is mission-critical to the distribution of COVID-19 vaccines. Critical, because vaccines require consistent ultra-cold storage from manufacture to needle-stick, otherwise those expensive vaccines become medical waste.This Insight looks at cold chain stocks as an investment theme inherent in Biden's COVID-19 plan (see Biden COVID-19 Response Plan: Overview of Its Inherent Investment Themes). Although the cold chain is fragmented and largely privately-held, but there are opportunities in three areas:

Freight and Logistics: Most listed companies fall into this category, including both integrated cold chain freight and logistics stocks, as well as niche players in either of freight or logistics.

Freezer Manufacturers: Ultra-cold freezer boxes and related industrial components of various shapes and sizes are needed for the cold chain to function. Several stocks serve this segment.

Specialty Chemicals: Dry ice gets all the headlines, as massive amounts are needed but supply is short, but other specialty chemicals and industrial gases are also needed in the cold chain.


Biden COVID-19 Response Plan: Cold Chain Transportation and Logistics Stocks Benefit

United States

Chart Industries, Inc. is a global manufacturer of equipment used in the production, storage, and end-use of hydrocarbon and industrial gases. The Company's products include vacuum-insulated containment vessels, heat exchangers, cold boxes, and other cryogenic components.

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Chart Industries (GTLS US)

Chart Industries: Strengthening Its LNG Position With High-Value Global Contracts!

Chart Industries, Inc. reported a strong performance for the first quarter of 2025, displaying an increase in both orders and sales compared to...

Baptista Research

Chart Industries Eyes a $1 Billion LNG Windfall—Is This the Biggest Energy Play of the Year?

Chart Industries reported its first quarter results for 2025, showcasing both strengths and areas for potential improvement. The company posted a...

Baptista Research

Chart Industries: Here are the 6 Major Game-Changers Impacting Its 2025 Performance & Beyond!

Chart Industries, Inc.'s fourth-quarter and full-year 2024 performance illustrates a year of significant achievements and notable challenges,...

Baptista Research

Chart Industries Inc.: An Analysis Of Its Expansion in Specialty Markets & Other Major Drivers

Chart Industries, Inc. reported its third quarter 2024 financial results that showcased certain strong operational and financial metrics while...

Baptista Research

Biden COVID-19 Response Plan: Cold Chain Transportation and Logistics Stocks Benefit

Biden's COVID-19 response plan earmarks US$25 billion to vaccines, but with a twist. His emphasis is vaccine distribution, not development. That...

Kyle Rudden

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