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

America Movil SAB de CV / Equity Bottom-Up

<ul><li>This is our first report on Latin American telecom major, America Movil.</li><li>Growth in prepaid and postpaid subscriptions remained steady, contributing to an 8.3% expansion in the postpaid base and a 5.3% increase in the prepaid base.</li><li>Despite a 4.6% year-on-year decrease in Q2 revenue due to the Mexican peso's appreciation against other currencies, the company still posted MXN 203 billion in revenue, with service revenues declining by 4.2%.</li></ul>

This is our first report on Latin American telecom major, America Movil.Growth in prepaid and postpaid subscriptions remained steady, contributing to an 8.3% expansion in the postpaid base and a 5.3% increase in the prepaid base.Despite a 4.6% year-on-year decrease in Q2 revenue due to the Mexican peso's appreciation against other currencies, the company still posted MXN 203 billion in revenue, with service revenues declining by 4.2%.

America Movil ADR: Initiation of Coverage – Business Strategy & Key Drivers

Founder, Riedel Research

David Riedel

Founder

Independent equity research on GEM Markets

Riedel Research

Riedel provides equity research and analysis to leading financial organizations. By becoming members of a region (Asia, Latin America, Emerging Europe or Global), organizations have access to an integrated set of services including:

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Thematic (Sector/Industry)

<p>Investors Rattled by Political Concerns in Major EMs - Some Oversold</p><ul>
<li>Emerging Market Currencies and Markets - Broad weakness driven by politics</li>
<li>Turkey - Erdogan may be forced into a runoff under new rules. Opposition win would likely be major positive for markets.  A split government or Erdogan sweep would be a negative.</li>
<li>Mexico - ALMO widens lead ahead of July 1 election - Trade Advisor: ‘No NAFTA better than Bad NAFTA’</li>
<li>Brazil - Labor unrest, political campaign. Low interest rates and inflation -…</li>
</ul>

Investors Rattled by Political Concerns in Major EMs - Some Oversold
Emerging Market Currencies and Markets - Broad weakness driven by politics
Turkey - Erdogan may be forced into a runoff under new rules. Opposition win would likely be major positive for markets.  A split government or Erdogan sweep would be a negative.
Mexico - ALMO widens lead ahead of July 1 election - Trade Advisor: ‘No NAFTA better than Bad NAFTA’
Brazil - Labor unrest, political campaign. Low interest rates and inflation -…


Political Issues Rattle EM Currencies and Markets

Mexico

America Movil SAB de C.V. provides telecommunications services. The Company offers wireless and fixed voice services, including airtime, local, domestic, international long-distance, and broadband services. America Movil serves customers worldwide.

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America Movil SAB de CV (AMX US)

America Movil ADR: Initiation of Coverage – Business Strategy & Key Drivers

This is our first report on Latin American telecom major, America Movil. Growth in prepaid and postpaid subscriptions remained steady,...

Baptista Research

Political Issues Rattle EM Currencies and Markets

Investors Rattled by Political Concerns in Major EMs - Some Oversold Emerging Market Currencies and Markets - Broad weakness driven by...

David Riedel

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