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.

Credit

<ul><li>3M recent revenue performance has been strong on account of the healthcare business, particularly the increase in respiratory demand due to the Omicron variant's impact.</li><li>3M's selling price actions gained traction in the last quarter with a year-over-year increase of 2.6%.</li><li>Based on our credit analysis, the company merits a Credit Evaluation Score of Aα with a stable outlook and as per our Financial Strength Indicator, its performance is 4.39/ 5.</li></ul>

3M recent revenue performance has been strong on account of the healthcare business, particularly the increase in respiratory demand due to the Omicron variant's impact.3M's selling price actions gained traction in the last quarter with a year-over-year increase of 2.6%.Based on our credit analysis, the company merits a Credit Evaluation Score of Aα with a stable outlook and as per our Financial Strength Indicator, its performance is 4.39/ 5.

3M Inc.: Detailed Credit Analysis & Financial Strength Evaluation Report

Equity Capital Markets

<ul><li>3M had a strong fourth quarter, capping off a fairly decent 2021 despite a rapidly changing external environment.</li><li>Its revenue in the quarter exceeded expectations across the board, including an increase in respiratory demand due to the Omicron variant's impact.</li><li>The company has a strong cash position and also returned $1.8 billion to shareholders during the quarter, with $848 million in cash dividends and $938 million in share repurchases.</li></ul>

3M had a strong fourth quarter, capping off a fairly decent 2021 despite a rapidly changing external environment.Its revenue in the quarter exceeded expectations across the board, including an increase in respiratory demand due to the Omicron variant's impact.The company has a strong cash position and also returned $1.8 billion to shareholders during the quarter, with $848 million in cash dividends and $938 million in share repurchases.

3M Co.: Can Healthcare Save The Day In 2022? (02/2022)

Equity Long-Short Analyst

Pyari Menon

Thematic (Sector/Industry)

<ul>
<li>Brand recognition is a driver of margins and returns for consumer products, but developing and maintaining product superiority is of paramount importance to establish and sustain brands and market share</li>
<li>In this report, we take  look at how well companies in personal hygiene products like diapers, sanitary pads,  linings, and tampons are positioned from a technological perspective</li>
<li>
<a href="https://www.smartkarma.com/entities/procter-gamble-co" target="_blank" data-smartkarma-citation="entities:978:1" rel="noopener">Procter &amp; Gamble Co (PG US)</a>, <a href="https://www.smartkarma.com/entities/kimberly-clark-corp" target="_blank" data-smartkarma-citation="entities:2292:1" rel="noopener">Kimberly Clark (KMB US)</a> , <a href="https://www.smartkarma.com/entities/unicharm-corp" target="_blank" data-smartkarma-citation="entities:6246:1" rel="noopener">Unicharm Corp (8113 JP)</a>, <a href="https://www.smartkarma.com/entities/daio-paper-corp" target="_blank" data-smartkarma-citation="entities:3211:1" rel="noopener">Daio Paper Corp (3880 JP)</a>, and <a href="https://www.smartkarma.com/entities/kao-corp" target="_blank" data-smartkarma-citation="entities:12933:1" rel="noopener">Kao Corp (4452 JP)</a> lead the field</li>
</ul>


Brand recognition is a driver of margins and returns for consumer products, but developing and maintaining product superiority is of paramount importance to establish and sustain brands and market share
In this report, we take  look at how well companies in personal hygiene products like diapers, sanitary pads,  linings, and tampons are positioned from a technological perspective

Procter &amp; Gamble Co (PG US), Kimberly Clark (KMB US) , Unicharm Corp (8113 JP), Daio Paper Corp (3880 JP), and Kao Corp (4452 JP) lead the field


Stock Ideas from Data Mining Technical Publications: A Look at Diapers, Sanitary Pads, and Tampons

<ul><li>3M reported another solid quarter with a 7.1% top-line growth and a 6.3% increase year-on-year in organic revenues, comfortably surpassing Wall Street expectations.</li><li>However, the company continued to face inflationary pressure including higher costs related to polypropylene, ethylene, resins and labor.</li><li>The tight labor market and rising raw material prices are putting margin pressure and forcing 3M to increase prices along with carrying out dual sourcing of raw materials and improving factory yields.</li></ul>

3M reported another solid quarter with a 7.1% top-line growth and a 6.3% increase year-on-year in organic revenues, comfortably surpassing Wall Street expectations.However, the company continued to face inflationary pressure including higher costs related to polypropylene, ethylene, resins and labor.The tight labor market and rising raw material prices are putting margin pressure and forcing 3M to increase prices along with carrying out dual sourcing of raw materials and improving factory yields.

<ul><li>3M managed to deliver yet another all-around beat but its outlook for the rest of the year has been disappointing.</li><li>3M witnessed surging raw material and freight costs which are likely to lower its 2021 margins.</li><li>Its revenue outlook for the year also appears to be in the single digits.</li></ul>

3M managed to deliver yet another all-around beat but its outlook for the rest of the year has been disappointing.3M witnessed surging raw material and freight costs which are likely to lower its 2021 margins.Its revenue outlook for the year also appears to be in the single digits.

United States

3M Co. conducts operations in electronics, telecommunications, industrial, consumer and office, health care, safety, and other markets.  The Company's businesses share technologies, manufacturing operations, brands, marketing channels, and other resources.  3M serves customers in countries located around the world.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

3M Co (MMM US)

3M Inc.: Detailed Credit Analysis & Financial Strength Evaluation Report

3M recent revenue performance has been strong on account of the healthcare business, particularly the increase in respiratory demand due to the...

Baptista Research

3M Co.: Can Healthcare Save The Day In 2022? (02/2022)

3M had a strong fourth quarter, capping off a fairly decent 2021 despite a rapidly changing external environment. Its revenue in the quarter...

Baptista Research

Stock Ideas from Data Mining Technical Publications: A Look at Diapers, Sanitary Pads, and Tampons

Spotting the innovation leaders in the hygiene aisle of the supermarkets. A look at the diaper, sanitary pads, and tampon makers.

Pyari Menon

3M Company - Investment Thesis

3M reported another solid quarter with a 7.1% top-line growth and a 6.3% increase year-on-year in organic revenues, comfortably surpassing Wall...

Baptista Research

3M Company - Investment Thesis

3M managed to deliver yet another all-around beat but its outlook for the rest of the year has been disappointing. 3M witnessed surging raw...

Baptista Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)