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>AST SpaceMobile recently reported a challenging Q3, with widened losses overshadowing its operational progress.</li><li>The company, which is transitioning from research and development (R&D) to commercial operations, highlighted key advancements such as the successful launch and activation of five Block 1 BlueBird satellites.</li><li>These satellites are integral to AST SpaceMobile's mission of creating a space-based cellular broadband network that directly connects with mobile phones without modification, addressing global connectivity gaps.</li></ul>

AST SpaceMobile recently reported a challenging Q3, with widened losses overshadowing its operational progress.The company, which is transitioning from research and development (R&D) to commercial operations, highlighted key advancements such as the successful launch and activation of five Block 1 BlueBird satellites.These satellites are integral to AST SpaceMobile's mission of creating a space-based cellular broadband network that directly connects with mobile phones without modification, addressing global connectivity gaps.

Is AST SpaceMobile Losing Its Shine? Reddit’s Darling Faces Tough Questions After Losses! - Major Drivers

<ul><li>Our previous report on AST SpaceMobile, a pioneer in space-based cellular broadband, spoke about the company’s IMMENSE growth potential.</li><li>As we had predicted, the company has seen a dramatic rise in its stock price, reflecting growing investor confidence in its groundbreaking technology and strategic partnerships.</li><li>The company’s market capitalization has surged, making it one of the highest-valued space businesses globally.</li></ul>

Our previous report on AST SpaceMobile, a pioneer in space-based cellular broadband, spoke about the company’s IMMENSE growth potential.As we had predicted, the company has seen a dramatic rise in its stock price, reflecting growing investor confidence in its groundbreaking technology and strategic partnerships.The company’s market capitalization has surged, making it one of the highest-valued space businesses globally.

AST SpaceMobile: How We Had Foreseen This Rally & What Lies Ahead!

<ul><li>AST SpaceMobile has recently made headlines with a significant leap in its ambitious mission to build the world's first space-based cellular broadband network.</li><li>The company has announced the successful completion and upcoming shipment of its first five commercial satellites, marking a pivotal milestone that has already caused its stock to surge by nearly 25%.</li><li>These satellites, known as Bluebirds, are set to provide unprecedented global connectivity directly to standard mobile devices, bridging the digital divide and offering broadband services in previously unreachable areas.</li></ul>

AST SpaceMobile has recently made headlines with a significant leap in its ambitious mission to build the world's first space-based cellular broadband network.The company has announced the successful completion and upcoming shipment of its first five commercial satellites, marking a pivotal milestone that has already caused its stock to surge by nearly 25%.These satellites, known as Bluebirds, are set to provide unprecedented global connectivity directly to standard mobile devices, bridging the digital divide and offering broadband services in previously unreachable areas.

AST SpaceMobile's 25% Jump: A Satellite Breakthrough Investors Can't Ignore!

Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

<ul><li>Micron is sampling MRDIMMs for AI and HPC applications, exploring innovative solutions for data processing needs.</li><li>Hyundai Motors plans to add 300 new charging stations to support the expansion of their hydrogen bus fleet, promoting eco-friendly transportation options.</li><li>German electrification struggle worsens with supplier bankruptcy up 60%, hindering the widespread adoption of electric vehicles and renewable energy technologies.</li></ul>

Micron is sampling MRDIMMs for AI and HPC applications, exploring innovative solutions for data processing needs.Hyundai Motors plans to add 300 new charging stations to support the expansion of their hydrogen bus fleet, promoting eco-friendly transportation options.German electrification struggle worsens with supplier bankruptcy up 60%, hindering the widespread adoption of electric vehicles and renewable energy technologies.

Tech Supply Chain Tracker (20-Jul-2024): Micron samples MRDIMMs for AI, HPC.

Telco/Internet specialist

Kirk Boodry

Redex Research

Thematic (Sector/Industry)

<ul>
<li>The Japan telecom and Internet companies in our coverage universe held ¥1,253bn in public equities as of Q2(Sep) largely built through capital alliances tied to business collaboration</li>
<li>NTT has the largest portfolio at c. ¥958bn (7% of market cap) followed by KDDI. Toyota (¥354bn) and JTower (three strategic telcos) are the largest and most widely held </li>
<li>The P&amp;L impact of valuation changes in Q2 should be muted. We have included tables for all the companies in our coverage</li>
</ul>


The Japan telecom and Internet companies in our coverage universe held ¥1,253bn in public equities as of Q2(Sep) largely built through capital alliances tied to business collaboration
NTT has the largest portfolio at c. ¥958bn (7% of market cap) followed by KDDI. Toyota (¥354bn) and JTower (three strategic telcos) are the largest and most widely held 
The P&amp;L impact of valuation changes in Q2 should be muted. We have included tables for all the companies in our coverage


Japan Telecoms/Internet - A Quick Look at Public Equity Portfolios

United States

AST SpaceMobile, Inc. operates as a telecommunication company. The Company offers space bases broadband cellular network for mobile phones. AST SpaceMobile serves customers in the United States.

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AST SpaceMobile Inc (ASTS US)

Is AST SpaceMobile Losing Its Shine? Reddit’s Darling Faces Tough Questions After Losses! - Major Drivers

AST SpaceMobile recently reported a challenging Q3, with widened losses overshadowing its operational progress. The company, which is...

Baptista Research

AST SpaceMobile: How We Had Foreseen This Rally & What Lies Ahead!

Our previous report on AST SpaceMobile, a pioneer in space-based cellular broadband, spoke about the company’s IMMENSE growth potential. As we had...

Baptista Research

AST SpaceMobile's 25% Jump: A Satellite Breakthrough Investors Can't Ignore!

AST SpaceMobile has recently made headlines with a significant leap in its ambitious mission to build the world's first space-based cellular...

Baptista Research

Tech Supply Chain Tracker (20-Jul-2024): Micron samples MRDIMMs for AI, HPC.

Micron samples MRDIMMs for AI/HPC, Hyundai adds 300 charging stations for hydrogen buses, German electrification woes, India's semiconductor...

Tech Supply Chain Tracker

Japan Telecoms/Internet - A Quick Look at Public Equity Portfolios

Public equity portfolios in our coverage represent 3% of total market cap, driven by capital alliances tied to business collaboration. We thought...

Kirk Boodry

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