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>Nokia Corporation's third-quarter results reflect a mixed performance across its business segments, as the company navigates a slowly improving yet challenging market environment.</li><li>The overall narrative is of gradual recovery, particularly in Fixed Networks and IP Networks, with sales growth of 9% and 6%, respectively.</li><li>However, the weakness persists in Mobile Networks and Optical Networks, contributing to an overall 7% decline in net sales compared to the previous year.</li></ul>

Nokia Corporation's third-quarter results reflect a mixed performance across its business segments, as the company navigates a slowly improving yet challenging market environment.The overall narrative is of gradual recovery, particularly in Fixed Networks and IP Networks, with sales growth of 9% and 6%, respectively.However, the weakness persists in Mobile Networks and Optical Networks, contributing to an overall 7% decline in net sales compared to the previous year.

Nokia Oyj: Core Network Cloudification & Data Centers As Critical Growth Levers! - Major Drivers

Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

<ul><li>Nvidia's Blackwell rack design overheating issues causing potential shipment delays</li><li>AMD leading server market in 3Q24, Intel fighting back in PC market </li><li>Trump's tariff changes impacting Chinese EV makers, with 4 strategies to navigate the changes. Huawei and Xiaomi dominate China's AI smartphone market with over 50% market share.</li></ul>

Nvidia's Blackwell rack design overheating issues causing potential shipment delaysAMD leading server market in 3Q24, Intel fighting back in PC market Trump's tariff changes impacting Chinese EV makers, with 4 strategies to navigate the changes. Huawei and Xiaomi dominate China's AI smartphone market with over 50% market share.

Tech Supply Chain Tracker (19-Nov-2024): Nvidia Blackwell rack design overheats, delays shipments.

Hon Hai Precision Industry / Equity Bottom-Up

<ul><li>Foxconn's reforms at Sharp result in significant profit growth in 2Q24.</li><li>Taiwan supply chains brace for impact of Trump's imminent global tariffs.</li><li>Apple to boost iPhone production in India following Trump victory, taking advantage of evolving global trade dynamics.</li></ul>

Foxconn's reforms at Sharp result in significant profit growth in 2Q24.Taiwan supply chains brace for impact of Trump's imminent global tariffs.Apple to boost iPhone production in India following Trump victory, taking advantage of evolving global trade dynamics.

Tech Supply Chain Tracker (14-Nov-2024): Foxconn reforms boost Sharp's profits.

Global Head of Research & Head of Europe, Lucror Analytics

Felix Fischer

Global Head of Research & Head of Europe

High Yield Experts

Lucror Analytics

Lucror Analytics is a leading credit and ESG research specialist and a provider of technology solutions for differentiated fixed income strategies. Our roots are in bottom-up fundamental credit analysis with a specialization in high yield corporate credits from Europe, Asia and Latin America. We are one of few research specialists integrating ESG considerations with fundamental credit research through a dedicated ESG platform. Our ESG assessment covers five key criteria: Disclosure, E,S, & G Pillars, Controversies, ESG Impact on Credit and ESG Momentum.

Recognizing the importance and value-add of Factor Investing in fixed income, Lucror developed the Smart Quant Navigator (SQN), an intuitive platform that helps clients devise and implement factor-based strategies ranging from pure quant to active fundamental, with integrated ESG.

Our company has been at the forefront of developments in the fixed income markets, identifying opportunities and consistently delivering new products and value-adding solutions to clients. Lucror has close relationships with the largest and most reputable asset managers, family offices, hedge funds, investment and wealth managers globally.

Credit

<p><br/> The Europe HY Trade Book for September 2024 includes current trade recommendations drawn from our European HY coverage universe, along with relative-value scatter plots and tables by industry.<br/></p>

  The Europe HY Trade Book for September 2024 includes current trade recommendations drawn from our European HY coverage universe, along with relative-value scatter plots and tables by industry. 

Europe HY Trade Book - September 2024 - Lucror Analytics

<ul><li>Polish semiconductor suppliers are gearing up for SEMICON Taiwan 2024, showcasing their capabilities and technologies on an international platform.</li><li>Kaynes in India is continuing its investment and commitment to Telangana, highlighting its dedication to the region despite recent project approvals in Gujarat.</li><li>The sales success of Black Myth: Wukong in China's gaming market has the potential to create significant disruption, with Google also rumored to be planning a major data center in Vietnam. Broadcomm's purchase of VMware signals a strategic growth move with synergies. Tamil Nadu's partnership with US companies aims to boost the manufacturing industry, positioning the region as a hub for production.</li></ul>

Polish semiconductor suppliers are gearing up for SEMICON Taiwan 2024, showcasing their capabilities and technologies on an international platform.Kaynes in India is continuing its investment and commitment to Telangana, highlighting its dedication to the region despite recent project approvals in Gujarat.The sales success of Black Myth: Wukong in China's gaming market has the potential to create significant disruption, with Google also rumored to be planning a major data center in Vietnam. Broadcomm's purchase of VMware signals a strategic growth move with synergies. Tamil Nadu's partnership with US companies aims to boost the manufacturing industry, positioning the region as a hub for production.

Tech Supply Chain Tracker (04-Sep-2024): Polish suppliers prepare for SEMICON Taiwan 2024

Finland

Nokia Oyj is a global communications company that operates a network of production facilities for location intelligence and network infrastructure, as well as a network of sales and customer service. The Company also operates research and software development facilities worldwide.

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Nokia OYJ (NOKIA FH)

Nokia Oyj: Core Network Cloudification & Data Centers As Critical Growth Levers! - Major Drivers

Nokia Corporation's third-quarter results reflect a mixed performance across its business segments, as the company navigates a slowly improving...

Baptista Research

Tech Supply Chain Tracker (19-Nov-2024): Nvidia Blackwell rack design overheats, delays shipments.

Nvidia facing delays due to overheating issues, AMD dominates server market, Trump's tariff impact on Chinese EV makers, Huawei and Xiaomi lead...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (14-Nov-2024): Foxconn reforms boost Sharp's profits.

Foxconn's reforms lead to Sharp's profit growth, Taiwan braces for Trump's tariffs, Nokia and Dixon start manufacturing in India, Apple boosts...

Tech Supply Chain Tracker

Europe HY Trade Book - September 2024 - Lucror Analytics

The Europe HY Trade Book for September 2024 includes current trade recommendations drawn from our European HY coverage universe, along with...

Lucror Analytics

Tech Supply Chain Tracker (04-Sep-2024): Polish suppliers prepare for SEMICON Taiwan 2024

Semiconductor industry news includes preparations for SEMICON Taiwan 2024, Kaynes staying committed to Telangana, Black Myth: Wukong's anticipated...

Tech Supply Chain Tracker

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