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

Fortune Brands Innovations  / Equity Bottom-Up

<ul><li>Fortune Brands Innovations reported its third-quarter results for 2025, providing important insights into its current status and future outlook.</li><li>The company's performance in this period underscores both strengths and challenges within its business segments, amidst a fluctuating macroeconomic environment.</li><li>Sales for Fortune Brands Innovations held steady at approximately $1.1 billion, remaining flat compared to the same quarter in 2024.</li></ul>

Fortune Brands Innovations reported its third-quarter results for 2025, providing important insights into its current status and future outlook.The company's performance in this period underscores both strengths and challenges within its business segments, amidst a fluctuating macroeconomic environment.Sales for Fortune Brands Innovations held steady at approximately $1.1 billion, remaining flat compared to the same quarter in 2024.

Fortune Brands Innovations Doubles Down on Google Partnerships — Could This Up Their Game In Digital Sales?

New Zealand Professional Investment Services Firm, Forsyth Barr

Forsyth Barr

New Zealand Professional Investment Services Firm

We are proud to be a New Zealand owned firm, with 21 offices throughout the country and over 300 employees. We assist personal, institutional and corporate clients providing a full range of investment services.

Forsyth Barr is a foundation New Zealand Exchange firm (NZX) and accredited market participant. We have been confirmed by the Financial Markets Authority as a Qualifying Financial Entity (QFE).

Research is the cornerstone of our advice. We have one of New Zealand's leading teams of analysts. Our global affiliations ensure comprehensive research coverage of all major investment markets.

<ul><li>We expect Skellerup (SKL) to report a solid FY25 result on 21 August 2025.</li><li>We forecast NPAT growth of +10% on the prior year, with a strong 2H25 rebound in the Industrial division.</li><li>Despite tariff noise, we believe outlook comments will be relatively upbeat, but we don't expect quantitative guidance.</li></ul>

We expect Skellerup (SKL) to report a solid FY25 result on 21 August 2025.We forecast NPAT growth of +10% on the prior year, with a strong 2H25 rebound in the Industrial division.Despite tariff noise, we believe outlook comments will be relatively upbeat, but we don't expect quantitative guidance.

Skellerup Holdings FY25 Preview—Industrious Growth

Asia-Focused Industry Research, Speeda Research

Speeda

Asia-Focused Industry Research

Speeda Research

Speeda Research analysts cover China, Japan, India and SEA on the latest trends and topics. We have analysts of diverse nationalities who are able to access information in their respective local languages to provide customers with comprehensive reports. With access to private company data in these regions, Speeda Research is also able to provide insights into niche sectors which are not usually covered by other parties. We are also able to undertake ad hoc company and industry research reports.

Thematic (Sector/Industry)

<h2>What are the Alternative Taxes and Tariffs Under Consideration and the Objective and the Nature of Each Option?</h2>In the US, the Trump Administration is considering a variety of options to contain the increasing trade deficit, particularly with regard to one the US’ trading partners, Mexico. In 2015, the United States had a USD67bn trade deficit with Mexico in automobiles and auto parts. USD50.5bn in vehicles were shipped to the US from Mexico in 2015. Total exports in auto parts for OEMs and the…

What are the Alternative Taxes and Tariffs Under Consideration and the Objective and the Nature of Each Option?In the US, the Trump Administration is considering a variety of options to contain the increasing trade deficit, particularly with regard to one the US’ trading partners, Mexico. In 2015, the United States had a USD67bn trade deficit with Mexico in automobiles and auto parts. USD50.5bn in vehicles were shipped to the US from Mexico in 2015. Total exports in auto parts for OEMs and the…

Trump Tax Impact on US-Mexico Auto Industry Could Have Greatest Impact on Mazda/Mitsubishi

