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>Sun Life Financial's second quarter of 2025 showcased both strengths and challenges in its diversified global portfolio.</li><li>The company reported a 4% year-over-year increase in underlying earnings per share, reaching $1.79, while underlying net income surpassed $1 billion.</li><li>Despite facing industry headwinds, particularly in the U.S. dental business, Sun Life exhibited resilience across its broad business spectrum, marked by significant contributions from Asia, Canada, and SLC Management.</li></ul>

Sun Life Financial's second quarter of 2025 showcased both strengths and challenges in its diversified global portfolio.The company reported a 4% year-over-year increase in underlying earnings per share, reaching $1.79, while underlying net income surpassed $1 billion.Despite facing industry headwinds, particularly in the U.S. dental business, Sun Life exhibited resilience across its broad business spectrum, marked by significant contributions from Asia, Canada, and SLC Management.

Sun Life Financial’s AI-Driven Pricing Overhaul – How Will It Impact Medicaid Rates?

<ul><li>Sun Life Financial reported solid financial results for the first quarter of 2025, demonstrating robust earnings across its diversified business portfolio despite a challenging macroeconomic environment.</li><li>The company achieved a notable year-over-year increase in underlying earnings per share by 21%, reaching $1.82.</li><li>The underlying net income rose to a record $1.045 billion, while the reported net income stood at $928 million.</li></ul>

Sun Life Financial reported solid financial results for the first quarter of 2025, demonstrating robust earnings across its diversified business portfolio despite a challenging macroeconomic environment.The company achieved a notable year-over-year increase in underlying earnings per share by 21%, reaching $1.82.The underlying net income rose to a record $1.045 billion, while the reported net income stood at $928 million.

Sun Life Financial’s Asia Playbook Is Winning—Will Bancassurance Fuel the Next Surge?

<ul><li>Sun Life Financial’s Q4 2024 results exhibit a balanced performance marked by strengths and some headwinds.</li><li>The quarter was characterized by growth in multiple segments, while specific challenges were evident primarily in the U.S. operations, particularly within the U.S. Health and Risk Solutions sector.</li><li>The company reported underlying net income of $965 million, slightly down by 2% compared to the prior year.</li></ul>

Sun Life Financial’s Q4 2024 results exhibit a balanced performance marked by strengths and some headwinds.The quarter was characterized by growth in multiple segments, while specific challenges were evident primarily in the U.S. operations, particularly within the U.S. Health and Risk Solutions sector.The company reported underlying net income of $965 million, slightly down by 2% compared to the prior year.

Sun Life Financial: These Are The 6 Biggest Factors Powering Our Optimism!

External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

<ul><li>Sun Life Financial may face challenges in its U.S. Group Benefits business, particularly in dental and stop-loss margins, as suggested by new information for the upcoming earnings report</li><li>Negative readthroughs from other insurers in the industry and potential changes in Medicaid spend under a Republican administration could impact SLF's stock</li><li>Despite trading at a high multiple, SLF's stock may face downside risk based on the current outlook, with a potential mid-teens % downside in a bear case scenario</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

Sun Life Financial may face challenges in its U.S. Group Benefits business, particularly in dental and stop-loss margins, as suggested by new information for the upcoming earnings reportNegative readthroughs from other insurers in the industry and potential changes in Medicaid spend under a Republican administration could impact SLF's stockDespite trading at a high multiple, SLF's stock may face downside risk based on the current outlook, with a potential mid-teens % downside in a bear case scenarioThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Sun Life Financial Inc (SLF) - Monday, Nov 4, 2024

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>In last week's 2/25/25 Compass, we discussed our expectation for near-term downside as the S&amp;P 500 and Nasdaq 100 (QQQ) displayed several bearish short-term developments.</li>
<li>We said don't be surprised if there is a test of the bottom of the range at either 5770-5850 or 5600-5670, where we would be buyers</li>
<li>The S&amp;P 500 and Nasdaq 100 (QQQ) are testing major confluence of support at 5770-5850 and $490-$500, respectively, the first of our potential bottom levels discussed last week.</li>
</ul>


In last week's 2/25/25 Compass, we discussed our expectation for near-term downside as the S&amp;P 500 and Nasdaq 100 (QQQ) displayed several bearish short-term developments.
We said don't be surprised if there is a test of the bottom of the range at either 5770-5850 or 5600-5670, where we would be buyers
The S&amp;P 500 and Nasdaq 100 (QQQ) are testing major confluence of support at 5770-5850 and $490-$500, respectively, the first of our potential bottom levels discussed last week.


S&P 500 and Nasdaq 100 Testing Initial Support; Russell and Nasdaq With Bullish Breadth Divergences

Canada

Sun Life Financial Inc. is an international financial services organization providing a diverse range of wealth accumulation and protection products and services.  The Company provides insurance, mutual funds, annuities, pensions, investment management, trust services, and banking services.  Sun Life serves individuals and corporate customers worldwide.

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Sun Life Financial (SLF US)

Sun Life Financial’s AI-Driven Pricing Overhaul – How Will It Impact Medicaid Rates?

Sun Life Financial's second quarter of 2025 showcased both strengths and challenges in its diversified global portfolio. The company reported a 4%...

Baptista Research

Sun Life Financial’s Asia Playbook Is Winning—Will Bancassurance Fuel the Next Surge?

Sun Life Financial reported solid financial results for the first quarter of 2025, demonstrating robust earnings across its diversified business...

Baptista Research

Sun Life Financial: These Are The 6 Biggest Factors Powering Our Optimism!

Sun Life Financial’s Q4 2024 results exhibit a balanced performance marked by strengths and some headwinds. The quarter was characterized by...

Baptista Research

Sun Life Financial Inc (SLF) - Monday, Nov 4, 2024

Sun Life Financial may face challenges in its U.S. Group Benefits business, particularly in dental and stop-loss margins, as suggested by new...

Value Investors Club (VIC)

S&P 500 and Nasdaq 100 Testing Initial Support; Russell and Nasdaq With Bullish Breadth Divergences

$SPX and $QQQ $NDX Testing Initial Supports at 5770-5850 and $490-$500; Russell 2000 $IWM and Nasdaq 100 Bullish Breadth Divergences (% above 20-...

Vermilion Research

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