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>Kinder Morgan delivered astonishing results.</li><li>Due to high summer power demand, which resulted in an additional 880 million dekatherms of gas traveling to power plants per day, deliveries to power plants were strong in the quarter, increasing by roughly 11%.</li><li>In addition, Kinder Morgan acquired North American Natural Resources and its sister companies, North American Biofuels and North American-Central, for $135 million during the quarter.</li></ul>

Kinder Morgan delivered astonishing results.Due to high summer power demand, which resulted in an additional 880 million dekatherms of gas traveling to power plants per day, deliveries to power plants were strong in the quarter, increasing by roughly 11%.In addition, Kinder Morgan acquired North American Natural Resources and its sister companies, North American Biofuels and North American-Central, for $135 million during the quarter.

Kinder Morgan: Recent Acquisitions & Other Drivers

<ul><li>Kinder Morgan delivered a mixed result, exceeding revenue expectations of Wall Street but missing out on earnings.</li><li>The act of gathering and processing is likewise strong, better than expected and better than last year.</li><li>Kinder Morgan went on to acquired North American Natural Resources and its subsidiaries, North American Biofuels and North American-Central.</li></ul>

Kinder Morgan delivered a mixed result, exceeding revenue expectations of Wall Street but missing out on earnings.The act of gathering and processing is likewise strong, better than expected and better than last year.Kinder Morgan went on to acquired North American Natural Resources and its subsidiaries, North American Biofuels and North American-Central.

Kinder Morgan: Acquisition Of North American Natural Resources & Other Drivers

Credit

<ul><li>Kinder Morgan is one of the largest energy infrastructure players in the world.</li><li>In 2022, the company got off to a strong start with attractive opportunities for adding growth and robust performance in its base business.</li><li>Kinder Morgan witnessed quite a strong commercial performance in the gas business in recent results with continuous improvements in its contract renewal, particularly in its flexible gas storage services.</li></ul>

Kinder Morgan is one of the largest energy infrastructure players in the world.In 2022, the company got off to a strong start with attractive opportunities for adding growth and robust performance in its base business.Kinder Morgan witnessed quite a strong commercial performance in the gas business in recent results with continuous improvements in its contract renewal, particularly in its flexible gas storage services.

Kinder Morgan: Detailed Credit Analysis & Financial Strength Evaluation Report

<ul><li>This is our first report on energy infra major, Kinder Morgan.</li><li>Kinder Morgan witnessed quite a strong commercial performance in the gas business in recent results with continuous improvements in its contract renewal, particularly in its flexible gas storage services.</li><li>Though the terminals were missed by a bit, Kinder Morgan started to view a good recovery in its rates of Jones Act charter and robust performance in its bulk terminals business.</li></ul>

This is our first report on energy infra major, Kinder Morgan.Kinder Morgan witnessed quite a strong commercial performance in the gas business in recent results with continuous improvements in its contract renewal, particularly in its flexible gas storage services.Though the terminals were missed by a bit, Kinder Morgan started to view a good recovery in its rates of Jones Act charter and robust performance in its bulk terminals business.

Kinder Morgan: Initiation of Coverage – Business Strategy

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

<p>In last week's <em>Compass</em> we highlighted what we view as compelling signals that risk appetites are improving, which is bullish for the broad market. The trend of improving risk appetites has only continued over the past week and we are moving toward an outright bullish outlook.</p>

In last week's Compass we highlighted what we view as compelling signals that risk appetites are improving, which is bullish for the broad market. The trend of improving risk appetites has only continued over the past week and we are moving toward an outright bullish outlook.

U.S. Equity Strategy: Small-Caps Re-Emerging As Leadership

United States

Kinder Morgan, Inc. of Delaware operates as a pipeline transportation and energy storage company. The Company owns and operates pipelines that transport natural gas, gasoline, crude oil, carbon dioxide, and other products, as well as terminals that store petroleum products and chemicals and handle bulk materials like coal and petroleum coke.

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Kinder Morgan (KMI US)

Kinder Morgan: Recent Acquisitions & Other Drivers

Kinder Morgan delivered astonishing results. Due to high summer power demand, which resulted in an additional 880 million dekatherms of gas...

Baptista Research

Kinder Morgan: Acquisition Of North American Natural Resources & Other Drivers

Kinder Morgan delivered a mixed result, exceeding revenue expectations of Wall Street but missing out on earnings. The act of gathering and...

Baptista Research

Kinder Morgan: Detailed Credit Analysis & Financial Strength Evaluation Report

Kinder Morgan is one of the largest energy infrastructure players in the world. In 2022, the company got off to a strong start with attractive...

Baptista Research

Kinder Morgan: Initiation of Coverage – Business Strategy

This is our first report on energy infra major, Kinder Morgan. Kinder Morgan witnessed quite a strong commercial performance in the gas business...

Baptista Research

U.S. Equity Strategy: Small-Caps Re-Emerging As Leadership

We continue to see compelling signals that suggest risk appetites are improving, which is bullish for the broad market. As a result, we are moving...

Vermilion Research

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