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

Davita Healthcare Partners / Equity Bottom-Up

<ul><li>DaVita reported another robust quarter in Q2 2024, demonstrating solid performance metrics that underline the company’s ongoing efforts to enhance its services and fiscal management.</li><li>Under the leadership of CEO Javier Rodriguez, DaVita has maintained a positive growth trajectory, albeit with some hurdles that were also highlighted during the earnings call.</li><li>This analysis includes critical insights gathered from the earnings discussions, focusing on both the positive outcomes and areas posing challenges for the company.</li></ul>

DaVita reported another robust quarter in Q2 2024, demonstrating solid performance metrics that underline the company’s ongoing efforts to enhance its services and fiscal management.Under the leadership of CEO Javier Rodriguez, DaVita has maintained a positive growth trajectory, albeit with some hurdles that were also highlighted during the earnings call.This analysis includes critical insights gathered from the earnings discussions, focusing on both the positive outcomes and areas posing challenges for the company.

DaVita Inc.: A Bear's Perspective! - Major Drivers

<ul><li>DaVita, in its first quarter 2024 earnings, was noted for building on the momentum generated through 2023, showcasing operational discipline with continuing opportunities for investment, innovation, and delivering clinical excellence.</li><li>Javier Rodriguez, CEO, shared that the company has managed to keep pace with its strategic goals, notably in supporting kidney transplantation.</li><li>DaVita recently achieved its highest monthly rate with over two-thirds of its patients under the age of 75 being referred for kidney transplant.</li></ul>

DaVita, in its first quarter 2024 earnings, was noted for building on the momentum generated through 2023, showcasing operational discipline with continuing opportunities for investment, innovation, and delivering clinical excellence.Javier Rodriguez, CEO, shared that the company has managed to keep pace with its strategic goals, notably in supporting kidney transplantation.DaVita recently achieved its highest monthly rate with over two-thirds of its patients under the age of 75 being referred for kidney transplant.

DaVita Inc: A Focus On Clinical Excellence & Improving Kidney Transplant Efforts! - Major Drivers

<ul><li>DaVita, a healthcare company specializing in kidney care and dialysis services, highlights its successful performance for the financial year of 2023 due to strengthening investment on the company's platform.</li><li>Notably, despite external challenges, the company experienced significant growth with a 20% year-over-year rise in adjusted operating income, a 28% increase in adjusted EPS, and a return of the leverage ratio back to the target range.</li><li>The company outperformed its annual profitability targets for integrated kidney care and anticipates reaching break-even or better performance by 2026.</li></ul>

DaVita, a healthcare company specializing in kidney care and dialysis services, highlights its successful performance for the financial year of 2023 due to strengthening investment on the company's platform.Notably, despite external challenges, the company experienced significant growth with a 20% year-over-year rise in adjusted operating income, a 28% increase in adjusted EPS, and a return of the leverage ratio back to the target range.The company outperformed its annual profitability targets for integrated kidney care and anticipates reaching break-even or better performance by 2026.

DaVita Inc: 5 Biggest Catalysts Of Their Future Growth! - Financial Forecasts

<ul><li>DaVita Inc. delivered a solid result and managed an all-around beat last quarter.</li><li>Financially, the third quarter saw impressive results, with adjusted operating income reaching $525 million and adjusted earnings per share at $2.85, surpassing expectations.</li><li>Looking ahead, DaVita revises its 2023 adjusted operating income guidance to $1.65 billion to $1.725 billion and adjusted earnings per share to a new range of $7.80 to $8.30.</li></ul>

DaVita Inc. delivered a solid result and managed an all-around beat last quarter.Financially, the third quarter saw impressive results, with adjusted operating income reaching $525 million and adjusted earnings per share at $2.85, surpassing expectations.Looking ahead, DaVita revises its 2023 adjusted operating income guidance to $1.65 billion to $1.725 billion and adjusted earnings per share to a new range of $7.80 to $8.30.

DaVita Inc.: A Balanced Approach to Future Growth! - Major Drivers

HK/China Healthcare Analyst (ex-Fosun Pharma)

Xinyao (Criss) Wang

Thematic (Sector/Industry)

<ul>
<li>The potential/market size of GLP-1 drugs is much greater-than-expected. Indication expansion could easily generate big returns. Investment strategy for GLP-1 drugs should be long-term, which is expected to bring alpha.</li>
<li>Supply-Demand relationship of entire market would change due to popularization of GLP-1 drugs.This is not only for healthcare, but also cause a change in the investment logic of other industries.</li>
<li>It’s recommended to re-examine stock positions in portfolio. Because each indication expansion of GLP-1 drugs would mean a decrease in demand in another field, leading to potential stock price plummet.</li>
</ul>


The potential/market size of GLP-1 drugs is much greater-than-expected. Indication expansion could easily generate big returns. Investment strategy for GLP-1 drugs should be long-term, which is expected to bring alpha.
Supply-Demand relationship of entire market would change due to popularization of GLP-1 drugs.This is not only for healthcare, but also cause a change in the investment logic of other industries.
It’s recommended to re-examine stock positions in portfolio. Because each indication expansion of GLP-1 drugs would mean a decrease in demand in another field, leading to potential stock price plummet.


GLP-1 Drugs – Are They Dessert or Time Bomb to Your Portfolio?

United States

DaVita Inc. provides a variety of health care services. The Company provides kidney dialysis services for patients suffering from chronic kidney failure. DaVita serves patients worldwide.

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Davita Healthcare Partners (DVA US)

DaVita Inc.: A Bear's Perspective! - Major Drivers

DaVita reported another robust quarter in Q2 2024, demonstrating solid performance metrics that underline the company’s ongoing efforts to enhance...

Baptista Research

DaVita Inc: A Focus On Clinical Excellence & Improving Kidney Transplant Efforts! - Major Drivers

DaVita, in its first quarter 2024 earnings, was noted for building on the momentum generated through 2023, showcasing operational discipline with...

Baptista Research

DaVita Inc: 5 Biggest Catalysts Of Their Future Growth! - Financial Forecasts

DaVita, a healthcare company specializing in kidney care and dialysis services, highlights its successful performance for the financial year of...

Baptista Research

DaVita Inc.: A Balanced Approach to Future Growth! - Major Drivers

DaVita Inc. delivered a solid result and managed an all-around beat last quarter. Financially, the third quarter saw impressive results, with...

Baptista Research

GLP-1 Drugs – Are They Dessert or Time Bomb to Your Portfolio?

GLP-1s will be the next major opportunity in healthcare, which won't be limited to weight loss drugs. But when they expand new indications,...

Xinyao (Criss) Wang

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