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>Stericycle's Q1 2024 earnings reflected a mixture of positives and challenges as assessed by the management team during the presentation and subsequent discussions.</li><li>CEO Cindy Miller noted that adjusted earnings per share increased by $0.08 to $0.57, and adjusted EBITDA rose by $4.9 million to $116.2 million compared to the same quarter the previous year, indicating disciplined execution across key business priorities.</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>

Stericycle's Q1 2024 earnings reflected a mixture of positives and challenges as assessed by the management team during the presentation and subsequent discussions.CEO Cindy Miller noted that adjusted earnings per share increased by $0.08 to $0.57, and adjusted EBITDA rose by $4.9 million to $116.2 million compared to the same quarter the previous year, indicating disciplined execution across key business priorities.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.

Stericycle Inc.: Initiation Of Coverage - An Insight Into Their Business Strategy! - Major Drivers

<ul><li>This is a special one-time report on Stericycle as the company is exploring a sale.</li><li>Its recent results paint a largely positive picture for the company, with some minor setbacks due to the implementation of the new ERP system.</li><li>As Stericycle explores a potential sale, the company continues to target improvements in operations to increase efficiency and reduce costs, with expectations of improved results in the coming quarters.</li></ul>

This is a special one-time report on Stericycle as the company is exploring a sale.Its recent results paint a largely positive picture for the company, with some minor setbacks due to the implementation of the new ERP system.As Stericycle explores a potential sale, the company continues to target improvements in operations to increase efficiency and reduce costs, with expectations of improved results in the coming quarters.

Stericycle Inc. – What Factors Will Lead To The Company Getting Acquired? What Valuation Can It Extract? - Key Drivers

Selected Quarterly & Annual Newsletters from Funds, Fund Newsletters

Fund Newsletters

Selected Quarterly & Annual Newsletters from Funds

<ul><li>Summers Value Partners is a boutique value manager that uses a focused, long-term approach to investing in areas of the market where most managers are unwilling or unable to participate.</li><li>The Summers Value Fund LP (“the Fund”) returned -25.9% net in the first half of 2022.</li><li>The majority of our decline took place in the first quarter as we were too slow to react to the Fed’s decision to increase interest rates and shrink its balance sheet to cool the over-heated economy.</li><li>The next stage of the bear market will most likely involve lower corporate earnings due to a more challenging businessclimate and reducedaccess to capital.</li></ul>

Summers Value Partners is a boutique value manager that uses a focused, long-term approach to investing in areas of the market where most managers are unwilling or unable to participate.The Summers Value Fund LP (“the Fund”) returned -25.9% net in the first half of 2022.The majority of our decline took place in the first quarter as we were too slow to react to the Fed’s decision to increase interest rates and shrink its balance sheet to cool the over-heated economy.The next stage of the bear market will most likely involve lower corporate earnings due to a more challenging businessclimate and reducedaccess to capital.

Summers Value Partners Q2 2022 Investor Letter

Leading Independent Investment Research, Morningstar, Inc.

Morningstar

Leading Independent Investment Research

Morningstar, Inc.

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. 

Morningstar provides data on more than 500,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 16 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries, with more than $180 billion in assets under advisement or management as of June 30, 2015. We have operations in 27 countries.

Download the Morningstar Fact Sheet : http://corporate.morningstar.com/US/documents/MarketingFactSheets/AboutMorningstarFactsheet.pdf

Thematic (Sector/Industry)

<p>The Best Ideas list is a compilation of stock ideas sourced from Morningstar’s global equity research team. With more than 100 analysts covering nearly 1,500 companies, we’re able to provide a wide variety of what we believe are attractively priced securities looking across sectors, industries, and geographies. Best Ideas are nominated by analysts and approved by managers in addition to the normal due diligence processes that precede our published research and ratings.</p><p>The list may include a broad mix of quality and risk characteristics to meet varying investor needs, including no-, narrow-, and wide-moat companies as well as the full spectrum of uncertainty ratings from low to very high. Most or all of the highlighted stocks will be trading at a discount to our estimate of intrinsic value, indicating improved odds of capital appreciation.</p>

The Best Ideas list is a compilation of stock ideas sourced from Morningstar’s global equity research team. With more than 100 analysts covering nearly 1,500 companies, we’re able to provide a wide variety of what we believe are attractively priced securities looking across sectors, industries, and geographies. Best Ideas are nominated by analysts and approved by managers in addition to the normal due diligence processes that precede our published research and ratings.The list may include a broad mix of quality and risk characteristics to meet varying investor needs, including no-, narrow-, and wide-moat companies as well as the full spectrum of uncertainty ratings from low to very high. Most or all of the highlighted stocks will be trading at a discount to our estimate of intrinsic value, indicating improved odds of capital appreciation.

Asia-Focused Industry Research, Speeda Research

Speeda

Asia-Focused Industry Research

Speeda Research

Speeda Research analysts cover China, Japan, India and SEA on the latest trends and topics. We have analysts of diverse nationalities who are able to access information in their respective local languages to provide customers with comprehensive reports. With access to private company data in these regions, Speeda Research is also able to provide insights into niche sectors which are not usually covered by other parties. We are also able to undertake ad hoc company and industry research reports.

<h2>What are the Alternative Taxes and Tariffs Under Consideration and the Objective and the Nature of Each Option?</h2><p>In the US, the Trump Administration is considering a variety of options to contain the increasing trade deficit, particularly with regard to one the US’ trading partners, Mexico. In 2015, the United States had a USD67bn trade deficit with Mexico in automobiles and auto parts. USD50.5bn in vehicles were shipped to the US from Mexico in 2015. Total exports in auto parts for OEMs and the…</p>

What are the Alternative Taxes and Tariffs Under Consideration and the Objective and the Nature of Each Option?In the US, the Trump Administration is considering a variety of options to contain the increasing trade deficit, particularly with regard to one the US’ trading partners, Mexico. In 2015, the United States had a USD67bn trade deficit with Mexico in automobiles and auto parts. USD50.5bn in vehicles were shipped to the US from Mexico in 2015. Total exports in auto parts for OEMs and the…

Trump Tax Impact on US-Mexico Auto Industry Could Have Greatest Impact on Mazda/Mitsubishi

United States

Stericycle, Inc. provides regulated medical waste management services.  The Company offers waste collection, transportation, treatment, and disposal to customers in the United States, Canada, Mexico, Argentina, Chile, the United Kingdom and Ireland.

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Stericycle Inc (SRCL US)

Stericycle Inc.: Initiation Of Coverage - An Insight Into Their Business Strategy! - Major Drivers

Stericycle's Q1 2024 earnings reflected a mixture of positives and challenges as assessed by the management team during the presentation and...

Baptista Research

Stericycle Inc. – What Factors Will Lead To The Company Getting Acquired? What Valuation Can It Extract? - Key Drivers

This is a special one-time report on Stericycle as the company is exploring a sale. Its recent results paint a largely positive picture for the...

Baptista Research

Summers Value Partners Q2 2022 Investor Letter

Summers Value Partners is a boutique value manager that uses a focused, long-term approach to investing in areas of the market where most managers...

Fund Newsletters

Best Ideas List for January 2019

The Best Ideas list is a compilation of stock ideas sourced from Morningstar’s global equity research team. With more than 100 analysts covering...

Morningstar, Inc.

Trump Tax Impact on US-Mexico Auto Industry Could Have Greatest Impact on Mazda/Mitsubishi

What are the Alternative Taxes and Tariffs Under Consideration and the Objective and the Nature of Each Option?In the US, the Trump Administration...

Speeda Research

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