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 Cooper Companies delivered a positive result and managed an all-around beat in the last quarter.</li><li>The company surpassed revenue estimates, generating significant quarterly revenues of $930 million, driven by strong sustained organic growth.</li><li>CooperVision reported $630 million in revenue, up 13% organically, while CooperSurgical reported $300 million in revenue, up 9% organically.</li></ul>

The Cooper Companies delivered a positive result and managed an all-around beat in the last quarter.The company surpassed revenue estimates, generating significant quarterly revenues of $930 million, driven by strong sustained organic growth.CooperVision reported $630 million in revenue, up 13% organically, while CooperSurgical reported $300 million in revenue, up 9% organically.

The Cooper Companies: The Powerful Future of Fertility Business and How They're Leading! - Major Drivers

Equity Capital Markets

<ul><li>Cooper delivered a solid result and managed an all-around beat in the last quarter.</li><li>CooperSurgical also reported high revenues and achieved ten consecutive quarters of double-digit organic revenue growth, led by their fertility business.</li><li>In addition to the strong financial performance, CooperVision's new product launches, expanded product ranges, and market-leading flexibility contributed to the positive results.</li></ul>

Cooper delivered a solid result and managed an all-around beat in the last quarter.CooperSurgical also reported high revenues and achieved ten consecutive quarters of double-digit organic revenue growth, led by their fertility business.In addition to the strong financial performance, CooperVision's new product launches, expanded product ranges, and market-leading flexibility contributed to the positive results.

The Cooper Companies Inc.: Is It The Future Of Vision Correction? – Key Drivers

<ul><li>Cooper Companies had impressive Q3 results for both its CooperVision and CooperSurgical divisions and managed an all-around beat.</li><li>CooperVision experienced strong and diversified growth in all product categories, with its Daily Silicone hydrogel portfolio and myopia management products leading the way.</li><li>The company's growth in the myopia management market has been strong, with revenues up 42%, and it remains a market leader with its FDA-approved MiSight product.</li></ul>

Cooper Companies had impressive Q3 results for both its CooperVision and CooperSurgical divisions and managed an all-around beat.CooperVision experienced strong and diversified growth in all product categories, with its Daily Silicone hydrogel portfolio and myopia management products leading the way.The company's growth in the myopia management market has been strong, with revenues up 42%, and it remains a market leader with its FDA-approved MiSight product.

Cooper Companies Inc: Reaping The Fruits Of Myopia Management – Key Drivers

Global Healthcare Analyst

Tina Banerjee

<ul>
<li>
<a href="https://www.smartkarma.com/entities/pegavision-corp" target="_blank" data-smartkarma-citation="entities:14805:1" rel="noopener">Pegavision Corp (6491 TT)</a> has started 2023 on a weak note. During 1Q23, the company recorded revenue of NT$1,460M, representing YoY decline of ~2% and QoQ decline of ~18%.</li>
<li>During January and February 2023, Pegavision’s Chairman, Guo Ming-Dong has sold 53K and 66K shares, respectively, thereby reducing his shareholding to ~1.57M from initial ~1.9M.</li>
<li>Disappointing monthly revenue, coupled with regular insider selling should limit the near-term upside potential of Pegavision. Since end of February, Pegavision shares have corrected 10%.</li>
</ul>



Pegavision Corp (6491 TT) has started 2023 on a weak note. During 1Q23, the company recorded revenue of NT$1,460M, representing YoY decline of ~2% and QoQ decline of ~18%.
During January and February 2023, Pegavision’s Chairman, Guo Ming-Dong has sold 53K and 66K shares, respectively, thereby reducing his shareholding to ~1.57M from initial ~1.9M.
Disappointing monthly revenue, coupled with regular insider selling should limit the near-term upside potential of Pegavision. Since end of February, Pegavision shares have corrected 10%.


Pegavision Corp (6491 TT): Near-Term Concerns To Limit Upside Potential

Credit

<ul><li>Cooper Companies Inc is one of the largest manufacturers of contact lenses across the globe.</li><li>Daily silicones are still the primary factor in the contact lens industry's growth.</li><li>They also have the widest portfolio on the market with MyDay and clariti, which are available on various spheres, toric, and multifocal lenses.</li></ul>

Cooper Companies Inc is one of the largest manufacturers of contact lenses across the globe.Daily silicones are still the primary factor in the contact lens industry's growth.They also have the widest portfolio on the market with MyDay and clariti, which are available on various spheres, toric, and multifocal lenses.

The Cooper Companies Inc.: Detailed Credit Analysis & Financial Strength Evaluation Report

United States

The Cooper Companies, Inc. through its subsidiaries, develops, manufactures, and markets specialty healthcare products. The Company's products include contact lenses for the vision care market and diagnostic products, surgical instruments, and accessories for gynecologists and obstetricians.

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Cooper Cos (COO US)

The Cooper Companies: The Powerful Future of Fertility Business and How They're Leading! - Major Drivers

The Cooper Companies delivered a positive result and managed an all-around beat in the last quarter. The company surpassed revenue estimates,...

Baptista Research

The Cooper Companies Inc.: Is It The Future Of Vision Correction? – Key Drivers

Cooper delivered a solid result and managed an all-around beat in the last quarter. CooperSurgical also reported high revenues and achieved ten...

Baptista Research

Cooper Companies Inc: Reaping The Fruits Of Myopia Management – Key Drivers

Cooper Companies had impressive Q3 results for both its CooperVision and CooperSurgical divisions and managed an all-around beat. CooperVision...

Baptista Research

Pegavision Corp (6491 TT): Near-Term Concerns To Limit Upside Potential

During 1Q23, Pegavision recorded revenue of NT$1.5B, down 2% YoY and 18% QoQ. With China and Japan reopening the demand should have been strong....

Tina Banerjee

The Cooper Companies Inc.: Detailed Credit Analysis & Financial Strength Evaluation Report

Cooper Companies Inc is one of the largest manufacturers of contact lenses across the globe. Daily silicones are still the primary factor in the...

Baptista Research

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