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>Qorvo delivered an excellent result with its quarterly revenue as well as EPS above the market expectations.</li><li>Revenue in high-performance analog was broad-based, with the strength primarily in high-power applications and defense.</li><li>In Advanced cellular, Qorvo enjoyed quite a big customer ramp in the quarter.</li></ul>

Qorvo delivered an excellent result with its quarterly revenue as well as EPS above the market expectations.Revenue in high-performance analog was broad-based, with the strength primarily in high-power applications and defense.In Advanced cellular, Qorvo enjoyed quite a big customer ramp in the quarter.

<ul><li>Qorvo delivered a strong performance in the last quarter with an all-around beat.</li><li>For Matter-enabled applications, Qorvo launched an innovative development kit for the connected and gateway devices.</li><li>Qorvo also received its foremost production order for the antenna solution that is MEMS-based in support of the high-end gaming smartphone.</li></ul>

Qorvo delivered a strong performance in the last quarter with an all-around beat.For Matter-enabled applications, Qorvo launched an innovative development kit for the connected and gateway devices.Qorvo also received its foremost production order for the antenna solution that is MEMS-based in support of the high-end gaming smartphone.

Qorvo Inc: New Launches & Other Developments

Credit

<ul><li>Qorvo had a strong fiscal 2022 as its revenues surpassed the expectations of the Wall Street as well as the management and were driven by 5G, IoT connectivity, defence, and power.</li><li>The company’s core segment of Mobile Products saw a sequential revenue jump due to increased flagship volumes and 5G content.</li><li>Infrastructure and Defense Products revenue increased by double digits both year over year and sequentially given Qorvo’s broad-based strength across the product portfolio and customer base.</li></ul>

Qorvo had a strong fiscal 2022 as its revenues surpassed the expectations of the Wall Street as well as the management and were driven by 5G, IoT connectivity, defence, and power.The company’s core segment of Mobile Products saw a sequential revenue jump due to increased flagship volumes and 5G content.Infrastructure and Defense Products revenue increased by double digits both year over year and sequentially given Qorvo’s broad-based strength across the product portfolio and customer base.

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

<ul><li>Qorvo had a reasonably good fiscal year with the revenue outperformance driven by 5G, IoT connectivity, defence, and power.</li><li>The company’s core segment of Mobile Products saw a sequential revenue jump due to increased flagship volumes and 5G content.</li><li>Infrastructure and Defense Products revenue increased by double digits both year over year and sequentially given Qorvo’s broad-based strength across the product portfolio and customer base.</li></ul>

Qorvo had a reasonably good fiscal year with the revenue outperformance driven by 5G, IoT connectivity, defence, and power.The company’s core segment of Mobile Products saw a sequential revenue jump due to increased flagship volumes and 5G content.Infrastructure and Defense Products revenue increased by double digits both year over year and sequentially given Qorvo’s broad-based strength across the product portfolio and customer base.

Qorvo Inc.: Initiation of Coverage – Business Model

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

<p>Our outlook remains status quo: we are bullish and we believe the path of least resistance remains higher. In today’s report we highlight attractive Groups and stocks within Technology: Semiconductor, Mid-Cap, Semiconductor Equip., Large/Mid-Cap, Semiconductor Equip., Small-Cap, and Software, Internet.</p>

Our outlook remains status quo: we are bullish and we believe the path of least resistance remains higher. In today’s report we highlight attractive Groups and stocks within Technology: Semiconductor, Mid-Cap, Semiconductor Equip., Large/Mid-Cap, Semiconductor Equip., Small-Cap, and Software, Internet.

U. S. Equity Strategy: Status Quo: Bullish Outlook Intact

United States

Qorvo Inc, designs, develops, manufactures, and markets a variety of high performance analog and mixed signal integrated circuits for the communications markets. The Company's products are used for wireless communications applications such as cellular and PCS, cordless telephony, wireless LANs, industrial radios, wireless security and remote meter reading.

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Qorvo Inc (QRVO US)

Qorvo Inc: Major Drivers

Qorvo delivered an excellent result with its quarterly revenue as well as EPS above the market expectations. Revenue in high-performance analog...

Baptista Research

Qorvo Inc: New Launches & Other Developments

Qorvo delivered a strong performance in the last quarter with an all-around beat. For Matter-enabled applications, Qorvo launched an innovative...

Baptista Research

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

Qorvo had a strong fiscal 2022 as its revenues surpassed the expectations of the Wall Street as well as the management and were driven by 5G, IoT...

Baptista Research

Qorvo Inc.: Initiation of Coverage – Business Model

Qorvo had a reasonably good fiscal year with the revenue outperformance driven by 5G, IoT connectivity, defence, and power. The company’s core...

Baptista Research

U. S. Equity Strategy: Status Quo: Bullish Outlook Intact

Our outlook remains status quo: we are bullish and we believe the path of least resistance remains higher. In today’s report we highlight...

Vermilion Research

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