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>Yum!</li><li>Brands, Inc. reported second quarter results excluding its Pizza Hut segment, which the company agreed to sell through two separate transactions expected to close in August.</li><li>Excluding Pizza Hut, the company recorded 7% system sales growth, 6% unit growth, and 4% same-store sales growth.</li></ul>

Yum!Brands, Inc. reported second quarter results excluding its Pizza Hut segment, which the company agreed to sell through two separate transactions expected to close in August.Excluding Pizza Hut, the company recorded 7% system sales growth, 6% unit growth, and 4% same-store sales growth.

Yum! Brands Is Moving Beyond Pizza Hut — Can KFC & Taco Bell Accelerate Growth?

Independent in-depth research from Finimize, Finimize

Finimize Research

Independent in-depth research from Finimize

Finimize

Finimize is the #1 information platform for modern investors. We empower people to become smarter investors with bitesize insights from world-class analysts. 1 million+ strong community, 250 partners.

Thematic (Sector/Industry)

<ul>
<li>The US economy’s resilience hasn’t come from the many – it’s come from the top 10% as the “wealth effect” from rising asset prices has boosted spending.</li>
<li>But it works in reverse too.  Since the richest make up nearly half of America’s consumer spending, that could lead to a serious economic fallout.</li>
<li>It’s worth considering protecting your portfolio. I’ve pulled together one list of companies that should do well and another that could suffer from the change in climate.</li>
</ul>


The US economy’s resilience hasn’t come from the many – it’s come from the top 10% as the “wealth effect” from rising asset prices has boosted spending.
But it works in reverse too.  Since the richest make up nearly half of America’s consumer spending, that could lead to a serious economic fallout.
It’s worth considering protecting your portfolio. I’ve pulled together one list of companies that should do well and another that could suffer from the change in climate.


A Defensive Portfolio Prepared For The Wealth Effect’s Reversal

Head of Research, IPOs & Placements, Aequitas Research

Sumeet Singh

Head of Research, IPOs & Placements

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Equity Capital Markets

<ul>
<li>
<a href="https://www.smartkarma.com/entities/guzman-y-gomez" target="_blank" data-smartkarma-citation="entities:43656:1" rel="noopener">Guzman Y Gomez</a> plans to raise around US$160m in its Australian IPO.</li>
<li>GYG is a quick service restaurant business with more than 200 restaurants globally. It mainly focuses on fresh, made-to-order, Mexican-inspired food.</li>
<li>In this note, we talk about the not-so-positive aspects of the deal.</li>
</ul>



Guzman Y Gomez plans to raise around US$160m in its Australian IPO.
GYG is a quick service restaurant business with more than 200 restaurants globally. It mainly focuses on fresh, made-to-order, Mexican-inspired food.
In this note, we talk about the not-so-positive aspects of the deal.


Guzman Y Gomez IPO - The Negatives - Lawsuits and Management Churn

<ul><li>Yum!</li><li>Brands has entered a major portfolio reset after agreeing to sell Pizza Hut in two separate transactions totaling $2.7 billion, ending a strategic review that began in November 2025.</li><li>The most important piece for LongRange Capital is Pizza Hut excluding Mainland China, which the private equity firm is set to acquire for about $1.5 billion, with Yum retaining the potential for a $75 million earn-out by 2030.</li></ul>

Yum!Brands has entered a major portfolio reset after agreeing to sell Pizza Hut in two separate transactions totaling $2.7 billion, ending a strategic review that began in November 2025.The most important piece for LongRange Capital is Pizza Hut excluding Mainland China, which the private equity firm is set to acquire for about $1.5 billion, with Yum retaining the potential for a $75 million earn-out by 2030.

Yum Brands Buyout Buzz: The $2.7 Billion Pizza Hut Exit!

<ul><li>Yum!</li><li>Brands is reportedly in exclusive talks to sell Pizza Hut to private-equity firm LongRange Capital, turning one of America’s most recognizable pizza chains into the latest symbol of a changing fast-food market.</li><li>The timing is striking.</li></ul>

Yum!Brands is reportedly in exclusive talks to sell Pizza Hut to private-equity firm LongRange Capital, turning one of America’s most recognizable pizza chains into the latest symbol of a changing fast-food market.The timing is striking.

Ozempic Vs. Pizza Hut: Is Yum Ready To Walk Away?

United States

Yum! Brands, Inc, owns and franchises quick-service restaurants worldwide.  The Company develops, operates, franchises and licenses a worldwide system of restaurants which prepare, package and sell a menu of food items.

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Yum! Brands Inc (YUM US)

Yum! Brands Is Moving Beyond Pizza Hut — Can KFC & Taco Bell Accelerate Growth?

Yum! Brands, Inc. reported second quarter results excluding its Pizza Hut segment, which the company agreed to sell through two separate...

Baptista Research

A Defensive Portfolio Prepared For The Wealth Effect’s Reversal

The top 10% account for around 50% of consumer spending in the US. This insight looks at the sectors and companies that could win and lose from the...

Finimize Research

Guzman Y Gomez IPO - The Negatives - Lawsuits and Management Churn

Guzman Y Gomez plans to raise around US$160m in its Australian IPO. In this note, we talk about the not-so-positive aspects of the deal.

Sumeet Singh

Yum Brands Buyout Buzz: The $2.7 Billion Pizza Hut Exit!

Yum! Brands has entered a major portfolio reset after agreeing to sell Pizza Hut in two separate transactions totaling $2.7 billion, ending a...

Baptista Research

Ozempic Vs. Pizza Hut: Is Yum Ready To Walk Away?

Yum! Brands is reportedly in exclusive talks to sell Pizza Hut to private-equity firm LongRange Capital, turning one of America’s most...

Baptista Research

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