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 has presented a robust financial performance for the first half of the year, accomplishing considerable growth across its various business segments.</li>
<li>The highlight includes a 7% increase in underlying revenue and a 10% rise in underlying adjusted operating profit.</li>
<li>The adjusted earnings per share also grew by 10% at constant currency, reflecting a persistent upward trend in the company's profitability.</li>
</ul>


RELX has presented a robust financial performance for the first half of the year, accomplishing considerable growth across its various business segments.
The highlight includes a 7% increase in underlying revenue and a 10% rise in underlying adjusted operating profit.
The adjusted earnings per share also grew by 10% at constant currency, reflecting a persistent upward trend in the company's profitability.


RELX Plc: How Are They Executing The Expansion in Risk and Analytics?

<ul>
<li>RELX, a multinational information and analytics company, presented its strong financial results for 2023 and outlined its future strategies.</li>
<li>The company reported an underlying revenue growth of 8% and an adjusted operating profit growth of 13%.</li>
<li>The full year dividend in pound sterling saw a proposed 8% increase.</li>
</ul>


RELX, a multinational information and analytics company, presented its strong financial results for 2023 and outlined its future strategies.
The company reported an underlying revenue growth of 8% and an adjusted operating profit growth of 13%.
The full year dividend in pound sterling saw a proposed 8% increase.


RELX PLC: Strong Reception to New Product Launches & 5 Other Factors Driving Growth in 2024!

<ul>
<li>Relx had a decent financial performance in the recent quarter and is being driven by a continued shift in the business mix toward higher-growth analytics and decision tools that provide increased value to their clients across market categories.</li>
<li>The underlying adjusted operating profit increased by 16%.</li>
<li>All four business segments expanded well, with underlying adjusted operating profit growth matching or exceeding underlying sales growth.</li>
</ul>


Relx had a decent financial performance in the recent quarter and is being driven by a continued shift in the business mix toward higher-growth analytics and decision tools that provide increased value to their clients across market categories.
The underlying adjusted operating profit increased by 16%.
All four business segments expanded well, with underlying adjusted operating profit growth matching or exceeding underlying sales growth.


Relx Plc: Diving Deep into Their Growth Strategies! – Key Drivers

Asset Allocation & Fund Positioning, Copley Fund Research

Steven Holden

Asset Allocation & Fund Positioning

Copley Fund Research

Copley Fund Research provide research and data on asset allocation among Global and Emerging Market equity funds.  The analysis details absolute and relative positioning across countries, sectors and industries together with highly granular data on single stock and single fund allocations.  The data is updated monthly with time series going back to January 2011.

Global Research - Analysis of 165 prominent Global equity funds, combined AUM $335bn
GEM Research - Analysis of 127 prominent global EM equity funds, combined AUM $250bn

Asset Allocation - Global and GEM Equity

<ul>
<li>UK Fund exposure in Softcat PLC has reached new highs.  The percentage of UK funds invested in Softcat now stands at a record 17.3% with average holding weights of 0.21%</li>
<li>Softcat PLC moves to the 5th most widely held Technology stock in the UK, sharing similar ownership characteristics to Spirent Communications, Halma PLC and Oxford Instruments.</li>
<li>With Softcat approaching the boundaries of FTSE 100 inclusion, it’s not hard to envisage investment levels moving higher from here.</li>
</ul>


UK Fund exposure in Softcat PLC has reached new highs.  The percentage of UK funds invested in Softcat now stands at a record 17.3% with average holding weights of 0.21%
Softcat PLC moves to the 5th most widely held Technology stock in the UK, sharing similar ownership characteristics to Spirent Communications, Halma PLC and Oxford Instruments.
With Softcat approaching the boundaries of FTSE 100 inclusion, it’s not hard to envisage investment levels moving higher from here.


Softcat PLC: Record Overweight as UK Managers Buy In

United Kingdom

RELX is a global provider of information-based analytics and decision tools for professional and business customers. It operates across four main market segments: Scientific, Technical & Medical; Risk & Business Analytics; Legal; and Exhibitions, offering services like scientific journals, data analytics, legal research, and event organization. The company is headquartered in London, England, and was founded in 1993 through the merger of Reed International and Elsevier.

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RELX (REL LN)

RELX Plc: How Are They Executing The Expansion in Risk and Analytics?

RELX has presented a robust financial performance for the first half of the year, accomplishing considerable growth across its various business...

Baptista Research

RELX PLC: Strong Reception to New Product Launches & 5 Other Factors Driving Growth in 2024!

RELX, a multinational information and analytics company, presented its strong financial results for 2023 and outlined its future strategies. The...

Baptista Research

Relx Plc: Diving Deep into Their Growth Strategies! – Key Drivers

Relx had a decent financial performance in the recent quarter and is being driven by a continued shift in the business mix toward higher-growth...

Baptista Research

Softcat PLC: Record Overweight as UK Managers Buy In

UK active long-only fund exposure in Softcat PLC has hit record highs as it approaches the boundaries of FTSE 100 inclusion.

Steven Holden

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