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

Pbf Energy Inc Class A / Equity Bottom-Up

<ul><li>PBF Energy's recent earnings call provides a nuanced picture of the company's current performance and future prospects.</li><li>The company, known for its refining operations, has been navigating several challenges and making strategic moves, particularly with the Martinez refinery and the Refining Business Improvement Program (RBI).</li><li>This summary outlines key points from the call, highlighting both positive and negative aspects of PBF Energy's recent activities and financial results.</li></ul>

PBF Energy's recent earnings call provides a nuanced picture of the company's current performance and future prospects.The company, known for its refining operations, has been navigating several challenges and making strategic moves, particularly with the Martinez refinery and the Refining Business Improvement Program (RBI).This summary outlines key points from the call, highlighting both positive and negative aspects of PBF Energy's recent activities and financial results.

PBF Energy: How $230 Million in Cost Savings Is Rewriting Its Margin Story — What Comes Next?

<ul><li>PBF Energy's most recent commentary on its financial performance and operational highlights underscores a mix of operational resilience and external challenges.</li><li>A notable incident was the fire at the Martinez refinery in early February, which has posed operational disruptions.</li><li>While the company is in the early stages of investigating and recovering from this event, it emphasized appreciation for the quick response from first responders and reiterated its commitment to maintaining a strong relationship with local and state authorities.</li></ul>

PBF Energy's most recent commentary on its financial performance and operational highlights underscores a mix of operational resilience and external challenges.A notable incident was the fire at the Martinez refinery in early February, which has posed operational disruptions.While the company is in the early stages of investigating and recovering from this event, it emphasized appreciation for the quick response from first responders and reiterated its commitment to maintaining a strong relationship with local and state authorities.

PBF Energy’s Renewable Diesel Expansion & Strategic Ventures Can Truly Catalyze Its Growth!

<ul><li>PBF Energy's latest earnings present a nuanced picture of the company's current status and future outlook.</li><li>The company reported an adjusted net loss of $1.50 per share and an adjusted EBITDA loss of $60.1 million for the third quarter of 2024.</li><li>This performance reflects a challenging period characterized by weaker market conditions, particularly in terms of refinery margins and crude differentials.</li></ul>

PBF Energy's latest earnings present a nuanced picture of the company's current status and future outlook.The company reported an adjusted net loss of $1.50 per share and an adjusted EBITDA loss of $60.1 million for the third quarter of 2024.This performance reflects a challenging period characterized by weaker market conditions, particularly in terms of refinery margins and crude differentials.

PBF Energy: The 6 Most Significant Forces Steering Its Performance into 2025 & Beyond! - Major Drivers

Global Editor, Base Oil News

Iain Pocock

Global Editor

Global Base Oils and Lubricants Markets

Base Oil News

Base Oil News focuses on the interplay between fundamentals and prices in the global base oils and lubricants markets.

Baseoilnews.com combines daily, weekly and monthly base oils and lubes fundamentals data from every region of the world to build the most comprehensive and up-to-date global picture of the state of the market.

The data and analysis provide key tools to understand current market developments and opportunities and to anticipate how the market is likely to behave in the coming months.

Base oils producers, lube blenders and consumers can then better plan accordingly.

Baseoilnews.com analyses and publishes market news and data every day as it breaks.

Commodities

<ul><li>US base oils prices stay relatively firm in narrow range vs vacuum gasoil prices.</li><li>Firm margins in recent weeks coincide with shutdown of key US Group II base oils unit for maintenance work.</li><li>Firm margins in recent months coincide with surge in US domestic base oils output in July-Aug 2025.</li></ul>

US base oils prices stay relatively firm in narrow range vs vacuum gasoil prices.Firm margins in recent weeks coincide with shutdown of key US Group II base oils unit for maintenance work.Firm margins in recent months coincide with surge in US domestic base oils output in July-Aug 2025.

Americas/EMEA base oils supply outlook: Week of 10 November

<ul><li>US base oils demand could be more muted amid expectations of rise in domestic supply over coming weeks following completion of plant-maintenance work.</li><li>Sufficient availability of supply in recent weeks, even during plant-shutdown, points to signs of already-slower demand during that period.</li><li>Expected rise in supply would coincide with time of year when domestic consumption typically slows anyway.</li></ul>

US base oils demand could be more muted amid expectations of rise in domestic supply over coming weeks following completion of plant-maintenance work.Sufficient availability of supply in recent weeks, even during plant-shutdown, points to signs of already-slower demand during that period.Expected rise in supply would coincide with time of year when domestic consumption typically slows anyway.

Americas/EMEA base oils demand outlook: Week of 10 November

United States

PBF Energy Inc. is an independent petroleum refiner and supplier. The Company offers unbranded transportation fuels, heating oil, petrochemical feedstocks, lubricants and other petroleum products in the United States. PBF's finished products are sold through long-term offtake and supply agreements.

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Pbf Energy Inc Class A (PBF US)

PBF Energy: How $230 Million in Cost Savings Is Rewriting Its Margin Story — What Comes Next?

PBF Energy's recent earnings call provides a nuanced picture of the company's current performance and future prospects. The company, known for its...

Baptista Research

PBF Energy’s Renewable Diesel Expansion & Strategic Ventures Can Truly Catalyze Its Growth!

PBF Energy's most recent commentary on its financial performance and operational highlights underscores a mix of operational resilience and...

Baptista Research

PBF Energy: The 6 Most Significant Forces Steering Its Performance into 2025 & Beyond! - Major Drivers

PBF Energy's latest earnings present a nuanced picture of the company's current status and future outlook. The company reported an adjusted net...

Baptista Research

Americas/EMEA base oils supply outlook: Week of 10 November

US base oils prices stay relatively firm in narrow range vs vacuum gasoil prices. Firm margins in recent weeks coincide with shutdown of key US...

Base Oil News

Americas/EMEA base oils demand outlook: Week of 10 November

US base oils demand could be more muted amid expectations of rise in domestic supply over coming weeks following completion of plant-maintenance...

Base Oil News

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