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>NXP Semiconductors recently held its earnings call, where it provided an overview of its financial performance and strategic priorities while also delineating notable operational highlights.</li><li>In the fourth quarter of 2025, the company reported revenue of $3.34 billion, marking a 7% increase year-on-year and a 5% rise sequentially.</li><li>This figure outpaced the midpoint of NXP's guidance by $35 million.</li></ul>

NXP Semiconductors recently held its earnings call, where it provided an overview of its financial performance and strategic priorities while also delineating notable operational highlights.In the fourth quarter of 2025, the company reported revenue of $3.34 billion, marking a 7% increase year-on-year and a 5% rise sequentially.This figure outpaced the midpoint of NXP's guidance by $35 million.

NXP Semiconductors: Can Software-Defined Vehicles and ADAS Supercharge Long-Term Demand?

<ul><li>In the third quarter of 2025, NXP Semiconductors reported solid financial performance with revenue reaching $3.17 billion.</li><li>This represents a sequential growth of 8%, although there was a slight decline of 2% year-on-year.</li><li>The company’s revenue exceeded guidance by $23 million, indicating a better-than-anticipated performance across all regions and end markets.</li></ul>

In the third quarter of 2025, NXP Semiconductors reported solid financial performance with revenue reaching $3.17 billion.This represents a sequential growth of 8%, although there was a slight decline of 2% year-on-year.The company’s revenue exceeded guidance by $23 million, indicating a better-than-anticipated performance across all regions and end markets.

NXP Semiconductors’ IoT Weapons: Smart Glasses, Energy Systems & More!

Asian Hedge Fund Manager, Long Short Equity, Macro

David Mudd

Equity Capital Markets

Beijing ESWIN Computing Technology / Equity Capital Markets

Beijing ESWIN Computing Technology (ESWIN HK)

<ul>
<li>Beijing ESWIN Computing Technology (1256 HK) is listing in Hong Kong on September 9th in an IPO, offering shares between $HK1.48 and $HK1.59 per share, raising up to $HK2.5 billion.</li>
<li>ESWIN is one of China's leading RISC-V chipmakers, placing it at the intersection of China's drive toward semiconductor self-sufficiency and the global shift away from proprietary ISA architectures.</li>
<li>The company's RISC-V focus differentiates it from ARM-based peers and aligns with Beijing's push for open-architecture semiconductor independence.</li>
</ul>


Beijing ESWIN Computing Technology (1256 HK) is listing in Hong Kong on September 9th in an IPO, offering shares between $HK1.48 and $HK1.59 per share, raising up to $HK2.5 billion.
ESWIN is one of China's leading RISC-V chipmakers, placing it at the intersection of China's drive toward semiconductor self-sufficiency and the global shift away from proprietary ISA architectures.
The company's RISC-V focus differentiates it from ARM-based peers and aligns with Beijing's push for open-architecture semiconductor independence.


HK IPO WATCH: Beijing ESWIN Computing Technology -  RISC-V Business !!

Weekly podcast series by SemiWiki.com, SemiWiki.com

SemiWiki.com

Weekly podcast series by SemiWiki.com

Semiconductor Insiders: A weekly podcast series by SemiWiki.com, the open forum for semiconductor professionals.

Thematic (Sector/Industry)

<ul><li>The adoption of post-quantum cryptography (PQC) standards in the semiconductor industry has been positive but cautious, with factors such as regional differences and supply chain challenges slowing down the process.</li><li>The industry is aligning around a proposed 2035 migration timeline for PQC, with vendors in different verticals positioning themselves differently based on their planning cycles and customer demand.</li><li>Early movers in the semiconductor space are making progress in adopting PQC in their next-generation chips, setting the benchmark for the rest of the ecosystem to follow suit.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The adoption of post-quantum cryptography (PQC) standards in the semiconductor industry has been positive but cautious, with factors such as regional differences and supply chain challenges slowing down the process.The industry is aligning around a proposed 2035 migration timeline for PQC, with vendors in different verticals positioning themselves differently based on their planning cycles and customer demand.Early movers in the semiconductor space are making progress in adopting PQC in their next-generation chips, setting the benchmark for the rest of the ecosystem to follow suit.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Podcast EP304: PQC Standards One Year On: The Semiconductor Industry’s Next Move

Asia Pac ECM and Index Rebal, Shenton Research

Ke Yan, CFA, FRM

Asia Pac ECM and Index Rebal

Asia Pac IPO & Placement Research, China Biotech

Shenton Research

Shenton Research is an independent Asia Pacific equity specialist. Our quantitative research covers index rebalancing flows, alongside exchange data analytics accross Asia Pacific. On the equity capital markets side, we focus on Asia Pacific ECM, especially biotech and TMT. Our lead analyst is frequently cited by international media.

<ul>
<li>ESWIN Computing, a RISC-V chip product provider, has passed the HKEX listing hearing and is seeking a Main Board listing. CITIC and CSC are the joint sponsors.</li>
<li>We look at the company's core segments: human-machine interaction and multimedia processing chip products, and interconnectivity and computing chip products.</li>
<li>We then look at the company's financial profile, loss-making status, pre-IPO valuation and investor backing.</li>
</ul>


ESWIN Computing, a RISC-V chip product provider, has passed the HKEX listing hearing and is seeking a Main Board listing. CITIC and CSC are the joint sponsors.
We look at the company's core segments: human-machine interaction and multimedia processing chip products, and interconnectivity and computing chip products.
We then look at the company's financial profile, loss-making status, pre-IPO valuation and investor backing.


ESWIN Computing (奕斯伟计算) Pre-IPO: Tearsheet

Netherlands

NXP Semiconductors NV operates as a global semiconductor company. The Company designs semiconductors and software for mobile communications, consumer electronics, security applications, in-car entertainment, and networking.  NXP offers its products to the automotive, identification, wireless infrastructure, lighting, mobile, and computing applications.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Nxp Semiconductors Nv (NXPI US)

NXP Semiconductors: Can Software-Defined Vehicles and ADAS Supercharge Long-Term Demand?

NXP Semiconductors recently held its earnings call, where it provided an overview of its financial performance and strategic priorities while also...

Baptista Research

NXP Semiconductors’ IoT Weapons: Smart Glasses, Energy Systems & More!

In the third quarter of 2025, NXP Semiconductors reported solid financial performance with revenue reaching $3.17 billion. This represents a...

Baptista Research

HK IPO WATCH: Beijing ESWIN Computing Technology - RISC-V Business !!

Beijing ESWIN Computing Technology (1256 HK) is listing in Hong Kong on September 9th in an IPO, offering shares between $HK1.48 and $HK1.59 per...

David Mudd

Podcast EP304: PQC Standards One Year On: The Semiconductor Industry’s Next Move

Investors joined a semiconductor business spun out of Oxford University, working with founder Ali and a consultant to navigate challenges in...

SemiWiki.com

ESWIN Computing (奕斯伟计算) Pre-IPO: Tearsheet

ESWIN Computing has passed the HKEX hearing. In this tearsheet, we look at the company's business and operating profile, its industry backdrop, its...

Ke Yan, CFA, FRM

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)