Asian Equities Analyst, Logistics & Transport, Tracking Traffic

Daniel Hellberg

Asian Equities Analyst, Logistics & Transport

The following map shows cumulative Chinese FDI into the US by Congressional (voting) District between 2000 and 2015. Perhaps somewhat surprisingly, the US districts with highest levels of Chinese FDI (dark blue in the map) pop up all over the US, including many parts of the rural Midwest and the South.<figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/019/349/original/Rhodium_FDI.png?1484708668" class="editor-image img-responsive" data-smartkarma-image-id="19349"></figure>Much less surprising is that some of the most populous states (California, New York) took in the most Chinese FDI in gross dollar terms. But eight of the Top 10 recipient states were smaller states…

The following map shows cumulative Chinese FDI into the US by Congressional (voting) District between 2000 and 2015. Perhaps somewhat surprisingly, the US districts with highest levels of Chinese FDI (dark blue in the map) pop up all over the US, including many parts of the rural Midwest and the South.Much less surprising is that some of the most populous states (California, New York) took in the most Chinese FDI in gross dollar terms. But eight of the Top 10 recipient states were smaller states…

Map of China-To-US FDI Might Surprise...And Could Undermine Trump's Hard Line on China

Transport Sector, China and Asia-focused Research

Charles De Trenck

In this piece I look at the failure of HK to meet its challenges, especially since 1997, while contrasting in less depth the different approach Singapore has maintained.HK is stuffed on several levels – until prices have a significant correction.I think we could write a few tales on Singapore vs Hong Kong:1) SMRT vs HK MTRC… (see <a href="https://www.smartkarma.com/insights/mtr-66-hk-conviction-sell-thesis" target="_blank" data-smartkarma-citation="insights:7982">MTR (66 HK): Conviction Sell Thesis</a>) and other recent points on the MTRC)2) PSA vs HIT/Hutch and HK Ports…3) Singapore vs HK middle classes, and the oppression of high prices

In this piece I look at the failure of HK to meet its challenges, especially since 1997, while contrasting in less depth the different approach Singapore has maintained.HK is stuffed on several levels – until prices have a significant correction.I think we could write a few tales on Singapore vs Hong Kong:1) SMRT vs HK MTRC… (see MTR (66 HK): Conviction Sell Thesis) and other recent points on the MTRC)2) PSA vs HIT/Hutch and HK Ports…3) Singapore vs HK middle classes, and the oppression of high prices

The Decline of the Entrepôt Economy, HK's Fall from Grace...The Socio-Political & Economic Drivers

United States

Fortune Brands Innovations, Inc. provides home and security products. The Company offers kitchen and bath cabinetry, plumbing, accessories, windows material, door systems, security, and storage solutions. Fortune Brands Innovations serves customers worldwide.

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Fortune Brands Innovations (FBIN US)

Fortune Brands Innovations Doubles Down on Google Partnerships — Could This Up Their Game In Digital Sales?

Fortune Brands Innovations reported its third-quarter results for 2025, providing important insights into its current status and future...

Baptista Research

Skellerup Holdings FY25 Preview—Industrious Growth

We expect Skellerup (SKL) to report a solid FY25 result on 21 August 2025.We forecast NPAT growth of +10% on the prior year, with a strong 2H25...

Forsyth Barr

Trump Tax Impact on US-Mexico Auto Industry Could Have Greatest Impact on Mazda/Mitsubishi

What are the Alternative Taxes and Tariffs Under Consideration and the Objective and the Nature of Each Option?In the US, the Trump Administration...

Speeda Research

Map of China-To-US FDI Might Surprise...And Could Undermine Trump's Hard Line on China

The following map shows cumulative Chinese FDI into the US by Congressional (voting) District between 2000 and 2015. Perhaps somewhat surprisingly,...

Daniel Hellberg

The Decline of the Entrepôt Economy, HK's Fall from Grace...The Socio-Political & Economic Drivers

In this piece I look at the failure of HK to meet its challenges, especially since 1997, while contrasting in less depth the different approach...

Charles De Trenck

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