Global Commodities, Mint Finance

Srinidhi Raghavendra

Global Commodities

Deep Fundamental Analysis

Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Thematic (Sector/Industry)

<ul>
<li>Inflation Reduction Act is by far the largest legislation to positively influence climate change and emissions control.</li>
<li>IRA is packed with subsidies, and loans totaling up to USD 369 billion over the next ten years on renewables, EVs, hydrogen hubs, carbon capture &amp; storage, among others.</li>
<li>By 2035, IRA will drive reduction of greenhouse gas emissions by up to 48% relative to 2005 emissions levels.</li>
</ul>


Inflation Reduction Act is by far the largest legislation to positively influence climate change and emissions control.
IRA is packed with subsidies, and loans totaling up to USD 369 billion over the next ten years on renewables, EVs, hydrogen hubs, carbon capture &amp; storage, among others.
By 2035, IRA will drive reduction of greenhouse gas emissions by up to 48% relative to 2005 emissions levels.


Many Aren’t Aware of the Inflation Reduction Act; and That’s Good News for Investors

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

Honeywell International / Equity Bottom-Up

<ul><li>Honeywell International delivered a mixed set of results for the quarter, with revenues well below Wall Street expectations but managed an earnings beat.</li><li>The company's organic sales increased year on year in the quarter, led by double-digit growth in commercial aerospace, process solutions, and UOP.</li><li>We give Honeywell International a 'Hold' rating with a revised target price.</li></ul>

Honeywell International delivered a mixed set of results for the quarter, with revenues well below Wall Street expectations but managed an earnings beat.The company's organic sales increased year on year in the quarter, led by double-digit growth in commercial aerospace, process solutions, and UOP.We give Honeywell International a 'Hold' rating with a revised target price.

Honeywell International Inc.: Can The SCADAfence Acquisition Strengthen Its Portfolio? – Key Drivers

<ul><li>Honeywell International delivered a strong first quarter that exceeded Wall Street expectations in terms of revenues as well as earnings.</li><li>The company’s organic sales, adjusted earnings, and segment margins were above the management’s expectations as well.</li><li>The segment margin of Honeywell expanded, led by robust expansion in Honeywell Building Technologies and Safety and Productivity Solutions.</li></ul>

Honeywell International delivered a strong first quarter that exceeded Wall Street expectations in terms of revenues as well as earnings.The company’s organic sales, adjusted earnings, and segment margins were above the management’s expectations as well.The segment margin of Honeywell expanded, led by robust expansion in Honeywell Building Technologies and Safety and Productivity Solutions.

Honeywell International Inc.: Acquisition of Compressor Controls & Other Drivers

<ul><li>Honeywell had another challenging quarter with inflation headwinds and supply chain constraints still at play.</li><li>Modest improvement in the supply chain helped Honeywell to reduce its cost to use backlog and deliver more building management systems and fire products resulting in organic growth in the building products.</li><li>Advanced materials grew in the quarter, as seen from the strong value capture across the demand and portfolio in fluorine products.</li></ul>

Honeywell had another challenging quarter with inflation headwinds and supply chain constraints still at play.Modest improvement in the supply chain helped Honeywell to reduce its cost to use backlog and deliver more building management systems and fire products resulting in organic growth in the building products.Advanced materials grew in the quarter, as seen from the strong value capture across the demand and portfolio in fluorine products.

Honeywell International Inc.: Hydrogen Fuel Cells For Aviation & Other Drivers

<ul><li>Honeywell delivered a mixed set of results while going through a tough operating environment.</li><li>Honeywell delivered organic sales growth and strong double-digit growth in its building products businesses, commercial aerospace, and advanced materials.</li><li>In the quarter, earnings and cash flows was a bright spot as Honeywall managed an earnings beat.</li></ul>

Honeywell delivered a mixed set of results while going through a tough operating environment.Honeywell delivered organic sales growth and strong double-digit growth in its building products businesses, commercial aerospace, and advanced materials.In the quarter, earnings and cash flows was a bright spot as Honeywall managed an earnings beat.

Honeywell International: Improved Air Quality Monitoring Solutions & Other Drivers

United States

Honeywell International Inc. is a worldwide diversified technology and manufacturing company providing aerospace products and services, control, sensing and security technologies, turbochargers, automotive products, specialty chemicals, electronic and advanced materials, process technology for refining and petrochemicals, and energy efficient products and solutions.

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Honeywell International (HON US)

Many Aren’t Aware of the Inflation Reduction Act; and That’s Good News for Investors

Two in three Americans know little about IRA. The Inflation Reduction Act (“IRA”) took years in the making and will have material implications...

Mint Finance

Honeywell International Inc.: Can The SCADAfence Acquisition Strengthen Its Portfolio? – Key Drivers

Honeywell International delivered a mixed set of results for the quarter, with revenues well below Wall Street expectations but managed an...

Baptista Research

Honeywell International Inc.: Acquisition of Compressor Controls & Other Drivers

Honeywell International delivered a strong first quarter that exceeded Wall Street expectations in terms of revenues as well as earnings. The...

Baptista Research

Honeywell International Inc.: Hydrogen Fuel Cells For Aviation & Other Drivers

Honeywell had another challenging quarter with inflation headwinds and supply chain constraints still at play. Modest improvement in the supply...

Baptista Research

Honeywell International: Improved Air Quality Monitoring Solutions & Other Drivers

Honeywell delivered a mixed set of results while going through a tough operating environment. Honeywell delivered organic sales growth and strong...

Baptista Research

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