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>LG Electronics presented its first-quarter financial results for 2025, painting a nuanced picture of challenges and strategic initiatives that the company is undertaking.</li>
<li>LG Electronics reported consolidated sales of KRW 22.74 trillion and an operating profit of KRW 1.26 trillion for the quarter.</li>
<li>The results showcased a strong quarter with record-high sales figures from several of its business segments, notably in Household Solutions (HS), Vehicle Solutions (VS), and Environmental Solutions (ES).</li>
</ul>


LG Electronics presented its first-quarter financial results for 2025, painting a nuanced picture of challenges and strategic initiatives that the company is undertaking.
LG Electronics reported consolidated sales of KRW 22.74 trillion and an operating profit of KRW 1.26 trillion for the quarter.
The results showcased a strong quarter with record-high sales figures from several of its business segments, notably in Household Solutions (HS), Vehicle Solutions (VS), and Environmental Solutions (ES).


LG Electronics- An Insight Into Its Premium Innovative Product Development & Market Positioning!

Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

<ul><li>China's smartphone industry experienced significant growth in Q3 2024 amid escalating trade tensions and tariffs</li><li>LG Electronics expands manufacturing operations in India with a new plant while liquid cooling for servers faces challenges</li><li>Royole Technologies, a Chinese foldable phone pioneer, files for bankruptcy, and Taiwan boosts defense autonomy in response to global tensions Huawei set to launch Mate 70 series on Nov 26.</li></ul>

China's smartphone industry experienced significant growth in Q3 2024 amid escalating trade tensions and tariffsLG Electronics expands manufacturing operations in India with a new plant while liquid cooling for servers faces challengesRoyole Technologies, a Chinese foldable phone pioneer, files for bankruptcy, and Taiwan boosts defense autonomy in response to global tensions Huawei set to launch Mate 70 series on Nov 26.

Tech Supply Chain Tracker (21-Nov-2024): China smartphone market, 3Q 2024.

<ul><li>Luxembourg startup seeks EUR30M to expand global 5G IoT satellite operations, aiming for increased connectivity worldwide.</li><li>South Korea focuses on utilizing nuclear power to boost exports and ensure energy security for the nation's future.</li><li>Next-generation iPhone 17 models will feature LTPO OLED panels from Samsung and LG Display, enhancing display quality for users.</li></ul>

Luxembourg startup seeks EUR30M to expand global 5G IoT satellite operations, aiming for increased connectivity worldwide.South Korea focuses on utilizing nuclear power to boost exports and ensure energy security for the nation's future.Next-generation iPhone 17 models will feature LTPO OLED panels from Samsung and LG Display, enhancing display quality for users.

Tech Supply Chain Tracker (02-Nov-2024): Luxembourg startup needs EUR30M for 5G IoT satellites.

Equity Analyst - Asia Consumer Sector, Investory

Devi Subhakesan

Equity Analyst - Asia Consumer Sector

ASIA CONSUMER: INSIGHTS AND INVESTMENT IDEAS

Investory

Investory is a Singapore-based boutique independent equity research firm founded in January 2017 with a primary focus on consumption themes across Asia-Pacific.

We aim to generate investible ideas based on consumption trends and outlook. We screen our ideas on several parameters - product potential, long-term growth and management commitment being the most critical.  We follow a fundamental analysis approach in our stock selection process and are not restricted by market cap.

We aspire to grow into a leading source of unbiased research, free of conflict of interest, for investors yearning for independent and disciplined analysis. 

We also undertake bespoke research mandates to support our Institutional clients’ investment needs.

Our team comprises of professionals with extensive experience in the Asian equity markets, in areas ranging from research, servicing institutional clients and investment management.

Equity Capital Markets

<ul>
<li>LG Electronics India posted strong profit growth for FY24, reinforcing its leadership in India’s booming consumer durables sector—making now an ideal window for an IPO in India.</li>
<li>The company reportedly aims to raise USD1-USD1.5 billion early next year, potentially valuing its Indian operations at over USD10 billion.</li>
<li>With government initiatives improving housing quality, electrification, and water access, white goods penetration is set to rise, supporting future demand growth.</li>
</ul>


LG Electronics India posted strong profit growth for FY24, reinforcing its leadership in India’s booming consumer durables sector—making now an ideal window for an IPO in India.
The company reportedly aims to raise USD1-USD1.5 billion early next year, potentially valuing its Indian operations at over USD10 billion.
With government initiatives improving housing quality, electrification, and water access, white goods penetration is set to rise, supporting future demand growth.


