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>Cochlear Limited recently announced its half-year results for fiscal year 2025.</li><li>In its earnings call, the company disclosed a mixed performance across its business segments.</li><li>On the positive side, the company reported a strong 13% growth in Cochlear implant revenue and an even stronger 22% growth in Acoustics revenue, leading to an overall net sales increase of 6% in constant currency.</li></ul>

Cochlear Limited recently announced its half-year results for fiscal year 2025.In its earnings call, the company disclosed a mixed performance across its business segments.On the positive side, the company reported a strong 13% growth in Cochlear implant revenue and an even stronger 22% growth in Acoustics revenue, leading to an overall net sales increase of 6% in constant currency.

Cochlear Limited: Initiation of Coverage- Can Cutting-Edge Innovation & R&D Fuel the Next Growth Surge?

Asia Pac ECM and Index Rebal, Shenton Research

Ke Yan, CFA, FRM

Asia Pac ECM and Index Rebal

Asia Pac IPO & Placement Research, China Biotech

DZT Research

DZT Research is an independent Asia Pacific equity specialist. Our quantitative research covers index rebalancing flows, alongside exchange data analytics accross Asia Pacific. On the equity capital markets side, we focus on Asia Pacific ECM, especially biotech and TMT. Our lead analyst is frequently cited by international media.

Quantitative Analysis

<ul>
<li>We analyzed the changes in short interest of ASX Stocks as of Jul 11th (reported today). The aggregated short interest was USD25.3bn.</li>
<li>We tabulate league tables for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.</li>
<li>We highlight short interest changes in Santos, Northern Star Resources, Technology One, Orora.</li>
</ul>


We analyzed the changes in short interest of ASX Stocks as of Jul 11th (reported today). The aggregated short interest was USD25.3bn.
We tabulate league tables for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.
We highlight short interest changes in Santos, Northern Star Resources, Technology One, Orora.


ASX Short Interest Weekly (Jul 11th): Santos, Northern Star Resources, Technology One, Orora

Financial News, Analysis and Data, FNArena

FNArena

Financial News, Analysis and Data

Online financial media company focused on Australian equities, with a global perspective

<ul><li>Update on changes to and revisions of analysts' Best Ideas and Conviction Calls, as well as Model Portfolio compositions</li></ul>

Update on changes to and revisions of analysts' Best Ideas and Conviction Calls, as well as Model Portfolio compositions

NEXTDC Ltd - Rudi's View: Aussie Broadband, oOh!media, Paladin Energy, Seek, Xero & More

<ul><li>A brief look at important company events and economic data releases next week </li></ul>

A brief look at important company events and economic data releases next week 

Origin Energy Ltd - Next Week At A Glance - 14-18 Jul 2025

Rudi's View: Gold stocks & Miners, DigiCo, Pinnacle & More

Australia

Cochlear Limited researches, develops and markets cochlear implant systems for hearing impaired individuals.  The Company's hearing implant systems include Nucleus and Baha and are sold both domestically and internationally.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Cochlear Ltd (COH AU)

Cochlear Limited: Initiation of Coverage- Can Cutting-Edge Innovation & R&D Fuel the Next Growth Surge?

Cochlear Limited recently announced its half-year results for fiscal year 2025. In its earnings call, the company disclosed a mixed performance...

Baptista Research

ASX Short Interest Weekly (Jul 11th): Santos, Northern Star Resources, Technology One, Orora

We analyzed ASX short interest report for the past week and highlight short interest changes in Santos, Northern Star Resources, Technology One,...

Ke Yan, CFA, FRM

NEXTDC Ltd - Rudi's View: Aussie Broadband, oOh!media, Paladin Energy, Seek, Xero & More

Update on changes to and revisions of analysts' Best Ideas and Conviction Calls, as well as Model Portfolio compositions

FNArena

Origin Energy Ltd - Next Week At A Glance - 14-18 Jul 2025

A brief look at important company events and economic data releases next week

FNArena

Rudi's View: Gold stocks & Miners, DigiCo, Pinnacle & More

FNArena

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)