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>Comcast Corporation's latest earnings offered insights into both the opportunities and challenges the company faces in various business segments.</li><li>On the positive side, Comcast highlighted robust performance in several growth areas, particularly in residential broadband, wireless, and theme parks.</li><li>The strategic shift towards these growth segments is a central part of the company's business model.</li></ul>

Comcast Corporation's latest earnings offered insights into both the opportunities and challenges the company faces in various business segments.On the positive side, Comcast highlighted robust performance in several growth areas, particularly in residential broadband, wireless, and theme parks.The strategic shift towards these growth segments is a central part of the company's business model.

Comcast: Will The Management’s Focus on Wireless Expansion and Converged Offerings Help Continue Its Market-Beating Run?

<ul><li>Comcast Corporation has delivered record financial results for both the fourth quarter and the full year of 2024, confirming substantial growth across various segments despite encountering competitive and strategic challenges.</li><li>The company's total revenue reached $124 billion, with an adjusted EBITDA of $38 billion, marking a new high in Comcast's financial history.</li><li>Earnings per share (EPS) adjusted grew by 9%, demonstrating robust profitability along with significant free cash flow of $12.5 billion.</li></ul>

Comcast Corporation has delivered record financial results for both the fourth quarter and the full year of 2024, confirming substantial growth across various segments despite encountering competitive and strategic challenges.The company's total revenue reached $124 billion, with an adjusted EBITDA of $38 billion, marking a new high in Comcast's financial history.Earnings per share (EPS) adjusted grew by 9%, demonstrating robust profitability along with significant free cash flow of $12.5 billion.

Comcast & The Impact Of Its Latest Result: Will Peacock Ever Turn Profitable Amid Streaming Wars? - Major Drivers

<ul><li>Comcast Corporation's third quarter earnings revealed a mixture of steady growth folds and operational challenges due to external market conditions.</li><li>The company remains robust in its strategic implementations, particularly around its candidate for convergence, Epic Universe, and Media, which encompass a significant portion of its broad, operational bandwidth.</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>

Comcast Corporation's third quarter earnings revealed a mixture of steady growth folds and operational challenges due to external market conditions.The company remains robust in its strategic implementations, particularly around its candidate for convergence, Epic Universe, and Media, which encompass a significant portion of its broad, operational bandwidth.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.

Comcast's Hidden Winner: The Olympics Boost That Sent Peacock Soaring!

<ul><li>Comcast's second quarter earnings call highlighted various areas of performance in the company's operations.</li><li>On the broadband front, despite the competitive market conditions prevalent in recent quarters, Comcast's strategy has been consistent, focusing on generating considerable broadband revenue growth through a balance between rate and volume.</li><li>With an established customer base of 32 million subscribers, the company is implementing market segmentation.</li></ul>

Comcast's second quarter earnings call highlighted various areas of performance in the company's operations.On the broadband front, despite the competitive market conditions prevalent in recent quarters, Comcast's strategy has been consistent, focusing on generating considerable broadband revenue growth through a balance between rate and volume.With an established customer base of 32 million subscribers, the company is implementing market segmentation.

Comcast Corporation: Continuing Expansion in Customer Base & NBA Contract Driving Our Optimism! - Major Drivers

Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Douglas Research Advisory

<ul>
<li>The Trump administration proposed a new 100% tariffs at movies produced outside the United States. Korean contents account for about 8-9% of total viewing hours on Netflix globally.</li>
<li>Top three listed film/drama production companies in Korea including Studio Dragon, CJ ENM, and ContentreeJoongAng are likely to be negatively impacted by the new major tariffs imposed by the U.S.</li>
<li>Economics of making a movie is much cheaper in South Korea versus the U.S. Producing a film in South Korea can cost 30–70% less than in the United States.</li>
</ul>


The Trump administration proposed a new 100% tariffs at movies produced outside the United States. Korean contents account for about 8-9% of total viewing hours on Netflix globally.
Top three listed film/drama production companies in Korea including Studio Dragon, CJ ENM, and ContentreeJoongAng are likely to be negatively impacted by the new major tariffs imposed by the U.S.
Economics of making a movie is much cheaper in South Korea versus the U.S. Producing a film in South Korea can cost 30–70% less than in the United States.


A 100% Tariffs on Films Produced Outside the U.S. - Negative on Korean Film Production Companies

United States

Comcast Corporation provides media and television broadcasting services. The Company offers video streaming, television programming, high-speed internet, cable television, and communication services. Comcast serves customers worldwide.

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Comcast Corp Class A (CMCSA US)

Comcast: Will The Management’s Focus on Wireless Expansion and Converged Offerings Help Continue Its Market-Beating Run?

Comcast Corporation's latest earnings offered insights into both the opportunities and challenges the company faces in various business...

Baptista Research

Comcast & The Impact Of Its Latest Result: Will Peacock Ever Turn Profitable Amid Streaming Wars? - Major Drivers

Comcast Corporation has delivered record financial results for both the fourth quarter and the full year of 2024, confirming substantial growth...

Baptista Research

Comcast's Hidden Winner: The Olympics Boost That Sent Peacock Soaring!

Comcast Corporation's third quarter earnings revealed a mixture of steady growth folds and operational challenges due to external market...

Baptista Research

Comcast Corporation: Continuing Expansion in Customer Base & NBA Contract Driving Our Optimism! - Major Drivers

Comcast's second quarter earnings call highlighted various areas of performance in the company's operations. On the broadband front, despite the...

Baptista Research

A 100% Tariffs on Films Produced Outside the U.S. - Negative on Korean Film Production Companies

Top three listed film/drama production companies in Korea including Studio Dragon, CJ ENM, and ContentreeJoongAng are likely to be negatively...

Douglas Kim

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52-week Range

Market Cap (USDm)

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