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

Charter Communications  / Equity Bottom-Up

<ul><li>Charter Communications recently reported their third-quarter performance, providing insights into several dimensions of their business strategy and financial results.</li><li>Within a challenging competitive and macroeconomic landscape, Charter has emphasized resilience and strategic investments aimed at future growth.</li><li>On the positive side, Charter demonstrated robust performance in their mobile segment, adding 545,000 Spectrum Mobile lines and achieving over 2.1 million lines year-over-year—a clear indicator of strong demand and successful strategies to attract mobile customers.</li></ul>

Charter Communications recently reported their third-quarter performance, providing insights into several dimensions of their business strategy and financial results.Within a challenging competitive and macroeconomic landscape, Charter has emphasized resilience and strategic investments aimed at future growth.On the positive side, Charter demonstrated robust performance in their mobile segment, adding 545,000 Spectrum Mobile lines and achieving over 2.1 million lines year-over-year—a clear indicator of strong demand and successful strategies to attract mobile customers.

Charter Communications: An Analysis Of Its Fiber Footprint Expansion and Network Investments & Other Major Drivers

<ul><li>The recent move by Liberty Broadband to propose a merger with Charter Communications has sparked considerable buzz in the market.</li><li>In a bold counterproposal to Charter’s Special Committee, Liberty Broadband outlined an all-stock transaction where each holder of Liberty Broadband shares would receive 0.2900 shares of Charter Class A stock in exchange.</li><li>The transaction, set for closure by June 30, 2027, has been presented as a tax-free deal, aiming to combine the strengths of both companies in a highly competitive telecommunications landscape.</li></ul>

The recent move by Liberty Broadband to propose a merger with Charter Communications has sparked considerable buzz in the market.In a bold counterproposal to Charter’s Special Committee, Liberty Broadband outlined an all-stock transaction where each holder of Liberty Broadband shares would receive 0.2900 shares of Charter Class A stock in exchange.The transaction, set for closure by June 30, 2027, has been presented as a tax-free deal, aiming to combine the strengths of both companies in a highly competitive telecommunications landscape.

Charter Communications on the Brink of a Major Merger: Here's Why Liberty Broadband Wants To Acquire Them!

External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

<ul><li>Charter Long Equity Investment recommends going long on Charter stock with a target price of $431, indicating a 50% potential upside</li><li>Charter is the second largest cable company in the US, offering broadband, video, voice, and mobile services to over 32 million customers</li><li>Despite weak 4Q23 results leading to a stock decline, Charter's low valuation presents an opportunity for potential growth as it completes a network upgrade and expands its footprint</li></ul>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.

Charter Long Equity Investment recommends going long on Charter stock with a target price of $431, indicating a 50% potential upsideCharter is the second largest cable company in the US, offering broadband, video, voice, and mobile services to over 32 million customersDespite weak 4Q23 results leading to a stock decline, Charter's low valuation presents an opportunity for potential growth as it completes a network upgrade and expands its footprintThis 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.

Charter Communications Inc (CHTR) - Thursday, Feb 22, 2024

<ul><li>In Q4 2023, Charter Communications witnessed a modest addition of 155,000 Internet customers and a notable increase of nearly 2.5 million Spectrum Mobile lines, boasting a growth close to 50%.</li><li>Despite these figures, the company's revenue uplift was a meager 1%, with EBITDA inching up by just 1.3%—a figure that barely reaches 2.5% even when advertising dollars are set aside.</li><li>The endeavor to expand its Internet business within its current territory was met with significant hurdles, largely due to the relentless pressure from fixed wireless and wireline overbuild activities.</li></ul>

In Q4 2023, Charter Communications witnessed a modest addition of 155,000 Internet customers and a notable increase of nearly 2.5 million Spectrum Mobile lines, boasting a growth close to 50%.Despite these figures, the company's revenue uplift was a meager 1%, with EBITDA inching up by just 1.3%—a figure that barely reaches 2.5% even when advertising dollars are set aside.The endeavor to expand its Internet business within its current territory was met with significant hurdles, largely due to the relentless pressure from fixed wireless and wireline overbuild activities.

Charter Communications Inc.: These Are The 6 Fundamental Elements Driving Its Performance In 2024 & 2025! - Financial Forecasts

<ul><li>Charter Communications is contending with a narrowing competitive advantage in the cable industry due to the entrance of new rivals like fiber overbuilders and fixed wireless providers.</li><li>The company must make ongoing capital investments to stay competitive, despite uncertain returns on these investments.</li><li>Charter's aggressive capital allocation approach, motivated by management incentives, is raising doubts about the company's investment potential and future outlook.</li></ul>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.

Charter Communications is contending with a narrowing competitive advantage in the cable industry due to the entrance of new rivals like fiber overbuilders and fixed wireless providers.The company must make ongoing capital investments to stay competitive, despite uncertain returns on these investments.Charter's aggressive capital allocation approach, motivated by management incentives, is raising doubts about the company's investment potential and future outlook.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.

Charter Communications Inc (CHTR) - Tuesday, Dec 26, 2023

United States

Charter Communications, Inc. operates as a cable telecommunications company. The Company offers cable broadcasting, internet, voice, and mass media services. Charter Communications serves customers in the United States.

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Charter Communications (CHTR US)

Charter Communications: An Analysis Of Its Fiber Footprint Expansion and Network Investments & Other Major Drivers

Charter Communications recently reported their third-quarter performance, providing insights into several dimensions of their business strategy...

Baptista Research

Charter Communications on the Brink of a Major Merger: Here's Why Liberty Broadband Wants To Acquire Them!

The recent move by Liberty Broadband to propose a merger with Charter Communications has sparked considerable buzz in the market. In a bold...

Baptista Research

Charter Communications Inc (CHTR) - Thursday, Feb 22, 2024

Charter Long Equity Investment recommends going long on Charter stock with a target price of $431, indicating a 50% potential upside

Value Investors Club

Charter Communications Inc.: These Are The 6 Fundamental Elements Driving Its Performance In 2024 & 2025! - Financial Forecasts

In Q4 2023, Charter Communications witnessed a modest addition of 155,000 Internet customers and a notable increase of nearly 2.5 million Spectrum...

Baptista Research

Charter Communications Inc (CHTR) - Tuesday, Dec 26, 2023

Charter Communications is contending with a narrowing competitive advantage in the cable industry due to the entrance of new rivals like fiber...

Value Investors Club

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