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>Matson Inc.'s recent financial earnings for the first quarter of 2025 provided a nuanced view of the company's current standing and its challenges ahead.</li><li>The report reflects a mixed performance across various metrics and presents a cautious outlook for the remainder of the year.</li><li>The positives from the call include a significant year-over-year increase in consolidated operating income for the first quarter, driven largely by continued elevated freight rates from China and robust demand post-Lunar New Year.</li></ul>

Matson Inc.'s recent financial earnings for the first quarter of 2025 provided a nuanced view of the company's current standing and its challenges ahead.The report reflects a mixed performance across various metrics and presents a cautious outlook for the remainder of the year.The positives from the call include a significant year-over-year increase in consolidated operating income for the first quarter, driven largely by continued elevated freight rates from China and robust demand post-Lunar New Year.

Matson Inc.: Diversification of Catchment Basin in Asia To Hedge Against Geopolitical Uncertainties & Economic Volatility!

<ul><li>Matson Inc. recently reported their fourth-quarter and full-year 2024 financial performance, as well as their outlook for 2025.</li><li>The company's performance in the fourth quarter was notably strong, exceeding expectations and wrapping up a solid year.</li><li>This performance was largely driven by their China service, which experienced high freight demand and significantly increased freight rates for their CLX and MAX services.</li></ul>

Matson Inc. recently reported their fourth-quarter and full-year 2024 financial performance, as well as their outlook for 2025.The company's performance in the fourth quarter was notably strong, exceeding expectations and wrapping up a solid year.This performance was largely driven by their China service, which experienced high freight demand and significantly increased freight rates for their CLX and MAX services.

Matson Inc.: These Are The 5 Biggest Challenges In Its Path In 2025 & Beyond!

<ul><li>Matson, Inc. delivered strong financial results in the third quarter of 2024, driven primarily by its Ocean Transportation and Logistics segments.</li><li>A significant contributor to this performance was the elevated freight rates in its China service.</li><li>Matson recorded a year-over-year increase in operating income of $110.2 million, reaching $242.3 million.</li></ul>

Matson, Inc. delivered strong financial results in the third quarter of 2024, driven primarily by its Ocean Transportation and Logistics segments.A significant contributor to this performance was the elevated freight rates in its China service.Matson recorded a year-over-year increase in operating income of $110.2 million, reaching $242.3 million.

Matson Inc.: Here Are the 6 Key Drivers Shaping Its Performance for 2025 and Beyond! - Major Drivers

<ul><li>Matson, Inc. recently disclosed its financial results for the second quarter of 2024, providing insights into the company’s operational and financial performance.</li><li>The Ocean Transportation and Logistics business segment exhibited commendable performance, with a rise in year-over-year operating income.</li><li>A notable driver of the consolidated operating income was Matson's China service which reported significantly higher fee rates compared to the previous year.</li></ul>

Matson, Inc. recently disclosed its financial results for the second quarter of 2024, providing insights into the company’s operational and financial performance.The Ocean Transportation and Logistics business segment exhibited commendable performance, with a rise in year-over-year operating income.A notable driver of the consolidated operating income was Matson's China service which reported significantly higher fee rates compared to the previous year.

Matson Inc.: Initiation Of Coverage - China Service Rate & Volume Increases Driving Growth! - Major Drivers

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

<ul>
<li>The SPX gapped-up to reverse its 1-month downtrend on 5/3/24, followed by another upside gap on 5/6/24, and yet another on 5/15/24 on the breakout to all-time highs</li>
<li>All of these gaps remain unfilled which signals upside power, a very bullish sign. These gaps at 5250-5263, 5127-5142, and 5073-5101 are now areas to expect short-term support, if tested.</li>
<li>Market dynamics remain healthy and the S&amp;P 500, Nasdaq 100, and DJI are all breaking out to new all-time highs, helping validate our bullish outlook.</li>
</ul>


The SPX gapped-up to reverse its 1-month downtrend on 5/3/24, followed by another upside gap on 5/6/24, and yet another on 5/15/24 on the breakout to all-time highs
All of these gaps remain unfilled which signals upside power, a very bullish sign. These gaps at 5250-5263, 5127-5142, and 5073-5101 are now areas to expect short-term support, if tested.
Market dynamics remain healthy and the S&amp;P 500, Nasdaq 100, and DJI are all breaking out to new all-time highs, helping validate our bullish outlook.


New All-Time Highs Validates Our Bullish Outlook; Risk-On Signals Abound. Buys in Aluminum, Shippers

United States

Matson Inc., is involved in transportation and logistics.  The Company offers provides  multimodal transportation services to the North American market, including domestic and international rail intermodal service, long haul and regional highway brokerage, supply chain services and LTL transportation services, as well as third-party logistics services.

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Matson Inc (MATX US)

Matson Inc.: Diversification of Catchment Basin in Asia To Hedge Against Geopolitical Uncertainties & Economic Volatility!

Matson Inc.'s recent financial earnings for the first quarter of 2025 provided a nuanced view of the company's current standing and its challenges...

Baptista Research

Matson Inc.: These Are The 5 Biggest Challenges In Its Path In 2025 & Beyond!

Matson Inc. recently reported their fourth-quarter and full-year 2024 financial performance, as well as their outlook for 2025. The company's...

Baptista Research

Matson Inc.: Here Are the 6 Key Drivers Shaping Its Performance for 2025 and Beyond! - Major Drivers

Matson, Inc. delivered strong financial results in the third quarter of 2024, driven primarily by its Ocean Transportation and Logistics...

Baptista Research

Matson Inc.: Initiation Of Coverage - China Service Rate & Volume Increases Driving Growth! - Major Drivers

Matson, Inc. recently disclosed its financial results for the second quarter of 2024, providing insights into the company’s operational and...

Baptista Research

New All-Time Highs Validates Our Bullish Outlook; Risk-On Signals Abound. Buys in Aluminum, Shippers

New All-Time Highs Validates Our Bullish Outlook $SPX $QQQ $DJI; Risk-On Signals Abound. Three SPX upside gaps in May signals bulls firmly in...

Vermilion Research

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