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 Coca-Cola Company's third-quarter performance for 2025 reveals a complex but strategically managed operating environment, resulting in steady growth amid various economic challenges.</li><li>The company's adaptability to global market dynamics, coupled with its strategic focus on expanding its beverage portfolio and optimizing operational efficiencies, continues to underpin its growth trajectory.</li><li>During the quarter, organic revenue increased by 6%, with unit cases growing by 1%, reflecting sequential improvement over the months of July to September.</li></ul>

The Coca-Cola Company's third-quarter performance for 2025 reveals a complex but strategically managed operating environment, resulting in steady growth amid various economic challenges.The company's adaptability to global market dynamics, coupled with its strategic focus on expanding its beverage portfolio and optimizing operational efficiencies, continues to underpin its growth trajectory.During the quarter, organic revenue increased by 6%, with unit cases growing by 1%, reflecting sequential improvement over the months of July to September.

Coca-Cola Expands into India & ASEAN: Will International Markets Deliver Explosive Growth?

<ul><li>Coca-Cola Company's second-quarter 2025 results illustrate both achievements and challenges within a dynamic operating environment.</li><li>The company experienced a modest 1% decline in volume, attributed to difficult prior-year comparisons and adverse weather affecting key markets, coupled with some consumer pressure.</li><li>However, Coca-Cola achieved a 5% organic revenue growth and 4% earnings per share growth, even amidst currency headwinds and a higher effective tax rate.</li></ul>

Coca-Cola Company's second-quarter 2025 results illustrate both achievements and challenges within a dynamic operating environment.The company experienced a modest 1% decline in volume, attributed to difficult prior-year comparisons and adverse weather affecting key markets, coupled with some consumer pressure.However, Coca-Cola achieved a 5% organic revenue growth and 4% earnings per share growth, even amidst currency headwinds and a higher effective tax rate.

The Coca-Cola Company’s Dairy Gamble with Fairlife Is Working—But Will It Last?

<ul><li>The Coca-Cola Company's first quarter in 2025 demonstrated its adaptation to the dynamic global environment, producing significant growth in organic revenues and operating margins.</li><li>The company reported a 2% increase in volume growth and robust organic revenue growth, aligning with their longstanding growth algorithm.</li><li>Coca-Cola maintained a resilient posture amidst challenges such as macroeconomic uncertainties and geopolitical tensions, achieving these results through enhanced capabilities, improved local execution, and effective alignment across systems.</li></ul>

The Coca-Cola Company's first quarter in 2025 demonstrated its adaptation to the dynamic global environment, producing significant growth in organic revenues and operating margins.The company reported a 2% increase in volume growth and robust organic revenue growth, aligning with their longstanding growth algorithm.Coca-Cola maintained a resilient posture amidst challenges such as macroeconomic uncertainties and geopolitical tensions, achieving these results through enhanced capabilities, improved local execution, and effective alignment across systems.

The Coca-Cola Company: An Insight Into Its Revenue Growth Management (RGM) & Margin Expansion!

<ul><li>The Coca-Cola Company's latest earnings release and conference call have unveiled a mix of both challenges and strengths in the company's financial results for the fourth quarter and full year of 2024.</li><li>The company reported a solid 7% growth in comparable earnings per share despite facing significant currency headwinds and the impact of bottler refranchising.</li><li>Organic revenue growth was robust at 14% in the fourth quarter, with a unit case growth of 2%.</li></ul>

The Coca-Cola Company's latest earnings release and conference call have unveiled a mix of both challenges and strengths in the company's financial results for the fourth quarter and full year of 2024.The company reported a solid 7% growth in comparable earnings per share despite facing significant currency headwinds and the impact of bottler refranchising.Organic revenue growth was robust at 14% in the fourth quarter, with a unit case growth of 2%.

The Coca-Cola Company: How Its Pricing Power & Expanding Portfolio Fuel Growth!

