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>In a stunning reversal of its prior stance, The Walt Disney Company has announced a $1 billion investment in OpenAI, marking a pivotal shift from its earlier AI skepticism.</li><li>Long wary of how artificial intelligence could disrupt creative industries, Disney is now betting big on generative video, specifically OpenAI's Sora, to reimagine how fans experience its vast universe of characters.</li><li>This landmark deal — the Disney OpenAI AI video deal — comes at a time of rising legal tensions between Hollywood studios and tech giants over copyright, voice cloning, and synthetic content.</li></ul>

In a stunning reversal of its prior stance, The Walt Disney Company has announced a $1 billion investment in OpenAI, marking a pivotal shift from its earlier AI skepticism.Long wary of how artificial intelligence could disrupt creative industries, Disney is now betting big on generative video, specifically OpenAI's Sora, to reimagine how fans experience its vast universe of characters.This landmark deal — the Disney OpenAI AI video deal — comes at a time of rising legal tensions between Hollywood studios and tech giants over copyright, voice cloning, and synthetic content.

Disney’s $1B OpenAI Deal Could Be the End of Old Hollywood As We Know It!

Smartkarma AI Primers, Smartkarma

αSK Primers

Smartkarma AI Primers

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

<ul>
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Unrivaled IP Portfolio Drives Synergistic Flywheel: Disney's core competitive advantage lies in its unparalleled portfolio of intellectual property (IP), including Disney, Pixar, Marvel, and Star Wars. This IP fuels a synergistic business model, allowing for monetization across its Experiences, Entertainment, and Sports segments, from theme parks and merchandise to blockbuster films and streaming content.</li>
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Strategic Pivot to Streaming Profitability: The company is navigating a significant transition, focusing on achieving sustained profitability in its Direct-to-Consumer (DTC) streaming business. While this segment has recently turned profitable, it faces intense competition and the challenge of offsetting the secular decline in traditional linear networks.</li>
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Experiences Segment Remains the Profit Engine: The Disney Experiences segment, encompassing theme parks, resorts, and cruise lines, continues to be the primary driver of profitability, posting record operating income. Significant capital investment is planned for this division, signaling its central role in future growth while navigating challenges of rising costs and economic sensitivity.</li>
</ul>This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.


  
Unrivaled IP Portfolio Drives Synergistic Flywheel: Disney's core competitive advantage lies in its unparalleled portfolio of intellectual property (IP), including Disney, Pixar, Marvel, and Star Wars. This IP fuels a synergistic business model, allowing for monetization across its Experiences, Entertainment, and Sports segments, from theme parks and merchandise to blockbuster films and streaming content.
  
Strategic Pivot to Streaming Profitability: The company is navigating a significant transition, focusing on achieving sustained profitability in its Direct-to-Consumer (DTC) streaming business. While this segment has recently turned profitable, it faces intense competition and the challenge of offsetting the secular decline in traditional linear networks.
  
Experiences Segment Remains the Profit Engine: The Disney Experiences segment, encompassing theme parks, resorts, and cruise lines, continues to be the primary driver of profitability, posting record operating income. Significant capital investment is planned for this division, signaling its central role in future growth while navigating challenges of rising costs and economic sensitivity.
This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.

Primer: The Walt Disney Co (DIS US) - Dec 2025

Equity Research Focusing on the Consumer Sector, Small Cap Consumer Research

Small Cap Consumer Research

Equity Research Focusing on the Consumer Sector

Small Cap Consumer Research, LLC is a leading company-sponsored equity research provider focusing on the consumer sector (apparel, brand licensing and specialty retailing segments).

<ul><li>We are reiterating our Buy rating, projections and $30 price target for JAKKS Pacific after meeting with management and touring suburban London toy and specialty stores.</li><li> We believe, after a strong 2025, JAKKS Pacific continues to aggressively grow the European business, with a focus on key franchises (Disney Princesses, Mario Bros. and Sonic) and the ability to work with their key partners to register strong returns and expected margins.</li><li> Further, we believe there remains multiple potential growth opportunities, from anime to new retailer relationships and licenses and key movie launches, to drive even further expansion for multiple years.</li></ul>

We are reiterating our Buy rating, projections and $30 price target for JAKKS Pacific after meeting with management and touring suburban London toy and specialty stores. We believe, after a strong 2025, JAKKS Pacific continues to aggressively grow the European business, with a focus on key franchises (Disney Princesses, Mario Bros. and Sonic) and the ability to work with their key partners to register strong returns and expected margins. Further, we believe there remains multiple potential growth opportunities, from anime to new retailer relationships and licenses and key movie launches, to drive even further expansion for multiple years.

