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

Charter Communications  / Equity Bottom-Up

<ul><li>Charter Communications delivered a disappointing set of results as the company was unable to meet the revenue and earnings expectations of Wall Street.</li><li>The company attracted 77,000 new Internet users in the second quarter, and its Spectrum One product and network development plans continue to pay off.</li><li>The overall number of mobile lines was over 6.6 million at the end of the second quarter.</li></ul>

Charter Communications delivered a disappointing set of results as the company was unable to meet the revenue and earnings expectations of Wall Street.The company attracted 77,000 new Internet users in the second quarter, and its Spectrum One product and network development plans continue to pay off.The overall number of mobile lines was over 6.6 million at the end of the second quarter.

Charter Communications Inc.: Powering Ahead With These 3 Growth Catalysts! - Financial Forecasts

<ul><li>Charter Communications gave a mixed in the last quarter as it failed to meet the revenue expectations of Wall Street but managed an earnings beat.</li><li>Despite operating in a low transaction environment, Charter gained 686,000 Spectrum Mobile lines.</li><li>The company also had 6 million total mobile lines at the end of the first quarter.</li></ul>

Charter Communications gave a mixed in the last quarter as it failed to meet the revenue expectations of Wall Street but managed an earnings beat.Despite operating in a low transaction environment, Charter gained 686,000 Spectrum Mobile lines.The company also had 6 million total mobile lines at the end of the first quarter.

Charter Communications Inc.: Acquisition of Bee Line & Other Drivers

<ul><li>This is our first report on Charter Communications, one of the largest cable operators and broadband connectivity companies in the U.S.</li><li>The company delivered a disappointing set of results in the quarter failing to meet Wall Street expectations in terms of revenues as well as earnings.</li><li>The company also had around 4.7 million mobile lines at the end of the quarter.</li></ul>

This is our first report on Charter Communications, one of the largest cable operators and broadband connectivity companies in the U.S.The company delivered a disappointing set of results in the quarter failing to meet Wall Street expectations in terms of revenues as well as earnings.The company also had around 4.7 million mobile lines at the end of the quarter.

Charter Communications Inc.: Initiation of Coverage – Strong Barriers To Entry & Other Drivers

Credit

<ul><li>Charter Communications is one of the leading cable operators and broadband connectivity companies in the U.S.</li><li>The company’s recent financial performance has been tepid despite consistent additions of new Internet customers throughout the year.</li><li>They further offer the nation's fastest Internet, WiFi, and mobile speeds when combined with WiFi, all while saving consumers thousands of dollars a year or serving them.</li></ul>

Charter Communications is one of the leading cable operators and broadband connectivity companies in the U.S.The company’s recent financial performance has been tepid despite consistent additions of new Internet customers throughout the year.They further offer the nation's fastest Internet, WiFi, and mobile speeds when combined with WiFi, all while saving consumers thousands of dollars a year or serving them.

Charter Communications Inc.: Detailed Credit Analysis & Financial Strength Evaluation Report

TMT & Consumer Independent Equity Research Analyst, Obex Capital Research

Aaron Gabin

TMT & Consumer Independent Equity Research Analyst

TMT & Consumer Independent Equity Research

Obex Capital Research

“Obex” is Latin for Barriers to Entry. Obex Capital Management’s investment philosophy is driven by an intense focus on which business model’s Barriers to Entry are able to withstand the ever increasing competitive disruption in the TMT and Consumer Sectors.

<ul>
<li>Comcast and Charter have seen their share prices cut 30% since the fall when we thought broadband risks were overstated.</li>
<li>We don't think now is the time to buy cable though due to rising competitive intensity from telco.</li>
<li>Prefer Charter over Comcast due to their faster growing wireless business and pure play business model vs. Comcast's increased streaming content spend.</li>
</ul>


Comcast and Charter have seen their share prices cut 30% since the fall when we thought broadband risks were overstated.
We don't think now is the time to buy cable though due to rising competitive intensity from telco.
Prefer Charter over Comcast due to their faster growing wireless business and pure play business model vs. Comcast's increased streaming content spend.


Comcast and Charter: Does Wireless Upside Offset Broadband Concerns?

United States

Charter Communications, Inc. operates as a cable telecommunications company. The Company offers cable broadcasting, internet, voice, and mass media services. Charter Communications serves customers in the United States.

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Charter Communications (CHTR US)

Charter Communications Inc.: Powering Ahead With These 3 Growth Catalysts! - Financial Forecasts

Charter Communications delivered a disappointing set of results as the company was unable to meet the revenue and earnings expectations of Wall...

Baptista Research

Charter Communications Inc.: Acquisition of Bee Line & Other Drivers

Charter Communications gave a mixed in the last quarter as it failed to meet the revenue expectations of Wall Street but managed an earnings...

Baptista Research

Charter Communications Inc.: Initiation of Coverage – Strong Barriers To Entry & Other Drivers

This is our first report on Charter Communications, one of the largest cable operators and broadband connectivity companies in the U.S. The...

Baptista Research

Charter Communications Inc.: Detailed Credit Analysis & Financial Strength Evaluation Report

Charter Communications is one of the leading cable operators and broadband connectivity companies in the U.S. The company’s recent financial...

Baptista Research

Comcast and Charter: Does Wireless Upside Offset Broadband Concerns?

While we have historically been attracted to the fiber moats of the US cable operators and the stocks are down 30% from ATH valuations...we remain...

Aaron Gabin

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