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 Capital Markets

<ul><li>Omnicom’s performance in the second quarter was good as the company delivered an all-around beat.</li><li>The company kept its attention on improving its current skills throughout the quarter to fulfill the demands of its clients and potential customers.</li><li>In this report, we have carried out a fundamental analysis of the historical financial statements of the company.</li></ul>

Omnicom’s performance in the second quarter was good as the company delivered an all-around beat.The company kept its attention on improving its current skills throughout the quarter to fulfill the demands of its clients and potential customers.In this report, we have carried out a fundamental analysis of the historical financial statements of the company.

Omnicom Group Inc: Catering To The Gaming Market & Other Developments

Credit

<ul><li>Omnicom is considered one of the Big Five advertising agencies and has a particularly strong balance sheet.</li><li>The company gave a strong financial performance in its recent results, with organic growth rising above expectations.</li><li>The margin performance and revenue growth of the company have been particularly strong.</li></ul>

Omnicom is considered one of the Big Five advertising agencies and has a particularly strong balance sheet.The company gave a strong financial performance in its recent results, with organic growth rising above expectations.The margin performance and revenue growth of the company have been particularly strong.

Omnicom Inc.: Detailed Credit Analysis & Financial Strength Evaluation Report

<ul><li>This is our first report on Omnicom, one of the Big Five advertising agencies.</li><li>The company gave a strong financial performance in its recent results, with organic growth rising above expectations.</li><li>TA Digital, a prominent digital experience consultancy, was acquired by Omnicom in the last quarter.</li></ul>

This is our first report on Omnicom, one of the Big Five advertising agencies.The company gave a strong financial performance in its recent results, with organic growth rising above expectations.TA Digital, a prominent digital experience consultancy, was acquired by Omnicom in the last quarter.

Omnicom Inc.: Initiation of Coverage – Business Strategy

Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>Yesterday 14 February, Dentsu announced bte profits, and guidance for 2022 which appears in-line to slightly strong in terms of revenue, slightly weak/conservative in terms of IFRS/GAAP OP.</li>
<li>The company also announced what appears to be a BIG buyback. </li>
<li>Looks are deceiving, but somehow not, but there are catches in both directions. If you have a flow axe, it is worth knowing the flow details.</li>
</ul>


Yesterday 14 February, Dentsu announced bte profits, and guidance for 2022 which appears in-line to slightly strong in terms of revenue, slightly weak/conservative in terms of IFRS/GAAP OP.
The company also announced what appears to be a BIG buyback. 
Looks are deceiving, but somehow not, but there are catches in both directions. If you have a flow axe, it is worth knowing the flow details.


Dentsu BIG Buyback - Both Larger and Smaller Than It Appears

Amareos

Federico Bagiotti, CFA

Equity Bottom-Up

<p>Over the past few months, the M part of the US TMT sector has not been particularly brilliant, especially in comparison to the second T, and Omnicom Group, an advertising, marketing and media communication company, has been even more disappointing than the sector as a whole.</p><p>In light of the Q4 revenue miss, we consider the outlook for Omnicom’s stock price based on the recent evolution in our crowd-sourced sentiment indicators. They suggest that the CEO’s comment about “better days ahead” in…</p>

Over the past few months, the M part of the US TMT sector has not been particularly brilliant, especially in comparison to the second T, and Omnicom Group, an advertising, marketing and media communication company, has been even more disappointing than the sector as a whole.In light of the Q4 revenue miss, we consider the outlook for Omnicom’s stock price based on the recent evolution in our crowd-sourced sentiment indicators. They suggest that the CEO’s comment about “better days ahead” in…

United States

Omnicom Group Inc. provides advertising, marketing and corporate communications services. The Company's agencies, which operate in major markets around the world, provide a comprehensive range of services including traditional media advertising; customer relationship management ("CRM"); public relations; and specialty communications.

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Omnicom Group (OMC US)

Omnicom Group Inc: Catering To The Gaming Market & Other Developments

Omnicom’s performance in the second quarter was good as the company delivered an all-around beat. The company kept its attention on improving its...

Baptista Research

Omnicom Inc.: Detailed Credit Analysis & Financial Strength Evaluation Report

Omnicom is considered one of the Big Five advertising agencies and has a particularly strong balance sheet. The company gave a strong financial...

Baptista Research

Omnicom Inc.: Initiation of Coverage – Business Strategy

This is our first report on Omnicom, one of the Big Five advertising agencies. The company gave a strong financial performance in its recent...

Baptista Research

Dentsu BIG Buyback - Both Larger and Smaller Than It Appears

Dentsu (4324) announced earnings and a large buyback. That buyback is larger than it appears, but actually smaller, but then larger again, but it...

Travis Lundy

Omnicom Group: Better Days Ahead?

Over the past few months, the M part of the US TMT sector has not been particularly brilliant, especially in comparison to the second T, and...

Amareos

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