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

Helix Energy Solutions Group / Equity Bottom-Up

<ul><li>Helix Energy Solutions Group, Inc. recently reported its earnings for the first quarter of 2025, reflecting a mix of operational accomplishments and market-induced challenges.</li><li>For the quarter, Helix generated $278 million in revenue, with a gross profit of $28 million and a net income of $3 million.</li><li>Adjusted EBITDA stood at $52 million, while the company posted positive operating cash flow of $16 million and free cash flow of $12 million.</li></ul>

Helix Energy Solutions Group, Inc. recently reported its earnings for the first quarter of 2025, reflecting a mix of operational accomplishments and market-induced challenges.For the quarter, Helix generated $278 million in revenue, with a gross profit of $28 million and a net income of $3 million.Adjusted EBITDA stood at $52 million, while the company posted positive operating cash flow of $16 million and free cash flow of $12 million.

Helix Energy Solutions Taps Decommissioning Boom—Will Shallow Water Abandonment Unlock a New Revenue Era?

<ul><li>Helix Energy Solutions released its financial results for the fourth quarter and full year 2024, reporting a strong performance in several key areas.</li><li>Total revenues for the quarter were $355 million, and the full year revenues reached $1.36 billion, both signifying healthy operational metrics.</li><li>The company managed to achieve a gross profit of $59 million in Q4 and $220 million for the complete year.</li></ul>

Helix Energy Solutions released its financial results for the fourth quarter and full year 2024, reporting a strong performance in several key areas.Total revenues for the quarter were $355 million, and the full year revenues reached $1.36 billion, both signifying healthy operational metrics.The company managed to achieve a gross profit of $59 million in Q4 and $220 million for the complete year.

Helix Energy Solutions: Five Pressing Issues That Could Shape Its 2025 Journey!

<ul><li>Helix Energy Solutions Group delivered solid third-quarter 2024 financial results marked by a combination of robust performance in key segments and some challenges.</li><li>The company's revenue for the quarter was $342 million, with a gross profit of $66 million and net income of $29.5 million.</li><li>The adjusted EBITDA was reported at $88 million, and they generated a free cash flow of $53 million, indicative of strong cash management with available liquidity at $399 million.</li></ul>

Helix Energy Solutions Group delivered solid third-quarter 2024 financial results marked by a combination of robust performance in key segments and some challenges.The company's revenue for the quarter was $342 million, with a gross profit of $66 million and net income of $29.5 million.The adjusted EBITDA was reported at $88 million, and they generated a free cash flow of $53 million, indicative of strong cash management with available liquidity at $399 million.

Helix Energy Solutions: Expanding Robotics Segment For Unmatched Impact! - Major Drivers

<ul><li>Helix Energy Solutions has emerged as a prime candidate for strategic acquirers and financial sponsors exploring opportunities in the offshore oil and gas industry.</li><li>The company, which provides specialized services such as well intervention, robotics, and production facilities, is exploring its strategic options, including a potential sale.</li><li>Helix’s latest quarterly earnings call revealed a significant improvement in revenue and profitability, alongside strong operational performance across its key segments.</li></ul>

Helix Energy Solutions has emerged as a prime candidate for strategic acquirers and financial sponsors exploring opportunities in the offshore oil and gas industry.The company, which provides specialized services such as well intervention, robotics, and production facilities, is exploring its strategic options, including a potential sale.Helix’s latest quarterly earnings call revealed a significant improvement in revenue and profitability, alongside strong operational performance across its key segments.

Helix Energy Solutions Up for Sale? 4 Reasons It’s A Prime Acquisition Target!

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

iShares Russell 2000 ETF / Technical Analysis

<ul>
<li>We continue to believe the path of least resistance is higher for the major equity indexes, which has been our stance since our 5/30/23 ETF Pathfinder.</li>
<li>Beginning with our 7/18/23 Compass, we discussed our expectation for major 1+ year breakouts on the equal-weighted S&amp;P 500 (RSP), Dow, and Russell 2000 (IWM). </li>
<li>The breakouts happened later that day on the <a href="https://www.smartkarma.com/entities/invesco-s-p-500-equal-weight-e" target="_blank" data-smartkarma-citation="entities:32932:1" rel="noopener">RSP</a> and Dow (above $153 and 34,280, respectively), and the <a href="https://www.smartkarma.com/entities/ishares-russell-2000-etf" target="_blank" data-smartkarma-citation="entities:32964:1" rel="noopener">IWM</a> is now on the cusp of breaking out above $199.</li>
</ul>


We continue to believe the path of least resistance is higher for the major equity indexes, which has been our stance since our 5/30/23 ETF Pathfinder.
Beginning with our 7/18/23 Compass, we discussed our expectation for major 1+ year breakouts on the equal-weighted S&amp;P 500 (RSP), Dow, and Russell 2000 (IWM). 
The breakouts happened later that day on the RSP and Dow (above $153 and 34,280, respectively), and the IWM is now on the cusp of breaking out above $199.


Expecting Russell 2000 (IWM) Breakout Above $199; Highlighting Buys in Energy

United States

Helix Energy Solutions Group Inc. is a marine contractor and operator of offshore oil and gas properties and production facilities.  The Company seeks to align the interests of the producer and contractor by investing in mature offshore oil and gas properties, hub production facilities, and undeveloped reserve plays.

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Helix Energy Solutions Group (HLX US)

Helix Energy Solutions Taps Decommissioning Boom—Will Shallow Water Abandonment Unlock a New Revenue Era?

Helix Energy Solutions Group, Inc. recently reported its earnings for the first quarter of 2025, reflecting a mix of operational accomplishments...

Baptista Research

Helix Energy Solutions: Five Pressing Issues That Could Shape Its 2025 Journey!

Helix Energy Solutions released its financial results for the fourth quarter and full year 2024, reporting a strong performance in several key...

Baptista Research

Helix Energy Solutions: Expanding Robotics Segment For Unmatched Impact! - Major Drivers

Helix Energy Solutions Group delivered solid third-quarter 2024 financial results marked by a combination of robust performance in key segments...

Baptista Research

Helix Energy Solutions Up for Sale? 4 Reasons It’s A Prime Acquisition Target!

Helix Energy Solutions has emerged as a prime candidate for strategic acquirers and financial sponsors exploring opportunities in the offshore oil...

Baptista Research

Expecting Russell 2000 (IWM) Breakout Above $199; Highlighting Buys in Energy

Expecting Russell 2000 $IWM Breakout Above $199; Many Reasons to be Bullish; $DXY and Treasury Yields $TNX $TYX Remain Below Resistance;...

Vermilion Research

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