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>Pool Corporation reported its latest Q1 earnings, posting $1.1 billion in net sales.</li><li>Though a dip of 7% from the previous year, the figure is up 6% from the same period in 2021.</li><li>The quarter's performance marks the company's fourth successive year of meeting or exceeding the $1 billion threshold in a comparatively slow seasonal quarter.</li></ul>

Pool Corporation reported its latest Q1 earnings, posting $1.1 billion in net sales.Though a dip of 7% from the previous year, the figure is up 6% from the same period in 2021.The quarter's performance marks the company's fourth successive year of meeting or exceeding the $1 billion threshold in a comparatively slow seasonal quarter.

Pool Corporation: What Are The Major Competitive Pressures That It Is Facing? - Major Drivers

<ul><li>This is our first report on Pool Corp, the world's largest wholesale distributor of swimming pool supplies.</li><li>The company saw its total sales for 2023 decline by 10% from the previous year to $5.5 billion.</li><li>The drop was attributed to an abnormal selling environment during the first half of the year due to unusually poor weather conditions and elevated inventory levels across the industry.</li></ul>

This is our first report on Pool Corp, the world's largest wholesale distributor of swimming pool supplies.The company saw its total sales for 2023 decline by 10% from the previous year to $5.5 billion.The drop was attributed to an abnormal selling environment during the first half of the year due to unusually poor weather conditions and elevated inventory levels across the industry.

Pool Corporation: Initiation Of Coverage - 5 Major Drivers & 5 Major Challenges For The Future! - Financial Forecasts

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

US Treasury (10 Yr Generic) / Technical Analysis

Considering the absence of breakdowns for the major indexes and for individual Sectors, along with the Fed covering investors’ backs, we continue to have a bullish outlook and we believe that the path of least resistance remains higher. In this report we outline our bullish case and highlight actionable opportunities across all 12 sectors.

Considering the absence of breakdowns for the major indexes and for individual Sectors, along with the Fed covering investors’ backs, we continue to have a bullish outlook and we believe that the path of least resistance remains higher. In this report we outline our bullish case and highlight actionable opportunities across all 12 sectors.

U.S. Equity Strategy - Bullish Outlook Intact

The risk of a correction due to a “second wave” of infections has given way to optimism over increased monetary and fiscal stimulus and a potential COVID-19 steroid treatment. For now we view recent weakness as a countertrend move that helped correct the overbought conditions we noted last week. As long as the S&amp;P 500 is above the 2940-2980 support zone we remain bullish and view this as a buyable pullback. In today’s report we highlight attractive Groups and stocks within Consumer Discretionary and Technology.

The risk of a correction due to a “second wave” of infections has given way to optimism over increased monetary and fiscal stimulus and a potential COVID-19 steroid treatment. For now we view recent weakness as a countertrend move that helped correct the overbought conditions we noted last week. As long as the S&amp;P 500 is above the 2940-2980 support zone we remain bullish and view this as a buyable pullback. In today’s report we highlight attractive Groups and stocks within Consumer Discretionary and Technology.

U.S. Equity Strategy: Signs Point To Healthy Pullback Opportunity

The S&amp;P 500 is holding above 3000 and the 200-day MA breakout level. As long as the S&amp;P 500 is above this support level it tells us the bulls are in control. If there is a break below 3000, the next support levels to watch would be 2980 followed by the much bigger 2934.49 (the 61.8% Fib retracement) support level. Similarly, breakouts in the Dow Jones Industrials, small-caps (Russell 2000), mid-caps (Russell Mid Cap, S&amp;P 400), and the MSCI ACWI have held strong and all of these indexes show RS improvement. This is bullish as it indicates improving breadth.In today’s report we highlight attractive Groups and stocks within Consumer Discretionary: Sporting Goods/Leisure Products, Casinos &amp; Gaming, Small-Cap, Retailers, Discount/Variety, and Retailers, Sporting Goods.

The S&amp;P 500 is holding above 3000 and the 200-day MA breakout level. As long as the S&amp;P 500 is above this support level it tells us the bulls are in control. If there is a break below 3000, the next support levels to watch would be 2980 followed by the much bigger 2934.49 (the 61.8% Fib retracement) support level. Similarly, breakouts in the Dow Jones Industrials, small-caps (Russell 2000), mid-caps (Russell Mid Cap, S&amp;P 400), and the MSCI ACWI have held strong and all of these indexes show RS improvement. This is bullish as it indicates improving breadth.In today’s report we highlight attractive Groups and stocks within Consumer Discretionary: Sporting Goods/Leisure Products, Casinos &amp; Gaming, Small-Cap, Retailers, Discount/Variety, and Retailers, Sporting Goods.

U.S. Equity Strategy: Bulls Remain In Control

United States

Pool Corporation is a wholesale distributor of swimming pool supplies, equipment and related leisure products. The Company's inventory includes a diverse range of products, from construction materials, replacement parts and fencing to pool care products and spas.

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Pool Corp (POOL US)

Pool Corporation: What Are The Major Competitive Pressures That It Is Facing? - Major Drivers

Pool Corporation reported its latest Q1 earnings, posting $1.1 billion in net sales. Though a dip of 7% from the previous year, the figure is up...

Baptista Research

Pool Corporation: Initiation Of Coverage - 5 Major Drivers & 5 Major Challenges For The Future! - Financial Forecasts

This is our first report on Pool Corp, the world's largest wholesale distributor of swimming pool supplies. The company saw its total sales for...

Baptista Research

U.S. Equity Strategy - Bullish Outlook Intact

Considering the absence of breakdowns for the major indexes and for individual Sectors, along with the Fed covering investors’ backs, we continue...

Vermilion Research

U.S. Equity Strategy: Signs Point To Healthy Pullback Opportunity

The risk of a correction due to a “second wave” of infections has given way to optimism over increased monetary and fiscal stimulus and a potential...

Vermilion Research

U.S. Equity Strategy: Bulls Remain In Control

The S&P 500 is holding above 3000 and the 200-day MA breakout level. As long as the S&P 500 is above this support level it tells us the...

Vermilion Research

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