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>FedEx Corp. has moved another step deeper into portfolio simplification after CMA CGM Group agreed to acquire FedEx Supply Chain at a $1.4 billion enterprise value.</li><li>The transaction, announced on July 1, 2026 and expected to close in 2026 subject to regulatory approvals, would transfer the business into CMA CGM’s CEVA Logistics platform while preserving a broader commercial relationship between the two companies.</li><li>For FedEx, the deal is not just about exiting a contract logistics asset.</li></ul>

FedEx Corp. has moved another step deeper into portfolio simplification after CMA CGM Group agreed to acquire FedEx Supply Chain at a $1.4 billion enterprise value.The transaction, announced on July 1, 2026 and expected to close in 2026 subject to regulatory approvals, would transfer the business into CMA CGM’s CEVA Logistics platform while preserving a broader commercial relationship between the two companies.For FedEx, the deal is not just about exiting a contract logistics asset.

FedEx Supply Chain SOLD To CMA CGM: Will This Restructuring Effort Work?

Independent Investment Research, The IDEA!

The IDEA!

Independent Investment Research

The Idea-Driven Equities Analyses company (the IDEA!) is an employee-owned boutique providing independent investment research and financial consultancy services with a clear focus on the Benelux countries. The company was founded in the summer of 2007 by Henk Slotboom and Maarten Verbeek, both with more than 35 years of professional experience in the financial sector. The IDEA! differentiates itself by focusing on adding value through self-initiated in-depth, idea-driven investment research, as well as by bespoke research assignments for institutional investors, hedge funds and private equity. In addition, we provide market intelligence, strategic research and – together with our business partners – consultancy services to businesses. In case you are interested in receiving more information, a sample of our products or an introductory meeting, please send a message to info@theidea.nl.

<ul><li>In this edition: • ABN Amro | Dutch housing market shows further cooling amid persistent supply constraints • Adyen | closes Talon.One and Orb acquisitions • Ahold Delhaize | Kroger acquires Giant Eagle for USD 1.65bn • Vopak | completes acquisition majority stake in GES and makes FID on battery storage project • TomTom | to partner with Transit Technologies • Austrian Post | accelerates e-commerce logistics expansion through euShipments.com • Bnode | partnership with Verisure expands post office service strategy • Bnode | CMA CGM targets acquisition of FedEx Supply Chain activities • Dutch Inflation | falls below 3% in June</li></ul>

In this edition: • ABN Amro | Dutch housing market shows further cooling amid persistent supply constraints • Adyen | closes Talon.One and Orb acquisitions • Ahold Delhaize | Kroger acquires Giant Eagle for USD 1.65bn • Vopak | completes acquisition majority stake in GES and makes FID on battery storage project • TomTom | to partner with Transit Technologies • Austrian Post | accelerates e-commerce logistics expansion through euShipments.com • Bnode | partnership with Verisure expands post office service strategy • Bnode | CMA CGM targets acquisition of FedEx Supply Chain activities • Dutch Inflation | falls below 3% in June

<ul><li>In this edition: • InPost | all resolutions approved during yesterday’s EGM</li></ul>

In this edition: • InPost | all resolutions approved during yesterday’s EGM

FedEx Corp - What's News in Amsterdam - 30 June (InPost)

<ul><li>FedEx Corporation is preparing to bring its grounded MD-11 cargo jets back into service after a costly disruption that hit operations, margins, and investor expectations.</li><li>The move comes after regulators grounded the aircraft type following a fatal UPS crash involving an MD-11 in November.</li><li>For FedEx, the issue is not just about aircraft availability; it is about cost control, network reliability, and confidence in a global logistics system that depends on precision.</li></ul>

FedEx Corporation is preparing to bring its grounded MD-11 cargo jets back into service after a costly disruption that hit operations, margins, and investor expectations.The move comes after regulators grounded the aircraft type following a fatal UPS crash involving an MD-11 in November.For FedEx, the issue is not just about aircraft availability; it is about cost control, network reliability, and confidence in a global logistics system that depends on precision.

FedEx’s $200 Million Jet Gamble Could Change Everything!

<ul><li>FedEx Corporation reported third quarter fiscal 2026 results marked by solid revenue growth, operational resilience, and ongoing strategic transformation amid a dynamic global environment.</li><li>Consolidated revenue increased 8% year-over-year, driven primarily by robust performance in the FedEx Express Corporation (FEC) segment, which grew revenue 10%.</li><li>Adjusted operating income rose 7% overall, with FEC’s adjusted operating income expanding 18%, supported by higher yields and volume strength, as well as six consecutive quarters of margin expansion.</li></ul>

FedEx Corporation reported third quarter fiscal 2026 results marked by solid revenue growth, operational resilience, and ongoing strategic transformation amid a dynamic global environment.Consolidated revenue increased 8% year-over-year, driven primarily by robust performance in the FedEx Express Corporation (FEC) segment, which grew revenue 10%.Adjusted operating income rose 7% overall, with FEC’s adjusted operating income expanding 18%, supported by higher yields and volume strength, as well as six consecutive quarters of margin expansion.

United States

FedEx Corp. delivers packages and freight to multiple countries and territories through an integrated global network.  The Company provides worldwide express delivery, ground small-parcel delivery, less-than-truckload freight delivery, supply chain management services, customs brokerage services, and trade facilitation and electronic commerce solutions.

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FedEx Corp (FDX US)

FedEx Supply Chain SOLD To CMA CGM: Will This Restructuring Effort Work?

FedEx Corp. has moved another step deeper into portfolio simplification after CMA CGM Group agreed to acquire FedEx Supply Chain at a $1.4 billion...

Baptista Research

FedEx Corp - What's News in Amsterdam

In this edition: • ABN Amro | Dutch housing market shows further cooling amid persistent supply constraints • Adyen | closes Talon.One and Orb...

The IDEA!

FedEx Corp - What's News in Amsterdam - 30 June (InPost)

In this edition: • InPost | all resolutions approved during yesterday’s EGM

The IDEA!

FedEx’s $200 Million Jet Gamble Could Change Everything!

FedEx Corporation is preparing to bring its grounded MD-11 cargo jets back into service after a costly disruption that hit operations, margins,...

Baptista Research

FedEx Corporation: Network 2.0

FedEx Corporation reported third quarter fiscal 2026 results marked by solid revenue growth, operational resilience, and ongoing strategic...

Baptista Research

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