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>Micron Technology is doubling down on global capacity, and its latest interest could make waves across the chip industry.</li><li>The company recently broke ground on a $100+ billion megafab project in New York while signaling it’s far from done.</li><li>Facing overwhelming demand for its high-bandwidth memory (HBM) and DRAM lines—both of which are sold out for 2026—Micron is rumored to be eyeing a strategic acquisition of a Taiwan chip fabrication site.</li></ul>

Micron Technology is doubling down on global capacity, and its latest interest could make waves across the chip industry.The company recently broke ground on a $100+ billion megafab project in New York while signaling it’s far from done.Facing overwhelming demand for its high-bandwidth memory (HBM) and DRAM lines—both of which are sold out for 2026—Micron is rumored to be eyeing a strategic acquisition of a Taiwan chip fabrication site.

Micron Taiwan Chip Fab Acquisition: Is This $8 Billion Bet the Key To Beating SK Hynix & Samsung?

CEO / Founder, Crea8

Kim-Hwa Lim

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Crea8

Crea8 blends AI-driven precision, big data scalability, and rigorous quantitative frameworks with seasoned human insight. By extracting actionable intelligence from vast global datasets, we eliminate emotional bias and deliver optimal risk-adjusted returns. Our hybrid approach uncovers hidden market efficiencies and ensures your capital is dynamically positioned across markets.

Cross Asset Strategy

<ul><li>The strategy seeks to invest in Shariah compliant companies with superior sustainability features / initiatives.</li><li>These Shariah compliant companies may be: 1) screened by avoiding issuers with negative ESG; 2) uplifted due to their commitment to improve ESG</li><li>3) included as their business models may not only benefit from but also may drive long-term sustainability outcomes; and 4) committed to generating positive, measurable and additional sustainability outcomes.</li></ul>

The strategy seeks to invest in Shariah compliant companies with superior sustainability features / initiatives.These Shariah compliant companies may be: 1) screened by avoiding issuers with negative ESG; 2) uplifted due to their commitment to improve ESG3) included as their business models may not only benefit from but also may drive long-term sustainability outcomes; and 4) committed to generating positive, measurable and additional sustainability outcomes.

Global Sustainability (Shariah) Portfolio (18-Aug-2026)

<ul><li>The strategy seeks to invest in a subset of stocks owned by globally renowned fund managers, but limited to those that are Shariah compliant. </li><li>The fund managers followed are: Berkshire Hathaway Inc (Warren Buffet, Greg Abel) , Duquesne Family Office LLC (Stanley Druckenmiller), etc</li><li>By adopting a portfolio of stocks instead of individual stocks, the strategy is diversified across  countries and industries; and optimised with respect to their expected risks and returns.</li></ul>

The strategy seeks to invest in a subset of stocks owned by globally renowned fund managers, but limited to those that are Shariah compliant. The fund managers followed are: Berkshire Hathaway Inc (Warren Buffet, Greg Abel) , Duquesne Family Office LLC (Stanley Druckenmiller), etcBy adopting a portfolio of stocks instead of individual stocks, the strategy is diversified across  countries and industries; and optimised with respect to their expected risks and returns.

Global Top Fund Managers (Shariah) Portfolio (18-Aug-2026)

<ul><li>The strategy seeks to invest in a subset of stocks owned by globally renowned fund managers.</li><li>The fund managers followed are: Berkshire Hathaway Inc (Warren Buffet, Greg Abel), Duquesne Family Office LLC (Stanley Druckenmiller)....</li><li>By adopting a portfolio of stocks instead of individual stocks, the strategy is diversified across countries and industries; and optimised with respect to their expected risks and returns.</li></ul>

The strategy seeks to invest in a subset of stocks owned by globally renowned fund managers.The fund managers followed are: Berkshire Hathaway Inc (Warren Buffet, Greg Abel), Duquesne Family Office LLC (Stanley Druckenmiller)....By adopting a portfolio of stocks instead of individual stocks, the strategy is diversified across countries and industries; and optimised with respect to their expected risks and returns.

Global Top Fund Managers Portfolio (18-Aug-2026)

<ul><li>The strategy seeks to invest in Shariah compliant stocks and in themes that are driving returns globally.</li><li>By adopting a portfolio of stocks instead of individual stocks, the strategy is diversified across countries and industries; and optimised with respect to their expected risks and returns.</li><li>Previous portfolio returned 17.5% vs. MSCI World (4.2%) – outperformed the benchmark by 13.3%.</li></ul>

The strategy seeks to invest in Shariah compliant stocks and in themes that are driving returns globally.By adopting a portfolio of stocks instead of individual stocks, the strategy is diversified across countries and industries; and optimised with respect to their expected risks and returns.Previous portfolio returned 17.5% vs. MSCI World (4.2%) – outperformed the benchmark by 13.3%.

United States

Micron Technology, Inc., through its subsidiaries, manufactures and markets dynamic random access memory chips (DRAMs), very fast static random access memory chips (SRAMs), Flash Memory, other semiconductor components, and memory modules.

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Micron Technology (MU US)

Micron Taiwan Chip Fab Acquisition: Is This $8 Billion Bet the Key To Beating SK Hynix & Samsung?

Micron Technology is doubling down on global capacity, and its latest interest could make waves across the chip industry. The company recently...

Baptista Research

Global Sustainability (Shariah) Portfolio (18-Aug-2026)

The strategy seeks to invest in Shariah compliant companies with superior sustainability features / initiatives. These Shariah compliant companies...

Crea8

Global Top Fund Managers (Shariah) Portfolio (18-Aug-2026)

The strategy seeks to invest in a subset of stocks owned by globally renowned fund managers, but limited to those that are Shariah...

Crea8

Global Top Fund Managers Portfolio (18-Aug-2026)

The strategy seeks to invest in a subset of stocks owned by globally renowned fund managers. The fund managers followed are: Berkshire Hathaway...

Crea8

Global Thematic (Shariah) Portfolio

The strategy seeks to invest in Shariah compliant stocks and in themes that are driving returns globally. By adopting a portfolio of stocks...

Crea8

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