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 latest earnings for ConocoPhillips for Q1 2024 showcased the company's steady execution of its strategic plan inclusive of new projects and capital-efficient growth within the lower 48 states, with expectations of low single-digit production growth while spending less capital than the prior year.</li><li>Starting with the global portfolio, ConocoPhillips ramped up production at Surmont Pad 267 in Canada, Bohai Bay 4B in China, and three subsea tiebacks in Norway, with another subsea tieback in Norway expected to start within the next month.</li><li>Production at Montney, Canada reached a record level, motivated by the startup of the second central processing facility.</li></ul>

The latest earnings for ConocoPhillips for Q1 2024 showcased the company's steady execution of its strategic plan inclusive of new projects and capital-efficient growth within the lower 48 states, with expectations of low single-digit production growth while spending less capital than the prior year.Starting with the global portfolio, ConocoPhillips ramped up production at Surmont Pad 267 in Canada, Bohai Bay 4B in China, and three subsea tiebacks in Norway, with another subsea tieback in Norway expected to start within the next month.Production at Montney, Canada reached a record level, motivated by the startup of the second central processing facility.

ConocoPhillips: Increasing Focus On Permian Gas & LNG Expansion! - Major Drivers

<ul><li>In the Fourth Quarter 2023 Earnings, ConocoPhillips maintained a solid execution across all aspects of its investment mandate.</li><li>The company reported record production, marking itself as an industry leader in reserve replacement.</li><li>It advanced its global liquified natural gas (LNG) strategy with expansion in Qatar, final investment decision (FID) at Port Arthur, and several offtake and regasification agreements.</li></ul>

In the Fourth Quarter 2023 Earnings, ConocoPhillips maintained a solid execution across all aspects of its investment mandate.The company reported record production, marking itself as an industry leader in reserve replacement.It advanced its global liquified natural gas (LNG) strategy with expansion in Qatar, final investment decision (FID) at Port Arthur, and several offtake and regasification agreements.

ConocoPhillips: Will The Expansion Of LNG Operations Result In A Solid 2024? - Major Drivers

<ul><li>ConocoPhillips delivered a mixed set of results in its most recent results, with revenues falling short of Wall Street expectations but above-par earnings.</li><li>In the recent quarter, ConocoPhillips witnessed robust performance, marked by significant achievements across its international portfolio.</li><li>Financially, the company demonstrated significant global and Lower 48 production in Q3, prompting an upward revision of full-year production guidance.</li></ul>

ConocoPhillips delivered a mixed set of results in its most recent results, with revenues falling short of Wall Street expectations but above-par earnings.In the recent quarter, ConocoPhillips witnessed robust performance, marked by significant achievements across its international portfolio.Financially, the company demonstrated significant global and Lower 48 production in Q3, prompting an upward revision of full-year production guidance.

ConocoPhillips: A Deep Dive into the Oil Giant's Strategic Successes and Global Footprint! - Major Drivers

<ul><li>ConocoPhillips 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 executed several significant agreements and acquisitions, including purchasing the remaining 50% of Surmont, a valuable asset expected to contribute substantial free cash flow.</li><li>Despite commodity price volatility, the company delivered an underlying solid performance, achieving significant global and Lower 48 production and raising yearly production guidance.</li></ul>

ConocoPhillips delivered a disappointing set of results as the company was unable to meet the revenue and earnings expectations of Wall Street.The company executed several significant agreements and acquisitions, including purchasing the remaining 50% of Surmont, a valuable asset expected to contribute substantial free cash flow.Despite commodity price volatility, the company delivered an underlying solid performance, achieving significant global and Lower 48 production and raising yearly production guidance.

ConocoPhillips: Resilience Amidst Volatility - The Road to Value Creation! - Major Drivers

<ul><li>ConocoPhillips produced a good first quarter performance, managing an all-around beat, breaking both company and Lower 48 production milestones.</li><li>Production was outstanding, averaging 1,792,000 barrels of oil equivalent per day due to strong performance across the board.</li><li>With new wells coming online and good strong performance, Lower 48 underlying production increased by 8% year over year, reaching 1,036,000 barrels of oil equivalent per day on average.</li></ul>

ConocoPhillips produced a good first quarter performance, managing an all-around beat, breaking both company and Lower 48 production milestones.Production was outstanding, averaging 1,792,000 barrels of oil equivalent per day due to strong performance across the board.With new wells coming online and good strong performance, Lower 48 underlying production increased by 8% year over year, reaching 1,036,000 barrels of oil equivalent per day on average.

ConocoPhillips: Breaking Production Milestones Good Enough In The Current Environment? – Key Drivers

United States

ConocoPhillips explores for, produces, transports and markets crude oil, natural gas, natural gas liquids, liquefied natural gas and bitumen on a worldwide basis.

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Conocophillips (COP US)

ConocoPhillips: Increasing Focus On Permian Gas & LNG Expansion! - Major Drivers

The latest earnings for ConocoPhillips for Q1 2024 showcased the company's steady execution of its strategic plan inclusive of new projects and...

Baptista Research

ConocoPhillips: Will The Expansion Of LNG Operations Result In A Solid 2024? - Major Drivers

In the Fourth Quarter 2023 Earnings, ConocoPhillips maintained a solid execution across all aspects of its investment mandate. The company...

Baptista Research

ConocoPhillips: A Deep Dive into the Oil Giant's Strategic Successes and Global Footprint! - Major Drivers

ConocoPhillips delivered a mixed set of results in its most recent results, with revenues falling short of Wall Street expectations but above-par...

Baptista Research

ConocoPhillips: Resilience Amidst Volatility - The Road to Value Creation! - Major Drivers

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

Baptista Research

ConocoPhillips: Breaking Production Milestones Good Enough In The Current Environment? – Key Drivers

ConocoPhillips produced a good first quarter performance, managing an all-around beat, breaking both company and Lower 48 production...

Baptista Research

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