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>SM Energy Company recently reported its first quarter 2025 financial and operational results.</li><li>The company provided insights into its operations, production guidance, and capital allocation strategies for the current year while addressing how they might adapt to changing market conditions.</li><li>SM Energy anticipates significant production growth in 2025, projecting a 30% increase in oil production and a 20% rise in total production.</li></ul>

SM Energy Company recently reported its first quarter 2025 financial and operational results.The company provided insights into its operations, production guidance, and capital allocation strategies for the current year while addressing how they might adapt to changing market conditions.SM Energy anticipates significant production growth in 2025, projecting a 30% increase in oil production and a 20% rise in total production.

SM Energy: Expansion in the Uinta Basin & Key Growth Levers!

<ul><li>SM Energy Company’s latest earnings call highlights several critical aspects related to its 2024 financial performance and plans for 2025.</li><li>The company presented both opportunities and challenges that its investors might consider for devising an informed investment thesis.</li><li>On the positive side, SM Energy forecasts a 40% increase in free cash flow for 2025, supported by a 30% growth in oil production.</li></ul>

SM Energy Company’s latest earnings call highlights several critical aspects related to its 2024 financial performance and plans for 2025.The company presented both opportunities and challenges that its investors might consider for devising an informed investment thesis.On the positive side, SM Energy forecasts a 40% increase in free cash flow for 2025, supported by a 30% growth in oil production.

SM Energy: Can It Capitalize On The Exploration and Development Opportunities In The Uinta Basin?

<ul><li>SM Energy, an independent energy company engaged in exploration and production, reported its third quarter results for 2024, marked by significant strategic developments and operational highlights.</li><li>The company's performance this quarter showcases several aspects that are worth examining for investors.</li><li>On the positive side, SM Energy highlighted operational success and welcomed a strategic expansion with the acquisition of assets in the Uinta Basin.</li></ul>

SM Energy, an independent energy company engaged in exploration and production, reported its third quarter results for 2024, marked by significant strategic developments and operational highlights.The company's performance this quarter showcases several aspects that are worth examining for investors.On the positive side, SM Energy highlighted operational success and welcomed a strategic expansion with the acquisition of assets in the Uinta Basin.

SM Energy’s Strategic Capital Moves: Will Their Uinta Basin Bet Pay Off Big? - Major Drivers

<ul><li>SM Energy Company delivered a mixed set of results for the second quarter of 2024, showcasing both strengths and some areas that invite caution.</li><li>Below is a holistic investment thesis and summary based on the company's recent earnings call.</li><li>Starting with the positives, SM Energy posted significant production growth, particularly in the Permian region.</li></ul>

SM Energy Company delivered a mixed set of results for the second quarter of 2024, showcasing both strengths and some areas that invite caution.Below is a holistic investment thesis and summary based on the company's recent earnings call.Starting with the positives, SM Energy posted significant production growth, particularly in the Permian region.

SM Energy Company: Initiation Of Coverage - A Tale Of Strategic Capital Allocation And Optimization Post-Uinta Basin Acquisition! - Major Drivers

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>Semiconductors (SMH,SOXX,NVDA,AVGO) have been leadership since late-2022, but they're extended and starting to see profit taking as market participants rotate into other laggard areas of the market (especially Energy).</li>
<li>The question is whether this new trend lasts a few days, or if this is the start of longer-term trend.</li>
<li>If there will be any lasting rotation away from Technology/semiconductors, SPX and QQQ would need to break strong short-term supports at 5370-5380 and $468-469, respectively. Until then, Tech/semis remain leadership</li>
</ul>


Semiconductors (SMH,SOXX,NVDA,AVGO) have been leadership since late-2022, but they're extended and starting to see profit taking as market participants rotate into other laggard areas of the market (especially Energy).
The question is whether this new trend lasts a few days, or if this is the start of longer-term trend.
If there will be any lasting rotation away from Technology/semiconductors, SPX and QQQ would need to break strong short-term supports at 5370-5380 and $468-469, respectively. Until then, Tech/semis remain leadership


Rotation Is the Lifeblood of a Bull Market; Still Bullish; Supports at SPX 5370-5380, QQQ $468-469

United States

SM Energy Company is an independent energy company that explores for and produces natural gas and crude oil.  The Company's operations are focused on The ArkLaTex, Gulf Coast, Mid-Continent, Rocky Mountains, and Permian Basin regions.

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Sm Energy Co (SM US)

SM Energy: Expansion in the Uinta Basin & Key Growth Levers!

SM Energy Company recently reported its first quarter 2025 financial and operational results. The company provided insights into its operations,...

Baptista Research

SM Energy: Can It Capitalize On The Exploration and Development Opportunities In The Uinta Basin?

SM Energy Company’s latest earnings call highlights several critical aspects related to its 2024 financial performance and plans for 2025. The...

Baptista Research

SM Energy’s Strategic Capital Moves: Will Their Uinta Basin Bet Pay Off Big? - Major Drivers

SM Energy, an independent energy company engaged in exploration and production, reported its third quarter results for 2024, marked by significant...

Baptista Research

SM Energy Company: Initiation Of Coverage - A Tale Of Strategic Capital Allocation And Optimization Post-Uinta Basin Acquisition! - Major Drivers

SM Energy Company delivered a mixed set of results for the second quarter of 2024, showcasing both strengths and some areas that invite...

Baptista Research

Rotation Is the Lifeblood of a Bull Market; Still Bullish; Supports at SPX 5370-5380, QQQ $468-469

Rotation is the Lifeblood of a Bull Market; Bullish Outlook Intact; Expecting Short-term Support at $SPX 5370-5380 and $QQQ $468-469 (20-day MAs...

Vermilion Research

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