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 latest earnings call for Otis Worldwide Corporation reveals a mixture of positive growth metrics and ongoing challenges, providing a comprehensive overview for potential investors.</li><li>On the positive side, Otis reported a return to growth, with organic sales increasing by 2% in the third quarter, driven primarily by the Service segment, which increased by 6%.</li><li>Modernization sales showed a significant jump, with organic sales climbing 14%, reflecting a robust demand and effective order backlog conversion.</li></ul>

The latest earnings call for Otis Worldwide Corporation reveals a mixture of positive growth metrics and ongoing challenges, providing a comprehensive overview for potential investors.On the positive side, Otis reported a return to growth, with organic sales increasing by 2% in the third quarter, driven primarily by the Service segment, which increased by 6%.Modernization sales showed a significant jump, with organic sales climbing 14%, reflecting a robust demand and effective order backlog conversion.

Otis Worldwide Corporation’s Modernization Push in China: Will It Pay Off?

High Quality Stock Setups, Weekly Stock Bull Finder

Weekly Stock Bull Finder

High Quality Stock Setups

Finding high potential stock setups on quality companies

Thematic (Sector/Industry)

<ul><li>To mix it up this week, I am going to journal out the top chart patterns I generally look for when scanning and reviewing charts.</li><li>This post will also include some examples of price action that I typically look for, coupled with fundamental research, which has yielded the best entries and results over the years.</li><li>For starters, I focus on weekly charts to eliminate the noise of the hourly and daily charts which allows for confirming whether the name is in a strong uptrend (defined as above both rising 10WK/40WK moving averages).</li></ul>

To mix it up this week, I am going to journal out the top chart patterns I generally look for when scanning and reviewing charts.This post will also include some examples of price action that I typically look for, coupled with fundamental research, which has yielded the best entries and results over the years.For starters, I focus on weekly charts to eliminate the noise of the hourly and daily charts which allows for confirming whether the name is in a strong uptrend (defined as above both rising 10WK/40WK moving averages).

IPOs and Catalysts/Events, Global Equity Research Ltd

Arun George

IPOs and Catalysts/Events

Uncompromised, Independent, Conflict-Free Research

Global Equity Research Ltd

Global Equity Research was started in 2017 by a group of experienced research professionals. It was founded on a passionate belief in the importance and the need for uncompromised, independent, conflict-free research. We aim to provide differentiated and actionable primary and bottom up fundamental research.

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/fujitec-co-ltd" target="_blank" data-smartkarma-citation="entities:11686:1" rel="noopener">Fujitec Co Ltd (6406 JP)</a> has recommended a preconditional tender offer from <a href="https://www.smartkarma.com/entities/eqt-ab" target="_blank" data-smartkarma-citation="entities:28922:1" rel="noopener">EQT (EQT SS)</a> at JPY5,700, an 8.1% discount to the last close price of JPY6,205.</li>
<li>The precondition relates to regulatory approvals in several countries. The tender offer is expected to commence in late January 2026.</li>
<li>Although the offer is light, it is likely to succeed, as it resulted from an auction process and was supported by irrevocables from the two prominent activists on the register.</li>
</ul>



Fujitec Co Ltd (6406 JP) has recommended a preconditional tender offer from EQT (EQT SS) at JPY5,700, an 8.1% discount to the last close price of JPY6,205.
The precondition relates to regulatory approvals in several countries. The tender offer is expected to commence in late January 2026.
Although the offer is light, it is likely to succeed, as it resulted from an auction process and was supported by irrevocables from the two prominent activists on the register.


Fujitec (6406 JP): EQT’s Takeunder Likely a Done Deal

<ul><li>Otis Worldwide Corporation's second-quarter 2025 earnings report presents both strengths and challenges impacting its investment potential.</li><li>A key positive for Otis is its Service segment, which continues to drive significant performance improvements.</li><li>Service sales were up 4% organically, with all business lines and regions contributing to growth.</li></ul>

Otis Worldwide Corporation's second-quarter 2025 earnings report presents both strengths and challenges impacting its investment potential.A key positive for Otis is its Service segment, which continues to drive significant performance improvements.Service sales were up 4% organically, with all business lines and regions contributing to growth.

Otis Worldwide Just Unlocked a $40M Transformation Plan in China—How It’s Fighting Price Pressure!

Podcast by CEO, Norges Bank Investment Management, In Good Company with Nicolai Tangen

In Good Company with Nicolai Tangen

Podcast by CEO, Norges Bank Investment Management

The CEO of the largest single investor in the world, Norges Bank Investment Management, interviews leaders of some of the largest companies in the world. You will get to know the leader, their strategy, leadership principles, and much more. Hosted on Acast. See https://www.acast.com/privacy-policy for more information.

<ul><li>Passenger experience is key for elevators, focusing on ride quality and safety</li><li>Elevators should prioritize moving people quickly and efficiently</li><li>The elevator industry is highly consolidated with few major competitors and regulations play a significant role in the industry</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.</em></p>

Passenger experience is key for elevators, focusing on ride quality and safetyElevators should prioritize moving people quickly and efficientlyThe elevator industry is highly consolidated with few major competitors and regulations play a significant role in the industryThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Otis CEO: Moving Billions Daily, Elevator Evolution, and Service Excellence

United States

Otis Worldwide Corporation manufactures, installs, and services building systems. The Company offers elevators, escalators, and other moving products. Otis Worldwide serves customers worldwide.

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Otis Worldwide (OTIS US)

Otis Worldwide Corporation’s Modernization Push in China: Will It Pay Off?

The latest earnings call for Otis Worldwide Corporation reveals a mixture of positive growth metrics and ongoing challenges, providing a...

Baptista Research

Weekly Stock Bullfinder - Week of 6/5

To mix it up this week, I am going to journal out the top chart patterns I generally look for when scanning and reviewing charts.

Weekly Stock Bull Finder

Fujitec (6406 JP): EQT’s Takeunder Likely a Done Deal

The precondition is satisfied. The Board notes that there is no competing proposal and that no concerns about the tender have been raised during...

Arun George

Otis Worldwide Just Unlocked a $40M Transformation Plan in China—How It’s Fighting Price Pressure!

Otis Worldwide Corporation's second-quarter 2025 earnings report presents both strengths and challenges impacting its investment potential. A key...

Baptista Research

Otis CEO: Moving Billions Daily, Elevator Evolution, and Service Excellence

Elevator design focuses on ride quality, safety, and passenger experience, with factors such as acceleration, efficiency, and custom music options...

In Good Company with Nicolai Tangen

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