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 reported its first quarter results for 2026 with a focus on navigating a complex external environment marked by inflation, geopolitical uncertainty, and market variability across regions.</li><li>The company achieved 3% global volume growth, extending 20 consecutive quarters of value share gains across all operating segments.</li><li>Adjusted earnings per share grew by double digits, supported by expanded comparable operating margins, and organic revenue growth aligned with updated full-year guidance.</li></ul>

The Coca-Cola Company reported its first quarter results for 2026 with a focus on navigating a complex external environment marked by inflation, geopolitical uncertainty, and market variability across regions.The company achieved 3% global volume growth, extending 20 consecutive quarters of value share gains across all operating segments.Adjusted earnings per share grew by double digits, supported by expanded comparable operating margins, and organic revenue growth aligned with updated full-year guidance.

The Coca-Cola Company: 10% Organic Revenue Growth Masks A Gross Margin Squeeze In Asia Pacific!

<ul><li>Coca-Cola’s renewed push around Sprite and the NBA looks, on the surface, like a familiar sponsorship story: one soft-drink giant reclaiming a high-visibility sports property from a rival.</li><li>But the more revealing point is that the company is not simply paying for logo placement or arena signage.</li><li>It is paying to reinsert one of its core brands into a cultural setting that already carries identity, emotion, and global reach.</li></ul>

Coca-Cola’s renewed push around Sprite and the NBA looks, on the surface, like a familiar sponsorship story: one soft-drink giant reclaiming a high-visibility sports property from a rival.But the more revealing point is that the company is not simply paying for logo placement or arena signage.It is paying to reinsert one of its core brands into a cultural setting that already carries identity, emotion, and global reach.

Coca Cola Just Made A Bigger Bet Than Soda!

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

<ul><li>Coca-Cola Company recently reported its financial performance, highlighting mixed results for its fiscal year 2025, with notable trends and factors affecting its overall growth outlook.</li><li>The company's achievements and challenges provide an analytical framework for assessing its investment potential.</li><li>Positively, Coca-Cola achieved several strategic milestones that could bolster its long-term growth prospects.</li></ul>

Coca-Cola Company recently reported its financial performance, highlighting mixed results for its fiscal year 2025, with notable trends and factors affecting its overall growth outlook.The company's achievements and challenges provide an analytical framework for assessing its investment potential.Positively, Coca-Cola achieved several strategic milestones that could bolster its long-term growth prospects.

Coca-Cola Earnings: How Bottler Execution and Brand Power Are Reinforcing U.S. Momentum!

<ul><li>In a major leadership transition that could define the future of Coca-Cola, longtime executive Henrique Braun is set to take over as CEO in Q1 2026, succeeding James Quincey.</li><li>Quincey will step into the role of Executive Chairman after nearly a decade at the helm.</li><li>His tenure saw sweeping changes, from slashing underperforming brands to investing heavily in digital transformation.</li></ul>

In a major leadership transition that could define the future of Coca-Cola, longtime executive Henrique Braun is set to take over as CEO in Q1 2026, succeeding James Quincey.Quincey will step into the role of Executive Chairman after nearly a decade at the helm.His tenure saw sweeping changes, from slashing underperforming brands to investing heavily in digital transformation.

Coca-Cola Names New CEO for 2026—And He’s Facing a Major Consumer Shift!

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)

The Coca-Cola Company: 10% Organic Revenue Growth Masks A Gross Margin Squeeze In Asia Pacific!

The Coca-Cola Company reported its first quarter results for 2026 with a focus on navigating a complex external environment marked by inflation,...

Baptista Research

Coca Cola Just Made A Bigger Bet Than Soda!

Coca-Cola’s renewed push around Sprite and the NBA looks, on the surface, like a familiar sponsorship story: one soft-drink giant reclaiming a...

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

Coca-Cola Earnings: How Bottler Execution and Brand Power Are Reinforcing U.S. Momentum!

Coca-Cola Company recently reported its financial performance, highlighting mixed results for its fiscal year 2025, with notable trends and...

Baptista Research

Coca-Cola Names New CEO for 2026—And He’s Facing a Major Consumer Shift!

In a major leadership transition that could define the future of Coca-Cola, longtime executive Henrique Braun is set to take over as CEO in Q1...

Baptista Research

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