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

Celanese Corp Series A / Equity Bottom-Up

<ul><li>Celanese Corporation's third-quarter 2024 performance was notably impacted by challenging macroeconomic conditions, leading to results that fell short of expectations.</li><li>Despite efforts to sustain value creation, the company faced persistent headwinds that necessitated a strategic shift, including the significant decision to temporarily reduce its quarterly dividend starting from the first quarter of 2025.</li><li>This move, while carefully considered, is intended to support the company's deleveraging efforts amidst ongoing economic pressures.</li></ul>

Celanese Corporation's third-quarter 2024 performance was notably impacted by challenging macroeconomic conditions, leading to results that fell short of expectations.Despite efforts to sustain value creation, the company faced persistent headwinds that necessitated a strategic shift, including the significant decision to temporarily reduce its quarterly dividend starting from the first quarter of 2025.This move, while carefully considered, is intended to support the company's deleveraging efforts amidst ongoing economic pressures.

Celanese Corporation: Will Its Cost Optimization & Synergy Realization Be A Potential Game Changer? - Major Drivers

<ul><li>Celanese Corporation, a global chemical and specialty materials company, reported its financial outcomes for the second quarter of 2024, revealing a mix of predictable challenges and strategic adjustments aimed at maintaining stable performance amidst varied market conditions.</li><li>Positively, Celanese showcased resilience via strategic management of its engineered materials segment and its acetyls mix.</li><li>The company noted a steady demand in automotive applications, benefiting partly from synergy realizations following its integration of DuPont's mobility and materials unit.</li></ul>

Celanese Corporation, a global chemical and specialty materials company, reported its financial outcomes for the second quarter of 2024, revealing a mix of predictable challenges and strategic adjustments aimed at maintaining stable performance amidst varied market conditions.Positively, Celanese showcased resilience via strategic management of its engineered materials segment and its acetyls mix.The company noted a steady demand in automotive applications, benefiting partly from synergy realizations following its integration of DuPont's mobility and materials unit.

Celanese Corporation: Diversification and Stability of Portfolio Is Their Biggest Competitive Edge? - Major Drivers

<ul><li>In the Q1 2024 earnings, Celanese Corporation addressed a range of issues including their outlook on market trends and company-specific activities.</li><li>Starting with the macroeconomic outlook, CEO Lori Ryerkerk stated that the environment remains broadly unchanged from previous expectations.</li><li>Notably, they have not identified any significant positives or negatives in the quarter, with destocking trends appearing to be ending and order books stabilizing.</li></ul>

In the Q1 2024 earnings, Celanese Corporation addressed a range of issues including their outlook on market trends and company-specific activities.Starting with the macroeconomic outlook, CEO Lori Ryerkerk stated that the environment remains broadly unchanged from previous expectations.Notably, they have not identified any significant positives or negatives in the quarter, with destocking trends appearing to be ending and order books stabilizing.

Celanese Corporation: Expanding Capacity in Acetyls Chain and Engineered Materials & Other Major Drivers

<ul><li>During the recent earnings of Celanese Corporation for Q4 2023, the management discussed certain issues and decisions influencing the company's future financial performance.</li><li>CEO Lori Ryerkerk indicated that they expect significant improvements in the M&M (Materials Solutions) business in the first quarter of 2024, set to be the highest quarterly EBITDA since its acquisition.</li><li>This development results from starting to see the pull through of lower raw materials and lower fixed costs that were being generated, with a recovery in auto expected as well.</li></ul>

During the recent earnings of Celanese Corporation for Q4 2023, the management discussed certain issues and decisions influencing the company's future financial performance.CEO Lori Ryerkerk indicated that they expect significant improvements in the M&M (Materials Solutions) business in the first quarter of 2024, set to be the highest quarterly EBITDA since its acquisition.This development results from starting to see the pull through of lower raw materials and lower fixed costs that were being generated, with a recovery in auto expected as well.

Celanese Corporation: Integrated Value Chain Model & 5 Biggest Catalysts For Its Growth! - Major Drivers

<ul><li>Celanese Corporation delivered a mixed set of results in its most recent result, with revenues falling short of Wall Street expectations but above-par earnings.</li><li>This transformative endeavor, while invaluable, encounters challenges amid a persistently weak and volatile demand backdrop, limiting foresight into future macro conditions.</li><li>In this report, we have carried out a fundamental analysis of the historical financial statements of the company.</li></ul>

Celanese Corporation delivered a mixed set of results in its most recent result, with revenues falling short of Wall Street expectations but above-par earnings.This transformative endeavor, while invaluable, encounters challenges amid a persistently weak and volatile demand backdrop, limiting foresight into future macro conditions.In this report, we have carried out a fundamental analysis of the historical financial statements of the company.

Celanese Corporation: Overcoming Weak Demand - What's Their Strategy for Growth? - Major Drivers

United States

Celanese Corporation is a global integrated producer of chemicals and advanced materials. The Company's products include acetyl, acetate, vinyl emulsion, and engineered polymers. Celanese Corp's operations are primarily located in North America, Europe and Asia.

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Celanese Corp Series A (CE US)

Celanese Corporation: Will Its Cost Optimization & Synergy Realization Be A Potential Game Changer? - Major Drivers

Celanese Corporation's third-quarter 2024 performance was notably impacted by challenging macroeconomic conditions, leading to results that fell...

Baptista Research

Celanese Corporation: Diversification and Stability of Portfolio Is Their Biggest Competitive Edge? - Major Drivers

Celanese Corporation, a global chemical and specialty materials company, reported its financial outcomes for the second quarter of 2024, revealing...

Baptista Research

Celanese Corporation: Expanding Capacity in Acetyls Chain and Engineered Materials & Other Major Drivers

In the Q1 2024 earnings, Celanese Corporation addressed a range of issues including their outlook on market trends and company-specific...

Baptista Research

Celanese Corporation: Integrated Value Chain Model & 5 Biggest Catalysts For Its Growth! - Major Drivers

During the recent earnings of Celanese Corporation for Q4 2023, the management discussed certain issues and decisions influencing the company's...

Baptista Research

Celanese Corporation: Overcoming Weak Demand - What's Their Strategy for Growth? - Major Drivers

Celanese Corporation delivered a mixed set of results in its most recent result, with revenues falling short of Wall Street expectations but...

Baptista Research

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