JAKK: United Kingdom Tour: Leveraging Strengths; Reiterate Buy, $30 PT

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul><li>Cryptocurrencies / In Depth: How cryptocurrency gets used to move billions of yuan in and out of China</li><li>Corruption /: New probe into former Hubei leader brought down by Covid pandemic</li><li>Trade /: Washington wants to seal new trade deal with Beijing, ex-U.S. Treasury Secretary says</li></ul>

Cryptocurrencies / In Depth: How cryptocurrency gets used to move billions of yuan in and out of ChinaCorruption /: New probe into former Hubei leader brought down by Covid pandemicTrade /: Washington wants to seal new trade deal with Beijing, ex-U.S. Treasury Secretary says

CX Daily: How Cryptocurrency Gets Used to Move Billions of Yuan in and out of China 

Head of Research, Krungthai XSpring

Waraporn Wiboonkanarak

Head of Research

A full service Thai brokerage

Krungthai XSpring

Krungthai XSpring is a full service broker. The company provides a wide range of investment services such as Securities Brokerage, Derivative Agent Business, Securities Borrowing and Lending, Securities Trading, Underwriting, Financial Advisory, Wealth Advisory, Private Fund Management and International Markets Securities Trading. 

In terms of credibility, Fitch Ratings has assigned Krunghtai XSpring a long-term rating of AA- and a national short-term rating of F1+ with stable outlook.

<ul><li>Technically, the SET Index is expected to weaken, with the support at 1,292/1,285 points and resistance at 1,308/1,316 points.</li><li>In the medium term, the index remains in a downtrend, forming a rounding top pattern, with downside risk extending to 1,255 points after hitting a new 4-year and 3-month low at 1,270.87 points on Monday.</li><li>Investment strategy: Sell on rallies and wait for a new technical buy signal.</li></ul>

Technically, the SET Index is expected to weaken, with the support at 1,292/1,285 points and resistance at 1,308/1,316 points.In the medium term, the index remains in a downtrend, forming a rounding top pattern, with downside risk extending to 1,255 points after hitting a new 4-year and 3-month low at 1,270.87 points on Monday.Investment strategy: Sell on rallies and wait for a new technical buy signal.

Global Services Reports for January, US Private Sector Employment, and Thai Inflation

United States

The Walt Disney Company is an entertainment company that conducts operations in media networks, studio entertainment, theme parks and resorts, consumer products, and interactive media. The Company produces motion pictures, television programs, and musical recordings, as well as books and magazines.

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The Walt Disney Co (DIS US)

Disney’s $1B OpenAI Deal Could Be the End of Old Hollywood As We Know It!

In a stunning reversal of its prior stance, The Walt Disney Company has announced a $1 billion investment in OpenAI, marking a pivotal shift from...

Baptista Research

Primer: The Walt Disney Co (DIS US) - Dec 2025

Unrivaled IP Portfolio Drives Synergistic Flywheel: Disney's core competitive advantage lies in its unparalleled portfolio of intellectual...

αSK Primers

JAKK: United Kingdom Tour: Leveraging Strengths; Reiterate Buy, $30 PT

We are reiterating our Buy rating, projections and $30 price target for JAKKS Pacific after meeting with management and touring suburban London...

Small Cap Consumer Research

CX Daily: How Cryptocurrency Gets Used to Move Billions of Yuan in and out of China

Cryptocurrencies / In Depth: How cryptocurrency gets used to move billions of yuan in and out of China When police in East China’s Shandong...

Caixin Global

Global Services Reports for January, US Private Sector Employment, and Thai Inflation

Technically, the SET Index is expected to weaken, with the support at 1,292/1,285 points and resistance at 1,308/1,316 points. In the medium term,...

Krungthai XSpring

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