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>Aptiv's latest earnings for Q2 2025 highlighted several key operational and financial aspects of the company's performance and strategic direction.</li><li>With a neutral stance, we can delve into both the positive and potentially challenging aspects of Aptiv's recent results and future outlook.</li><li>Starting with the positives, Aptiv reported record second-quarter financial results, with revenue reaching $5.2 billion, a 2% year-over-year increase on an adjusted basis.</li></ul>

Aptiv's latest earnings for Q2 2025 highlighted several key operational and financial aspects of the company's performance and strategic direction.With a neutral stance, we can delve into both the positive and potentially challenging aspects of Aptiv's recent results and future outlook.Starting with the positives, Aptiv reported record second-quarter financial results, with revenue reaching $5.2 billion, a 2% year-over-year increase on an adjusted basis.

Aptiv: Thriving on Bigger Vehicles, Global Expansion, & Multi-Industry Growth!

Founder at Stock Spin-off Investing, Stock Spin-Off Investing

Richard Howe

Founder at Stock Spin-off Investing

Stock Spin-Off Investing

Generate attractive returns by taking advantage of inefficiencies in the stock spin-off market.

Stock Spin-offs

Event-Driven

<ul>
<li>
There were no new spin-off announcements this week, but I’ve done some more work on the Aptiv (APTV) spin-off announcement.
</li>
<li>
Aptiv PLC (APTV), an automotive technology supplier, announced on January 22, 2025, that it plans to split into two distinct companies.
</li>
<li>
Aptiv will spin-off its electrical systems business. The RemainCo will concentrate on technological components, including sensor-to-cloud solutions and autonomous driving software.
</li>
</ul>



There were no new spin-off announcements this week, but I’ve done some more work on the Aptiv (APTV) spin-off announcement.


Aptiv PLC (APTV), an automotive technology supplier, announced on January 22, 2025, that it plans to split into two distinct companies.


Aptiv will spin-off its electrical systems business. The RemainCo will concentrate on technological components, including sensor-to-cloud solutions and autonomous driving software.



Weekly Update (APTV, MRP, MEDXF, AAF, WDC)

<ul><li>Aptiv PLC (APTV), an automotive technology supplier, announced on January 22, 2025, that it plans to split into two distinct companies.</li><li>Aptiv will spin-off its electrical systems business.</li><li>The RemainCo will concentrate on technological components, including sensor-to-cloud solutions and autonomous driving software.</li></ul>

Aptiv PLC (APTV), an automotive technology supplier, announced on January 22, 2025, that it plans to split into two distinct companies.Aptiv will spin-off its electrical systems business.The RemainCo will concentrate on technological components, including sensor-to-cloud solutions and autonomous driving software.

External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

<ul><li>Aptiv has consistent revenue growth and strong financial performance, led by a shareholder-oriented management team</li><li>The company operates in the oligopolistic auto supplier industry, providing a strong competitive position and growth opportunities</li><li>Aptiv is set to return around 20% of their market cap over the next 18 months, with potential upside in stock price despite negative sentiment towards electric vehicles</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Aptiv has consistent revenue growth and strong financial performance, led by a shareholder-oriented management teamThe company operates in the oligopolistic auto supplier industry, providing a strong competitive position and growth opportunitiesAptiv is set to return around 20% of their market cap over the next 18 months, with potential upside in stock price despite negative sentiment towards electric vehiclesThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Equity Long-Short Analyst

Pyari Menon

Thematic (Sector/Industry)

<ul>
<li>For this report we datamined autonomous driving technology (ADT) innovations.</li>
<li>Worldwide over the last decade the ADT sector has seen nearly 25% CAGR growth in patent filings, with over 40,000 patent family filings.</li>
<li>
<a href="https://www.smartkarma.com/entities/delphi-automotive-plc" target="_blank" data-smartkarma-citation="entities:20870:1" rel="noopener">Aptiv PLC (APTV US)</a>, with a leadership position in several areas of ADT, strong financials, reasonable valuations and strategic partnerships stands out.  </li>
</ul>


For this report we datamined autonomous driving technology (ADT) innovations.
Worldwide over the last decade the ADT sector has seen nearly 25% CAGR growth in patent filings, with over 40,000 patent family filings.

Aptiv PLC (APTV US), with a leadership position in several areas of ADT, strong financials, reasonable valuations and strategic partnerships stands out.  


United States

Aptiv PLC manufactures vehicle components. The Company produces electronic safety for automobile and commercial vehicle manufacturers. Aptiv supplies original equipment manufacturers throughout the world.

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Aptiv PLC (APTV US)

Aptiv: Thriving on Bigger Vehicles, Global Expansion, & Multi-Industry Growth!

Aptiv's latest earnings for Q2 2025 highlighted several key operational and financial aspects of the company's performance and strategic...

Baptista Research

Weekly Update (APTV, MRP, MEDXF, AAF, WDC)

There were no new spin-off announcements this week, but I’ve done some more work on the Aptiv (APTV) spin-off announcement.

Richard Howe

Weekly Update (APTV, MRP, MEDXF)

Aptiv PLC (APTV), an automotive technology supplier, announced on January 22, 2025, that it plans to split into two distinct companies.

Richard Howe

Aptiv Plc (APTV) - Friday, Jun 7, 2024

Aptiv is set to return around 20% of their market cap over the next 18 months, with potential upside in stock price despite negative sentiment...

Value Investors Club

Autonomous Driving Leadership Landscape

Autonomous driving tech seeing surge in innovations to make journeys safer, more efficient, and intelligent. Welcome to the future of mobility.

Pyari Menon

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