LG Electronics India IPO: Strike While the Iron Is Hot. Cash in on Growth Momentum

Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Douglas Research Advisory

Cross Asset Strategy

<ul>
<li>There are some major surprises (both inclusions and exclusions) in the Korea Value Up index. </li>
<li>In particular, the telecom sector (SK Telecom and KT) and large cap holding companies (Samsung C&amp;T and LG Corp) are surprising exclusions in the index.</li>
<li>There are many surprising inclusions in the Korea Value Up Index. We provide 30 companies are surprising inclusions in the Korea Value Up Index (19 KOSDAQ and 11 KOSPI listed).</li>
</ul>


There are some major surprises (both inclusions and exclusions) in the Korea Value Up index. 
In particular, the telecom sector (SK Telecom and KT) and large cap holding companies (Samsung C&amp;T and LG Corp) are surprising exclusions in the index.
There are many surprising inclusions in the Korea Value Up Index. We provide 30 companies are surprising inclusions in the Korea Value Up Index (19 KOSDAQ and 11 KOSPI listed).


Korea Value Up Index - Surprising Inclusions and Exclusions

South Korea

LG Electronics Inc. manufactures and markets digital display equipment and home appliances. The Company produces and markets flat panel televisions, A/V products, washing machines, air conditioners and refrigerators as well as telecommunications equipment such as smart phones and tablets.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

LG Electronics (066570 KS)

LG Electronics- An Insight Into Its Premium Innovative Product Development & Market Positioning!

LG Electronics presented its first-quarter financial results for 2025, painting a nuanced picture of challenges and strategic initiatives that the...

Baptista Research

Tech Supply Chain Tracker (21-Nov-2024): China smartphone market, 3Q 2024.

China smartphone industry grows, Trump hints at more tariffs, LG Electronics expands in India, liquid cooling faces challenges, Royole files for...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (02-Nov-2024): Luxembourg startup needs EUR30M for 5G IoT satellites.

Luxembourg startup seeks funding for global 5G IoT satellite expansion, South Korea boosts nuclear power for exports, iPhone 17 to feature LTPO...

Tech Supply Chain Tracker

LG Electronics India IPO: Strike While the Iron Is Hot. Cash in on Growth Momentum

LG Electronics India is well poised for an IPO in India after strong profit growth, aiming to raise USD1-USD1.5 billion and potentially valuing...

Devi Subhakesan

Korea Value Up Index - Surprising Inclusions and Exclusions

There are many surprising inclusions and exclusions in the Korea Value Up Index. We provide 30 companies that are surprising inclusions and 10...

Douglas Kim

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

LG Electronics- An Insight Into Its Premium Innovative Product Development & Market Positioning!

LG Electronics presented its first-quarter financial results for 2025, painting a nuanced picture of challenges and strategic initiatives that the...

Baptista Research

Tech Supply Chain Tracker (21-Nov-2024): China smartphone market, 3Q 2024.

China smartphone industry grows, Trump hints at more tariffs, LG Electronics expands in India, liquid cooling faces challenges, Royole files for...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (02-Nov-2024): Luxembourg startup needs EUR30M for 5G IoT satellites.

Luxembourg startup seeks funding for global 5G IoT satellite expansion, South Korea boosts nuclear power for exports, iPhone 17 to feature LTPO...

Tech Supply Chain Tracker

LG Electronics India IPO: Strike While the Iron Is Hot. Cash in on Growth Momentum

​LG Electronics India is well poised for an IPO in India after strong profit growth, aiming to raise USD1-USD1.5 billion and potentially valuing...

Devi Subhakesan

Korea Value Up Index - Surprising Inclusions and Exclusions

There are many surprising inclusions and exclusions in the Korea Value Up Index. We provide 30 companies that are surprising inclusions and 10...

Douglas Kim

LG Electronics India is well poised for an IPO in India after strong profit growth, aiming to raise USD1-USD1.5 billion and potentially valuing...