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>Kirby Corporation's fourth quarter earnings report for 2024 offered insights into the company's performance across its various segments and laid out expectations for 2025.</li><li>The company reported a GAAP earnings per share (EPS) of $0.74, which factored in a one-time inventory write-down related to its Distribution and Services segment.</li><li>Excluding this and other one-time items, the adjusted EPS came to $1.29, reflecting a 24% increase year-over-year.</li></ul>

Kirby Corporation's fourth quarter earnings report for 2024 offered insights into the company's performance across its various segments and laid out expectations for 2025.The company reported a GAAP earnings per share (EPS) of $0.74, which factored in a one-time inventory write-down related to its Distribution and Services segment.Excluding this and other one-time items, the adjusted EPS came to $1.29, reflecting a 24% increase year-over-year.

Kirby Corporation: An Insight Into Its Supply & Demand Dynamics & Critical Growth Drivers!

<ul><li>Kirby Corporation's third-quarter 2024 earnings report reflects both positive momentum and ongoing challenges.</li><li>Revenues rose by 9% year-over-year, supported by a significant increase in Marine Transportation and Distribution and Services, resulting in a 48% growth in earnings per share.</li><li>This performance was propelled by effective market execution and mitigating the impacts of adverse weather and supply chain disruptions.</li></ul>

Kirby Corporation's third-quarter 2024 earnings report reflects both positive momentum and ongoing challenges.Revenues rose by 9% year-over-year, supported by a significant increase in Marine Transportation and Distribution and Services, resulting in a 48% growth in earnings per share.This performance was propelled by effective market execution and mitigating the impacts of adverse weather and supply chain disruptions.

Kirby Corporation: How Is The Management Encashing The Coastal Business Opportunities? - Major Drivers

<ul><li>Kirby Corporation recently disclosed its financial results for the second quarter of 2024, revealing a notable increase in earnings per share to $1.43 compared to $0.95 for the same period in the previous year.</li><li>The company, managed by CEO David Grzebinski and a competent executive team, harbored a positive tone regarding the steady market fundamentals underpinning its Marine Transportation and Distribution and Services segments despite some navigational and supply challenges.</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>

Kirby Corporation recently disclosed its financial results for the second quarter of 2024, revealing a notable increase in earnings per share to $1.43 compared to $0.95 for the same period in the previous year.The company, managed by CEO David Grzebinski and a competent executive team, harbored a positive tone regarding the steady market fundamentals underpinning its Marine Transportation and Distribution and Services segments despite some navigational and supply challenges.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.

Kirby Corporation: Initiation Of Coverage - How Are They Dealing With The Energy and Fuel Market Dynamics? - Major Drivers

Asian Equities Analyst, Logistics & Transport, Tracking Traffic

Daniel Hellberg

Asian Equities Analyst, Logistics & Transport

Tracking Traffic

Focusing on Asian logistics, transportation, and travel companies

<ul>
<li>Chinese parcel volume growth in April was solid, and unit price trend appears benign</li>
<li>No signs (yet) of aggressive moves by ZTO Express to recovery volume share in Q225</li>
<li>Besides SF, express companies have struggled to differentiate themselves in recent years</li>
</ul>


Chinese parcel volume growth in April was solid, and unit price trend appears benign
No signs (yet) of aggressive moves by ZTO Express to recovery volume share in Q225
Besides SF, express companies have struggled to differentiate themselves in recent years


Monthly Chinese Express Tracker | Volume Firm, Price Benign | ZTO Under Pressure? (May 2025)

External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

<ul><li>Kirby Corporation (KEX) is undervalued and has a strong historical performance in the tugboat and tank barge industry</li><li>Despite industry challenges including oversupply and Covid-19 impacts, KEX is expected to benefit from rising demand and falling supply</li><li>With a recession-resilient track record and potential for earnings growth, KEX presents a compelling long-term investment opportunity</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>

Kirby Corporation (KEX) is undervalued and has a strong historical performance in the tugboat and tank barge industryDespite industry challenges including oversupply and Covid-19 impacts, KEX is expected to benefit from rising demand and falling supplyWith a recession-resilient track record and potential for earnings growth, KEX presents a compelling long-term investment opportunityThis 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.

Kirby Corp (KEX) - Wednesday, Mar 13, 2024

United States

Kirby Corporation operates a fleet of inland tank barges.  The Company transports industrial chemicals, refined petroleum products, black oil products, and agricultural chemicals.  Kirby also overhauls and services diesel engines employed in marine, power generation, and rail applications.

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Kirby Corp (KEX US)

Kirby Corporation: An Insight Into Its Supply & Demand Dynamics & Critical Growth Drivers!

Kirby Corporation's fourth quarter earnings report for 2024 offered insights into the company's performance across its various segments and laid...

Baptista Research

Kirby Corporation: How Is The Management Encashing The Coastal Business Opportunities? - Major Drivers

Kirby Corporation's third-quarter 2024 earnings report reflects both positive momentum and ongoing challenges. Revenues rose by 9% year-over-year,...

Baptista Research

Kirby Corporation: Initiation Of Coverage - How Are They Dealing With The Energy and Fuel Market Dynamics? - Major Drivers

Kirby Corporation recently disclosed its financial results for the second quarter of 2024, revealing a notable increase in earnings per share to...

Baptista Research

Monthly Chinese Express Tracker | Volume Firm, Price Benign | ZTO Under Pressure? (May 2025)

April volume and price trends were mostly benign, but the fact remains that most of China's express companies have struggled to differentiate their...

Tracking Traffic

Kirby Corp (KEX) - Wednesday, Mar 13, 2024

With a recession-resilient track record and potential for earnings growth, KEX presents a compelling long-term investment opportunity

Value Investors Club

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