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>Southwest Airlines Co.'s Q1 2024 earnings reveal a mixed bag with several strengths and challenges.</li><li>The company reported record Q1 operating revenues and passengers, marking the eighth consecutive quarter of record top-line performance.</li><li>Managed business revenues were up 25% year-over-year, and the company saw an improvement in almost all operational and customer metrics.</li></ul>

Southwest Airlines Co.'s Q1 2024 earnings reveal a mixed bag with several strengths and challenges.The company reported record Q1 operating revenues and passengers, marking the eighth consecutive quarter of record top-line performance.Managed business revenues were up 25% year-over-year, and the company saw an improvement in almost all operational and customer metrics.

Southwest Airlines: Revenue Enhancement through Robust Marketing and RM System Tuning! - Major Drivers

<ul><li>Southwest Airlines Co.'s fourth-quarter 2023 earnings underscored some significant strides the company has taken over the past year, balanced by the ongoing challenges that the airline industry continues to face.</li><li>In terms of the positive highlights, CEO Bob Jordan commended the company for its impressive resilience, noting that they had successfully implemented a comprehensive winter weather action plan, fully staffed their operation, and restored their network following a disruptive winter storm in 2022.</li><li>Furthermore, the company saw improvement in almost every operational metric, maintained a 99% completion factor across the year, and secured nine labor agreements in a year.</li></ul>

Southwest Airlines Co.'s fourth-quarter 2023 earnings underscored some significant strides the company has taken over the past year, balanced by the ongoing challenges that the airline industry continues to face.In terms of the positive highlights, CEO Bob Jordan commended the company for its impressive resilience, noting that they had successfully implemented a comprehensive winter weather action plan, fully staffed their operation, and restored their network following a disruptive winter storm in 2022.Furthermore, the company saw improvement in almost every operational metric, maintained a 99% completion factor across the year, and secured nine labor agreements in a year.

Southwest Airlines: Recovering Demand and Network Optimization! - Major Drivers

<ul><li>Southwest Airlines managed to exceed analyst expectations in terms of revenue as well as earnings.</li><li>The demand environment, particularly for leisure travel, is resilient as it sees solid bookings all over this busy summer travel season.</li><li>We give Southwest Airlines a 'Hold' rating with a revised target price.</li></ul>

Southwest Airlines managed to exceed analyst expectations in terms of revenue as well as earnings.The demand environment, particularly for leisure travel, is resilient as it sees solid bookings all over this busy summer travel season.We give Southwest Airlines a 'Hold' rating with a revised target price.

Southwest Airlines Company: 4 Key Factors Driving Their Future Growth - Financial Forecasts

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Thematic (Sector/Industry)

<ul><li>The number of weekly flights between China and the U.S. will increase again next month, sparking hopes that more supply will put downward pressure on sky-high ticket prices.</li><li>But industry insiders warned that the cost of a ticket won’t drop significantly anytime soon, as low travel demand means American airlines are taking a “cautious” approach to resuming operations.</li><li>From Nov. 9, Chinese carriers will be able to operate 35 weekly round-trips to the U.S., according to a U.S. Department of Transportation order issued Friday. </li></ul>

The number of weekly flights between China and the U.S. will increase again next month, sparking hopes that more supply will put downward pressure on sky-high ticket prices.But industry insiders warned that the cost of a ticket won’t drop significantly anytime soon, as low travel demand means American airlines are taking a “cautious” approach to resuming operations.From Nov. 9, Chinese carriers will be able to operate 35 weekly round-trips to the U.S., according to a U.S. Department of Transportation order issued Friday. 

More China-U.S. Flights Unlikely to Bring Down High Ticket Prices 

Equity Capital Markets

Southwest Airlines Co / Equity Capital Markets

<ul><li>Southwest Airlines had a disastrous quarter and failed to meet the revenue expectations of Wall Street while continuing to face a variety of new difficulties.</li><li>Also, consumer refunds and reimbursements continue to be a top priority as they remain laser-focused on their clients and future plans.</li><li>Although disappointing, Southwest Airlines anticipates another loss in Q1 of this year due to a drag on revenue from the operational disruption.</li></ul>

Southwest Airlines had a disastrous quarter and failed to meet the revenue expectations of Wall Street while continuing to face a variety of new difficulties.Also, consumer refunds and reimbursements continue to be a top priority as they remain laser-focused on their clients and future plans.Although disappointing, Southwest Airlines anticipates another loss in Q1 of this year due to a drag on revenue from the operational disruption.

United States

Southwest Airlines Co. is a domestic airline that provides primarily short-haul, high-frequency, point-to-point service.  The Company offers flights throughout the United States.

Southwest Airlines Co (LUV US)

Southwest Airlines: Revenue Enhancement through Robust Marketing and RM System Tuning! - Major Drivers

Southwest Airlines Co.'s Q1 2024 earnings reveal a mixed bag with several strengths and challenges. The company reported record Q1 operating...

Baptista Research

Southwest Airlines: Recovering Demand and Network Optimization! - Major Drivers

Southwest Airlines Co.'s fourth-quarter 2023 earnings underscored some significant strides the company has taken over the past year, balanced by...

Baptista Research

Southwest Airlines Company: 4 Key Factors Driving Their Future Growth - Financial Forecasts

Southwest Airlines managed to exceed analyst expectations in terms of revenue as well as earnings. The demand environment, particularly for...

Baptista Research

More China-U.S. Flights Unlikely to Bring Down High Ticket Prices

The number of weekly flights between China and the U. S. will increase again next month, sparking hopes that more supply will put downward...

Caixin Global

Southwest Airlines Co.: Major Drivers

Southwest Airlines had a disastrous quarter and failed to meet the revenue expectations of Wall Street while continuing to face a variety of new...

Baptista Research