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>The Mosaic Company had a mixed quarter with revenues of $3.6 billion that were above Wall Street expectations but the company missed out on earnings.</li><li>While supply issues are still a worry, this is drawing growers back to the market.</li><li>We give The Mosaic Company a 'Buy' rating with a revised target price.</li></ul>

The Mosaic Company had a mixed quarter with revenues of $3.6 billion that were above Wall Street expectations but the company missed out on earnings.While supply issues are still a worry, this is drawing growers back to the market.We give The Mosaic Company a 'Buy' rating with a revised target price.

The Mosaic Company: A Structural Transition Away from Exports in Phosphates – Key Drivers

<ul><li>The Mosaic Company has its results just around the corner and it would be interesting to evaluate its last financial performance.</li><li>The company had delivered mixed results in the last quarter with below par earnings.</li><li>Besides that, the company has expanded its MicroEssentials offering in phosphates by increasing capacity at its Riverview site.</li></ul>

The Mosaic Company has its results just around the corner and it would be interesting to evaluate its last financial performance.The company had delivered mixed results in the last quarter with below par earnings.Besides that, the company has expanded its MicroEssentials offering in phosphates by increasing capacity at its Riverview site.

The Mosaic Company: K3 Project and Distribution Market Share Driving Growth – Key Drivers

<ul><li>This is our first report on the Mosaic Company, one of the largest producers and marketers of concentrated phosphate and potash crop nutrients.</li><li>The company delivered a disappointing set of results in the last quarter failing to meet Wall Street expectations in terms of revenues as well as earnings.</li><li>The good news is that it did generate a sizable amount of cash flow, which enables the company to return a large amount of capital to shareholders while simultaneously continuing to invest in future growth.</li></ul>

This is our first report on the Mosaic Company, one of the largest producers and marketers of concentrated phosphate and potash crop nutrients.The company delivered a disappointing set of results in the last quarter failing to meet Wall Street expectations in terms of revenues as well as earnings.The good news is that it did generate a sizable amount of cash flow, which enables the company to return a large amount of capital to shareholders while simultaneously continuing to invest in future growth.

The Mosaic Company: Initiation of Coverage – Business Strategy & Other Drivers

Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>Fourteen years after its acquisition, <strong><a href="https://www.smartkarma.com/entities/incitec-pivot-ltd" target="_blank" data-smartkarma-citation="entities:1127:1" rel="noopener">Incitec Pivot (IPL AU)</a></strong> plans to demerge Dyno Nobel from its fertilizer ops.</li>
<li>The split has been a long time coming. A strategic review of its fertilizer segments dates back to at least September 2019. </li>
<li>If the demerger is approved, IPL shareholders will receive shares in Incitec Pivot Fertilisers Limited in proportion to their existing shareholding in IPL, which will be rebranded Dyno Nobel Limited.</li>
</ul>


Fourteen years after its acquisition, Incitec Pivot (IPL AU) plans to demerge Dyno Nobel from its fertilizer ops.
The split has been a long time coming. A strategic review of its fertilizer segments dates back to at least September 2019. 
If the demerger is approved, IPL shareholders will receive shares in Incitec Pivot Fertilisers Limited in proportion to their existing shareholding in IPL, which will be rebranded Dyno Nobel Limited.


United States

The Mosaic Company produces and distributes crop nutrients to the agricultural communities located in North America and other countries.  The Company's principal products include concentrated phosphates, and potash.

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Mosaic Co/The (MOS US)

The Mosaic Company: A Structural Transition Away from Exports in Phosphates – Key Drivers

The Mosaic Company had a mixed quarter with revenues of $3.6 billion that were above Wall Street expectations but the company missed out on...

Baptista Research

The Mosaic Company: Initiation of Coverage – Business Strategy & Other Drivers

This is our first report on the Mosaic Company, one of the largest producers and marketers of concentrated phosphate and potash crop...

Baptista Research

Explosive Demerger For Incitec Pivot

The move today - down 1.4% - is illustrative of what the market expects can be extracted from the demerger. Perhaps this might shake out some...

David Blennerhassett

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The Mosaic Company: A Structural Transition Away from Exports in Phosphates – Key Drivers

The Mosaic Company had a mixed quarter with revenues of $3.6 billion that were above Wall Street expectations but the company missed out on...

Baptista Research

The Mosaic Company: K3 Project and Distribution Market Share Driving Growth – Key Drivers

The Mosaic Company has its results just around the corner and it would be interesting to evaluate its last financial performance. The company had...

Baptista Research

The Mosaic Company: Initiation of Coverage – Business Strategy & Other Drivers

This is our first report on the Mosaic Company, one of the largest producers and marketers of concentrated phosphate and potash crop...

Baptista Research

Explosive Demerger For Incitec Pivot

The move today - down 1.4% - is illustrative of what the market expects can be extracted from the demerger. Perhaps this might shake out some...

David Blennerhassett