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

Marriott Vacations World / Equity Bottom-Up

<ul><li>Marriott Vacations Worldwide has delivered mixed results in its third quarter 2024 performance, characterized by strategic initiatives aimed at driving growth and efficiency, amidst ongoing economic challenges.</li><li>The company reported increased contract sales by 5% year-over-year, with a significant portion driven by first-time buyers, and resort occupancy nearing 90%.</li><li>This suggests a strong demand for vacation ownership despite economic pressures faced by consumers.</li></ul>

Marriott Vacations Worldwide has delivered mixed results in its third quarter 2024 performance, characterized by strategic initiatives aimed at driving growth and efficiency, amidst ongoing economic challenges.The company reported increased contract sales by 5% year-over-year, with a significant portion driven by first-time buyers, and resort occupancy nearing 90%.This suggests a strong demand for vacation ownership despite economic pressures faced by consumers.

Marriott Vacations Worldwide: An Insight Into Its Strategic Expansion

<ul><li>Marriott Vacations Worldwide reported mixed financial results for the second quarter of 2024.</li><li>The quarter saw slight growth in tours, potentially due to an emphasis on attracting new members, but this was mitigated by a decline in Vacation Ownership Point Generations (VPGs), especially among first-time buyers, which has impacted the overall contract sales negatively.</li><li>The company highlighted flat VPGs among existing owners, indicating sustained interest and valuation of vacations among this group.</li></ul>

Marriott Vacations Worldwide reported mixed financial results for the second quarter of 2024.The quarter saw slight growth in tours, potentially due to an emphasis on attracting new members, but this was mitigated by a decline in Vacation Ownership Point Generations (VPGs), especially among first-time buyers, which has impacted the overall contract sales negatively.The company highlighted flat VPGs among existing owners, indicating sustained interest and valuation of vacations among this group.

Marriott Vacations Worldwide: Portfolio Performance & Loan Delinquency Management Leading To Our Optimism! - Major Drivers

<ul><li>Marriott Vacations Worldwide recently reported its financials for the first quarter of 2024, showcasing a series of developments that positions the company with both opportunities and challenges as it navigates through the year.</li><li>On the positive side, Marriott Vacations reported a robust occupancy rate of 90% during the first quarter, with a growth in contract sales by 3% (excluding Maui), supported by a 9% increase in first-time buyer tours.</li><li>The opening of a new resort in Waikiki later this year has seen strong initial reservations, signaling potential revenue growth and enhanced customer engagement in upcoming quarters.</li></ul>

Marriott Vacations Worldwide recently reported its financials for the first quarter of 2024, showcasing a series of developments that positions the company with both opportunities and challenges as it navigates through the year.On the positive side, Marriott Vacations reported a robust occupancy rate of 90% during the first quarter, with a growth in contract sales by 3% (excluding Maui), supported by a 9% increase in first-time buyer tours.The opening of a new resort in Waikiki later this year has seen strong initial reservations, signaling potential revenue growth and enhanced customer engagement in upcoming quarters.

Marriott Vacations Worldwide Corporation: Focused Development Efforts in International Markets! - Major Drivers

External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

<ul><li>Marriott Vacations Worldwide (VAC) reported positive results on February 21st, 2024, indicating a potential turnaround for the company.</li><li>Despite a challenging year in 2023, VAC's issues were temporary and offer an opportunity to invest in a growing business with a 10%+ free cash flow yield.</li><li>VAC is a leisure-focused timeshare business with a strong presence in the vacation ownership market, owning upscale resort brands and deriving 35% of adjusted EBITDA from recurring sources.</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>

Marriott Vacations Worldwide (VAC) reported positive results on February 21st, 2024, indicating a potential turnaround for the company.Despite a challenging year in 2023, VAC's issues were temporary and offer an opportunity to invest in a growing business with a 10%+ free cash flow yield.VAC is a leisure-focused timeshare business with a strong presence in the vacation ownership market, owning upscale resort brands and deriving 35% of adjusted EBITDA from recurring sources.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.

Marriott Vacations Worldwide (VAC) - Thursday, Feb 22, 2024

<ul><li>This is our first report on Marriott Vacations Worldwide.</li><li>On the positive side, contract sales across Europe and Asia Pacific increased by a notable 42% year-over-year proving the company's strong international growth.</li><li>Another positive aspect is the successful launch of the Hyatt Vacation Club brand and the new BEYOND program, which increased the number of travel offerings for Hyatt Vacation Club owners.</li></ul>

This is our first report on Marriott Vacations Worldwide.On the positive side, contract sales across Europe and Asia Pacific increased by a notable 42% year-over-year proving the company's strong international growth.Another positive aspect is the successful launch of the Hyatt Vacation Club brand and the new BEYOND program, which increased the number of travel offerings for Hyatt Vacation Club owners.

Marriott Vacations Worldwide: Initiation of Coverage - Global Expansion Explosion! The Secret Behind Their 40% Surge in International Sales! - Major Drivers

United States

Marriott Vacations Worldwide Corporation is a worldwide developer, marketer, seller and manager of vacation ownership resorts and vacation club, destination club and exchange programs, principally under the "Marriott" and "Ritz-Carlton" brands and trademarks, which we license from Marriott International and Ritz-Carlton.

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Marriott Vacations World (VAC US)

Marriott Vacations Worldwide: An Insight Into Its Strategic Expansion

Marriott Vacations Worldwide has delivered mixed results in its third quarter 2024 performance, characterized by strategic initiatives aimed at...

Baptista Research

Marriott Vacations Worldwide: Portfolio Performance & Loan Delinquency Management Leading To Our Optimism! - Major Drivers

Marriott Vacations Worldwide reported mixed financial results for the second quarter of 2024. The quarter saw slight growth in tours, potentially...

Baptista Research

Marriott Vacations Worldwide Corporation: Focused Development Efforts in International Markets! - Major Drivers

Marriott Vacations Worldwide recently reported its financials for the first quarter of 2024, showcasing a series of developments that positions...

Baptista Research

Marriott Vacations Worldwide (VAC) - Thursday, Feb 22, 2024

Marriott Vacations Worldwide (VAC) reported positive results on February 21st, 2024, indicating a potential turnaround for the company.

Value Investors Club

Marriott Vacations Worldwide: Initiation of Coverage - Global Expansion Explosion! The Secret Behind Their 40% Surge in International Sales! - Major Drivers

This is our first report on Marriott Vacations Worldwide. On the positive side, contract sales across Europe and Asia Pacific increased by a...

Baptista Research

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