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>At Bausch + Lomb, the results for the first quarter of 2024 denote a significant advancement, manifesting a 20% constant currency revenue growth, accelerated by the robust performance across its various business units and geographical regions.</li><li>This demonstrates a diversified growth model that is not heavily reliant on a single product line or market.</li><li>The company's strategic initiatives to invigorate its operational efficiency, innovation, and product launches are turning fruitful, enhancing its financial and market position.</li></ul>

At Bausch + Lomb, the results for the first quarter of 2024 denote a significant advancement, manifesting a 20% constant currency revenue growth, accelerated by the robust performance across its various business units and geographical regions.This demonstrates a diversified growth model that is not heavily reliant on a single product line or market.The company's strategic initiatives to invigorate its operational efficiency, innovation, and product launches are turning fruitful, enhancing its financial and market position.

Bausch + Lomb Corporation: Strategic Product Integration and Sales Force Realignment! - Major Drivers

<ul><li>This is our first report on eye health major, Bausch + Lomb Corporation.</li><li>The company's Q3 2023 Earnings Call reported an 8% increase in revenue, growth attributed to strengths across its well established and emerging brands that cover the whole spectrum of eye health.</li><li>In this report, we have carried out a fundamental analysis of the historical financial statements of the company.</li></ul>

This is our first report on eye health major, Bausch + Lomb Corporation.The company's Q3 2023 Earnings Call reported an 8% increase in revenue, growth attributed to strengths across its well established and emerging brands that cover the whole spectrum of eye health.In this report, we have carried out a fundamental analysis of the historical financial statements of the company.

Bausch + Lomb Corporation: Initiation of Coverage - The Multi-Million Dollar Growth Secret Behind LUMIFY and More! - Major Drivers

IPOs and Catalysts/Events, Global Equity Research Ltd

Arun George

IPOs and Catalysts/Events

Uncompromised, Independent, Conflict-Free Research

Global Equity Research Ltd

Global Equity Research was started in 2017 by a group of experienced research professionals. It was founded on a passionate belief in the importance and the need for uncompromised, independent, conflict-free research. We aim to provide differentiated and actionable primary and bottom up fundamental research.

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/topcon-corp" target="_blank" data-smartkarma-citation="entities:738:1" rel="noopener">Topcon Corp (7732 JP)</a> shares rose 51% over two days, confirming a Bloomberg report that is conducting a privatisation auction. The process is in the second round of bids.</li>
<li>Exploring the privatisation process is unsurprising, as Topcon has materially underperformed the Nikkei 225 since its last medium-term management term plan was announced on 12 May 2023.</li>
<li>Despite the share price pop, Topcon trades at a discount to median peer multiples. At an offer of JPY3,000, Topcon would trade in line with median peer multiples.</li>
</ul>



Topcon Corp (7732 JP) shares rose 51% over two days, confirming a Bloomberg report that is conducting a privatisation auction. The process is in the second round of bids.
Exploring the privatisation process is unsurprising, as Topcon has materially underperformed the Nikkei 225 since its last medium-term management term plan was announced on 12 May 2023.
Despite the share price pop, Topcon trades at a discount to median peer multiples. At an offer of JPY3,000, Topcon would trade in line with median peer multiples.


Topcon (7732 JP): Privatisation Auction Underscores Underlying Value

United States

Bausch + Lomb is a leading supplier of contact lenses and eyecare products

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Bausch + Lomb (BLCO US)

Bausch + Lomb Corporation: Strategic Product Integration and Sales Force Realignment! - Major Drivers

At Bausch + Lomb, the results for the first quarter of 2024 denote a significant advancement, manifesting a 20% constant currency revenue growth,...

Baptista Research

Bausch + Lomb Corporation: Initiation of Coverage - The Multi-Million Dollar Growth Secret Behind LUMIFY and More! - Major Drivers

This is our first report on eye health major, Bausch + Lomb Corporation. The company's Q3 2023 Earnings Call reported an 8% increase in revenue,...

Baptista Research

Topcon (7732 JP): Privatisation Auction Underscores Underlying Value

Despite the share price pop, Topcon trades at a discount to median peer multiples. At an offer of JPY3,000, Topcon would trade in line with median...

Arun George

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Market Cap (USDm)

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