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>Hologic had a strong third quarter in fiscal 2024, demonstrating resilience and strategic efficiency in navigating post-pandemic market conditions.</li><li>The company reported total revenue of $1.01 billion and a non-GAAP earnings per share of $1.06, both numbers topping their guidance predictions.</li><li>This marked a return to revenue growth, with a notable 3.1% increase compared to the previous year, signaling a solid recovery trajectory after the challenges posed by COVID-19 and subsequent global disruptions such as the chip shortage.</li></ul>

Hologic had a strong third quarter in fiscal 2024, demonstrating resilience and strategic efficiency in navigating post-pandemic market conditions.The company reported total revenue of $1.01 billion and a non-GAAP earnings per share of $1.06, both numbers topping their guidance predictions.This marked a return to revenue growth, with a notable 3.1% increase compared to the previous year, signaling a solid recovery trajectory after the challenges posed by COVID-19 and subsequent global disruptions such as the chip shortage.

<ul><li>Hologic Inc. continues to maintain strong and robust revenue growth amid challenging market dynamics and tough year-on-year comparative figures.</li><li>The company's Q2 2024 result recorded total revenue of $1.02 billion and non-GAAP earnings per share of $1.03, both exceeding Hologic's initial projections.</li><li>The business benefited from high growth levels experienced in the past, yielding steady performance this quarter.</li></ul>

Hologic Inc. continues to maintain strong and robust revenue growth amid challenging market dynamics and tough year-on-year comparative figures.The company's Q2 2024 result recorded total revenue of $1.02 billion and non-GAAP earnings per share of $1.03, both exceeding Hologic's initial projections.The business benefited from high growth levels experienced in the past, yielding steady performance this quarter.

Hologic Inc.: Fortifying Market Position Through Innovation & Strategic Acquisitions! - Major Drivers

IPOs and Catalysts/Events, Global Equity Research Ltd

Arun George

IPOs and Catalysts/Events

Uncompromised, Independent, Conflict-Free Research

Global Equity Research Ltd

Global Equity Research was started in 2017 by a group of experienced research professionals. It was founded on a passionate belief in the importance and the need for uncompromised, independent, conflict-free research. We aim to provide differentiated and actionable primary and bottom up fundamental research.

Event-Driven

Volpara Health Technologies / Event-Driven

<ul>
<li>The <a href="https://www.smartkarma.com/entities/volpara-health-technologies" target="_blank" data-smartkarma-citation="entities:26129:1" rel="noopener">Volpara Health Technologies (VHT AU)</a> IE considers <a href="https://www.smartkarma.com/entities/lunit-inc" target="_blank" data-smartkarma-citation="entities:36033:1" rel="noopener">Lunit (328130 KS)</a>'s A$1.15 offer fair and reasonable as it is above its A$0.67-0.82 per share valuation range. </li>
<li>NZ OIO approval has been received. The scheme is conditional on shareholders' approval by more than 75% of votes cast and more than 50% of shareholders.</li>
<li>The scheme vote will get up as the offer is attractive vs. historical trading ranges. At the last close and for the 21 May payment, the gross/annualised spread was 2.2%/13.0%.</li>
</ul>


The Volpara Health Technologies (VHT AU) IE considers Lunit (328130 KS)'s A$1.15 offer fair and reasonable as it is above its A$0.67-0.82 per share valuation range. 
NZ OIO approval has been received. The scheme is conditional on shareholders' approval by more than 75% of votes cast and more than 50% of shareholders.
The scheme vote will get up as the offer is attractive vs. historical trading ranges. At the last close and for the 21 May payment, the gross/annualised spread was 2.2%/13.0%.


Volpara Health (VHT AU): Scheme Vote on 12 April

<ul><li>Hologic reported its fiscal Q1 2024 results, demonstrating strong financial performance with total revenue reaching $1.01 billion, above the high end of the company’s guidance.</li><li>In spite of four fewer selling days than in Q1 2023, the firm achieved total organic revenue growth, excluding COVID-19, of 5.2%.</li><li>When adjusted for the fewer selling days, estimated total company organic revenue growth excluding COVID-19 was in the high single digits.</li></ul>

Hologic reported its fiscal Q1 2024 results, demonstrating strong financial performance with total revenue reaching $1.01 billion, above the high end of the company’s guidance.In spite of four fewer selling days than in Q1 2023, the firm achieved total organic revenue growth, excluding COVID-19, of 5.2%.When adjusted for the fewer selling days, estimated total company organic revenue growth excluding COVID-19 was in the high single digits.

Hologic Inc: Fortifying Market Position Through Innovation & Strategic Acquisitions! - Major Drivers

<ul><li>Hologic, Inc. managed to exceed analyst expectations in terms of revenue as well as earnings, concluding Q4 with total revenue at $945.3 million and non-GAAP earnings per share at $0.89.</li><li>The Q4 results highlighted a 16.7% total organic revenue growth, excluding COVID-19, with double-digit growth in all divisions.</li><li>Notably, the company deployed substantial capital for share repurchases in Q4 2023 and Q1 2024, with an additional $500 million accelerated share repurchase program announced.</li></ul>

Hologic, Inc. managed to exceed analyst expectations in terms of revenue as well as earnings, concluding Q4 with total revenue at $945.3 million and non-GAAP earnings per share at $0.89.The Q4 results highlighted a 16.7% total organic revenue growth, excluding COVID-19, with double-digit growth in all divisions.Notably, the company deployed substantial capital for share repurchases in Q4 2023 and Q1 2024, with an additional $500 million accelerated share repurchase program announced.

Hologic Inc.: Anticipating Continued Growth Across Divisions - What's the Outlook for 2024? - Major Drivers

United States

Hologic, Inc. is a developer, manufacturer and supplier of premium diagnostic products, medical imaging systems, and surgical products. The Company's core business units focus on diagnostics, breast health, GYN surgical, and skeletal health.

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Hologic Inc (HOLX US)

Hologic Inc.: Breast Health Innovations

Hologic had a strong third quarter in fiscal 2024, demonstrating resilience and strategic efficiency in navigating post-pandemic market...

Baptista Research

Hologic Inc.: Fortifying Market Position Through Innovation & Strategic Acquisitions! - Major Drivers

Hologic Inc. continues to maintain strong and robust revenue growth amid challenging market dynamics and tough year-on-year comparative...

Baptista Research

Volpara Health (VHT AU): Scheme Vote on 12 April

The scheme vote will get up as the offer is attractive vs. historical trading ranges. At the last close and for the 21 May payment, the gross...

Arun George

Hologic Inc: Fortifying Market Position Through Innovation & Strategic Acquisitions! - Major Drivers

Hologic reported its fiscal Q1 2024 results, demonstrating strong financial performance with total revenue reaching $1.01 billion, above the high...

Baptista Research

Hologic Inc.: Anticipating Continued Growth Across Divisions - What's the Outlook for 2024? - Major Drivers

Hologic, Inc. managed to exceed analyst expectations in terms of revenue as well as earnings, concluding Q4 with total revenue at $945.3 million...

Baptista Research

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