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>Keurig Dr Pepper's recent earnings announcement highlights both strengths and concerns for potential investors.</li><li>The company reported a solid financial performance with net sales increasing by over 6% and earnings per share (EPS) growing by more than 10%.</li><li>These results suggest resilience amidst the current challenging economic environment.</li></ul>

Keurig Dr Pepper's recent earnings announcement highlights both strengths and concerns for potential investors.The company reported a solid financial performance with net sales increasing by over 6% and earnings per share (EPS) growing by more than 10%.These results suggest resilience amidst the current challenging economic environment.

Keurig Dr Pepper: Focus on Coffee Segment Strategy As A Primary Growth Accelerator!

<ul><li>Keurig Dr Pepper's (KDP) fourth quarter and full-year 2024 earnings release and subsequent discussion highlighted several key points about the company's financial health and strategic direction.</li><li>With constant currency net sales growth of approximately 4% and earnings per share (EPS) growth of 8% for the full year, KDP achieved results in line with its long-term performance algorithm despite a challenging operating environment characterized by escalating inflation and supply chain constraints.</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>

Keurig Dr Pepper's (KDP) fourth quarter and full-year 2024 earnings release and subsequent discussion highlighted several key points about the company's financial health and strategic direction.With constant currency net sales growth of approximately 4% and earnings per share (EPS) growth of 8% for the full year, KDP achieved results in line with its long-term performance algorithm despite a challenging operating environment characterized by escalating inflation and supply chain constraints.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.

Keurig Dr Pepper: International Expansion & Performance To Yield Positive Results In Long Term?

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

<ul>
<li>Since late-February(2/25/25) we were expecting an 8-10% pullback to provide a buying opportunity.However,after getting the 10%+ pullback, we discussed 4/1/25 that we no longer saw it as a buying opportunity</li>
<li>We downgraded our outlook to bearish/cautious. We then discussed last week(4/8/25)how it was a logical spot for a local bottom to develop at 4800-4820 on SPX and $402-$412 on QQQ. </li>
<li>A rally sparked from there, but we now are looking for SPX rally to fizzle, either here at 5490-5500 (20-day MA) or the 200-day MA (currently 5754) or 5785 level</li>
</ul>


Since late-February(2/25/25) we were expecting an 8-10% pullback to provide a buying opportunity.However,after getting the 10%+ pullback, we discussed 4/1/25 that we no longer saw it as a buying opportunity
We downgraded our outlook to bearish/cautious. We then discussed last week(4/8/25)how it was a logical spot for a local bottom to develop at 4800-4820 on SPX and $402-$412 on QQQ. 
A rally sparked from there, but we now are looking for SPX rally to fizzle, either here at 5490-5500 (20-day MA) or the 200-day MA (currently 5754) or 5785 level


Expecting SPX Rally to Fizzle at 5490-5500 or 5785; Still Bearish/Cautious and Defensive

<ul><li>Keurig Dr Pepper (KDP) recently delivered its earnings report for the third quarter of 2024, reflecting a business dynamic of both promising advancements and areas needing improvement.</li><li>In the earnings call, CEO Timothy Cofer and CFO Sudhanshu Priyadarshi articulated a mix of steady growth achievements and upcoming strategic maneuvers aimed at sustaining and propelling the company's market position.</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>

Keurig Dr Pepper (KDP) recently delivered its earnings report for the third quarter of 2024, reflecting a business dynamic of both promising advancements and areas needing improvement.In the earnings call, CEO Timothy Cofer and CFO Sudhanshu Priyadarshi articulated a mix of steady growth achievements and upcoming strategic maneuvers aimed at sustaining and propelling the company's market position.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.

Keurig Dr Pepper (KDP): The Tale Of Brewer Innovation and Market Expansion To Up Their Game! - Major Drivers

<ul><li>Keurig Dr Pepper's second-quarter earnings for fiscal year 2024 reflect a blend of resilience and strategic rigor amid a challenging, mixed economic landscape.</li><li>As the company navigated the quarter with a steady hand, the outcomes were moderately encouraging, with the CEO Tim Cofer and CFO Sudhanshu Priyadarshi providing insights into their operational focus and forward-looking strategies.</li><li>On the positive front, Keurig Dr Pepper reported a 3.4% increase in constant currency net sales growth, signaling an improving trajectory from previous quarters.</li></ul>

Keurig Dr Pepper's second-quarter earnings for fiscal year 2024 reflect a blend of resilience and strategic rigor amid a challenging, mixed economic landscape.As the company navigated the quarter with a steady hand, the outcomes were moderately encouraging, with the CEO Tim Cofer and CFO Sudhanshu Priyadarshi providing insights into their operational focus and forward-looking strategies.On the positive front, Keurig Dr Pepper reported a 3.4% increase in constant currency net sales growth, signaling an improving trajectory from previous quarters.

Keurig Dr Pepper Inc.: Emphasis on Operational Efficiency and Cost Management Amidst Global Expansion Challenges! - Major Drivers

United States

Keurig Dr Pepper Inc. manufactures and distributes non-alcoholic beverages. The Company offers soft drinks, juices, teas, mixers, water, and other beverages. Keurig Dr Pepper serves customers in the United States, Canada, and Mexico.

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Keurig Dr Pepper (KDP US)

Keurig Dr Pepper: Focus on Coffee Segment Strategy As A Primary Growth Accelerator!

Keurig Dr Pepper's recent earnings announcement highlights both strengths and concerns for potential investors. The company reported a solid...

Baptista Research

Keurig Dr Pepper: International Expansion & Performance To Yield Positive Results In Long Term?

Keurig Dr Pepper's (KDP) fourth quarter and full-year 2024 earnings release and subsequent discussion highlighted several key points about the...

Baptista Research

Expecting SPX Rally to Fizzle at 5490-5500 or 5785; Still Bearish/Cautious and Defensive

Expecting $SPX Rally to Fizzle at 5490-5500 or 5785; Still Bearish/Cautious and Defensive. Crucial long-term SPX and $QQQ supports at 4800-4820 and...

Vermilion Research

Keurig Dr Pepper (KDP): The Tale Of Brewer Innovation and Market Expansion To Up Their Game! - Major Drivers

Keurig Dr Pepper (KDP) recently delivered its earnings report for the third quarter of 2024, reflecting a business dynamic of both promising...

Baptista Research

Keurig Dr Pepper Inc.: Emphasis on Operational Efficiency and Cost Management Amidst Global Expansion Challenges! - Major Drivers

Keurig Dr Pepper's second-quarter earnings for fiscal year 2024 reflect a blend of resilience and strategic rigor amid a challenging, mixed...

Baptista Research

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