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>Prudential Financial, Inc. reported quarterly results reflecting both commendable achievements and challenges.</li><li>The firm recorded a 9% year-over-year increase in pre-tax adjusted operating income, reaching $1.7 billion, equivalent to $3.58 per share.</li><li>The company's year-to-date return on equity stood above 14%, highlighting favorable underwriting experiences and increased spread income in its global insurance operations.</li></ul>

Prudential Financial, Inc. reported quarterly results reflecting both commendable achievements and challenges.The firm recorded a 9% year-over-year increase in pre-tax adjusted operating income, reaching $1.7 billion, equivalent to $3.58 per share.The company's year-to-date return on equity stood above 14%, highlighting favorable underwriting experiences and increased spread income in its global insurance operations.

Prudential Financial: Expansion of Product Offerings in Japan to Sustain & Capitalize On Strong Sales Performance Within The Region!

<ul><li>Prudential has reported its recent quarterly earnings with a mixed set of results and strategic directions.</li><li>The company's CEO, Andrew Sullivan, has highlighted both the opportunities and challenges that Prudential faces as it focuses on growth and value creation for stakeholders.</li><li>The company has been actively engaging in derisking and diversifying its portfolio to reduce exposure to volatile and market-sensitive products.</li></ul>

Prudential has reported its recent quarterly earnings with a mixed set of results and strategic directions.The company's CEO, Andrew Sullivan, has highlighted both the opportunities and challenges that Prudential faces as it focuses on growth and value creation for stakeholders.The company has been actively engaging in derisking and diversifying its portfolio to reduce exposure to volatile and market-sensitive products.

Prudential Financial: A Close Look At Its Life Insurance Business Strategy & Other Major Drivers!

<ul><li>Prudential Financial Inc. (PRU) recently held its quarterly earnings conference call, where they outlined their performance and strategic direction for 2024.</li><li>The results indicated both progress and challenges as the company strives to transform into a more capital-efficient and growth-oriented enterprise.</li><li>During the call, management announced leadership changes with Andy Sullivan stepping in as the new CEO and Caroline Feeney taking on an expanded role.</li></ul>

Prudential Financial Inc. (PRU) recently held its quarterly earnings conference call, where they outlined their performance and strategic direction for 2024.The results indicated both progress and challenges as the company strives to transform into a more capital-efficient and growth-oriented enterprise.During the call, management announced leadership changes with Andy Sullivan stepping in as the new CEO and Caroline Feeney taking on an expanded role.

Prudential Financial: Growth in International Operations Fueling Our ‘Outperform’ Rating!

APAC IPOs & Placements, Aequitas Research

Clarence Chu

APAC IPOs & Placements

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Equity Capital Markets

Seoul Guarantee Insurance / Equity Capital Markets

<ul>
<li>
<a href="https://www.smartkarma.com/entities/seoul-guarantee-insurance-co" target="_blank" data-smartkarma-citation="entities:40123:1" rel="noopener">Seoul Guarantee Insurance (031210 KS)</a> is looking to raise around US$155m in its Korean IPO. </li>
<li>Seoul Guarantee Insurance (SGI) is a guarantee insurance firm operating predominantly in Korea.</li>
<li>In this note, we discuss its recent financials, and share our updated thoughts on valuation.</li>
</ul>



Seoul Guarantee Insurance (031210 KS) is looking to raise around US$155m in its Korean IPO. 
Seoul Guarantee Insurance (SGI) is a guarantee insurance firm operating predominantly in Korea.
In this note, we discuss its recent financials, and share our updated thoughts on valuation.


Seoul Guarantee Insurance Pre-IPO Updated Thoughts on Valuation - Weaker Performance than Expected

<ul><li>Prudential Financial's recent financial performance showcases both resilience and strategic shifts, reflecting its goal to become a more capital-efficient organization while expanding its market reach.</li><li>The company's third quarter results highlight significant developments across its U.S. and international operations, emphasizing growth in insurance, retirement solutions, and asset management.</li><li>Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.</li></ul>

Prudential Financial's recent financial performance showcases both resilience and strategic shifts, reflecting its goal to become a more capital-efficient organization while expanding its market reach.The company's third quarter results highlight significant developments across its U.S. and international operations, emphasizing growth in insurance, retirement solutions, and asset management.Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.

Prudential Financial Inc.: Annuity Sales Growth & Diversification As A Vital Tool For Growth! - Major Drivers

United States

Prudential Financial, Inc. provides financial services throughout the United States and several locations worldwide. The Company offers a variety of products and services, including life insurance, mutual funds, annuities, pension, and retirement related services, as well as administration and asset management.

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Prudential Financial (PRU US)

Prudential Financial: Expansion of Product Offerings in Japan to Sustain & Capitalize On Strong Sales Performance Within The Region!

Prudential Financial, Inc. reported quarterly results reflecting both commendable achievements and challenges. The firm recorded a 9%...

Baptista Research

Prudential Financial: A Close Look At Its Life Insurance Business Strategy & Other Major Drivers!

Prudential has reported its recent quarterly earnings with a mixed set of results and strategic directions. The company's CEO, Andrew Sullivan,...

Baptista Research

Prudential Financial: Growth in International Operations Fueling Our ‘Outperform’ Rating!

Prudential Financial Inc. (PRU) recently held its quarterly earnings conference call, where they outlined their performance and strategic...

Baptista Research

Seoul Guarantee Insurance Pre-IPO Updated Thoughts on Valuation - Weaker Performance than Expected

Seoul Guarantee Insurance (031210 KS) is looking to raise around US$155m in its Korean IPO. In this note, we discuss its recent financials, and...

Clarence Chu

Prudential Financial Inc.: Annuity Sales Growth & Diversification As A Vital Tool For Growth! - Major Drivers

Prudential Financial's recent financial performance showcases both resilience and strategic shifts, reflecting its goal to become a more...

Baptista Research

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