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

Dentsply International / Equity Bottom-Up

<ul><li>Dentsply Sirona's third quarter 2024 results present a nuanced picture, with both challenges and advancements across its business segments.</li><li>The company reported $951 million in revenue, marking a modest increase of 0.5% on a reported basis and a 1.3% rise on an organic basis year-over-year.</li><li>This growth was primarily driven by timing impacts, as distributors made advance purchases in the Essential Dental Solutions (EDS) segment due to the upcoming U.S. ERP deployment.</li></ul>

Dentsply Sirona's third quarter 2024 results present a nuanced picture, with both challenges and advancements across its business segments.The company reported $951 million in revenue, marking a modest increase of 0.5% on a reported basis and a 1.3% rise on an organic basis year-over-year.This growth was primarily driven by timing impacts, as distributors made advance purchases in the Essential Dental Solutions (EDS) segment due to the upcoming U.S. ERP deployment.

Dentsply Sirona: SureSmile Realignment: The Bold Strategy to Conquer the Aligner Market! - Major Drivers

<ul><li>DENTSPLY SIRONA Inc., a major player in the dental solutions and technologies market, reported a mixed second quarter performance for the fiscal year 2024.</li><li>The company faced notable challenges, including a decline in revenue to $984 million, primarily impacted by lower sales in its Connected Technology Solutions (CTS) segment.</li><li>This was attributed to ongoing pressures in the capital equipment market, partially influenced by macroeconomic conditions, pricing degradation, and suboptimal performance in key markets.</li></ul>

DENTSPLY SIRONA Inc., a major player in the dental solutions and technologies market, reported a mixed second quarter performance for the fiscal year 2024.The company faced notable challenges, including a decline in revenue to $984 million, primarily impacted by lower sales in its Connected Technology Solutions (CTS) segment.This was attributed to ongoing pressures in the capital equipment market, partially influenced by macroeconomic conditions, pricing degradation, and suboptimal performance in key markets.

DENTSPLY SIRONA Inc.: An Insight Into Dental Industry Trends & Transformation Initiatives! - Major Drivers

<ul><li>DENTSPLY SIRONA reported its results for the first quarter of 2024, shedding light on both the advancements and ongoing challenges within its diverse portfolio.</li><li>The company's organic sales saw a slight decrease, declining by 1.9%, affected largely by lower sales in its Connected Technology Solutions (CTS) and Essential Dental Solutions (EDS) segments, although this was partially offset by growth in Orthodontic & Implant Solutions and Wellspect HealthCare.</li><li>CTS notably faced headwinds due to unfavorable macroeconomic conditions and competitive pressures, particularly in imaging equipment.</li></ul>

DENTSPLY SIRONA reported its results for the first quarter of 2024, shedding light on both the advancements and ongoing challenges within its diverse portfolio.The company's organic sales saw a slight decrease, declining by 1.9%, affected largely by lower sales in its Connected Technology Solutions (CTS) and Essential Dental Solutions (EDS) segments, although this was partially offset by growth in Orthodontic & Implant Solutions and Wellspect HealthCare.CTS notably faced headwinds due to unfavorable macroeconomic conditions and competitive pressures, particularly in imaging equipment.

DENTSPLY SIRONA Inc.: Facing Economic Headwinds with a Strategic Focus on Orthodontics and Imaging! - Major Growth Drivers

Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>The S&amp;P 500 index tracks the 500 largest names listed in the US and it is one of the most highly-tracked indices in the world.</li>
<li>The index is reviewed quarterly. The next review will be in June 2024 and the evaluation date for the rankings for the constituent selection process is 6th June 2024.</li>
<li>In this insight, we take a look at the Potential ADDs and Potential DELs for the June 2024 index rebal event and the intra-review ADDs/DELETEs.</li>
</ul>


The S&amp;P 500 index tracks the 500 largest names listed in the US and it is one of the most highly-tracked indices in the world.
The index is reviewed quarterly. The next review will be in June 2024 and the evaluation date for the rankings for the constituent selection process is 6th June 2024.
In this insight, we take a look at the Potential ADDs and Potential DELs for the June 2024 index rebal event and the intra-review ADDs/DELETEs.


Quiddity Leaderboard S&P 500 Jun 24 Rebal: Many Intra-Review Changes Possible Due to M&A, Spin-Offs

<ul><li>Examining the fourth quarter 2023 earnings for Dentsply Sirona reveals an investment thesis that emphasizes the company's successful strategies, robust performance and rigorous financial discipline, alongside ambitious future business growth targets and consistent value creation for its stakeholders.</li><li>Starting with the positives, Dentsply Sirona achieved over 2% organic sales growth for 2023, outperforming projections via growth in three of its four business segments.</li><li>Notably, its orthodontic business experienced double-digit growth with both Byte and SureSmile.</li></ul>

Examining the fourth quarter 2023 earnings for Dentsply Sirona reveals an investment thesis that emphasizes the company's successful strategies, robust performance and rigorous financial discipline, alongside ambitious future business growth targets and consistent value creation for its stakeholders.Starting with the positives, Dentsply Sirona achieved over 2% organic sales growth for 2023, outperforming projections via growth in three of its four business segments.Notably, its orthodontic business experienced double-digit growth with both Byte and SureSmile.

DENTSPLY SIRONA Inc.: Initiation Of Coverage - What Is Its Core Business Strategy? - Major Drivers

United States

DENTSPLY International Inc. manufactures and distributes dental supplies on a worldwide basis.  The Company's products include dental prosthetics, endodontic instruments, dental sealants, ultrasonic scalers, dental x-ray equipment, and intraoral cameras.  DENTSPLY also provides impression materials, orthodontic appliances, and dental operatory software systems, and other dental products.

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Dentsply International (XRAY US)

Dentsply Sirona: SureSmile Realignment: The Bold Strategy to Conquer the Aligner Market! - Major Drivers

Dentsply Sirona's third quarter 2024 results present a nuanced picture, with both challenges and advancements across its business segments. The...

Baptista Research

DENTSPLY SIRONA Inc.: An Insight Into Dental Industry Trends & Transformation Initiatives! - Major Drivers

DENTSPLY SIRONA Inc., a major player in the dental solutions and technologies market, reported a mixed second quarter performance for the fiscal...

Baptista Research

DENTSPLY SIRONA Inc.: Facing Economic Headwinds with a Strategic Focus on Orthodontics and Imaging! - Major Growth Drivers

DENTSPLY SIRONA reported its results for the first quarter of 2024, shedding light on both the advancements and ongoing challenges within its...

Baptista Research

Quiddity Leaderboard S&P 500 Jun 24 Rebal: Many Intra-Review Changes Possible Due to M&A, Spin-Offs

The SP500 will to see up to 4 intra-review changes before the June 2024 rebal. 3 near certain. The interesting ones? Two SP600 deletions due to...

Travis Lundy

DENTSPLY SIRONA Inc.: Initiation Of Coverage - What Is Its Core Business Strategy? - Major Drivers

Examining the fourth quarter 2023 earnings for Dentsply Sirona reveals an investment thesis that emphasizes the company's successful strategies,...

Baptista Research

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