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>Verisk, a prominent player in the field of data management and analytics, presented its performance for the second quarter of 2024, highlighting both strengths and areas of concern within the current industry landscape.</li><li>The company has demonstrated resilience and strategic growth despite facing some sector-specific challenges.</li><li>During the quarter, Verisk achieved notable success, particularly in the area of subscription services.</li></ul>

Verisk, a prominent player in the field of data management and analytics, presented its performance for the second quarter of 2024, highlighting both strengths and areas of concern within the current industry landscape.The company has demonstrated resilience and strategic growth despite facing some sector-specific challenges.During the quarter, Verisk achieved notable success, particularly in the area of subscription services.

Verisk Analytics: The Story Of Its Transition from Transactional to Subscription Models & Other Major Drivers

<ul><li>In the first quarter 2024, Verisk Analytics, Inc. reported solid performance with organic constant currency revenue growth of 6.9%, driven partially by broad-based subscription growth of 7.8% across most of its businesses.</li><li>The result was aligned with guidance for 2024 and highlighted the company's efforts to evolve into an integrated insurance-focused enterprise.</li><li>CEO Lee Shavel stated that Verisk is driving predictable and consistent growth by partnering with the insurance ecosystem to address their major challenges.</li></ul>

In the first quarter 2024, Verisk Analytics, Inc. reported solid performance with organic constant currency revenue growth of 6.9%, driven partially by broad-based subscription growth of 7.8% across most of its businesses.The result was aligned with guidance for 2024 and highlighted the company's efforts to evolve into an integrated insurance-focused enterprise.CEO Lee Shavel stated that Verisk is driving predictable and consistent growth by partnering with the insurance ecosystem to address their major challenges.

Verisk Analytics Inc.: Capitalizing on the Catastrophe Bond Market! - Major Drivers

<ul><li>Verisk experienced a successful 2023 with strategic, organizational, and cultural changes, outstanding financial performance, and substantial value creation for clients and shareholders.</li><li>The company delivered 8.7% organic constant currency revenue growth in 2023, the highest rate since its initial public offering in 2009.</li><li>They exceeded the expectations set during the Investor Day in March.</li></ul>

Verisk experienced a successful 2023 with strategic, organizational, and cultural changes, outstanding financial performance, and substantial value creation for clients and shareholders.The company delivered 8.7% organic constant currency revenue growth in 2023, the highest rate since its initial public offering in 2009.They exceeded the expectations set during the Investor Day in March.

Verisk Analytics: Is Its Growth Outlook Too Optimistic? What Are The Biggest Challenges? - Major Drivers

<ul><li>This is our first report on major global data analytics provider, Verisk Analytics.</li><li>With the US property and casualty insurance industry experiencing a substantial net underwriting loss, Verisk is attuned to the intricacies, particularly in the personal lines sector, and is strategically aligned to address these challenges.</li><li>Understanding the demand for deeper data insights, Verisk leverages its proprietary data assets to provide accurate and granular information for informed decision-making.</li></ul>

This is our first report on major global data analytics provider, Verisk Analytics.With the US property and casualty insurance industry experiencing a substantial net underwriting loss, Verisk is attuned to the intricacies, particularly in the personal lines sector, and is strategically aligned to address these challenges.Understanding the demand for deeper data insights, Verisk leverages its proprietary data assets to provide accurate and granular information for informed decision-making.

Verisk Analytics Inc.: Navigating Inflation and Loss With Its Innovative Solutions! – Initiation of Coverage – Key Drivers

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

iShares Russell 2000 ETF / Technical Analysis

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<li>We discussed last week how consolidation was likely, so far that has played out with the SPX back testing the 4300-4325 area which we anticipated would cap upside for 2023.</li>
<li>We continue to watch short-term support at 4300, and we cannot be bearish if the S&amp;P 500 is above 4300.</li>
<li>The Russell 2000 (IWM) is back to test support at $180; we would expect to see this hold as support, but a failure to hold would mean a trip to $170<span id="autocomplete"><span id="autocomplete-searchtext"></span></span>
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We discussed last week how consolidation was likely, so far that has played out with the SPX back testing the 4300-4325 area which we anticipated would cap upside for 2023.
We continue to watch short-term support at 4300, and we cannot be bearish if the S&amp;P 500 is above 4300.
The Russell 2000 (IWM) is back to test support at $180; we would expect to see this hold as support, but a failure to hold would mean a trip to $170



Russell 2000 (IWM) Testing $180 Support; Breadth Remains Constructive; Construction/Engineering Buys

United States

Verisk Analytics, Inc. conducts risk assessment services and decision analytics. The Company offers data, statistical, and actuarial services, as well as standardized insurance policy programs, underwriting information, and rating-integrity tools. Verisk Analytics provides data and software information services to the property, casualty, and mortgage fields in the United States.

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Verisk Analytics (VRSK US)

Verisk Analytics: The Story Of Its Transition from Transactional to Subscription Models & Other Major Drivers

Verisk, a prominent player in the field of data management and analytics, presented its performance for the second quarter of 2024, highlighting...

Baptista Research

Verisk Analytics Inc.: Capitalizing on the Catastrophe Bond Market! - Major Drivers

In the first quarter 2024, Verisk Analytics, Inc. reported solid performance with organic constant currency revenue growth of 6.9%, driven...

Baptista Research

Verisk Analytics: Is Its Growth Outlook Too Optimistic? What Are The Biggest Challenges? - Major Drivers

Verisk experienced a successful 2023 with strategic, organizational, and cultural changes, outstanding financial performance, and substantial...

Baptista Research

Verisk Analytics Inc.: Navigating Inflation and Loss With Its Innovative Solutions! – Initiation of Coverage – Key Drivers

This is our first report on major global data analytics provider, Verisk Analytics. With the US property and casualty insurance industry...

Baptista Research

Russell 2000 (IWM) Testing $180 Support; Breadth Remains Constructive; Construction/Engineering Buys

Russell 2000 $IWM Testing $180 Support; $RTY $SPX Breadth Remains Constructive; Highlighting buy ideas in Services (Research/Consulting &...

Vermilion Research

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