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

Enterprise Products Partners / Equity Bottom-Up

<ul><li>Enterprise Products Partners LP reported its financial results for the fourth quarter of 2024, demonstrating both strengths and challenges within its extensive energy infrastructure network.</li><li>In terms of financial performance, the company experienced a notable increase in adjusted cash flow from operations, which rose by 4% to $2.3 billion compared to the same quarter the previous year.</li><li>Net income attributable to common unitholders also increased, registering a 3% rise to $1.6 billion or $0.74 per common unit.</li></ul>

Enterprise Products Partners LP reported its financial results for the fourth quarter of 2024, demonstrating both strengths and challenges within its extensive energy infrastructure network.In terms of financial performance, the company experienced a notable increase in adjusted cash flow from operations, which rose by 4% to $2.3 billion compared to the same quarter the previous year.Net income attributable to common unitholders also increased, registering a 3% rise to $1.6 billion or $0.74 per common unit.

Enterprise Product Partners: How Is It Dealing With Export Market Volatility & Other Challenge?

<ul><li>Enterprise Products Partners L.P. recently reported its financial results for the third quarter of 2024, presenting a mixed bag of operational achievements and persisting challenges that are crucial for investors considering the company's prospects.</li><li>In the financial spectrum, the company experienced a growth in adjusted EBITDA, marking a rise from $2.3 billion in the previous year's third quarter to $2.4 billion.</li><li>This increment underscores the company's capability to generate earnings despite fluctuations in market conditions.</li></ul>

Enterprise Products Partners L.P. recently reported its financial results for the third quarter of 2024, presenting a mixed bag of operational achievements and persisting challenges that are crucial for investors considering the company's prospects.In the financial spectrum, the company experienced a growth in adjusted EBITDA, marking a rise from $2.3 billion in the previous year's third quarter to $2.4 billion.This increment underscores the company's capability to generate earnings despite fluctuations in market conditions.

Enterprise Products Partners L.P.: Can Its Strategic Acquisitions & Integration Up Their Game? - Major Drivers

<ul><li>Enterprise Products Partners L.P. reported robust results for the second quarter of 2024, with $1.4 billion in net income, marking a 12% increase over the same quarter the previous year.</li><li>This performance is grounded in the company’s extensive project initiatives and strategic operations in various segments, including natural gas and NGL pipelines and services.</li><li>Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.</li></ul>

Enterprise Products Partners L.P. reported robust results for the second quarter of 2024, with $1.4 billion in net income, marking a 12% increase over the same quarter the previous year.This performance is grounded in the company’s extensive project initiatives and strategic operations in various segments, including natural gas and NGL pipelines and services.Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.

Enterprise Products Partners L.P.: Enhanced LPG Export Capacity & Major Drivers

<ul><li>Enterprise Products Partners L.P., based on its first quarter 2024 earnings, seems to have continued its consistent delivery, with a 7% increase in gross operating margin compared to the first quarter of last year.</li><li>This growth was primarily driven by contributions from new assets and a 17% increase in net marine terminal volumes.</li><li>Positive developments within the company include the expansion of their Permian natural gas processing infrastructure and the start of their Leonidas plant in the Midland Basin and Mentone 3 plant in the Delaware Basin.</li></ul>

Enterprise Products Partners L.P., based on its first quarter 2024 earnings, seems to have continued its consistent delivery, with a 7% increase in gross operating margin compared to the first quarter of last year.This growth was primarily driven by contributions from new assets and a 17% increase in net marine terminal volumes.Positive developments within the company include the expansion of their Permian natural gas processing infrastructure and the start of their Leonidas plant in the Midland Basin and Mentone 3 plant in the Delaware Basin.

Enterprise Products Partners L.P.: A Versatile Hub In Hydrocarbon Distribution With Strategic Market Footholds! - Major Drivers

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

<ul>
<li>Rising DXY, Treasury yields, and now energy commodities breaking out (Bloomberg Commodity index $DJP and WTI crude oil) suggests upside is likely to be capped, but...</li>
<li>...we still continue to see many other risk-on signals. As a result, we view this pullback as a buying opportunity, with all the major indexes testing/holding at support</li>
<li>Looking for support on the S&amp;P 500 at 5850, the 100-day MA (currently 5820), 5765-5770, and 5600-5670. As long as the S&amp;P 500 remains above 5600-5670, our outlook remains bullish</li>
</ul>


Rising DXY, Treasury yields, and now energy commodities breaking out (Bloomberg Commodity index $DJP and WTI crude oil) suggests upside is likely to be capped, but...
...we still continue to see many other risk-on signals. As a result, we view this pullback as a buying opportunity, with all the major indexes testing/holding at support
Looking for support on the S&amp;P 500 at 5850, the 100-day MA (currently 5820), 5765-5770, and 5600-5670. As long as the S&amp;P 500 remains above 5600-5670, our outlook remains bullish


S&P 500, Nasdaq 100 Testing Bull Flag Supports; Bullish Breadth Divergences; Buy the Pullback

United States

Enterprise Products Partners, L.P. provides processing and transportation services to producers and consumers of natural gas liquids. The Company generally processes products that are ultimately used as feedstocks in petrochemical manufacturing in the production of motor gasoline, and as fuel for residential and commercial heating.

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Enterprise Products Partners (EPD US)

Enterprise Product Partners: How Is It Dealing With Export Market Volatility & Other Challenge?

Enterprise Products Partners LP reported its financial results for the fourth quarter of 2024, demonstrating both strengths and challenges within...

Baptista Research

Enterprise Products Partners L.P.: Can Its Strategic Acquisitions & Integration Up Their Game? - Major Drivers

Enterprise Products Partners L.P. recently reported its financial results for the third quarter of 2024, presenting a mixed bag of operational...

Baptista Research

Enterprise Products Partners L.P.: Enhanced LPG Export Capacity & Major Drivers

Enterprise Products Partners L.P. reported robust results for the second quarter of 2024, with $1.4 billion in net income, marking a 12% increase...

Baptista Research

Enterprise Products Partners L.P.: A Versatile Hub In Hydrocarbon Distribution With Strategic Market Footholds! - Major Drivers

Enterprise Products Partners L.P., based on its first quarter 2024 earnings, seems to have continued its consistent delivery, with a 7% increase...

Baptista Research

S&P 500, Nasdaq 100 Testing Bull Flag Supports; Bullish Breadth Divergences; Buy the Pullback

$SPX and $QQQ $NDX Testing Bull Flag Supports; Bullish Breadth Divergences (SPX and $IWM % above 20-dma); All Major Indexes Above Key Supports $DJI...

Vermilion Research

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