Information Technology Consultant

Ishita Jain

Thematic (Sector/Industry)

The Greece government is running out of time and money. 320 billion euros is the size of their&nbsp;debt mountain. Money enough to carry out 15 Apollo moon landings!It owes 6.74 B euros in June (IMF and short-term bills), 5.95 B euros in July (IMF, ECB and short-term bills) and 4.38 B euros in August (IMF, ECB and short-term bills).They may default on their loans and reach the much dreaded&nbsp;<a href="http://lexicon.ft.com/Term?term=Grexit" target="_blank">Grexit</a>&nbsp;from Euro. Unless they find saviours and implement serious reforms&nbsp;quickly, the&nbsp;Greeks&nbsp;will come back to drachma, face inflation, unemployment and an abysmal fall in their GDP.While most industries are swimming against the tide to survive, the tourism industry is a proud exception. Greece is witnessing a summer flooded&nbsp;with tourists. Flights&nbsp;are full, beaches are bustling and hotels are&nbsp;full capacity. Will the inevitable debt storm&nbsp;end the vacation for the tourism industry? Let us deep dive.

The Greece government is running out of time and money. 320 billion euros is the size of their&nbsp;debt mountain. Money enough to carry out 15 Apollo moon landings!It owes 6.74 B euros in June (IMF and short-term bills), 5.95 B euros in July (IMF, ECB and short-term bills) and 4.38 B euros in August (IMF, ECB and short-term bills).They may default on their loans and reach the much dreaded&nbsp;Grexit&nbsp;from Euro. Unless they find saviours and implement serious reforms&nbsp;quickly, the&nbsp;Greeks&nbsp;will come back to drachma, face inflation, unemployment and an abysmal fall in their GDP.While most industries are swimming against the tide to survive, the tourism industry is a proud exception. Greece is witnessing a summer flooded&nbsp;with tourists. Flights&nbsp;are full, beaches are bustling and hotels are&nbsp;full capacity. Will the inevitable debt storm&nbsp;end the vacation for the tourism industry? Let us deep dive.

Greece's Travel & Tourism industry shines amidst crisis

The shared economy companies&nbsp;are threatened by laws and regulation. But then, which <a href="http://en.wikipedia.org/wiki/Disruptive_innovation" target="_blank">disruptive</a> businesses are not? Uber and Airbnb are likely to be darlings of Wall Street if they decide to go public. But will they live up to the hype? Possibly in the long run, some things could go downhill. But with access to capital, low debts and high reach, these companies are likely to cover their tracks and stay on top in the near future. But skeptics would compare these possible high profile IPOs to <a href="http://www.forbes.com/sites/joanlappin/2013/11/11/two-years-after-its-busted-ipo-groupon-still-cant-turn-a-profit/" target="_blank">Groupon</a> and <a href="http://www.cnbc.com/id/102020026" target="_blank">Alibaba</a> which saw decline in shares after going public. Time will tell.

The shared economy companies&nbsp;are threatened by laws and regulation. But then, which disruptive businesses are not? Uber and Airbnb are likely to be darlings of Wall Street if they decide to go public. But will they live up to the hype? Possibly in the long run, some things could go downhill. But with access to capital, low debts and high reach, these companies are likely to cover their tracks and stay on top in the near future. But skeptics would compare these possible high profile IPOs to Groupon and Alibaba which saw decline in shares after going public. Time will tell.

Will the 'shared economy' pioneers be the next Twitter or Facebook?

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>Corning Incorporated delivered solid results for the second quarter of 2025, showcasing both challenges and opportunities that suggest a nuanced outlook for investors.</li><li>The company achieved record sales of $4 billion, representing a 12% growth year-over-year, and an earnings per share (EPS) increase of 28% to $0.60.</li><li>The operating margin expanded by 160 basis points to 19%, contributing to a return on invested capital of 13.1%.</li></ul>

Corning Incorporated delivered solid results for the second quarter of 2025, showcasing both challenges and opportunities that suggest a nuanced outlook for investors.The company achieved record sales of $4 billion, representing a 12% growth year-over-year, and an earnings per share (EPS) increase of 28% to $0.60.The operating margin expanded by 160 basis points to 19%, contributing to a return on invested capital of 13.1%.

Corning’s Dual Play in Solar & Auto Glass—Can This Strategy Ignite the Next Growth Supercycle?

<ul><li>Corning Incorporated's first-quarter 2025 results show notable performance surpassing guidance, with a 13% year-over-year increase in sales reaching $3.7 billion and a significant growth in EPS, which tripled at a rate faster than sales.</li><li>The company also improved its operating margin by 250 basis points, rising to 18%.</li><li>This performance underscores the positive trajectory as Corning embarks on its second year of the Springboard plan, aiming to add more than $4 billion in annualized sales and elevate operating margins to 20% by 2026.</li></ul>

Corning Incorporated's first-quarter 2025 results show notable performance surpassing guidance, with a 13% year-over-year increase in sales reaching $3.7 billion and a significant growth in EPS, which tripled at a rate faster than sales.The company also improved its operating margin by 250 basis points, rising to 18%.This performance underscores the positive trajectory as Corning embarks on its second year of the Springboard plan, aiming to add more than $4 billion in annualized sales and elevate operating margins to 20% by 2026.

Corning Incorporated: Advancements in Automotive Glass Solutions & Key Growth Catalysts!

<ul><li>Corning Incorporated has reported strong fourth quarter and full-year 2024 results, successfully capping off the first year of its Springboard growth plan.</li><li>The company's sales for the fourth quarter surged by 18% year-over year to $3.9 billion, marking a record high.</li><li>Correspondingly, the company saw a 46% increase in EPS, reaching $0.57, and expanded its operating margin by 220 basis points to 18.5%.</li></ul>

Corning Incorporated has reported strong fourth quarter and full-year 2024 results, successfully capping off the first year of its Springboard growth plan.The company's sales for the fourth quarter surged by 18% year-over year to $3.9 billion, marking a record high.Correspondingly, the company saw a 46% increase in EPS, reaching $0.57, and expanded its operating margin by 220 basis points to 18.5%.

Corning Incorporated: Broadening Participation in Solar & Advanced Automotive Solutions For Upping Their Game! - Major Drivers

United States

Corning Incorporated is a global, technology-based company. The Company produces optical fiber, cable, and photonic components for the telecommunications industry, as well as manufactures glass panels, funnels, liquid crystal display glass and projection video lens assemblies for the information display industry.

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Corning Inc (GLW US)

Greece's Travel & Tourism industry shines amidst crisis

The Greece government is running out of time and money. 320 billion euros is the size of their debt mountain. Money enough to carry out 15 Apollo...

Ishita Jain

Will the 'shared economy' pioneers be the next Twitter or Facebook?

The shared economy companies are threatened by laws and regulation. But then, which disruptive businesses are not? Uber and Airbnb are likely to be...

Ishita Jain

Corning’s Dual Play in Solar & Auto Glass—Can This Strategy Ignite the Next Growth Supercycle?

Corning Incorporated delivered solid results for the second quarter of 2025, showcasing both challenges and opportunities that suggest a nuanced...

Baptista Research

Corning Incorporated: Advancements in Automotive Glass Solutions & Key Growth Catalysts!

Corning Incorporated's first-quarter 2025 results show notable performance surpassing guidance, with a 13% year-over-year increase in sales...

Baptista Research

Corning Incorporated: Broadening Participation in Solar & Advanced Automotive Solutions For Upping Their Game! - Major Drivers

Corning Incorporated has reported strong fourth quarter and full-year 2024 results, successfully capping off the first year of its Springboard...

Baptista Research

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