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

International Business Machines / Equity Bottom-Up

<ul><li>International Business Machines Corporation (IBM) recently reviewed its third quarter financial performance for 2024, reflecting a mixed outcome with strengths in software and weaknesses in consulting due to macroeconomic challenges.</li><li>The company is strategically poised with its extensive focus on hybrid cloud and artificial intelligence, elements that remain central to its growth and client engagement strategies.</li><li>Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.</li></ul>

International Business Machines Corporation (IBM) recently reviewed its third quarter financial performance for 2024, reflecting a mixed outcome with strengths in software and weaknesses in consulting due to macroeconomic challenges.The company is strategically poised with its extensive focus on hybrid cloud and artificial intelligence, elements that remain central to its growth and client engagement strategies.Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.

International Business Machines (IBM): Tackling The  Shifting Competitive Landscape & Erosion of Switching Costs! - Major Drivers

Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

Hon Hai Precision Industry / Equity Bottom-Up

<ul><li>AMD set to become second largest client at TSMC's US fab, aligning with earlier hints. </li><li>Taiwan launches 3 AI centers for healthcare innovation; NTUH director warns against history repeating itself. </li><li>Telangana aims for increased FDI beyond electronics; India Taiwan Industrial Park progresses as Foxconn unveils new EV models.</li></ul>

AMD set to become second largest client at TSMC's US fab, aligning with earlier hints. Taiwan launches 3 AI centers for healthcare innovation; NTUH director warns against history repeating itself. Telangana aims for increased FDI beyond electronics; India Taiwan Industrial Park progresses as Foxconn unveils new EV models.

Tech Supply Chain Tracker (10-Oct-2024): AMD to be TSMC's second largest US fab client soon.

<ul><li>Liquid cooling solutions for AI servers are evolving rapidly to provide more efficient and effective cooling for high-performance computing needs.</li><li>L&amp;T Semicon in India plans to mass produce its first chip within the next two years, showing growth and innovation in the semiconductor industry.</li><li>Taiwan is focusing on modular, intelligent, and collaborative robotics solutions for niche markets, with a shift away from humanoids in its approach to robotics.</li></ul>

Liquid cooling solutions for AI servers are evolving rapidly to provide more efficient and effective cooling for high-performance computing needs.L&amp;T Semicon in India plans to mass produce its first chip within the next two years, showing growth and innovation in the semiconductor industry.Taiwan is focusing on modular, intelligent, and collaborative robotics solutions for niche markets, with a shift away from humanoids in its approach to robotics.

Tech Supply Chain Tracker (02-Oct-2024): AI server liquid cooling status: efficient or not?

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul><li>Investors / In Depth: China’s PE investors left empty-handed as cash-strapped startups flout</li><li>Corruption /: Two ex-senior officials accused of holding on to classified materials</li><li>IBM /Exclusive: IBM chief says closing China units is ‘done’ and ‘not reversible’</li></ul>

Investors / In Depth: China’s PE investors left empty-handed as cash-strapped startups floutCorruption /: Two ex-senior officials accused of holding on to classified materialsIBM /Exclusive: IBM chief says closing China units is ‘done’ and ‘not reversible’

CX Daily: China’s PE Investors Left Empty-Handed as Cash-Strapped Startups Flout Compensation Deals 

<ul><li>Global smartphone sales are anticipated to rise in Q2 2024, presenting an opportunity for Taiwanese firms to act quickly.</li><li>IBM's Kyndryl spinoff is focusing on addressing India's cybersecurity talent shortage, signaling the need for immediate action.</li><li>Apple is prioritizing user privacy in its slow launch strategy, while Huawei revolutionizes mobile innovation with a triple-fold smartphone.</li></ul>

Global smartphone sales are anticipated to rise in Q2 2024, presenting an opportunity for Taiwanese firms to act quickly.IBM's Kyndryl spinoff is focusing on addressing India's cybersecurity talent shortage, signaling the need for immediate action.Apple is prioritizing user privacy in its slow launch strategy, while Huawei revolutionizes mobile innovation with a triple-fold smartphone.

Tech Supply Chain Tracker (11-Sep-2024): Global smartphones, 2Q '24

United States

International Business Machines Corporation (IBM) provides computer solutions through the use of advanced information technology. The Company's solutions include technologies, systems, products, services, software, and financing. IBM offers its products through its global sales and distribution organization, as well as through a variety of third party distributors and resellers.

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International Business Machines (IBM US)

International Business Machines (IBM): Tackling The Shifting Competitive Landscape & Erosion of Switching Costs! - Major Drivers

International Business Machines Corporation (IBM) recently reviewed its third quarter financial performance for 2024, reflecting a mixed outcome...

Baptista Research

Tech Supply Chain Tracker (10-Oct-2024): AMD to be TSMC's second largest US fab client soon.

AMD set to be TSMC's second largest client, Taiwan invests in AI healthcare centers, Foxconn introduces new electric vehicle models, Google focuses...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (02-Oct-2024): AI server liquid cooling status: efficient or not?

Liquid cooling solutions for AI servers are evolving rapidly, L&T Semicon plans mass production of first chip, Win Win Precision excels in solar...

Tech Supply Chain Tracker

CX Daily: China’s PE Investors Left Empty-Handed as Cash-Strapped Startups Flout Compensation Deals

Investors / In Depth: China’s PE investors left empty-handed as cash-strapped startups flout compensation deals Private equity (PE) and venture...

Caixin Global

Tech Supply Chain Tracker (11-Sep-2024): Global smartphones, 2Q '24

Global smartphone sales rising in Q2 2024, IBM's Kyndryl addresses India's cybersecurity talent shortage, SEMICON India urges Taiwanese firms to...

Tech Supply Chain Tracker

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