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>InPost reported its Q1 2025 financial results, showcasing a promising start to the year, but with challenges and opportunities navigating its multiple international markets.</li><li>The company experienced robust year-on-year revenue growth of 22%, and a 29% increase when excluding currency effects.</li><li>The group adjusted EBITDA rose by 24%, indicating improved profitability across all segments.</li></ul>

InPost reported its Q1 2025 financial results, showcasing a promising start to the year, but with challenges and opportunities navigating its multiple international markets.The company experienced robust year-on-year revenue growth of 22%, and a 29% increase when excluding currency effects.The group adjusted EBITDA rose by 24%, indicating improved profitability across all segments.

InPost: Initiation of Coverage- How E-Commerce & AI Magic Can Fuel Its Future Growth!

Independent Investment Research, The IDEA!

The IDEA!

Independent Investment Research

The Idea-Driven Equities Analyses company (the IDEA!) is an employee-owned boutique providing independent investment research and financial consultancy services with a clear focus on the Benelux countries. The company was founded in the summer of 2007 by Henk Slotboom and Maarten Verbeek, both with more than 35 years of professional experience in the financial sector. The IDEA! differentiates itself by focusing on adding value through self-initiated in-depth, idea-driven investment research, as well as by bespoke research assignments for institutional investors, hedge funds and private equity. In addition, we provide market intelligence, strategic research and – together with our business partners – consultancy services to businesses. In case you are interested in receiving more information, a sample of our products or an introductory meeting, please send a message to info@theidea.nl.

<ul><li>In this edition: • KPN | VodafoneZiggo teams up with Telestre for DOCSIS 4.0 rollout • InPost | EVRi renews its contract with Vinted in the UK and Ireland • TomTom | finetunes FY25 outlook to the upper end of its initial guidance</li></ul>

In this edition: • KPN | VodafoneZiggo teams up with Telestre for DOCSIS 4.0 rollout • InPost | EVRi renews its contract with Vinted in the UK and Ireland • TomTom | finetunes FY25 outlook to the upper end of its initial guidance

What's News in Amsterdam - 15 July (KPN | InPost | TomTom)

<ul><li>Contents Summary and Conclusions Acquisition of Sending: a logical strategic move.</li><li>Sending: a bit more background Spanish e-commerce market: large and growing rapidly Market places dominating the landscape Spanish online shoppers still prefer home delivery High quality last mile delivery, yet can be inefficient Favourable environment for OOH and APMs in particular Sending deal is ticking all the boxes Now what does this deal mean financially?</li><li> Why is this so important?</li></ul>

Contents Summary and Conclusions Acquisition of Sending: a logical strategic move.Sending: a bit more background Spanish e-commerce market: large and growing rapidly Market places dominating the landscape Spanish online shoppers still prefer home delivery High quality last mile delivery, yet can be inefficient Favourable environment for OOH and APMs in particular Sending deal is ticking all the boxes Now what does this deal mean financially? Why is this so important?

Research Alert: InPost | Growth Outside of Poland Pushed Into a Higher Gear

Research report: InPost | Growth Outside of Poland Pushed Into a Higher Gear

<ul><li>In this edition: • Fugro | awarded contracts for detailed site investigations at the Sørlige Nordsjø II • InPost | Growth Outside of Poland Pushed Into a Higher Gear • Triodos Bank | better than expected appetite for settlement offer • Corporate agenda | week 29 – 32</li></ul>

In this edition: • Fugro | awarded contracts for detailed site investigations at the Sørlige Nordsjø II • InPost | Growth Outside of Poland Pushed Into a Higher Gear • Triodos Bank | better than expected appetite for settlement offer • Corporate agenda | week 29 – 32

What's News in Amsterdam - 14 July (Fugro | InPost | Triodos Bank | Corporate agenda)

Luxembourg

InPost S.A. is an e-commerce enablement platform. InPost provides delivery services through its network of automated parcel machines, including those in the UK, as well as to-door couriers and fulfillment services to e-commerce merchants.

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InPost (INPST NA)

InPost: Initiation of Coverage- How E-Commerce & AI Magic Can Fuel Its Future Growth!

InPost reported its Q1 2025 financial results, showcasing a promising start to the year, but with challenges and opportunities navigating its...

Baptista Research

What's News in Amsterdam - 15 July (KPN | InPost | TomTom)

In this edition: • KPN | VodafoneZiggo teams up with Telestre for DOCSIS 4.0 rollout • InPost | EVRi renews its contract with Vinted in the UK and...

The IDEA!

Research Alert: InPost | Growth Outside of Poland Pushed Into a Higher Gear

Contents Summary and Conclusions Acquisition of Sending: a logical strategic move. Sending: a bit more background Spanish e-commerce market: large...

The IDEA!

Research report: InPost | Growth Outside of Poland Pushed Into a Higher Gear

Contents Summary and Conclusions Acquisition of Sending: a logical strategic move. Sending: a bit more background Spanish e-commerce market: large...

The IDEA!

What's News in Amsterdam - 14 July (Fugro | InPost | Triodos Bank | Corporate agenda)

In this edition: • Fugro | awarded contracts for detailed site investigations at the Sørlige Nordsjø II • InPost | Growth Outside of Poland Pushed...

The IDEA!

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