Pan-Asia Index Rebalances/ Events/ Delta One, Periscope Analytics

Brian Freitas

Pan-Asia Index Rebalances/ Events/ Delta One

Periscope Analytics

Periscope Analytics focuses on event-driven trades across Asia Pacific and provides comprehensive, timely and systematic coverage of index changes to major Asia Pacific indices in a structured manner.

The analysis includes forecasted inclusions and exclusions to all major Asian indices that have significant amount of tracking assets, including estimates of passive buy/sell flow on the stocks. The service also provides commentary and impact of market consultations, ground rule changes, and other events (IPOs, spin-offs, M&A) that could lead to index changes and passive flow.

Periscope Analytics works with multi-strategy hedge funds, proprietary trading firms, stat arb trading groups and long-only investors that invest and trade in the Asia Pacific region with the data being used to trade index rebalances, avoid pre-positioning and passive flow, and to time entry into and exit from stocks.

Event-Driven Trades Across Asia Pacific

Event-Driven

<ul>
<li>The changes to the <a href="https://www.smartkarma.com/entities/s-p-500-index" target="_blank" data-smartkarma-citation="entities:22886:1" rel="noopener">S&amp;P 500 INDEX (SPX INDEX)</a>, S&amp;P400 Index and S&amp;P600 Index will be announced after market close on Friday.</li>
<li>The conclusions of the market consultation to change the index weighting methodology for the Select Sector Indices to reduce concentration and avoid reverse turnover should also be announced.</li>
<li>Changes in the index weighting methodology will result in a round-trip trade of US$35bn across the Select Sector indices. The largest turnover is in the <a href="https://www.smartkarma.com/entities/consumer-staples-select-sector-spdr-fund" target="_blank" data-smartkarma-citation="entities:27536:1" rel="noopener">XLP</a> and <a href="https://www.smartkarma.com/entities/technology-select-sector-spdr" target="_blank" data-smartkarma-citation="entities:27543:1" rel="noopener">XLK</a>.</li>
</ul>


The changes to the S&amp;P 500 INDEX (SPX INDEX), S&amp;P400 Index and S&amp;P600 Index will be announced after market close on Friday.
The conclusions of the market consultation to change the index weighting methodology for the Select Sector Indices to reduce concentration and avoid reverse turnover should also be announced.
Changes in the index weighting methodology will result in a round-trip trade of US$35bn across the Select Sector indices. The largest turnover is in the XLP and XLK.


Select Sector Indices - Updated Flows as Round-Trip Trade Hits US$35bn

United States

The Coca-Cola Company manufactures, markets, and distributes soft drink concentrates and syrups.  The Company also distributes and markets juice and juice-drink products.  Coca-Cola distributes its products to retailers and wholesalers in the United States and internationally.

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Coca Cola Co (KO US)

Coca-Cola Expands into India & ASEAN: Will International Markets Deliver Explosive Growth?

The Coca-Cola Company's third-quarter performance for 2025 reveals a complex but strategically managed operating environment, resulting in steady...

Baptista Research

The Coca-Cola Company’s Dairy Gamble with Fairlife Is Working—But Will It Last?

Coca-Cola Company's second-quarter 2025 results illustrate both achievements and challenges within a dynamic operating environment. The company...

Baptista Research

The Coca-Cola Company: An Insight Into Its Revenue Growth Management (RGM) & Margin Expansion!

The Coca-Cola Company's first quarter in 2025 demonstrated its adaptation to the dynamic global environment, producing significant growth in...

Baptista Research

The Coca-Cola Company: How Its Pricing Power & Expanding Portfolio Fuel Growth!

The Coca-Cola Company's latest earnings release and conference call have unveiled a mix of both challenges and strengths in the company's...

Baptista Research

Select Sector Indices - Updated Flows as Round-Trip Trade Hits US$35bn

US$300bn tracks the Select Sector Indices. Implementation of proposed changes will set off a US$35bn trade. Apple could be bought by multiple...

Brian Freitas

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