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>The Coca-Cola Company’s third-quarter earnings call for 2024 underscored a resilient performance despite a challenging market environment.</li><li>The company’s agility was evident as it navigated market fluctuations and executed its growth strategy competently.</li><li>The Coca-Cola Company reported a volume decline of 1% in the quarter, attributed to a slow July, but showed improvement in the succeeding months.</li></ul>

The Coca-Cola Company’s third-quarter earnings call for 2024 underscored a resilient performance despite a challenging market environment.The company’s agility was evident as it navigated market fluctuations and executed its growth strategy competently.The Coca-Cola Company reported a volume decline of 1% in the quarter, attributed to a slow July, but showed improvement in the succeeding months.

The Coca-Cola Company:  Diversification & Strategic Expansion into Non-Sparkling Categories & Other Major Drivers

<ul><li>The Coca-Cola Company continued its strong momentum in the second quarter.</li><li>The company's resilient strategy as well as its consistent focus on leveraging its scale and growth mindset have contributed to solid year-to-date results.</li><li>As a result, Coca-Cola has raised both its top and bottom-line guidance.</li></ul>

The Coca-Cola Company continued its strong momentum in the second quarter.The company's resilient strategy as well as its consistent focus on leveraging its scale and growth mindset have contributed to solid year-to-date results.As a result, Coca-Cola has raised both its top and bottom-line guidance.

The Coca-Cola Company: Increasing Inflation and Input Costs Adversely Impacting The Bottom-Line? - Major Drivers

<ul><li>Coca-Cola provided overall positive results despite the ongoing global challenges they faced.</li><li>James Quincey, Chairman and CEO, specifically highlighted their "all-weather strategy," which allowed them to attain 8% comparable earnings per share growth, despite notable headwinds from a 7% currency impact.</li><li>He attributed the year's success to the company's strategy and improved capabilities, making Coca-Cola a more agile and efficient global organization.</li></ul>

Coca-Cola provided overall positive results despite the ongoing global challenges they faced.James Quincey, Chairman and CEO, specifically highlighted their "all-weather strategy," which allowed them to attain 8% comparable earnings per share growth, despite notable headwinds from a 7% currency impact.He attributed the year's success to the company's strategy and improved capabilities, making Coca-Cola a more agile and efficient global organization.

The Coca-Cola Company: What Is The Impact Of Changing North American Market Dynamics? - Major Drivers

Pan-Asia Index Rebalances/ Events/ Delta One, Periscope Analytics

Brian Freitas

Pan-Asia Index Rebalances/ Events/ Delta One

Periscope Analytics

Periscope Analytics focuses on event-driven trades across Asia Pacific and provides comprehensive, timely and systematic coverage of index changes to major Asia Pacific indices in a structured manner.

The analysis includes forecasted inclusions and exclusions to all major Asian indices that have significant amount of tracking assets, including estimates of passive buy/sell flow on the stocks. The service also provides commentary and impact of market consultations, ground rule changes, and other events (IPOs, spin-offs, M&A) that could lead to index changes and passive flow.

Periscope Analytics works with multi-strategy hedge funds, proprietary trading firms, stat arb trading groups and long-only investors that invest and trade in the Asia Pacific region with the data being used to trade index rebalances, avoid pre-positioning and passive flow, and to time entry into and exit from stocks.

Event-Driven Trades Across Asia Pacific

Event-Driven

<ul>
<li>The changes to the <a href="https://www.smartkarma.com/entities/s-p-500-index" target="_blank" data-smartkarma-citation="entities:22886:1" rel="noopener">S&amp;P 500 INDEX (SPX INDEX)</a>, S&amp;P400 Index and S&amp;P600 Index will be announced after market close on Friday.</li>
<li>The conclusions of the market consultation to change the index weighting methodology for the Select Sector Indices to reduce concentration and avoid reverse turnover should also be announced.</li>
<li>Changes in the index weighting methodology will result in a round-trip trade of US$35bn across the Select Sector indices. The largest turnover is in the <a href="https://www.smartkarma.com/entities/consumer-staples-select-sector-spdr-fund" target="_blank" data-smartkarma-citation="entities:27536:1" rel="noopener">XLP</a> and <a href="https://www.smartkarma.com/entities/technology-select-sector-spdr" target="_blank" data-smartkarma-citation="entities:27543:1" rel="noopener">XLK</a>.</li>
</ul>


The changes to the S&amp;P 500 INDEX (SPX INDEX), S&amp;P400 Index and S&amp;P600 Index will be announced after market close on Friday.
The conclusions of the market consultation to change the index weighting methodology for the Select Sector Indices to reduce concentration and avoid reverse turnover should also be announced.
Changes in the index weighting methodology will result in a round-trip trade of US$35bn across the Select Sector indices. The largest turnover is in the XLP and XLK.


