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>SS&C Technologies Holdings, Inc.</li><li>concluded its Q4 and full year 2023 earnings call with a positive outlook on its recent results and crucial growth areas for the upcoming year.</li><li>The company reported record adjusted revenue of $1.412 billion in Q4, an increase of 5.5% from the previous quarter.</li></ul>

SS&C Technologies Holdings, Inc.concluded its Q4 and full year 2023 earnings call with a positive outlook on its recent results and crucial growth areas for the upcoming year.The company reported record adjusted revenue of $1.412 billion in Q4, an increase of 5.5% from the previous quarter.

SS&C Technologies: Successful Launch of DomaniRx & 5 Other Factors Driving Their Growth! - Financial Forecasts

<ul><li>SS&C delivered mixed results for the previous quarter, with revenues above the analyst consensus.</li><li>The company's strength was evident in its alternative business, particularly private markets, which saw a significant growth of over 20%, as well as in its Intralinks and retirement businesses.</li><li>SS&C plans to focus on expense management, prioritize innovation, and continue product rollouts.</li></ul>

SS&C delivered mixed results for the previous quarter, with revenues above the analyst consensus.The company's strength was evident in its alternative business, particularly private markets, which saw a significant growth of over 20%, as well as in its Intralinks and retirement businesses.SS&C plans to focus on expense management, prioritize innovation, and continue product rollouts.

SS&C Technologies Holdings Inc.: Can The New SS&C Flex Become A Major Catalyst For Revenue Growth? – Key Drivers

<ul><li>SS&C Technologies delivered a mixed set of results for the previous quarter with revenues above analyst expectations but below-par earnings.</li><li>With a focus on innovation and investment in key areas, SS&C Technologies saw growth in various segments, including alternatives, global investor and distribution services, retirement, and the Institutional and Investment Manager segment.</li><li>SS&C Technologies' strong financial performance and customer satisfaction are anticipated to position the company as a trusted partner in the financial services sector.</li></ul>

SS&C Technologies delivered a mixed set of results for the previous quarter with revenues above analyst expectations but below-par earnings.With a focus on innovation and investment in key areas, SS&C Technologies saw growth in various segments, including alternatives, global investor and distribution services, retirement, and the Institutional and Investment Manager segment.SS&C Technologies' strong financial performance and customer satisfaction are anticipated to position the company as a trusted partner in the financial services sector.

<ul><li>SS&C delivered a decent result in the last quarter of 2022 despite a challenging operating environment for SS&C Technologies.</li><li>Adjusted organic revenue was flat in line.</li><li>In the quarter, SS&C Technologies acquired a specialized Colorado-based fund administrator, Complete Financial Ops, that focuses on private equity as well as family offices.</li></ul>

SS&C delivered a decent result in the last quarter of 2022 despite a challenging operating environment for SS&C Technologies.Adjusted organic revenue was flat in line.In the quarter, SS&C Technologies acquired a specialized Colorado-based fund administrator, Complete Financial Ops, that focuses on private equity as well as family offices.

SS&C Technologies Holdings Inc.: 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 EGM to approve the <a href="https://www.smartkarma.com/entities/pexa-group-ltd" target="_blank" data-smartkarma-citation="entities:34716:1" rel="noopener">PEXA Group (PXA AU)</a> distribution of <a href="https://www.smartkarma.com/entities/link-administration-holdings-ltd" target="_blank" data-smartkarma-citation="entities:970:1" rel="noopener">Link Administration (LNK AU)</a>’s remaining 38.49% stake is on 23 December. Shareholders get one PEXA share per 7.52 Link shares.</li>
<li>This marks the latest move to unlock the underlying value by pursuing a breakup strategy. Discussions continue on DND's acquisition of the CM and the BCM business for A$1.27 billion.  </li>
<li>Our base-case SoTP value is A$4.42 per share, which is 28% above the last close. If you haven’t been turned off by the Link saga, it is worth a look.</li>
</ul>


The EGM to approve the PEXA Group (PXA AU) distribution of Link Administration (LNK AU)’s remaining 38.49% stake is on 23 December. Shareholders get one PEXA share per 7.52 Link shares.
This marks the latest move to unlock the underlying value by pursuing a breakup strategy. Discussions continue on DND's acquisition of the CM and the BCM business for A$1.27 billion.  
Our base-case SoTP value is A$4.42 per share, which is 28% above the last close. If you haven’t been turned off by the Link saga, it is worth a look.


Link Admin (LNK AU) Sets in Motion a Strategy to Realise Underlying Value

United States

SS&C Technologies Holdings, Inc. develops and markets computer software for financial services providers.  The software enables trading and modeling, portfolio management and reporting, accounting, performance measurement, reconciliation, reporting, processing, and clearing.

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SS&C Technologies (SSNC US)

SS&C Technologies: Successful Launch of DomaniRx & 5 Other Factors Driving Their Growth! - Financial Forecasts

SS&C Technologies Holdings, Inc. concluded its Q4 and full year 2023 earnings call with a positive outlook on its recent results and crucial...

Baptista Research

SS&C Technologies Holdings Inc.: Can The New SS&C Flex Become A Major Catalyst For Revenue Growth? – Key Drivers

SS&C delivered mixed results for the previous quarter, with revenues above the analyst consensus. The company's strength was evident in its...

Baptista Research

SS&C Technologies Holdings: New Products

SS&C Technologies delivered a mixed set of results for the previous quarter with revenues above analyst expectations but below-par...

Baptista Research

SS&C Technologies Holdings Inc.: Major Drivers

SS&C delivered a decent result in the last quarter of 2022 despite a challenging operating environment for SS&C Technologies. Adjusted...

Baptista Research

Link Admin (LNK AU) Sets in Motion a Strategy to Realise Underlying Value

The PEXA distribution marks the latest move to unlock the underlying value by pursuing a breakup strategy. If you haven’t been turned off by the...

Arun George

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