CEO, Helixtap

Farah Miller

Global Commodities Alternative Data and Insights

Helixtap

Helixtap collects, processes and distributes proprietary data, analyses and forecasts for the rubber, latex and automotive markets

Commodities

<ul><li>Imports from US, EU, Singapore to attract ADD till review is over next year  </li><li>ADD originally imposed on August 20, 2018, on petition by two Chinese firms  </li><li>Chinese firms say surplus amount dumped into the country</li></ul>

Imports from US, EU, Singapore to attract ADD till review is over next year  ADD originally imposed on August 20, 2018, on petition by two Chinese firms  Chinese firms say surplus amount dumped into the country

China ADD Extension Hots Up Halogenated Butyl Rubber Market

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>Exxon Mobil delivered a mixed result in the recent quarter, with revenues above market expectations but failed to surpass the analyst consensus regarding earnings.</li><li>The company reported nearly $8 billion in earnings, twice the amount earned in the same quarter three years ago under comparable industry conditions.</li><li>Exxon Mobil also achieved significant production rates in the Permian and Guyana regions, demonstrating progress in meeting global energy needs while reducing emissions.</li></ul>

Exxon Mobil delivered a mixed result in the recent quarter, with revenues above market expectations but failed to surpass the analyst consensus regarding earnings.The company reported nearly $8 billion in earnings, twice the amount earned in the same quarter three years ago under comparable industry conditions.Exxon Mobil also achieved significant production rates in the Permian and Guyana regions, demonstrating progress in meeting global energy needs while reducing emissions.

Exxon Mobil Corporation: The Denbury Acquisition & Other Major Drivers

Value Investing

Vladimir Dimitrov, CFA

<ul>
<li>Exxon Mobil's share price has come under pressure in recent months as investor sentiment shifts.</li>
<li>It is too early to consider this retracement as an attractive buying opportunity as short-term headwinds are to be expected.</li>
<li>Exxon's management continues to make the right moves from a capital allocation point of view.</li>
</ul>


Exxon Mobil's share price has come under pressure in recent months as investor sentiment shifts.
It is too early to consider this retracement as an attractive buying opportunity as short-term headwinds are to be expected.
Exxon's management continues to make the right moves from a capital allocation point of view.


Exxon Mobil: Investor Pessimism Is Creeping Up And This Is Good News For Long-Term Holders

Equity Capital Markets

<ul><li>Despite lower energy prices and refining margins, ExxonMobil produced an all-around beat in the first quarter.</li><li>This 250,000 barrel per day development is the biggest refinery addition in the US, helping to meet society's ongoing demand for transportation fuels.</li><li>In addition, ExxonMobil acquired drilling rights in Arkansas to enter the crucial mineral mining industry.</li></ul>

Despite lower energy prices and refining margins, ExxonMobil produced an all-around beat in the first quarter.This 250,000 barrel per day development is the biggest refinery addition in the US, helping to meet society's ongoing demand for transportation fuels.In addition, ExxonMobil acquired drilling rights in Arkansas to enter the crucial mineral mining industry.

Exxon Mobil Corporation: Acquisition Of Drilling Rights In Arkansas & Other Drivers

Head of Research, IPOs & Placements, Aequitas Research

Sumeet Singh

Head of Research, IPOs & Placements

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

<ul>
<li>
<a href="https://www.smartkarma.com/entities/scg-chemicals-pcl" target="_blank" data-smartkarma-citation="entities:39791:1" rel="noopener">SCG Chemicals (SCGC TB)</a> (SCGC) is looking to raise around US$1bn in its upcoming Thailand IPO.</li>
<li>SCG Chemicals, a part of the SCC group, is an integrated chemicals player in ASEAN, involved primarily in manufacturing, marketing and selling a diversified range of petrochemical products.</li>
<li>In this note, we talk about the not-so-positive aspects of the deal.</li>
</ul>



SCG Chemicals (SCGC TB) (SCGC) is looking to raise around US$1bn in its upcoming Thailand IPO.
SCG Chemicals, a part of the SCC group, is an integrated chemicals player in ASEAN, involved primarily in manufacturing, marketing and selling a diversified range of petrochemical products.
In this note, we talk about the not-so-positive aspects of the deal.


SCG Chemicals Pre-IPO -The Negatives - Recent Performance Has Been Weak

United States

Exxon Mobil Corporation operates petroleum and petrochemicals businesses on a worldwide basis.  The Company's operations include exploration and production of oil and gas, electric power generation, and coal and minerals operations. Exxon Mobil also manufactures and markets fuels, lubricants, and chemicals.

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Exxon Mobil (XOM US)

China ADD Extension Hots Up Halogenated Butyl Rubber Market

Retaining the import of halogenated butyl rubber into the country expensive, China has decided to continue with the anti-dumping duty (ADD) on the...

Helixtap

Exxon Mobil Corporation: The Denbury Acquisition & Other Major Drivers

Exxon Mobil delivered a mixed result in the recent quarter, with revenues above market expectations but failed to surpass the analyst consensus...

Baptista Research

Exxon Mobil: Investor Pessimism Is Creeping Up And This Is Good News For Long-Term Holders

It is too early to consider this retracement as an attractive buying opportunity as short-term headwinds are to be expected.

Vladimir Dimitrov, CFA

Exxon Mobil Corporation: Acquisition Of Drilling Rights In Arkansas & Other Drivers

Despite lower energy prices and refining margins, ExxonMobil produced an all-around beat in the first quarter. This 250,000 barrel per day...

Baptista Research

SCG Chemicals Pre-IPO -The Negatives - Recent Performance Has Been Weak

SCG Chemicals (SCGC TB) (SCGC) is looking to raise around US$1bn in its upcoming Thailand IPO. In this note, we will talk about the not-so-positive...

Sumeet Singh

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