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' recent earnings presentation offers insights into the company's performance and strategic trajectory, highlighting both strengths and challenges.</li><li>The company, encompassing renowned brands like KFC, Taco Bell, and Pizza Hut, presented a mixed set of results for the latest financial year, characterized by robust digital growth, strategic expansions, and cost management, contrasted by varied performance across different market segments.</li></ul>

Yum!Brands' recent earnings presentation offers insights into the company's performance and strategic trajectory, highlighting both strengths and challenges.The company, encompassing renowned brands like KFC, Taco Bell, and Pizza Hut, presented a mixed set of results for the latest financial year, characterized by robust digital growth, strategic expansions, and cost management, contrasted by varied performance across different market segments.

Yum! Brands: The Digital Surge Is Real—But Will It Be Enough to Fend Off Competition?

<ul><li>Yum!</li><li>Brands' recent earnings provide a snapshot of both strengths and challenges faced by the company in the third quarter of its 2024 fiscal year.</li><li>The company demonstrated resilience through its geographic and brand diversification, although certain macroeconomic and geopolitical headwinds impacted its performance globally.</li></ul>

Yum!Brands' recent earnings provide a snapshot of both strengths and challenges faced by the company in the third quarter of its 2024 fiscal year.The company demonstrated resilience through its geographic and brand diversification, although certain macroeconomic and geopolitical headwinds impacted its performance globally.

Yum! Brands: Expanding Global Footprint & Building A Robust Franchisee Model But Is It Enough? - Major Drivers

<ul><li>Evaluating Yum!</li><li>Brands' 2024 second quarter results reveals a mixed performance, highlighting both significant strides and notable challenges in the company’s operational and growth efforts.</li><li>Yum!</li></ul>

Evaluating Yum!Brands' 2024 second quarter results reveals a mixed performance, highlighting both significant strides and notable challenges in the company’s operational and growth efforts.Yum!

Yum! Brands Inc.: A Story Of Robust Franchise and Store Development! - Major Drivers

<ul><li>Yum!</li><li>Brands, Inc.'s Q1 2024 Earnings highlighted a mixed performance, demonstrating the resilience of the business amidst a challenging operating environment.</li><li>The company saw a growth rate of 6% in its core operating profit this quarter.</li></ul>

Yum!Brands, Inc.'s Q1 2024 Earnings highlighted a mixed performance, demonstrating the resilience of the business amidst a challenging operating environment.The company saw a growth rate of 6% in its core operating profit this quarter.

Yum! Brands Inc.: How Is Their Global Expansion of Franchise Locations Going? - Major Drivers

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

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: The Digital Surge Is Real—But Will It Be Enough to Fend Off Competition?

Yum! Brands' recent earnings presentation offers insights into the company's performance and strategic trajectory, highlighting both strengths and...

Baptista Research

Yum! Brands: Expanding Global Footprint & Building A Robust Franchisee Model But Is It Enough? - Major Drivers

Yum! Brands' recent earnings provide a snapshot of both strengths and challenges faced by the company in the third quarter of its 2024 fiscal...

Baptista Research

Yum! Brands Inc.: A Story Of Robust Franchise and Store Development! - Major Drivers

Evaluating Yum! Brands' 2024 second quarter results reveals a mixed performance, highlighting both significant strides and notable challenges in...

Baptista Research

Yum! Brands Inc.: How Is Their Global Expansion of Franchise Locations Going? - Major Drivers

Yum! Brands, Inc.'s Q1 2024 Earnings highlighted a mixed performance, demonstrating the resilience of the business amidst a challenging operating...

Baptista 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

Price Gauge

52-week Range

Market Cap (USDm)

P/E

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