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>Rockwell Automation's recent quarterly results provided a mixed yet insightful view into the company's current performance and future outlook.</li><li>The company exhibited resilience in a challenging economic environment characterized by policy uncertainty and tariff implementation.</li><li>Rockwell’s initiatives to diversify its supply chain locations and secure alternative sourcing have positioned it to navigate these complexities more adeptly.</li></ul>

Rockwell Automation's recent quarterly results provided a mixed yet insightful view into the company's current performance and future outlook.The company exhibited resilience in a challenging economic environment characterized by policy uncertainty and tariff implementation.Rockwell’s initiatives to diversify its supply chain locations and secure alternative sourcing have positioned it to navigate these complexities more adeptly.

Rockwell Automation: Growth in Key Verticals & Other Factors Driving Our Optimism!

<ul><li>Rockwell Automation's recent earnings provides a detailed overview of its Q1 fiscal 2025 performance and forward-looking statements.</li><li>The company reported a 10% year-over-year increase in orders, but an 8.5% decline in sales, attributable in part to difficult year-over-year comparisons and a sizable product backlog from fiscal 2024.</li><li>This backdrop reflects both the challenges posed by currency headwinds and geopolitical uncertainties, alongside strategic wins that invigorate the company’s outlook.</li></ul>

Rockwell Automation's recent earnings provides a detailed overview of its Q1 fiscal 2025 performance and forward-looking statements.The company reported a 10% year-over-year increase in orders, but an 8.5% decline in sales, attributable in part to difficult year-over-year comparisons and a sizable product backlog from fiscal 2024.This backdrop reflects both the challenges posed by currency headwinds and geopolitical uncertainties, alongside strategic wins that invigorate the company’s outlook.

Rockwell Automation: An Insight Into Its Megaproject Initiatives & Legislative Tracking!

<ul><li>Rockwell Automation's fourth-quarter fiscal 2024 earnings call highlighted a mixed performance with several critical developments worth noting for investors.</li><li>The company faced headwinds with a continued softness in orders, down sequentially by low single digits, contrary to expectations for improvement.</li><li>However, Rockwell demonstrated some resilience by maintaining solid execution, especially in customer service and the profitable growth of its software and digital services, which helped offset channel inventory challenges.</li></ul>

Rockwell Automation's fourth-quarter fiscal 2024 earnings call highlighted a mixed performance with several critical developments worth noting for investors.The company faced headwinds with a continued softness in orders, down sequentially by low single digits, contrary to expectations for improvement.However, Rockwell demonstrated some resilience by maintaining solid execution, especially in customer service and the profitable growth of its software and digital services, which helped offset channel inventory challenges.

Rockwell Automation Inc.: These Are The 7 Biggest Factors Impacting Its Performance In 2025 &Beyond!  - Major Drivers

<ul><li>Rockwell Automation's latest quarterly earnings underscore both strengths and challenges within its business environment, indicating a mixed financial landscape that investors need to consider.</li><li>On the positive side, Rockwell Automation has shown adeptness in managing costs amidst lower order volumes, which has helped sustain margin performance.</li><li>The company has continued to push forward with its cost-cutting initiatives, anticipating $100 million in savings in the latter half of this fiscal year, alongside projections for an additional $120 million in savings next year.</li></ul>

Rockwell Automation's latest quarterly earnings underscore both strengths and challenges within its business environment, indicating a mixed financial landscape that investors need to consider.On the positive side, Rockwell Automation has shown adeptness in managing costs amidst lower order volumes, which has helped sustain margin performance.The company has continued to push forward with its cost-cutting initiatives, anticipating $100 million in savings in the latter half of this fiscal year, alongside projections for an additional $120 million in savings next year.

Rockwell Automation: Expansion of Partnership with NVIDIA & Key Developments - Major Drivers

IPOs and Catalysts/Events, Global Equity Research Ltd

Arun George

IPOs and Catalysts/Events

Uncompromised, Independent, Conflict-Free Research

Global Equity Research Ltd

Global Equity Research was started in 2017 by a group of experienced research professionals. It was founded on a passionate belief in the importance and the need for uncompromised, independent, conflict-free research. We aim to provide differentiated and actionable primary and bottom up fundamental research.

Event-Driven

<ul>
<li>The vote on <a href="https://www.smartkarma.com/entities/pentamaster-corp-bhd" target="_blank" data-smartkarma-citation="entities:15302:1" rel="noopener">Pentamaster Corp (PENT MK)</a> and AchiCapital’s HK$1.00 for <a href="https://www.smartkarma.com/entities/pentamaster-international-ltd" target="_blank" data-smartkarma-citation="entities:31099:1" rel="noopener">Pentamaster International (1665 HK)</a> is on 28 February. Over the last two days, the gross spread has increased to 8.7%.</li>
<li>There are valid arguments for the vote to pass or fail. Despite the IFA’s assertions that the offer is fair and reasonable, it is not and will leave minorities short-changed. </li>
<li>While there is no visible opposition, the share price indicates that an activist could have secured a blocking stake (3.34% of shares, which does not require HKEx disclosure). </li>
</ul>


The vote on Pentamaster Corp (PENT MK) and AchiCapital’s HK$1.00 for Pentamaster International (1665 HK) is on 28 February. Over the last two days, the gross spread has increased to 8.7%.
There are valid arguments for the vote to pass or fail. Despite the IFA’s assertions that the offer is fair and reasonable, it is not and will leave minorities short-changed. 
While there is no visible opposition, the share price indicates that an activist could have secured a blocking stake (3.34% of shares, which does not require HKEx disclosure). 


Pentamaster International (1665 HK): A Deal Break Will Be the Right Result for a Light Offer

United States

Rockwell Automation, Inc. produces industrial automation products. The Company offers products such as control systems, motor control devices, sensors, and industrial control panels. Rockwell Automation markets its products worldwide.

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Rockwell Automation (ROK US)

Rockwell Automation: Growth in Key Verticals & Other Factors Driving Our Optimism!

Rockwell Automation's recent quarterly results provided a mixed yet insightful view into the company's current performance and future outlook. The...

Baptista Research

Rockwell Automation: An Insight Into Its Megaproject Initiatives & Legislative Tracking!

Rockwell Automation's recent earnings provides a detailed overview of its Q1 fiscal 2025 performance and forward-looking statements. The company...

Baptista Research

Rockwell Automation Inc.: These Are The 7 Biggest Factors Impacting Its Performance In 2025 &Beyond! - Major Drivers

Rockwell Automation's fourth-quarter fiscal 2024 earnings call highlighted a mixed performance with several critical developments worth noting for...

Baptista Research

Rockwell Automation: Expansion of Partnership with NVIDIA & Key Developments - Major Drivers

Rockwell Automation's latest quarterly earnings underscore both strengths and challenges within its business environment, indicating a mixed...

Baptista Research

Pentamaster International (1665 HK): A Deal Break Will Be the Right Result for a Light Offer

The share price action suggests a deal break, which would be a fair result for a light offer. It is best to steer clear, as verifying whether a...

Arun George

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