Independent research on the U.S. markets, Baptista Research

Baptista Research

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.

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>Speculation around strategic interest in Cemex has intensified after the company announced plans to sell approximately $555 million of Colombian assets, including the Caracolito cement plant and Santa Rosa grinding mill, to Holcim Ltd., while also negotiating additional asset sales with other third parties.</li><li>The transaction is part of Cemex’s broader portfolio rebalancing strategy aimed at sharpening its focus on core markets such as the United States, Mexico, and Europe.</li><li>Yet the development has sparked wider debate across the construction materials industry about whether these divestments could be the first step toward deeper strategic consolidation.</li></ul>

Speculation around strategic interest in Cemex has intensified after the company announced plans to sell approximately $555 million of Colombian assets, including the Caracolito cement plant and Santa Rosa grinding mill, to Holcim Ltd., while also negotiating additional asset sales with other third parties.The transaction is part of Cemex’s broader portfolio rebalancing strategy aimed at sharpening its focus on core markets such as the United States, Mexico, and Europe.Yet the development has sparked wider debate across the construction materials industry about whether these divestments could be the first step toward deeper strategic consolidation.

Cemex Sale Rumors Heat Up: Why Holcim & Other Buyers Are Circling The Cement Giant!

Cemex SAB de CV ADR

Cemex Sale Rumors Heat Up: Why Holcim & Other Buyers Are Circling The Cement Giant!