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>Boise Cascade's second quarter 2024 earnings reflected a complex but strategically navigated economic landscape, manifesting both strengths and areas of concerns.</li><li>The company reported a year-on-year decrease in net income from $146.3 million in Q2 2023 to $112.3 million in Q2 2024, alongside a slight decline in consolidated sales reaching $1.8 billion, down by 1% from the previous year.</li><li>Despite a softer market environment characterized by elevated mortgage rates and broader economic uncertainties, the firm has pushed forward with essential growth projects and sustained its shareholder capital return strategy.</li></ul>

Boise Cascade's second quarter 2024 earnings reflected a complex but strategically navigated economic landscape, manifesting both strengths and areas of concerns.The company reported a year-on-year decrease in net income from $146.3 million in Q2 2023 to $112.3 million in Q2 2024, alongside a slight decline in consolidated sales reaching $1.8 billion, down by 1% from the previous year.Despite a softer market environment characterized by elevated mortgage rates and broader economic uncertainties, the firm has pushed forward with essential growth projects and sustained its shareholder capital return strategy.

Boise Cascade Company: Will The Expansion of Engineered Wood Products Capacity & Investment in Distribution Facilities Be Enough? - Major Drivers

External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

<ul><li>Boise has transformed under new management since spinning off from OfficeMax in 2013</li><li>Strategic acquisitions and investments have shifted focus towards higher-margin products</li><li>Repurposing lumber/plywood capacity for engineered products and closer integration between segments have positioned Boise for strong cash flow returns</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

Boise has transformed under new management since spinning off from OfficeMax in 2013Strategic acquisitions and investments have shifted focus towards higher-margin productsRepurposing lumber/plywood capacity for engineered products and closer integration between segments have positioned Boise for strong cash flow returnsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Boise Cascade Co (BCC) - Monday, Apr 22, 2024

<ul><li>Boise Cascade's first quarter of 2024 shows a balance of strengths and areas of concern reflecting the complex dynamics in the wood products and building materials markets.</li><li>Starting with the positives, Boise Cascade reported a revenue increase of 7% reaching $1.6 billion, coupled with a rise in net income to $104.1 million, up from $96.7 million in the prior year.</li><li>The firm's earnings per share also increased, reaching $2.61 compared to $2.43 in the previous year, primarily driven by a notable upswing in single-family housing starts which grew by 27%.</li></ul>

Boise Cascade's first quarter of 2024 shows a balance of strengths and areas of concern reflecting the complex dynamics in the wood products and building materials markets.Starting with the positives, Boise Cascade reported a revenue increase of 7% reaching $1.6 billion, coupled with a rise in net income to $104.1 million, up from $96.7 million in the prior year.The firm's earnings per share also increased, reaching $2.61 compared to $2.43 in the previous year, primarily driven by a notable upswing in single-family housing starts which grew by 27%.

Boise Cascade Company: Will The Heightened Focus on Repair and Remodel (R&R) Market Pay Off? - Major Drivers

<ul>
<li>This is our first report on building and wooden products producer, Boise Cascade.</li>
<li>The company, which operates in the building materials and wood products sectors, reported full-year net income of $483.7 million or $12.12 per diluted share on sales of $6.8 billion.</li>
<li>This showcase of profitability came along with successful execution of the company's growth strategy with a mix of organic and acquisition initiatives.</li>
</ul>


This is our first report on building and wooden products producer, Boise Cascade.
The company, which operates in the building materials and wood products sectors, reported full-year net income of $483.7 million or $12.12 per diluted share on sales of $6.8 billion.
This showcase of profitability came along with successful execution of the company's growth strategy with a mix of organic and acquisition initiatives.


Boise Cascade Corporation: These 4 Pivotal Factors Are Needle-Movers For Its Stock In 2024 & Beyond!

Cross-Asset Strategist & Quantitative Analyst, Pennock Idea Hub

Cam Hui

Cross-Asset Strategist & Quantitative Analyst

Pennock Idea Hub

We are creators of independent equity research. The Pennock Idea Hub team are veterans of the investment industry. Much of our team has spent their careers at Merrill Lynch, Deutsche Bank, RBC Capital Markets and Wood Gundy. We have taken every aspect of research back to the studs and returned to first principles. The Pennock Idea Hub marries the interests of the sell and buy side. 

We offer the best research for institutional investors by:

-Only publishing research from veteran analysts
-Eliminate the inherent conflicts of the traditional sell and buy side relationship
-Ensure our team is always accessible; collaboration with clients nurtures our collective success

Cross-Asset & Quantitative Research

Cross Asset Strategy

<ul>
<li>A bottom-up driven scan of stock charts shows over 29 stocks with bullish technical patterns consisting of uptrends or breakouts from multi-month bases with strong potential upsides.</li>
<li>Bullish patterns are broadly based, primarily concentrated in technology and cyclicals, which argue for a continuation of the AI-related bull and an economic rebound.</li>
<li>This bottom-up analysis also pointed to bullish macro conclusions about the economy.</li>
</ul>


A bottom-up driven scan of stock charts shows over 29 stocks with bullish technical patterns consisting of uptrends or breakouts from multi-month bases with strong potential upsides.
Bullish patterns are broadly based, primarily concentrated in technology and cyclicals, which argue for a continuation of the AI-related bull and an economic rebound.
This bottom-up analysis also pointed to bullish macro conclusions about the economy.


United States

Boise Cascade Company manufactures and markets wood products. The Company offers lumber, plywood, engineered wood, and particleboard, as well as adhesive sealants, concrete, fasteners, flashing, vents, framing accessories, gypsum, insulating, locks, and roofing products.

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Boise Cascade Co (BCC US)

Boise Cascade Company: Will The Expansion of Engineered Wood Products Capacity & Investment in Distribution Facilities Be Enough? - Major Drivers

Boise Cascade's second quarter 2024 earnings reflected a complex but strategically navigated economic landscape, manifesting both strengths and...

Baptista Research

Boise Cascade Co (BCC) - Monday, Apr 22, 2024

Boise has transformed under new management since spinning off from OfficeMax in 2013. Strategic acquisitions and investments have shifted focus...

Value Investors Club

Boise Cascade Company: Will The Heightened Focus on Repair and Remodel (R&R) Market Pay Off? - Major Drivers

Boise Cascade's first quarter of 2024 shows a balance of strengths and areas of concern reflecting the complex dynamics in the wood products and...

Baptista Research

Boise Cascade Corporation: These 4 Pivotal Factors Are Needle-Movers For Its Stock In 2024 & Beyond!

This is our first report on building and wooden products producer, Boise Cascade. The company, which operates in the building materials and wood...

Baptista Research

29 Reasons to Be Bullish

A bottom-up scan of stock charts shows over 29 stocks with bullish technical patterns consisting of uptrends or breakouts from multi-month bases...

Cam Hui

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