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 demonstrated a mixed performance in the first quarter of 2025, highlighting both progress in strategic initiatives and challenges faced due to the macroeconomic environment.</li><li>The company's revenue strategy transformation seems to be bearing fruit, as indicated by record operating revenues of $6.4 billion, driven by a 3.5% increase in revenue per available seat mile (RASM).</li><li>Key initiatives contributing to this include amendments to their agreement with Chase, enhancements to the Rapid Rewards program, and expanded distribution channels like Expedia.Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.</li></ul>

Southwest Airlines demonstrated a mixed performance in the first quarter of 2025, highlighting both progress in strategic initiatives and challenges faced due to the macroeconomic environment.The company's revenue strategy transformation seems to be bearing fruit, as indicated by record operating revenues of $6.4 billion, driven by a 3.5% increase in revenue per available seat mile (RASM).Key initiatives contributing to this include amendments to their agreement with Chase, enhancements to the Rapid Rewards program, and expanded distribution channels like Expedia.Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.

Southwest Airlines: Expansion into New Distribution Channels Like Expedia & Google Flights To Boost Customer Base & Revenue Over Time!

<ul><li>The outlook for Southwest Airlines has become significantly murkier in recent weeks.</li><li>The low-cost carrier, once renowned for its no-frills reliability and customer-friendly policies, is now in the midst of the most aggressive transformation in its 53-year history.</li><li>From the sudden introduction of bag fees and basic economy to sweeping cost-cutting measures and a major executive reshuffling, Southwest is making a full pivot to stay competitive in a challenging environment.</li></ul>

The outlook for Southwest Airlines has become significantly murkier in recent weeks.The low-cost carrier, once renowned for its no-frills reliability and customer-friendly policies, is now in the midst of the most aggressive transformation in its 53-year history.From the sudden introduction of bag fees and basic economy to sweeping cost-cutting measures and a major executive reshuffling, Southwest is making a full pivot to stay competitive in a challenging environment.

Southwest Airlines Is Facing Turbulence: How Trump's Tariffs Are Disrupting Its Turnaround Plan!

Oil and Gas, Mint Finance

Suhas Reddy

Oil and Gas

Deep Fundamental Analysis

Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

<ul>
<li>BP will increase oil and gas spending to USD 10 billion annually through 2027, comprising 66%-70% of total capex, while slashing renewable energy investments by over USD 5 billion. </li>
<li>BP reduced its quarterly buybacks to USD 0.75–1 billion from USD 1.75 billion and lowered annual capex to USD 13–15 billion through 2027.  </li>
<li>Elliott Investment Management is reportedly dissatisfied with BP’s strategy reset, criticizing it for lacking urgency and ambition, potentially prompting further strategic adjustments from the company. </li>
</ul>


BP will increase oil and gas spending to USD 10 billion annually through 2027, comprising 66%-70% of total capex, while slashing renewable energy investments by over USD 5 billion. 
BP reduced its quarterly buybacks to USD 0.75–1 billion from USD 1.75 billion and lowered annual capex to USD 13–15 billion through 2027.  
Elliott Investment Management is reportedly dissatisfied with BP’s strategy reset, criticizing it for lacking urgency and ambition, potentially prompting further strategic adjustments from the company. 


BP’s Strategy Reset Stumbles as Dividend Cut, Oil & Gas Output Target Disappoints

<ul><li>Southwest Airlines reported its fourth-quarter and full-year 2024 financial performance, which reflects several strategic developments and operational adjustments.</li><li>The airline's performance in 2024 marked a pivotal year in its ongoing transformation plan dubbed "Southwest.</li><li>Even Better", aimed at improving efficiency, reducing costs, and enhancing customer experience.</li></ul>

Southwest Airlines reported its fourth-quarter and full-year 2024 financial performance, which reflects several strategic developments and operational adjustments.The airline's performance in 2024 marked a pivotal year in its ongoing transformation plan dubbed "Southwest.Even Better", aimed at improving efficiency, reducing costs, and enhancing customer experience.

Southwest Airlines: An Insight Into Its Fleet Optimization Strategy to Maximize Economic Benefits!

<ul><li>Southwest Airlines presented its third-quarter 2024 earnings, incorporating updates regarding its operational performance, revenue outcomes, and strategic initiatives as outlined in its Southwest Even Better transformational plan.</li><li>The management team, spearheaded by CEO Bob Jordan, detailed achievements and ongoing activities aligned with their strategic goals of enhancing shareholder value and optimizing customer service.</li><li>Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.</li></ul>

Southwest Airlines presented its third-quarter 2024 earnings, incorporating updates regarding its operational performance, revenue outcomes, and strategic initiatives as outlined in its Southwest Even Better transformational plan.The management team, spearheaded by CEO Bob Jordan, detailed achievements and ongoing activities aligned with their strategic goals of enhancing shareholder value and optimizing customer service.Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.

Southwest Airlines Co.: What Is Their Latest Fleet Monetization Strategy? - Major Drivers

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.

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Southwest Airlines Co (LUV US)

Southwest Airlines: Expansion into New Distribution Channels Like Expedia & Google Flights To Boost Customer Base & Revenue Over Time!

Southwest Airlines demonstrated a mixed performance in the first quarter of 2025, highlighting both progress in strategic initiatives and...

Baptista Research

Southwest Airlines Is Facing Turbulence: How Trump's Tariffs Are Disrupting Its Turnaround Plan!

The outlook for Southwest Airlines has become significantly murkier in recent weeks. The low-cost carrier, once renowned for its no-frills...

Baptista Research

BP’s Strategy Reset Stumbles as Dividend Cut, Oil & Gas Output Target Disappoints

BP plans to increase oil and gas spending while cutting back on renewable energy investments. Elliott Investment Management criticizes this...

Mint Finance

Southwest Airlines: An Insight Into Its Fleet Optimization Strategy to Maximize Economic Benefits!

Southwest Airlines reported its fourth-quarter and full-year 2024 financial performance, which reflects several strategic developments and...

Baptista Research

Southwest Airlines Co.: What Is Their Latest Fleet Monetization Strategy? - Major Drivers

Southwest Airlines presented its third-quarter 2024 earnings, incorporating updates regarding its operational performance, revenue outcomes, and...

Baptista Research

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Market Cap (USDm)

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Southwest Airlines: Expansion into New Distribution Channels Like Expedia & Google Flights To Boost Customer Base & Revenue Over Time!

Southwest Airlines demonstrated a mixed performance in the first quarter of 2025, highlighting both progress in strategic initiatives and...

Baptista Research

Southwest Airlines Is Facing Turbulence: How Trump's Tariffs Are Disrupting Its Turnaround Plan!

The outlook for Southwest Airlines has become significantly murkier in recent weeks. The low-cost carrier, once renowned for its no-frills...

Baptista Research

BP’s Strategy Reset Stumbles as Dividend Cut, Oil & Gas Output Target Disappoints

​BP plans to increase oil and gas spending while cutting back on renewable energy investments. Elliott Investment Management criticizes this...

Mint Finance

Southwest Airlines: An Insight Into Its Fleet Optimization Strategy to Maximize Economic Benefits!

Southwest Airlines reported its fourth-quarter and full-year 2024 financial performance, which reflects several strategic developments and...

Baptista Research

Southwest Airlines Co.: What Is Their Latest Fleet Monetization Strategy? - Major Drivers

Southwest Airlines presented its third-quarter 2024 earnings, incorporating updates regarding its operational performance, revenue outcomes, and...

Baptista Research

BP plans to increase oil and gas spending while cutting back on renewable energy investments. Elliott Investment Management criticizes this...