Select Sector Indices - Updated Flows as Round-Trip Trade Hits US$35bn

India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

Thematic (Sector/Industry)

<ul>
<li>Nvidia and Reliance Partner to Build AI Infrastructure in India</li>
<li>NMDC Raises Iron Ore Prices by Over 18% Since August</li>
<li>GMR Group Raises INR 6,300 Crore from ADIA for Debt Refinancing</li>
</ul>


Nvidia and Reliance Partner to Build AI Infrastructure in India
NMDC Raises Iron Ore Prices by Over 18% Since August
GMR Group Raises INR 6,300 Crore from ADIA for Debt Refinancing


# 68 India Insight: Nvidia & Reliance Partnership, NMDC Price Raise, GMR INR 6,300 Crore from ADIA

United States

The Coca-Cola Company manufactures, markets, and distributes soft drink concentrates and syrups.  The Company also distributes and markets juice and juice-drink products.  Coca-Cola distributes its products to retailers and wholesalers in the United States and internationally.

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Coca Cola Co (KO US)

The Coca-Cola Company: Diversification & Strategic Expansion into Non-Sparkling Categories & Other Major Drivers

The Coca-Cola Company’s third-quarter earnings call for 2024 underscored a resilient performance despite a challenging market environment. The...

Baptista Research

The Coca-Cola Company: Increasing Inflation and Input Costs Adversely Impacting The Bottom-Line? - Major Drivers

The Coca-Cola Company continued its strong momentum in the second quarter. The company's resilient strategy as well as its consistent focus on...

Baptista Research

The Coca-Cola Company: What Is The Impact Of Changing North American Market Dynamics? - Major Drivers

Coca-Cola provided overall positive results despite the ongoing global challenges they faced. James Quincey, Chairman and CEO, specifically...

Baptista Research

Select Sector Indices - Updated Flows as Round-Trip Trade Hits US$35bn

US$300bn tracks the Select Sector Indices. Implementation of proposed changes will set off a US$35bn trade. Apple could be bought by multiple...

Brian Freitas

# 68 India Insight: Nvidia & Reliance Partnership, NMDC Price Raise, GMR INR 6,300 Crore from ADIA

Nvidia and Reliance collaborate on AI infrastructure in India, NMDC hikes iron ore prices by 18%, GMR Group secures INR 6,300 crore from ADIA for...

Sudarshan Bhandari

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

The Coca-Cola Company: Diversification & Strategic Expansion into Non-Sparkling Categories & Other Major Drivers

The Coca-Cola Company’s third-quarter earnings call for 2024 underscored a resilient performance despite a challenging market environment. The...

Baptista Research

The Coca-Cola Company: Increasing Inflation and Input Costs Adversely Impacting The Bottom-Line? - Major Drivers

The Coca-Cola Company continued its strong momentum in the second quarter. The company's resilient strategy as well as its consistent focus on...

Baptista Research

The Coca-Cola Company: What Is The Impact Of Changing North American Market Dynamics? - Major Drivers

Coca-Cola provided overall positive results despite the ongoing global challenges they faced. James Quincey, Chairman and CEO, specifically...

Baptista Research

Select Sector Indices - Updated Flows as Round-Trip Trade Hits US$35bn

US$300bn tracks the Select Sector Indices. Implementation of proposed changes will set off a US$35bn trade. Apple could be bought by multiple...

Brian Freitas

# 68 India Insight: Nvidia & Reliance Partnership, NMDC Price Raise, GMR INR 6,300 Crore from ADIA

​Nvidia and Reliance collaborate on AI infrastructure in India, NMDC hikes iron ore prices by 18%, GMR Group secures INR 6,300 crore from ADIA for...

Sudarshan Bhandari

Nvidia and Reliance collaborate on AI infrastructure in India, NMDC hikes iron ore prices by 18%, GMR Group secures INR 6,300 crore from ADIA for...