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>Deere & Company delivered a fourth quarter and full-year performance for fiscal 2024 in a context of declining sales and tough market conditions.</li><li>The company reported net sales and revenues down 16% for the year to $51.7 billion, with equipment operations showing a sharper decline of 19%.</li><li>Net income attributable to Deere stood at $7.1 billion, reflecting a challenging market impacted by lower agricultural demand globally.</li></ul>

Deere & Company delivered a fourth quarter and full-year performance for fiscal 2024 in a context of declining sales and tough market conditions.The company reported net sales and revenues down 16% for the year to $51.7 billion, with equipment operations showing a sharper decline of 19%.Net income attributable to Deere stood at $7.1 billion, reflecting a challenging market impacted by lower agricultural demand globally.

Deere & Company: Precision Agriculture Expansion As A Pivotal Growth Lever! - Major Drivers

External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

<ul><li>Deere &amp; Company has a strong underlying business and potential for growth in the agriculture and construction equipment industry</li><li>The company's focus on technological innovation, strong management team, investment grade balance sheet, and global presence make it a top player in the market</li><li>Despite its cyclicality, Deere's strategic positioning and emphasis on R&amp;D make it an attractive option for long-term growth potential for investors</li></ul><p><em>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.</em></p>

Deere &amp; Company has a strong underlying business and potential for growth in the agriculture and construction equipment industryThe company's focus on technological innovation, strong management team, investment grade balance sheet, and global presence make it a top player in the marketDespite its cyclicality, Deere's strategic positioning and emphasis on R&amp;D make it an attractive option for long-term growth potential for investorsThis 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.

Deere & Company  (DE) - Saturday, Jun 15, 2024

Research and consultancy, Tabbush Report

Daniel Tabbush

Research and consultancy

Tabbush Report

We provide research and consultancy on Asian banks. Our focus is on what we call “Asian bank research, without the noise.” We are interested in the most critical swing-factors for banks, the NPL and credit cycle, and where we believe there is a gap between perception and reality. We often focus on the less studied components of bank financial statements.  Our research is highly thematic, sometimes examining unlisted banks and companies as a window on mainstream banks. 

Being independent allows us to look at smaller banks, often overlooked by others. Analysis of BIS bank guidelines in the context of Asia, is also a focal point, while we also analyze global banks operating in the region. We use what we believe is the most comprehensive, reliable financials database, SNL Financial. S&P Capital IQ augments our database, with corporate data and CEIC, with economics. 

Asian bank research, without the noise.

Thematic (Sector/Industry)

<ul>
<li>The amount of deposits in the US banking system are substantial in absolute terms and compared with recent periods and older periods</li>
<li>Of the USD17.4tr in deposits in the US banking system, 86% is liquid, available to access</li>
<li>Alongside concerns about the S&amp;P 500 Index or the broad US stock market, we believe it is worthwhile to keep in mind the amount of depositor liquidity</li>
</ul>


The amount of deposits in the US banking system are substantial in absolute terms and compared with recent periods and older periods
Of the USD17.4tr in deposits in the US banking system, 86% is liquid, available to access
Alongside concerns about the S&amp;P 500 Index or the broad US stock market, we believe it is worthwhile to keep in mind the amount of depositor liquidity


US Stock Market - US Banks Have Total Deposits of USD17.4tr, Which Was USD3-4tr ~30 Yrs Ago

<ul><li>Deere & Company reported its third-quarter earnings, revealing a mixed financial performance amid varied market conditions across its segments.</li><li>Despite a tough macroeconomic environment, the company maintained a disciplined approach, particularly in managing inventory and costs, which was evident from an equipment operations margin of 18.5%.</li><li>However, the reduced demand in both agricultural and construction sectors, coupled with price competition, led to a decline in net sales and revenues by 20% and 17% respectively, totaling $11.387 billion and $13.152 billion.</li></ul>

Deere & Company reported its third-quarter earnings, revealing a mixed financial performance amid varied market conditions across its segments.Despite a tough macroeconomic environment, the company maintained a disciplined approach, particularly in managing inventory and costs, which was evident from an equipment operations margin of 18.5%.However, the reduced demand in both agricultural and construction sectors, coupled with price competition, led to a decline in net sales and revenues by 20% and 17% respectively, totaling $11.387 billion and $13.152 billion.

Deere & Company: These Are The 4 Biggest Challenges In Its Path! - Major Drivers

<ul><li>Deere & Co.'s Q2 results revealed a decline in net sales and revenues with a noticeable impact from more challenging market conditions, particularly in the agriculture sector.</li><li>Net sales have gone down by 15% to $13.61 billion while net income attributable to the company reached $2.37 billion or $8.53 per diluted share.</li><li>Breaking it down by business segments, the Production and Precision Ag business reported net sales of $6.581 billion, a decline of 16% compared to the same period last year.</li></ul>

Deere & Co.'s Q2 results revealed a decline in net sales and revenues with a noticeable impact from more challenging market conditions, particularly in the agriculture sector.Net sales have gone down by 15% to $13.61 billion while net income attributable to the company reached $2.37 billion or $8.53 per diluted share.Breaking it down by business segments, the Production and Precision Ag business reported net sales of $6.581 billion, a decline of 16% compared to the same period last year.

Deere & Company: These Are The 6 Most Pivotal Factors Driving Its Performance In 2024 & Beyond! - Major Drivers

United States

Deere & Company manufactures and distributes a range of agricultural, construction and forestry, and commercial and consumer equipment.  The Company supplies replacement parts for its own products and for those of other manufacturers. Deere also provides product and parts financing services. Deere and Company extends its services and products worldwide.

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Deere & Co (DE US)

Deere & Company: Precision Agriculture Expansion As A Pivotal Growth Lever! - Major Drivers

Deere & Company delivered a fourth quarter and full-year performance for fiscal 2024 in a context of declining sales and tough market...

Baptista Research

Deere & Company (DE) - Saturday, Jun 15, 2024

Deere & Company has a strong underlying business and potential for growth in the agriculture and construction equipment industry

Value Investors Club

US Stock Market - US Banks Have Total Deposits of USD17.4tr, Which Was USD3-4tr ~30 Yrs Ago

Now USD17.9tr in deposits, up from our recent note. (This is latest HFD data for all US banks). This is relevant to market concerns with possibly...

Daniel Tabbush

Deere & Company: These Are The 4 Biggest Challenges In Its Path! - Major Drivers

Deere & Company reported its third-quarter earnings, revealing a mixed financial performance amid varied market conditions across its...

Baptista Research

Deere & Company: These Are The 6 Most Pivotal Factors Driving Its Performance In 2024 & Beyond! - Major Drivers

Deere & Co.'s Q2 results revealed a decline in net sales and revenues with a noticeable impact from more challenging market conditions,...

Baptista Research

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