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>After years of turbulence marked by the 737 MAX crises, persistent quality control issues, and billions in losses across both its commercial and defense segments, Boeing is showing signs of a long-awaited stabilization.</li><li>In recent weeks, a series of major developments have helped reignite optimism around the aerospace giant.</li><li>The company scored a significant defense contract victory over Lockheed Martin, landing the U.S. Air Force's F-47 fighter jet deal—an upset that added billions in market value and sent Boeing shares surging.</li></ul>

After years of turbulence marked by the 737 MAX crises, persistent quality control issues, and billions in losses across both its commercial and defense segments, Boeing is showing signs of a long-awaited stabilization.In recent weeks, a series of major developments have helped reignite optimism around the aerospace giant.The company scored a significant defense contract victory over Lockheed Martin, landing the U.S. Air Force's F-47 fighter jet deal—an upset that added billions in market value and sent Boeing shares surging.

Boeing Beats Lockheed To the F-47 & Locks In Korean Air — The Jet Giant Is Quietly Turning Things Around?

<ul><li>The Boeing Company's recent quarterly earnings call revealed a mixed performance, capturing both progress and ongoing challenges.</li><li>Key areas of focus included stabilizing production, managing fixed-price development programs, and cultural transformation, against the backdrop of an industry still in recovery.</li><li>On the commercial aerospace side, Boeing's production strategy post-IAM strike was highlighted.</li></ul>

The Boeing Company's recent quarterly earnings call revealed a mixed performance, capturing both progress and ongoing challenges.Key areas of focus included stabilizing production, managing fixed-price development programs, and cultural transformation, against the backdrop of an industry still in recovery.On the commercial aerospace side, Boeing's production strategy post-IAM strike was highlighted.

Boeing’s High-Stakes Production Ramp-Up: Can It Deliver Or Will Chaos Ensue? - Major Drivers

<ul><li>Boeing, a global aviation giant, is making waves as it navigates a pivotal turnaround after facing a tumultuous period marred by operational lapses, financial strain, and reputation challenges.</li><li>The company has recently demonstrated notable progress across several fronts.</li><li>On December 18, Boeing resumed production of its 737, 767, and 777/777X airplane programs, signaling an operational revival after a three-month machinists' strike.</li></ul>

Boeing, a global aviation giant, is making waves as it navigates a pivotal turnaround after facing a tumultuous period marred by operational lapses, financial strain, and reputation challenges.The company has recently demonstrated notable progress across several fronts.On December 18, Boeing resumed production of its 737, 767, and 777/777X airplane programs, signaling an operational revival after a three-month machinists' strike.

Boeing's Bold Comeback: Inside The $36 Billion Deal, 787 Ramp-Up & Cultural Overhaul

US-EU Index Rebalances / Quantitative Researcher, ORTEX

Dimitris Ioannidis

US-EU Index Rebalances / Quantitative Researcher

Global Financial Data and Analytics Platform

ORTEX

ORTEX is a global financial data and analytics platform providing real-time securities lending and short interest data, index rebalance data, holdings and insider transactions, trading signals, corporate actions and news,  stock machine learning and factor scores and other analytics. The majority of the data are downloadable and accessible through APIs.

Event-Driven

<ul>
<li>The equity offering of <a href="https://www.smartkarma.com/entities/boeing-co" target="_blank" data-smartkarma-citation="entities:11957:1" rel="noopener">Boeing Co (BA US)</a> is forecasted to generate a passive fund demand of more than $5bn across US &amp; Global indices including S&amp;P500.</li>
<li>Announcement, implementation, and passive fund demand from indices is expected between 29-31 October 2024. </li>
<li>The free float in a US and Global index might round up from ~95% to 100% because of the strategic holding's dilution following the offering.</li>
</ul>


The equity offering of Boeing Co (BA US) is forecasted to generate a passive fund demand of more than $5bn across US &amp; Global indices including S&amp;P500.
Announcement, implementation, and passive fund demand from indices is expected between 29-31 October 2024. 
The free float in a US and Global index might round up from ~95% to 100% because of the strategic holding's dilution following the offering.


Boeing (BA US): Soaring in US & Global Indices with $21B Equity Offering

<ul><li>The Boeing Company's Third Quarter 2024 Earnings highlighted a mix of challenges and strategic initiatives aimed at stabilizing and revitalizing the company.</li><li>The CEO, Robert Ortberg, outlined a clear, multi-faceted approach to address the ongoing issues, aiming to restore Boeing's position as a leader in the aerospace sector.</li><li>However, the financial results and ongoing disruptions present a complex, challenging landscape for the company.</li></ul>

The Boeing Company's Third Quarter 2024 Earnings highlighted a mix of challenges and strategic initiatives aimed at stabilizing and revitalizing the company.The CEO, Robert Ortberg, outlined a clear, multi-faceted approach to address the ongoing issues, aiming to restore Boeing's position as a leader in the aerospace sector.However, the financial results and ongoing disruptions present a complex, challenging landscape for the company.

Boeing's Q3 Result & Current Struggles Pointing Towards The Need For A "Leaner" Future? - Major Drivers

United States

The Boeing Company, together with its subsidiaries, develops, produces, and markets commercial jet aircraft, as well as provides related support services to the commercial airline industry worldwide.  The Company also researches, develops, produces, modifies, and supports information, space, and defense systems, including military aircraft, helicopters and space and missile systems.

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Boeing Co (BA US)

Boeing Beats Lockheed To the F-47 & Locks In Korean Air — The Jet Giant Is Quietly Turning Things Around?

After years of turbulence marked by the 737 MAX crises, persistent quality control issues, and billions in losses across both its commercial and...

Baptista Research

Boeing’s High-Stakes Production Ramp-Up: Can It Deliver Or Will Chaos Ensue? - Major Drivers

The Boeing Company's recent quarterly earnings call revealed a mixed performance, capturing both progress and ongoing challenges. Key areas of...

Baptista Research

Boeing's Bold Comeback: Inside The $36 Billion Deal, 787 Ramp-Up & Cultural Overhaul

Boeing, a global aviation giant, is making waves as it navigates a pivotal turnaround after facing a tumultuous period marred by operational...

Baptista Research

Boeing (BA US): Soaring in US & Global Indices with $21B Equity Offering

Global purple announced the increase in shares at the close of 29 October with a trade date at the close of 31 October where demand of ~$1.6bn and...

Dimitris Ioannidis

Boeing's Q3 Result & Current Struggles Pointing Towards The Need For A "Leaner" Future? - Major Drivers

The Boeing Company's Third Quarter 2024 Earnings highlighted a mix of challenges and strategic initiatives aimed at stabilizing and revitalizing...

Baptista Research

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