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 produced a fair result with decent momentum in its top-line KPIs, with APE sales, new business value, and new business CSM all up by double digits.</li><li>Besides, they achieved APE sales of $1.6 billion, a new business value of $585 million, and a new business CSM of $592 million, an increase of 15% from the preceding year and in line with their medium-term plan.</li><li>They have now added Manulife Vitality to new Manulife Par individual insurance policies in Canada, considerably broadening their behavioral insurance program.</li></ul>

Manulife Financial Corporation produced a fair result with decent momentum in its top-line KPIs, with APE sales, new business value, and new business CSM all up by double digits.Besides, they achieved APE sales of $1.6 billion, a new business value of $585 million, and a new business CSM of $592 million, an increase of 15% from the preceding year and in line with their medium-term plan.They have now added Manulife Vitality to new Manulife Par individual insurance policies in Canada, considerably broadening their behavioral insurance program.

Manulife Financial Corporation: What Is Its Biggest Competitive Advantage? - Major Drivers

<ul><li>This is our first report on Manulife Financial Corporation, a leading financial products and services provider.</li><li>Despite a difficult market and operating environment, Manulife produced strong core earnings and sustained an increase in adjusted book value per share.</li><li>We initiate coverage on the stock of Manulife Financial Corporation with a 'Buy' rating.</li></ul>

This is our first report on Manulife Financial Corporation, a leading financial products and services provider.Despite a difficult market and operating environment, Manulife produced strong core earnings and sustained an increase in adjusted book value per share.We initiate coverage on the stock of Manulife Financial Corporation with a 'Buy' rating.

Manulife Financial Corporation: Initiation of Coverage – Business Strategy & Other Drivers

Asia Pac IPO & Placement Research, China biotech, Aequitas Research

Ke Yan, CFA, FRM

Asia Pac IPO & Placement Research, China biotech

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Quantitative Analysis

<ul>
<li>We analyzed the latest HK SFC report for aggregate short position as of May 5th.</li>
<li>Top short increases and decreases were tabulated for one week and four week period. </li>
<li>We highlight short changes in Ganfenglithium, Picc P&amp;C, Jd, Bidu, Manulife.</li>
</ul>


We analyzed the latest HK SFC report for aggregate short position as of May 5th.
Top short increases and decreases were tabulated for one week and four week period. 
We highlight short changes in Ganfenglithium, Picc P&amp;C, Jd, Bidu, Manulife.


HK Short Interest Weekly: Ganfeng Lithium, Picc P&C, Jd, Bidu, Manulife

High Quality Stock Setups, Weekly Stock Bull Finder

Weekly Stock Bull Finder

High Quality Stock Setups

Finding high potential stock setups on quality companies

Thematic (Sector/Industry)

<ul><li>One area that appears to be picking up steam is market participants increasingly seeking out alternative non-government published data to inform real time indicators on the health of the US economy, jobs, and inflation.</li><li>There are many reasons alternative data sources are picking up importance including declining survey participation rates, significant and material revisions of prior published data, revisions to weightings or calculation methodologies, among others.</li><li>In particular, the steady structural decline over the past decade of survey responses can lead to inaccurate signals and conclusions with high error rates.</li></ul>

One area that appears to be picking up steam is market participants increasingly seeking out alternative non-government published data to inform real time indicators on the health of the US economy, jobs, and inflation.There are many reasons alternative data sources are picking up importance including declining survey participation rates, significant and material revisions of prior published data, revisions to weightings or calculation methodologies, among others.In particular, the steady structural decline over the past decade of survey responses can lead to inaccurate signals and conclusions with high error rates.

<ul>
<li>We analyzed the latest HK SFC report for aggregate short position as of Feb 3rd.</li>
<li>Top short increases and decreases were tabulated for one week and four week period. </li>
<li>We highlight short changes in Bidu, Manulife, Mengniu Dairy, CDF, Tencent, Baba, Anta Sports, Wuxi Bio.</li>
</ul>


We analyzed the latest HK SFC report for aggregate short position as of Feb 3rd.
Top short increases and decreases were tabulated for one week and four week period. 
We highlight short changes in Bidu, Manulife, Mengniu Dairy, CDF, Tencent, Baba, Anta Sports, Wuxi Bio.


HK Short Interest Weekly: Short Covers for Tencent, Baba, Anta, Wuxi Biologics

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 Corporation: What Is Its Biggest Competitive Advantage? - Major Drivers

Manulife Financial Corporation produced a fair result with decent momentum in its top-line KPIs, with APE sales, new business value, and new...

Baptista Research

Manulife Financial Corporation: Initiation of Coverage – Business Strategy & Other Drivers

This is our first report on Manulife Financial Corporation, a leading financial products and services provider. Despite a difficult market and...

Baptista Research

HK Short Interest Weekly: Ganfeng Lithium, Picc P&C, Jd, Bidu, Manulife

We analyzed the latest HK SFC report for aggregate short position as of May 5th and highlight short interest changes in Ganfenglithium, Picc P&C,...

Ke Yan, CFA, FRM

Weekly Stock Bullfinder - Week of 3/6

One area that appears to be picking up steam is market participants increasingly seeking out alternative non-government published data to inform...

Weekly Stock Bull Finder

HK Short Interest Weekly: Short Covers for Tencent, Baba, Anta, Wuxi Biologics

We analyzed the latest HK SFC report for aggregate short position as of Feb 3rd and highlight short interest changes in Bidu, Manulife, Mengniu...

Ke Yan, CFA, FRM

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