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>Manulife Financial Corporation reported second quarter 2026 results reflecting a continuation of its strategic execution and diversified business model.</li><li>The company achieved a 21% year-over-year increase in annualized premium equivalent (APE) sales across all insurance segments, fueled by strong performances in Asia—including Hong Kong, Singapore, and Japan—and Canada.</li><li>Notably, Hong Kong’s sales growth stood at 37%, supported by the strength of its domestic franchise, which comprises approximately 75% of sales year-to-date.</li></ul>

Manulife Financial Corporation reported second quarter 2026 results reflecting a continuation of its strategic execution and diversified business model.The company achieved a 21% year-over-year increase in annualized premium equivalent (APE) sales across all insurance segments, fueled by strong performances in Asia—including Hong Kong, Singapore, and Japan—and Canada.Notably, Hong Kong’s sales growth stood at 37%, supported by the strength of its domestic franchise, which comprises approximately 75% of sales year-to-date.

Manulife Financial’s 37% Hong Kong Surge — Can Asia Drive The Next Earnings Phase?

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Research Reinvented

<ul>
 <li>
<a href="https://smartkarma.com/entities/manulife-financial-corporation">Manulife</a> is strategically focused on high-growth, capital-light businesses, particularly in Asia and Global Wealth and Asset Management, aiming for these segments to constitute a significant majority of revenue.</li>
 <li>The company demonstrates strong financial performance with consistent growth in core earnings, driven by its diversified business model across insurance, wealth management, and retirement solutions.</li>
 <li>A key strategic priority is the digital transformation and integration of AI to enhance customer experience, improve operational efficiency, and maintain a competitive edge against traditional peers and new market entrants.</li>
</ul>This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.


  
Manulife is strategically focused on high-growth, capital-light businesses, particularly in Asia and Global Wealth and Asset Management, aiming for these segments to constitute a significant majority of revenue.
  The company demonstrates strong financial performance with consistent growth in core earnings, driven by its diversified business model across insurance, wealth management, and retirement solutions.
  A key strategic priority is the digital transformation and integration of AI to enhance customer experience, improve operational efficiency, and maintain a competitive edge against traditional peers and new market entrants.
This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.

<ul>
 <li>Manulife's growth is being propelled by its strategic focus on high-growth Asian markets, which now contribute significantly to core earnings, offsetting some of the challenges in more mature North American markets.</li>
 <li>The company is executing a clear strategy centered on digitalization, operational efficiency, and disciplined capital allocation towards businesses with higher returns, such as wealth management and its Asia operations.</li>
 <li>While facing headwinds in its Canadian group insurance business and navigating a challenging macroeconomic environment, the company's diversified business model and strong capital position provide resilience and support consistent dividend growth.</li>
</ul>This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.


  Manulife's growth is being propelled by its strategic focus on high-growth Asian markets, which now contribute significantly to core earnings, offsetting some of the challenges in more mature North American markets.
  The company is executing a clear strategy centered on digitalization, operational efficiency, and disciplined capital allocation towards businesses with higher returns, such as wealth management and its Asia operations.
  While facing headwinds in its Canadian group insurance business and navigating a challenging macroeconomic environment, the company's diversified business model and strong capital position provide resilience and support consistent dividend growth.
This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.

Primer: Manulife Financial  (MFC CN) - Aug 2026

<ul><li>Manulife Financial Corporation reported solid financial and operating results for the first quarter of 2026, maintaining momentum from the prior year despite a challenging macroeconomic environment.</li><li>The company achieved an 11% increase in core earnings per share (EPS), driven primarily by strong performance in its Asia segment, where core earnings grew 22% year-over-year.</li><li>New business growth contributed significantly to these results, with a 16% increase in new business contractual service margin (CSM) and double-digit growth from each insurance segment.</li></ul>

Manulife Financial Corporation reported solid financial and operating results for the first quarter of 2026, maintaining momentum from the prior year despite a challenging macroeconomic environment.The company achieved an 11% increase in core earnings per share (EPS), driven primarily by strong performance in its Asia segment, where core earnings grew 22% year-over-year.New business growth contributed significantly to these results, with a 16% increase in new business contractual service margin (CSM) and double-digit growth from each insurance segment.

Manulife Financial’s 22% Asia Core Earnings Surge: Can Momentum Hold?

<ul><li>Manulife Financial Corporation reported its fourth quarter and full year 2025 results, reflecting a generally strong financial and operational performance amid ongoing macroeconomic and geopolitical uncertainties.</li><li>The company achieved significant growth in new business contractual service margin (CSM), with more than 20% growth across insurance segments, resulting in a double-digit increase in CSM balance.</li><li>Core earnings grew notably, driven by strong contributions from Global Wealth and Asset Management (WAM) and the Asia insurance segment.</li></ul>

Manulife Financial Corporation reported its fourth quarter and full year 2025 results, reflecting a generally strong financial and operational performance amid ongoing macroeconomic and geopolitical uncertainties.The company achieved significant growth in new business contractual service margin (CSM), with more than 20% growth across insurance segments, resulting in a double-digit increase in CSM balance.Core earnings grew notably, driven by strong contributions from Global Wealth and Asset Management (WAM) and the Asia insurance segment.

Manulife Financial Is Reinventing Growth in Asia—Can Its Distribution Strategy Offset Regulatory Headwinds?

Canada

Manulife Financial Corporation provides financial protection products and investment management services to individuals, families, businesses, and groups. The Company conducts operations in Canada, the United States, and Asia, as well as reinsurance operations on a global basis.  Manulife offers products such as annuities, pension products, life insurance, health insurance, and mutual funds.

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Manulife Financial (MFC CN)

Manulife Financial’s 37% Hong Kong Surge — Can Asia Drive The Next Earnings Phase?

Manulife Financial Corporation reported second quarter 2026 results reflecting a continuation of its strategic execution and diversified business...

Baptista Research

Primer: Manulife (945 HK) - Aug 2026

Manulife is strategically focused on high-growth, capital-light businesses, particularly in Asia and Global Wealth and Asset Management, aiming...

αSK Primers

Primer: Manulife Financial (MFC CN) - Aug 2026

Manulife's growth is being propelled by its strategic focus on high-growth Asian markets, which now contribute significantly to core earnings,...

αSK Primers

Manulife Financial’s 22% Asia Core Earnings Surge: Can Momentum Hold?

Manulife Financial Corporation reported solid financial and operating results for the first quarter of 2026, maintaining momentum from the prior...

Baptista Research

Manulife Financial Is Reinventing Growth in Asia—Can Its Distribution Strategy Offset Regulatory Headwinds?

Manulife Financial Corporation reported its fourth quarter and full year 2025 results, reflecting a generally strong financial and operational...

Baptista Research

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