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>Choice Hotels International has portrayed a strong growth trajectory in its latest quarterly result, evidenced by a significant increase in adjusted EBITDA and EPS.</li>
<li>The company raised its full-year adjusted EPS guidance, reflecting confidence in its financial outlook and operational strategy.</li>
<li>Central to its growth strategy is the expansion of its portfolio of revenue-intense hotels.</li>
</ul>


Choice Hotels International has portrayed a strong growth trajectory in its latest quarterly result, evidenced by a significant increase in adjusted EBITDA and EPS.
The company raised its full-year adjusted EPS guidance, reflecting confidence in its financial outlook and operational strategy.
Central to its growth strategy is the expansion of its portfolio of revenue-intense hotels.


Choice Hotels International Inc. - Major Drivers

<ul>
<li>Choice Hotels International Inc. showed a largely positive outcome in its first quarter of 2024 financial results, demonstrating solid growth trajectories in various aspects of its business.</li>
<li>The company reported an impressive 17% increase in adjusted EBITDA and a 14% increase in adjusted EPS on a year-over-year basis, achieving record levels for the first quarter.</li>
<li>This growth was partly fueled by the successful integration of the Radisson Americas, which has substantially broadened the company's scale and diversified its earnings streams through new non-RevPAR-related avenues.</li>
</ul>


Choice Hotels International Inc. showed a largely positive outcome in its first quarter of 2024 financial results, demonstrating solid growth trajectories in various aspects of its business.
The company reported an impressive 17% increase in adjusted EBITDA and a 14% increase in adjusted EPS on a year-over-year basis, achieving record levels for the first quarter.
This growth was partly fueled by the successful integration of the Radisson Americas, which has substantially broadened the company's scale and diversified its earnings streams through new non-RevPAR-related avenues.


Choice Hotels International: Geographic Expansion & Scaling In Order To Amplify Growth!

<ul>
<li>This is our first report on global hotels major, Choice Hotels International.</li>
<li>The company's CEO, Patrick Pacious, and CFO, Scott Oaksmith, provided details on their financial results and strategic initiatives, including the proposed acquisition of Wyndham Hotels &amp; Resorts.</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 global hotels major, Choice Hotels International.
The company's CEO, Patrick Pacious, and CFO, Scott Oaksmith, provided details on their financial results and strategic initiatives, including the proposed acquisition of Wyndham Hotels &amp; Resorts.
In this report, we have carried out a fundamental analysis of the historical financial statements of the company.


Choice Hotels: The Mega Merger Moves: Inside Choice Hotels' Bold $8 Billion Play for Wyndham!

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

S&P Small Cap 600 Index / Technical Analysis

<ul>
<li>Our outlook remains bullish and the significant end-of-year rally that we have been expecting since mid-October is in full swing; continue to ride the trend higher.</li>
<li>Our election day Compass report (11/5/24) was titled "Buy the Pullback," and last week's Compass (11/19/24) was similarly titled "Buy the Pullback Again" </li>
<li>We continue to expect significant upside into year-end and the early part of 2025, with small- and mid-caps leading the way, and for index support at 20-day MAs.</li>
</ul>


Our outlook remains bullish and the significant end-of-year rally that we have been expecting since mid-October is in full swing; continue to ride the trend higher.
Our election day Compass report (11/5/24) was titled "Buy the Pullback," and last week's Compass (11/19/24) was similarly titled "Buy the Pullback Again" 
We continue to expect significant upside into year-end and the early part of 2025, with small- and mid-caps leading the way, and for index support at 20-day MAs.


Continue to Ride the Trend Higher; Upgrading Discretionary to Overweight; Overweight Mid/Small-Caps

Selected Quarterly & Annual Newsletters from Funds, Fund Newsletters

Fund Newsletters

Selected Quarterly & Annual Newsletters from Funds

Thematic (Sector/Industry)

<ul>
<li>Baron is an asset management firm focused on delivering growth equity investment solutions known for long-term, fundamental, active approach to growth investing.</li>
<li>We expect additional, substantial appreciation for Tesla and SpaceX.</li>
<li>84.3% of our assets are NOT invested in Tesla and SpaceX, but rather are invested in other exceptionally attractive growth companies.</li>
<li>We have always believed that any recessions or declines in the value of our growth business holdings would not be long-lasting.</li>
<li>Think long term about everything, guard your reputation zealously, make sure your balance sheet is as close to impregnable as possible.</li>
</ul>


Baron is an asset management firm focused on delivering growth equity investment solutions known for long-term, fundamental, active approach to growth investing.
We expect additional, substantial appreciation for Tesla and SpaceX.
84.3% of our assets are NOT invested in Tesla and SpaceX, but rather are invested in other exceptionally attractive growth companies.
We have always believed that any recessions or declines in the value of our growth business holdings would not be long-lasting.
Think long term about everything, guard your reputation zealously, make sure your balance sheet is as close to impregnable as possible.


Baron Funds Q3 2022 Report - Letter From Ron

United States

Choice Hotels International, Inc. franchises hotel properties.  The Company franchises hotels throughout the United States, Puerto Rico, and the District of Columbia, as well as other countries.  Choice Hotels' properties operate under the Comfort, Quality, Clarion, Sleep, Rodeway, Econo Lodge, and MainStay brand names.

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Choice Hotels Intl (CHH US)

Choice Hotels International Inc. - Major Drivers

Choice Hotels International has portrayed a strong growth trajectory in its latest quarterly result, evidenced by a significant increase in...

Baptista Research

Choice Hotels International: Geographic Expansion & Scaling In Order To Amplify Growth!

Choice Hotels International Inc. showed a largely positive outcome in its first quarter of 2024 financial results, demonstrating solid growth...

Baptista Research

Choice Hotels: The Mega Merger Moves: Inside Choice Hotels' Bold $8 Billion Play for Wyndham!

This is our first report on global hotels major, Choice Hotels International. The company's CEO, Patrick Pacious, and CFO, Scott Oaksmith,...

Baptista Research

Continue to Ride the Trend Higher; Upgrading Discretionary to Overweight; Overweight Mid/Small-Caps

Continue to Ride the Trend Higher; Upgrading Discretionary to Overweight $XLY $RSPD $XRT; Overweight Mid- & Small-Caps $IWM $IJR $IJH. Latest "Buy...

Vermilion Research

Baron Funds Q3 2022 Report - Letter From Ron

Baron is an asset management firm focused on delivering growth equity investment solutions known for long-term, fundamental, active approach to...

Fund Newsletters

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