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>RELX reported strong financial results for the first half of the year, demonstrating robust operational and strategic progress across its business segments.</li>
<li>Underlying revenue grew by 7%, while operating profit increased by 9%, resulting in adjusted earnings per share rising by 10% on a constant currency basis.</li>
<li>The interim dividend was also increased by 7%, showing confidence in future cash flows.</li>
</ul>


RELX reported strong financial results for the first half of the year, demonstrating robust operational and strategic progress across its business segments.
Underlying revenue grew by 7%, while operating profit increased by 9%, resulting in adjusted earnings per share rising by 10% on a constant currency basis.
The interim dividend was also increased by 7%, showing confidence in future cash flows.


RELX PLC: Open Access Policy Impact on STM & Other Key Developments!

<ul>
<li>RELX has reported a solid financial performance for 2024, showcasing the company's strategic progress and operational achievements.</li>
<li>Key financial metrics exhibit underlying revenue growth of 7% and underlying adjusted operating profit growth of 10%.</li>
<li>This positive trajectory has led to an improved adjusted operating margin of 33.9%.</li>
</ul>


RELX has reported a solid financial performance for 2024, showcasing the company's strategic progress and operational achievements.
Key financial metrics exhibit underlying revenue growth of 7% and underlying adjusted operating profit growth of 10%.
This positive trajectory has led to an improved adjusted operating margin of 33.9%.


RELX Plc: These Are The 5 Biggest Challenges Responsible For Our Cautious Outlook!

HarmoniQ Insights

William Mann

Independent Insight Provider

At HarmoniQ Insights, we empower investors to enhance their investment strategies by integrating cutting-edge quantitative research processes and technologies. Our solutions provide access to leading quantitative data providers and services, tailored to align with each client’s unique goals. By bridging the gap between traditional investment approaches and advanced data-driven methods, we help clients gain a competitive edge through innovation in both process and technology.

Cross Asset Strategy

<ul><li>Michael is the Commercial Director at ssrn, a subsidiary of Elsevier</li><li>Phil and Michael have a long history and collaboration in academia and quantitative research</li><li>Short interest and meme stocks have been driving recent market outperformance, factors like value, quality, and growth still relevant</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>

Michael is the Commercial Director at ssrn, a subsidiary of ElsevierPhil and Michael have a long history and collaboration in academia and quantitative researchShort interest and meme stocks have been driving recent market outperformance, factors like value, quality, and growth still relevantThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

New Barbarians Podcast Episode #30: Michael Magoulias Publishing, Power, and the Future of Ideas

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

<ul>
<li>Our outlook remains bullish on MSCI ACWI. Discussed in Jan9,2025 report how we viewed the pullback as a buying opportunity and were watching for $116-$117 support to hold on ACWI-US. </li>
<li>$116 support held perfectly, and now both ACWI-US and the S&amp;P 500 are coiling just below all-time highs, likely setting up for major breakouts. ACWI is now breaking out.</li>
<li>DXY and 10-Year Treasury yield are both topping, a crucial risk-on signal for global equities. More and more countries breaking out. Actionable Themes: Technology, Services, Communications, Industrials, Gold Miners, Financials</li>
</ul>


Our outlook remains bullish on MSCI ACWI. Discussed in Jan9,2025 report how we viewed the pullback as a buying opportunity and were watching for $116-$117 support to hold on ACWI-US. 
$116 support held perfectly, and now both ACWI-US and the S&amp;P 500 are coiling just below all-time highs, likely setting up for major breakouts. ACWI is now breaking out.
DXY and 10-Year Treasury yield are both topping, a crucial risk-on signal for global equities. More and more countries breaking out. Actionable Themes: Technology, Services, Communications, Industrials, Gold Miners, Financials


More Countries Breaking Out; Bullish Outlook Intact; Buys in China, Europe, More; DXY & Yields Top

<ul>
<li>Our outlook remains bullish on MSCI ACWI. Discussed in latest Int’l Compass (1/9/2025) how viewed the pullback as buying opportunity and were watching for $116-$117 support to hold on ACWI-US.</li>
<li>$116 support held perfectly and we expect upside to continue following 1+ month bull flag breakouts, followed by successful retests of support, on ACWI-US and the S&amp;P 500.</li>
<li>We also upgraded Germany to overweight last week, with RS on the DAX breaking out from a 2-year base. U.S. (SPX) and Germany are our only two country overweights.</li>
</ul>


Our outlook remains bullish on MSCI ACWI. Discussed in latest Int’l Compass (1/9/2025) how viewed the pullback as buying opportunity and were watching for $116-$117 support to hold on ACWI-US.
$116 support held perfectly and we expect upside to continue following 1+ month bull flag breakouts, followed by successful retests of support, on ACWI-US and the S&amp;P 500.
We also upgraded Germany to overweight last week, with RS on the DAX breaking out from a 2-year base. U.S. (SPX) and Germany are our only two country overweights.


Remain Risk-On With Market Dynamics Improving; 6+ Month Base Breakouts for MSCI ACWI Ex-US and EAFE

United Kingdom

Relx PLC provides information solutions for professional customers across industries. The Company publishes information for the scientific, medical, legal, and business sectors. Relx serves customers worldwide. Dually-listed company with REN NA.

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RELX PLC (REL LN)

RELX PLC: Open Access Policy Impact on STM & Other Key Developments!

RELX reported strong financial results for the first half of the year, demonstrating robust operational and strategic progress across its business...

Baptista Research

RELX Plc: These Are The 5 Biggest Challenges Responsible For Our Cautious Outlook!

RELX has reported a solid financial performance for 2024, showcasing the company's strategic progress and operational achievements.

Baptista Research

New Barbarians Podcast Episode #30: Michael Magoulias Publishing, Power, and the Future of Ideas

Michael, the Commercial Director at ssrn, and Phil, a longtime collaborator in academia and finance, discuss recent market trends, including...

William Mann

More Countries Breaking Out; Bullish Outlook Intact; Buys in China, Europe, More; DXY & Yields Top

More Countries Breaking Out; Bullish Outlook Intact $ACWI $EAFE $EEM. More buys in China; Germany continues to lead Europe higher. Will...

Vermilion Research

Remain Risk-On With Market Dynamics Improving; 6+ Month Base Breakouts for MSCI ACWI Ex-US and EAFE

Remain Risk-On With Market Dynamics Improving; 6+ Month Base Breakouts for MSCI $ACWI ex-US and $EAFE; U.S. Dollar $DXY and 10-Year Yields $TNX...

Vermilion Research

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