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>General Electric delivered a mixed third quarter result with revenues above analyst expectations with Aerospace leading the way.</li><li>This quarter, they made significant moves to reposition renewable energy for long-term profitability.</li><li>In addition, they are quite optimistic about the future of GE Vernova, even if they anticipate Renewables to become profitable in 2024, about a year later than originally anticipated.</li></ul>

General Electric delivered a mixed third quarter result with revenues above analyst expectations with Aerospace leading the way.This quarter, they made significant moves to reposition renewable energy for long-term profitability.In addition, they are quite optimistic about the future of GE Vernova, even if they anticipate Renewables to become profitable in 2024, about a year later than originally anticipated.

General Electric Co: Collaboration With Tribun Health & Other Drivers

Global Healthcare Analyst

Tina Banerjee

Thematic (Sector/Industry)

<ul>
<li>Despite the macroeconomic headwinds, Q3 results from the large medtech companies showed some encouraging signs including healthy procedure volume growth depicting recovery in the medtech sector globally.</li>
<li>Amidst fear of recession, most of these companies reported healthy system placement and no order cancellation. Diabetes, with a large underpenetrated addressable population, remains one of the most resilient segments.</li>
<li>Financial performances of APAC medtech companies are expected to be driven by healthy global procedure volume growth and Fx, partially offset by macroeconomic headwinds including inflation and supply constraints.</li>
</ul>


Despite the macroeconomic headwinds, Q3 results from the large medtech companies showed some encouraging signs including healthy procedure volume growth depicting recovery in the medtech sector globally.
Amidst fear of recession, most of these companies reported healthy system placement and no order cancellation. Diabetes, with a large underpenetrated addressable population, remains one of the most resilient segments.
Financial performances of APAC medtech companies are expected to be driven by healthy global procedure volume growth and Fx, partially offset by macroeconomic headwinds including inflation and supply constraints.


Global Medtech Trends: Readouts from Early Birds of Q3 Earnings Season- Positives and Negatives

<ul><li>General Electric has started seeing a solid recovery in its aerospeace business which has become an important growth driver for the company.</li><li>Macro pressures and supply chain have affected the revenue adversely by approximately 5%.</li><li>The company has recently unveiled the innovative branding of its new companies, GE Vernova, GE Healthcare, and GE Aerospace.</li></ul>

General Electric has started seeing a solid recovery in its aerospeace business which has become an important growth driver for the company.Macro pressures and supply chain have affected the revenue adversely by approximately 5%.The company has recently unveiled the innovative branding of its new companies, GE Vernova, GE Healthcare, and GE Aerospace.

General Electric Company: New Product Lines

Equity Capital Markets

General Electric  / Equity Capital Markets

<ul><li>General Electric saw an improvement in its order book position from the beginning of 2022.</li><li>Organically, the orders were up by approximately 13% in both equipment and services, and double-digit growth was seen in power and aviation.</li><li>This is the more profitable side of GE’s business and the company is leading it forward with innovation and reconfiguring its supply chains while increasing R&D expenditure.</li></ul>

General Electric saw an improvement in its order book position from the beginning of 2022.Organically, the orders were up by approximately 13% in both equipment and services, and double-digit growth was seen in power and aviation.This is the more profitable side of GE’s business and the company is leading it forward with innovation and reconfiguring its supply chains while increasing R&D expenditure.

General Electric Company: Financial & Price Forecasts

Credit

<ul><li>General Electric had a fairly decent 2021 despite the fact that the company operated in a fast-changing environment.</li><li>The management managed to deliver decent free cash flows, earnings growth, and solid margin expansion.</li><li>GE focused on its portfolio, strengthened its operating performance, and significantly reduced debt through decentralization and lean.</li></ul>

General Electric had a fairly decent 2021 despite the fact that the company operated in a fast-changing environment.The management managed to deliver decent free cash flows, earnings growth, and solid margin expansion.GE focused on its portfolio, strengthened its operating performance, and significantly reduced debt through decentralization and lean.

General Electric Company: Detailed Credit Analysis & Financial Strength Evaluation Report

United States

General Electric Company is a globally diversified technology and financial services company. The Company's products and services include aircraft engines, power generation, water processing, and household appliances to medical imaging, business and consumer financing, and industrial products.

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General Electric (GE US)

General Electric Co: Collaboration With Tribun Health & Other Drivers

General Electric delivered a mixed third quarter result with revenues above analyst expectations with Aerospace leading the way. This quarter,...

Baptista Research

Global Medtech Trends: Readouts from Early Birds of Q3 Earnings Season- Positives and Negatives

Q3 results of large U.S. medtech companies recorded procedure volume growth. However, macroeconomic headwinds are expected to prevail. Similar...

Tina Banerjee

General Electric Company: New Product Lines

General Electric has started seeing a solid recovery in its aerospeace business which has become an important growth driver for the company. Macro...

Baptista Research

General Electric Company: Financial & Price Forecasts

General Electric saw an improvement in its order book position from the beginning of 2022. Organically, the orders were up by approximately 13% in...

Baptista Research

General Electric Company: Detailed Credit Analysis & Financial Strength Evaluation Report

General Electric had a fairly decent 2021 despite the fact that the company operated in a fast-changing environment. The management managed to...

Baptista Research

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