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>Sunrun is a renewable energy company that had a strong fourth quarter and a full-year result in 2023.</li><li>The company exceeded its guidance on storage capacity installation and landed in its guidance range on installed solar capacity.</li><li>As a result, there were significant increases in its subscriber values, up 7% from Q3 and 18% year-over-year.</li></ul>

Sunrun is a renewable energy company that had a strong fourth quarter and a full-year result in 2023.The company exceeded its guidance on storage capacity installation and landed in its guidance range on installed solar capacity.As a result, there were significant increases in its subscriber values, up 7% from Q3 and 18% year-over-year.

Sunrun Inc: Improved Demand & Storage Adoption Changing The Game! - Major Drivers

Providing investors with a balanced perspective, Massif Capital

Massif Capital Research

Providing investors with a balanced perspective

Massif Capital

Research focused on providing investors with a balanced perspective on the environmental and economic realities of achieving a carbon-neutral economy for businesses within the Energy, Basic Materials and Industrial industries.

The Massif Capital Real Asset Strategy is a global long/short equity strategy built around bottom-up stock picking. We are focused on creating a portfolio of businesses from within the Energy, Basic Materials and Industrial sectors that balance the environmental and economic realities of achieving a carbon-neutral economy.

Thematic (Sector/Industry)

<div><ul><li>Renewables as extractive industries: Renewable energy sources like wind and solar are extractive industries that depend on the “grade” of the natural resource to achieve sustainability, a three-dimensional concept that includes economics, social acceptance, and environmental considerations.</li><li>The problem of low-grade resources: Deploying renewables in areas where the resource grade is too low imposes macro-level costs on the electrical system and reduces its economic and environmental sustainability through the inefficient deployment of limited resources.</li><li>The problem of high-grade resources: Deploying too many renewables in areas where the resource grade is high causes value deflation, lowers the revenue of the projects, and impairs micro-level sustainability.</li></ul></div>

Renewables as extractive industries: Renewable energy sources like wind and solar are extractive industries that depend on the “grade” of the natural resource to achieve sustainability, a three-dimensional concept that includes economics, social acceptance, and environmental considerations.The problem of low-grade resources: Deploying renewables in areas where the resource grade is too low imposes macro-level costs on the electrical system and reduces its economic and environmental sustainability through the inefficient deployment of limited resources.The problem of high-grade resources: Deploying too many renewables in areas where the resource grade is high causes value deflation, lowers the revenue of the projects, and impairs micro-level sustainability.

<ul><li>Sunrun Inc. delivered a mixed result in the recent quarter, with revenues below market expectations but surpassed the analyst consensus regarding earnings.</li><li>The storage attachment rate surged to over 33% of installations in Q3, a significant rise from 15% at the beginning of the year.</li><li>Despite challenges in the Californian market due to policy changes, Sunrun launched its new add-on storage product for solar clients in California.</li></ul>

Sunrun Inc. delivered a mixed result in the recent quarter, with revenues below market expectations but surpassed the analyst consensus regarding earnings.The storage attachment rate surged to over 33% of installations in Q3, a significant rise from 15% at the beginning of the year.Despite challenges in the Californian market due to policy changes, Sunrun launched its new add-on storage product for solar clients in California.

Sunrun Inc.: Expansion of Clean Energy Across the US - What's the Future Outlook? - Major Drivers

<ul><li>Sunrun Inc. delivered mixed results in the quarter, with revenues below analysts' anticipations but above-par earnings.</li><li>In Q2, Sunrun added more than 100 megawatt hours of storage capacity, up 35% over the same quarter last year.</li><li>With a net subscriber value of $12,321 in the quarter, subscriber value was roughly 44,700, and creation cost was approximately $32,400.</li></ul>

Sunrun Inc. delivered mixed results in the quarter, with revenues below analysts' anticipations but above-par earnings.In Q2, Sunrun added more than 100 megawatt hours of storage capacity, up 35% over the same quarter last year.With a net subscriber value of $12,321 in the quarter, subscriber value was roughly 44,700, and creation cost was approximately $32,400.

Sunrun Inc.: Rising Solar Giant With A Thriving Subscription Model! - Major Drivers

Global Commodities, Mint Finance

Srinidhi Raghavendra

Global Commodities

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>Inflation Reduction Act is by far the largest legislation to positively influence climate change and emissions control.</li>
<li>IRA is packed with subsidies, and loans totaling up to USD 369 billion over the next ten years on renewables, EVs, hydrogen hubs, carbon capture &amp; storage, among others.</li>
<li>By 2035, IRA will drive reduction of greenhouse gas emissions by up to 48% relative to 2005 emissions levels.</li>
</ul>


Inflation Reduction Act is by far the largest legislation to positively influence climate change and emissions control.
IRA is packed with subsidies, and loans totaling up to USD 369 billion over the next ten years on renewables, EVs, hydrogen hubs, carbon capture &amp; storage, among others.
By 2035, IRA will drive reduction of greenhouse gas emissions by up to 48% relative to 2005 emissions levels.


Many Aren’t Aware of the Inflation Reduction Act; and That’s Good News for Investors

United States

Sunrun Inc. provides solar energy solutions. The Company installs, monitors, and maintains solar panels on homeowners' roofs to supply solar electricity. Sunrun serves customers in the United States.

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Sunrun Inc (RUN US)

Sunrun Inc: Improved Demand & Storage Adoption Changing The Game! - Major Drivers

Sunrun is a renewable energy company that had a strong fourth quarter and a full-year result in 2023. The company exceeded its guidance on storage...

Baptista Research

Renewable Energy And "Grade"

Renewables as extractive industries: Renewable energy sources like wind and solar are extractive industries that depend on the “grade” of the...

Massif Capital Research

Sunrun Inc.: Expansion of Clean Energy Across the US - What's the Future Outlook? - Major Drivers

Sunrun Inc. delivered a mixed result in the recent quarter, with revenues below market expectations but surpassed the analyst consensus regarding...

Baptista Research

Sunrun Inc.: Rising Solar Giant With A Thriving Subscription Model! - Major Drivers

Sunrun Inc. delivered mixed results in the quarter, with revenues below analysts' anticipations but above-par earnings. In Q2, Sunrun added more...

Baptista Research

Many Aren’t Aware of the Inflation Reduction Act; and That’s Good News for Investors

Two in three Americans know little about IRA. The Inflation Reduction Act (“IRA”) took years in the making and will have material implications...

Mint Finance

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