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>Lumen Technologies has its results just around the corner.</li><li>The company gave a solid result in the last quarter and managed an all-around beat which can also be expected this time.</li><li>Lumen Technologies recently announced the company’s major network expansion plan for deriving an additional 6 million intercity fiber miles to its existing expansive network by 2026.</li></ul>

Lumen Technologies has its results just around the corner.The company gave a solid result in the last quarter and managed an all-around beat which can also be expected this time.Lumen Technologies recently announced the company’s major network expansion plan for deriving an additional 6 million intercity fiber miles to its existing expansive network by 2026.

Lumen Technologies: Quantum Fiber Customers Saving The Day? – Key Drivers

Analysis on GARP with strong economic moats, Moat Investing

Moat Investing

Analysis on GARP with strong economic moats

We are a group of experienced investors that like to dig deeper into stocks to find growth stories at a reasonable price with strong economic moats. We also aim to conduct high-quality analysis by doing deep dive on valuations, key business drivers, risk/reward, and different future scenarios.

GARP with strong economic moats

<ul>
<li>Lumen with a Buy Rating: Anticipating Near-Term Rally. Lumen's new CEO Brings a Track Record of Growth.</li>
<li>The company's focus is on Fuel Core Business Development.</li>
<li>Lumens' new CEO has a track record of growth and a track Record of growth for the company.</li>
</ul>


Lumen with a Buy Rating: Anticipating Near-Term Rally. Lumen's new CEO Brings a Track Record of Growth.
The company's focus is on Fuel Core Business Development.
Lumens' new CEO has a track record of growth and a track Record of growth for the company.


Lumen Technologies Turnaround: Navigating The Risk For A Great Potential Reward

Credit

<ul><li>Lumen Technologies is a big player in the facilities-based technology and communications domain.</li><li>The customer experience offered by them continues to improve, driven by the company’s very high NPS as well as customer e-scores for both the upper end of the company’s customer base and Quantum Fiber.</li><li>Apart from that, Lumen Technologies has been expanding its premier residential as well as Quantum Fiber aggressively in over 30 cities and metro areas.</li></ul>

Lumen Technologies is a big player in the facilities-based technology and communications domain.The customer experience offered by them continues to improve, driven by the company’s very high NPS as well as customer e-scores for both the upper end of the company’s customer base and Quantum Fiber.Apart from that, Lumen Technologies has been expanding its premier residential as well as Quantum Fiber aggressively in over 30 cities and metro areas.

Lumen Technologies Inc.: Detailed Credit Analysis & Financial Strength Evaluation Report

<ul><li>This is our first report on Lumen Technologies, one of the major facilities-based technology and communications companies in the world.</li><li>During the quarter, 31,000 Quantum Fiber customers were added.</li><li>Apart from that, Lumen Technologies has been expanding its premier residential as well as Quantum Fiber aggressively in over 30 cities and metro areas.</li></ul>

This is our first report on Lumen Technologies, one of the major facilities-based technology and communications companies in the world.During the quarter, 31,000 Quantum Fiber customers were added.Apart from that, Lumen Technologies has been expanding its premier residential as well as Quantum Fiber aggressively in over 30 cities and metro areas.

Lumen Technologies Inc.: Initiation of Coverage – Expansion Of Quantum Fiber & Other Drivers

Asset Allocation & Fund Positioning, Copley Fund Research

Steven Holden

Asset Allocation & Fund Positioning

Copley Fund Research

Copley Fund Research provide research and data on asset allocation among Global and Emerging Market equity funds.  The analysis details absolute and relative positioning across countries, sectors and industries together with highly granular data on single stock and single fund allocations.  The data is updated monthly with time series going back to January 2011.

Global Research - Analysis of 165 prominent Global equity funds, combined AUM $335bn
GEM Research - Analysis of 127 prominent global EM equity funds, combined AUM $250bn

Asset Allocation - Global and GEM Equity

Cross Asset Strategy

<ul>
<li>North American allocations continue to trend higher, hitting a record average weight of 58.1% across the 358 global funds in our analysis</li>
<li>North America has consistently stolen market share from other key global regions, most notably Developed Market Europe, where average fund weights have hit all-time lows of 24.24%</li>
<li>Sectors driving allocations higher are led by Energy, Health Care and Industrials with active rotation in to all 3, whilst Consumer Staples have seen signs of investor fatigue.</li>
</ul>


North American allocations continue to trend higher, hitting a record average weight of 58.1% across the 358 global funds in our analysis
North America has consistently stolen market share from other key global regions, most notably Developed Market Europe, where average fund weights have hit all-time lows of 24.24%
Sectors driving allocations higher are led by Energy, Health Care and Industrials with active rotation in to all 3, whilst Consumer Staples have seen signs of investor fatigue.


North America Hits New Highs as Global Rotation Continues

United States

Lumen Technologies, Inc. provides digital solutions for home and business premises. The Company offers communications, network security, cloud solutions, voice, and managed services. Lumen Technologies serves customers worldwide.

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Lumen Technologies (LUMN US)

Lumen Technologies: Quantum Fiber Customers Saving The Day? – Key Drivers

Lumen Technologies has its results just around the corner. The company gave a solid result in the last quarter and managed an all-around beat...

Baptista Research

Lumen Technologies Turnaround: Navigating The Risk For A Great Potential Reward

Lumen with a Buy Rating: Anticipating Near-Term Rally. Lumen's new CEO Brings a Track Record of Growth. The company's focus is on Fuel Core...

Moat Investing

Lumen Technologies Inc.: Detailed Credit Analysis & Financial Strength Evaluation Report

Lumen Technologies is a big player in the facilities-based technology and communications domain. The customer experience offered by them continues...

Baptista Research

Lumen Technologies Inc.: Initiation of Coverage – Expansion Of Quantum Fiber & Other Drivers

This is our first report on Lumen Technologies, one of the major facilities-based technology and communications companies in the world. During the...

Baptista Research

North America Hits New Highs as Global Rotation Continues

North American allocations among active Global investors hit record highs, driven by Energy, Health Care and Industrials rotation.

Steven Holden

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