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 Capital Markets

<ul><li>This is our first report on an international energy major, Equinor.</li><li>The company delivered a mixed operational performance for the fourth quarter with below-par revenues but managed an earnings beat.</li><li>Equinor improved security for its assets and cyberspace by enforcing tougher security rules, providing more training, and collaborating more closely with law enforcement.</li></ul>

This is our first report on an international energy major, Equinor.The company delivered a mixed operational performance for the fourth quarter with below-par revenues but managed an earnings beat.Equinor improved security for its assets and cyberspace by enforcing tougher security rules, providing more training, and collaborating more closely with law enforcement.

Equinor ADR: Initiation of Coverage – Recent Acquisitions & Other Drivers

Equity Bottom-Up

Concise Playbook for the Week, Global Markets Playbook

Kevin George

Concise Playbook for the Week

Global Markets Playbook

I am an active trader in stocks, FX and commodities with over 15 years' market experience. I hold a master's degree in finance and have developed a strong skill base in technical analysis. 

Alongside technical setups I will provide earnings analysis, company valuation analysis and macroeconomic studies for the key market releases.

<ul>
<li>Equinor rose 75% over the three-year period but has stalled.</li>
<li>European gas prices may be nearing a bottom, according to the company.</li>
<li>The company's 10-year outlook looks good after record profits this quarter. It has been offered as an alternative to U.S.</li>
</ul>


Equinor rose 75% over the three-year period but has stalled.
European gas prices may be nearing a bottom, according to the company.
The company's 10-year outlook looks good after record profits this quarter. It has been offered as an alternative to U.S.


Equinor: Dividends Rising At The Norwegian Energy Major After 75% Price Gains

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

iShares MSCI ACWI ETF / Technical Analysis

<ul>
<li>In last week's Int'l Compass (Aug. 18) we discussed that global equities are going through a bottoming process, but that the real test will come during the eventual pullback.</li>
<li>We are getting the pullback now, but so far, there has yet to be any failed breakouts among the indexes discussed over the past month -- a positive sign.</li>
<li>Worth noting- <em>further</em> breakout attempts have failed on some of the leading market indexes, notably the Nasdaq 100 and India's SENSEX, but they remain well-above their breakout levels from July.</li>
</ul>


In last week's Int'l Compass (Aug. 18) we discussed that global equities are going through a bottoming process, but that the real test will come during the eventual pullback.
We are getting the pullback now, but so far, there has yet to be any failed breakouts among the indexes discussed over the past month -- a positive sign.
Worth noting- further breakout attempts have failed on some of the leading market indexes, notably the Nasdaq 100 and India's SENSEX, but they remain well-above their breakout levels from July.


Pullback Underway; Buy Ideas: Energy, Materials, Japan/India Motor Vehicles, Japan Health Care

High Quality Stock Setups, Weekly Stock Bull Finder

Weekly Stock Bull Finder

High Quality Stock Setups

Finding high potential stock setups on quality companies

Thematic (Sector/Industry)

<div data-attrs='{"url":"https://weeklystockbullfinder.substack.com/subscribe?","text":"Subscribe"}'><div><form class="subscription-widget-subscribe"><div><ul><li><span style="font-size: var(--content-font-size);">Housing remains one of the most interest rate sensitive parts of the US economy and the rapid rise in interest rates delivered in the beginning of this year by the Federal Reserve is now being fully digested by the overall market. </span></li><li><span style="font-size: var(--content-font-size);">Like an aircraft carrier turning around, it has taken several months for the reset to kickoff but patterns are now clearly emerging from incoming data and surveys that indicates the housing market froth during the peak of COVID-19 has begun to or is quickly unwinding.  </span><span style="font-size: var(--content-font-size);">Take a few examples below.</span></li><li><em>Bidding Wars Easing </em><span style="font-size: var(--content-font-size);">One of hallmark features of the housing market the past 2 years were feverous bidding wars for properties which was supported by record low interest rates, rising stock market values, and a re-thinking of city life as new flexible work models were introduced.</span></li></ul></div></form></div></div>

Housing remains one of the most interest rate sensitive parts of the US economy and the rapid rise in interest rates delivered in the beginning of this year by the Federal Reserve is now being fully digested by the overall market. Like an aircraft carrier turning around, it has taken several months for the reset to kickoff but patterns are now clearly emerging from incoming data and surveys that indicates the housing market froth during the peak of COVID-19 has begun to or is quickly unwinding.  Take a few examples below.Bidding Wars Easing One of hallmark features of the housing market the past 2 years were feverous bidding wars for properties which was supported by record low interest rates, rising stock market values, and a re-thinking of city life as new flexible work models were introduced.

Norway

Equinor ASA operates as an energy company. The Company develops oil, gas, wind, and solar energy projects, as well as focuses on offshore operations and exploration services. Equinor serves customers worldwide.

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Equinor ASA (EQNR US)

Equinor ADR: Initiation of Coverage – Recent Acquisitions & Other Drivers

This is our first report on an international energy major, Equinor. The company delivered a mixed operational performance for the fourth quarter...

Baptista Research

Equinor ADR: Initiation of Coverage – Recent Acquisitions & Other Drivers

This is our first report on an international energy major, Equinor. The company delivered a mixed operational performance for the fourth quarter...

Baptista Research

Equinor: Dividends Rising At The Norwegian Energy Major After 75% Price Gains

Equinor rose 75% over the three-year period but has stalled. European gas prices may be nearing a bottom, according to the company.

Kevin George

Pullback Underway; Buy Ideas: Energy, Materials, Japan/India Motor Vehicles, Japan Health Care

Pullback Underway; Problem: U.S. Dollar $DXY, Global 10-Yr Sovereign Yields, and Commodities All on the Rise Again; Actionable Themes: Energy,...

Vermilion Research

Weekly Stock Bullfinder - Week of 8/22

The rapid rise in interest rates delivered in the beginning of this year by the Federal Reserve is now being fully digested by the overall market.

Weekly Stock Bull Finder

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