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>Teleflex reported first quarter 2026 revenues of $548.3 million, reflecting a 32.3% increase on a GAAP basis and a 5.1% rise on a pro forma adjusted constant currency basis year-over-year.</li><li>This growth was supported by contributions from the recently acquired Vascular Intervention business, completed in July 2025, and solid performance across its core segments: Vascular revenues grew 4.8% to $236.8 million, Interventional rose 3% to $204.7 million, and Surgical revenues increased 9.9% to $106.8 million.</li><li>The Surgical segment benefited from strong demand for ligation clips and timing effects in instrument orders.</li></ul>

Teleflex reported first quarter 2026 revenues of $548.3 million, reflecting a 32.3% increase on a GAAP basis and a 5.1% rise on a pro forma adjusted constant currency basis year-over-year.This growth was supported by contributions from the recently acquired Vascular Intervention business, completed in July 2025, and solid performance across its core segments: Vascular revenues grew 4.8% to $236.8 million, Interventional rose 3% to $204.7 million, and Surgical revenues increased 9.9% to $106.8 million.The Surgical segment benefited from strong demand for ligation clips and timing effects in instrument orders.

Teleflex Is Not Just Restructuring — Here’s Why 2027 Could Matter!

<ul><li>Teleflex suddenly became one of the more interesting names in medtech after its shares jumped nearly 10% on reports that CVC Capital Partners and GTCR had teamed up to explore a possible takeover bid, with trader chatter pointing to a potential offer around $170 per share.</li><li>The companies involved declined to comment, and no formal transaction has been announced, which makes the silence almost as important as the stock move itself.</li><li>This is not happening in isolation.</li></ul>

Teleflex suddenly became one of the more interesting names in medtech after its shares jumped nearly 10% on reports that CVC Capital Partners and GTCR had teamed up to explore a possible takeover bid, with trader chatter pointing to a potential offer around $170 per share.The companies involved declined to comment, and no formal transaction has been announced, which makes the silence almost as important as the stock move itself.This is not happening in isolation.

Teleflex Climbs 10%—And The Silence From Insiders Is Raising Bigger Questions!

<ul><li>Teleflex Incorporated has recently navigated significant strategic transitions with measurable impacts on its financial outcomes and strategic direction.</li><li>During the second half of 2025, Teleflex reported varying growth rates across its primary business segments, reflecting both challenges and achievements in its operational execution.</li><li>The Vascular segment experienced a modest year-over-year increase of 2.4% in revenue, influenced by growth in certain product areas but affected by strong comparative figures from the previous year.</li></ul>

Teleflex Incorporated has recently navigated significant strategic transitions with measurable impacts on its financial outcomes and strategic direction.During the second half of 2025, Teleflex reported varying growth rates across its primary business segments, reflecting both challenges and achievements in its operational execution.The Vascular segment experienced a modest year-over-year increase of 2.4% in revenue, influenced by growth in certain product areas but affected by strong comparative figures from the previous year.

Teleflex: Transforming Its Medical Device Portfolio Through The BIOTRONIK Vascular Acquisition!

<ul><li>Teleflex Inc. released its third-quarter 2025 results amidst its ongoing corporate transformation strategy.</li><li>The company continues to progress with its separation into two independent entities, RemainCo and NewCo, aiming for improved focus and enhanced shareholder value.</li><li>The management is prioritizing a potential sale of NewCo, reflecting the healthy buyer interest and advanced stage in the process.</li></ul>

Teleflex Inc. released its third-quarter 2025 results amidst its ongoing corporate transformation strategy.The company continues to progress with its separation into two independent entities, RemainCo and NewCo, aiming for improved focus and enhanced shareholder value.The management is prioritizing a potential sale of NewCo, reflecting the healthy buyer interest and advanced stage in the process.

Teleflex: What’s Powering Its Explosive Vascular Intervention Expansion?

Asia Pac ECM and Index Rebal, DZT Research

Ke Yan, CFA, FRM

Asia Pac ECM and Index Rebal

Asia Pac IPO & Placement Research, China Biotech

DZT Research

DZT Research is an independent Asia Pacific equity specialist. Our quantitative research covers index rebalancing flows, alongside exchange data analytics accross Asia Pacific. On the equity capital markets side, we focus on Asia Pacific ECM, especially biotech and TMT. Our lead analyst is frequently cited by international media.

Quantitative Analysis

<ul>
<li>We analysed the earning revision of component stocks of MS-Indonesia in the past month.</li>
<li>We tabulated stocks with the top impact on index's EPS, stocks' EPS revision, and revenue revision.</li>
<li>We highlighted EPS revision on Astra International, Aneka Tambang, Bank Mandiri, Caesars Entertainment, Inc. Common Stock, Indah Kiat Pulp &amp; Paper, Barito Pacific, APA Corporation Common Stock, Telkom Indonesia.</li>
</ul>


We analysed the earning revision of component stocks of MS-Indonesia in the past month.
We tabulated stocks with the top impact on index's EPS, stocks' EPS revision, and revenue revision.
We highlighted EPS revision on Astra International, Aneka Tambang, Bank Mandiri, Caesars Entertainment, Inc. Common Stock, Indah Kiat Pulp &amp; Paper, Barito Pacific, APA Corporation Common Stock, Telkom Indonesia.


MS-Indonesia Index Earning Revision (Mar): Astra International, Aneka Tambang, Bank Mandiri

United States

Teleflex Incorporated is a global provider of medical technology products. The Company primarily develops, manufactures and supplies single-use medical devices used by hospitals and healthcare providers for common diagnostic and therapeutic procedures in critical care and surgical applications.

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Teleflex Inc (TFX US)

Teleflex Is Not Just Restructuring — Here’s Why 2027 Could Matter!

Teleflex reported first quarter 2026 revenues of $548.3 million, reflecting a 32.3% increase on a GAAP basis and a 5.1% rise on a pro forma...

Baptista Research

Teleflex Climbs 10%—And The Silence From Insiders Is Raising Bigger Questions!

Teleflex suddenly became one of the more interesting names in medtech after its shares jumped nearly 10% on reports that CVC Capital Partners and...

Baptista Research

Teleflex: Transforming Its Medical Device Portfolio Through The BIOTRONIK Vascular Acquisition!

Teleflex Incorporated has recently navigated significant strategic transitions with measurable impacts on its financial outcomes and strategic...

Baptista Research

Teleflex: What’s Powering Its Explosive Vascular Intervention Expansion?

Teleflex Inc. released its third-quarter 2025 results amidst its ongoing corporate transformation strategy. The company continues to progress with...

Baptista Research

MS-Indonesia Index Earning Revision (Mar): Astra International, Aneka Tambang, Bank Mandiri

We analyzed MS-Indonesia's consensus for Mar 2026 and highlighted changes of EPS in Astra International (ASII IJ), Aneka Tambang (ANTM IJ), Bank...

Ke Yan, CFA, FRM

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