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>The latest earnings for ConocoPhillips for Q1 2024 showcased the company's steady execution of its strategic plan inclusive of new projects and capital-efficient growth within the lower 48 states, with expectations of low single-digit production growth while spending less capital than the prior year.</li><li>Starting with the global portfolio, ConocoPhillips ramped up production at Surmont Pad 267 in Canada, Bohai Bay 4B in China, and three subsea tiebacks in Norway, with another subsea tieback in Norway expected to start within the next month.</li><li>Production at Montney, Canada reached a record level, motivated by the startup of the second central processing facility.</li></ul>

The latest earnings for ConocoPhillips for Q1 2024 showcased the company's steady execution of its strategic plan inclusive of new projects and capital-efficient growth within the lower 48 states, with expectations of low single-digit production growth while spending less capital than the prior year.Starting with the global portfolio, ConocoPhillips ramped up production at Surmont Pad 267 in Canada, Bohai Bay 4B in China, and three subsea tiebacks in Norway, with another subsea tieback in Norway expected to start within the next month.Production at Montney, Canada reached a record level, motivated by the startup of the second central processing facility.

ConocoPhillips: Increasing Focus On Permian Gas & LNG Expansion! - Major Drivers

Conocophillips

ConocoPhillips: Increasing Focus On Permian Gas & LNG Expansion! - Major Drivers