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

Huntington Ingalls Industries / Equity Bottom-Up

<ul><li>Huntington's second quarter of 2024 financial results demonstrated a robust performance, underpinning the company's ability to navigate challenges while seizing growth opportunities.</li><li>Revenue for the quarter reached $3 billion, marking a 6.8% year-over-year increase, driven largely by the exceptional growth of the Mission Technologies segment, which posted a 19% revenue increase from the previous year.</li><li>This segment's book-to bill ratio stood at 1.15, indicating healthy future revenue from confirmed contracts.</li></ul>

Huntington's second quarter of 2024 financial results demonstrated a robust performance, underpinning the company's ability to navigate challenges while seizing growth opportunities.Revenue for the quarter reached $3 billion, marking a 6.8% year-over-year increase, driven largely by the exceptional growth of the Mission Technologies segment, which posted a 19% revenue increase from the previous year.This segment's book-to bill ratio stood at 1.15, indicating healthy future revenue from confirmed contracts.

Huntington Ingalls Industries: A Tale Of  Expanded Shipbuilding Capacity and Modernization! - Major Drivers

External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

<ul><li>HII's budgets are in disarray and the Navy is vulnerable due to financial struggles</li><li>HII's Mission Technologies business is considered a hidden gem with strong growth potential in defense technology</li><li>HII is poised to benefit from secular tailwinds and its leadership in military shipbuilding and defense technology</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

HII's budgets are in disarray and the Navy is vulnerable due to financial strugglesHII's Mission Technologies business is considered a hidden gem with strong growth potential in defense technologyHII is poised to benefit from secular tailwinds and its leadership in military shipbuilding and defense technologyThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Huntington Ingalls Ind Inc (HII) - Friday, Jun 7, 2024

<ul><li>HII, known for its expertise in shipbuilding and defense technologies, reported a mixed first quarter for 2024.</li><li>The first quarter was marked by a record revenue of $2.8 billion, illustrating robust demand for HII's offerings in shipbuilding and a significant growth in their Mission Technologies segment.</li><li>The revenue increase manifested a 4.9% rise compared to the previous year, driven largely by advancements in the aforementioned sectors.</li></ul>

HII, known for its expertise in shipbuilding and defense technologies, reported a mixed first quarter for 2024.The first quarter was marked by a record revenue of $2.8 billion, illustrating robust demand for HII's offerings in shipbuilding and a significant growth in their Mission Technologies segment.The revenue increase manifested a 4.9% rise compared to the previous year, driven largely by advancements in the aforementioned sectors.

Huntington Ingalls Industries Inc.: Strategic Focus on Technological Enhancements in Mission Technologies! - 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

<ul>
<li>On 2 April, <a href="https://www.smartkarma.com/entities/austal-ltd" target="_blank" data-smartkarma-citation="entities:14420:1" rel="noopener">Austal Ltd (ASB AU)</a> rejected a non-binding proposal from <a href="https://www.smartkarma.com/entities/hanwha-ocean-co-ltd" target="_blank" data-smartkarma-citation="entities:12531:1" rel="noopener">Hanwha Ocean (042660 KS)</a> at A$2.825 due to concerns about obtaining Australian and US regulatory approvals. </li>
<li>The Board’s claims are on shaky grounds. On 1 May, the AFR reported that Australian Defence Minister Richard Marles had no concerns with Hanwha’s privatisation bid. </li>
<li>The Board’s rejection is a clumsy attempt to negotiate better terms, such as a bump, ticking fees, or significant break fees. At the last close, the gross spread was 21.8%. </li>
</ul>


On 2 April, Austal Ltd (ASB AU) rejected a non-binding proposal from Hanwha Ocean (042660 KS) at A$2.825 due to concerns about obtaining Australian and US regulatory approvals. 
The Board’s claims are on shaky grounds. On 1 May, the AFR reported that Australian Defence Minister Richard Marles had no concerns with Hanwha’s privatisation bid. 
The Board’s rejection is a clumsy attempt to negotiate better terms, such as a bump, ticking fees, or significant break fees. At the last close, the gross spread was 21.8%. 


Austal (ASB AU): Spurned Suitor, Hanwha Ocean, Gets a Vote of Confidence

<ul><li>This is our first report on militiry ships design player, Huntington Ingalls Industries.</li><li>The company's Q3 2023 earnings conference call revealed solid overall growth for the company.</li><li>According to President and CEO, Chris Kastner, the company reached record Q3 revenue, with top-line growth of 7.2% year-on-year to $2.8 billion.</li></ul>

This is our first report on militiry ships design player, Huntington Ingalls Industries.The company's Q3 2023 earnings conference call revealed solid overall growth for the company.According to President and CEO, Chris Kastner, the company reached record Q3 revenue, with top-line growth of 7.2% year-on-year to $2.8 billion.

Huntington Ingalls Industries: Initiation of Coverage - Why They're Boosting Revenue Forecasts - Insights into a Booming Business! - Major Drivers

United States

Huntington Ingalls Industries, Inc. (HII) designs, builds, and maintains nuclear and non-nuclear ships for the United States Navy and Coast Guard. The Company also provides after-market services for military ships worldwide. HII consists of two primary business divisions, Newport News Shipbuilding and Ingalls Shipbuilding.

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Huntington Ingalls Industries (HII US)

Huntington Ingalls Industries: A Tale Of Expanded Shipbuilding Capacity and Modernization! - Major Drivers

Huntington's second quarter of 2024 financial results demonstrated a robust performance, underpinning the company's ability to navigate challenges...

Baptista Research

Huntington Ingalls Ind Inc (HII) - Friday, Jun 7, 2024

HII's budgets are in disarray and the Navy is vulnerable due to financial strugglesHII's Mission Technologies business is considered a hidden gem...

Value Investors Club (VIC)

Huntington Ingalls Industries Inc.: Strategic Focus on Technological Enhancements in Mission Technologies! - Major Drivers

HII, known for its expertise in shipbuilding and defense technologies, reported a mixed first quarter for 2024. The first quarter was marked by a...

Baptista Research

Austal (ASB AU): Spurned Suitor, Hanwha Ocean, Gets a Vote of Confidence

The Board’s rejection is based on shaky grounds and may be an attempt to negotiate better terms, such as a bump, ticking fees, or significant break...

Arun George

Huntington Ingalls Industries: Initiation of Coverage - Why They're Boosting Revenue Forecasts - Insights into a Booming Business! - Major Drivers

This is our first report on militiry ships design player, Huntington Ingalls Industries. The company's Q3 2023 earnings conference call revealed...

Baptista Research

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