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>The Hershey Company reported optimistic market share trends in their Q1 2024 earnings.</li><li>The firm has seen strong performances especially in seasonal sales and takeaway, with innovation being a significant growth driver.</li><li>Its Reese’s Caramel product was quite popular among customers, with it not only being well received, but also helping drive strong merchandising especially around the Super Bowl season.</li></ul>

The Hershey Company reported optimistic market share trends in their Q1 2024 earnings.The firm has seen strong performances especially in seasonal sales and takeaway, with innovation being a significant growth driver.Its Reese’s Caramel product was quite popular among customers, with it not only being well received, but also helping drive strong merchandising especially around the Super Bowl season.

The Hershey Company: How Are The Latest North America Confectionery Market Developments Impacting Them? - Major Drivers

External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

<ul><li>Hershey stock trading at 52-week low, making it attractive investment opportunity</li><li>Drop in 10-year treasury yield making dividend-paying companies like Hershey more appealing to investors</li><li>Challenges from new weight loss drugs affecting consumer appetite, but temporary dip creating discounted buying opportunity for strong brand</li></ul>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.

Hershey stock trading at 52-week low, making it attractive investment opportunityDrop in 10-year treasury yield making dividend-paying companies like Hershey more appealing to investorsChallenges from new weight loss drugs affecting consumer appetite, but temporary dip creating discounted buying opportunity for strong brandThis 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.

<ul><li>The Hershey Company, during the fourth quarter 2023 earnings, revealed that it expects an approximately 2% to 3% net sales growth with volume being flat to slightly down.</li><li>The reduction in volume indicates about a three-point year-over-year benefit from price, which seems to be mostly carryover related from actions taken in the prior year.</li><li>There is potential to take additional pricing actions this year to address currently elevated cocoa costs.</li></ul>

The Hershey Company, during the fourth quarter 2023 earnings, revealed that it expects an approximately 2% to 3% net sales growth with volume being flat to slightly down.The reduction in volume indicates about a three-point year-over-year benefit from price, which seems to be mostly carryover related from actions taken in the prior year.There is potential to take additional pricing actions this year to address currently elevated cocoa costs.

The Hershey Company: Can It Successfully Address The Challenges In The Popcorn Category & Beyond? - Major Drivers

<ul><li>The Hershey Company delivered mixed results for the previous quarter, with revenues well below analyst expectations but managed earnings beat.</li><li>The categories continued performing pretty well, with consumer demand for every great-tasting snack staying quite buoyant across the globe.</li><li>Advertisements, as well as related consumer marketing expenses, increased.</li></ul>

The Hershey Company delivered mixed results for the previous quarter, with revenues well below analyst expectations but managed earnings beat.The categories continued performing pretty well, with consumer demand for every great-tasting snack staying quite buoyant across the globe.Advertisements, as well as related consumer marketing expenses, increased.

The Hershey Company: 5 Essential Lessons from Their Recent Performance - Financial Forecasts

Research from Asian Century Stocks, Asian Century Stocks

Michael Fritzell

Research from Asian Century Stocks

Providing financial journalism in the Asia-Pacific

Asian Century Stocks

Asian Century Stocks is a newsletter providing financial journalism for companies and stocks in the Asia-Pacific. 
The Asian Century Stocks logotype “百” stands for “one hundred” or a “century”. The economic centre of gravity is moving towards Asia. Yet most global investors are missing out.

Thematic (Sector/Industry)

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In the past year, cocoa prices have spiked to elevated levels.
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The culprit has been heavy rainfall in West Africa, leading to poor cocoa crops.
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There’s nothing suggesting that the tightness in the cocoa market will end anytime soon. 
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In the past year, cocoa prices have spiked to elevated levels.


The culprit has been heavy rainfall in West Africa, leading to poor cocoa crops.


There’s nothing suggesting that the tightness in the cocoa market will end anytime soon. 



United States

The Hershey Company manufactures chocolate and sugar confectionery products. The Company's principal products include chocolate and sugar confectionery products; gum and mint refreshment products; and pantry items, such as baking ingredients, toppings and beverages.

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Hershey Co/The (HSY US)

The Hershey Company: How Are The Latest North America Confectionery Market Developments Impacting Them? - Major Drivers

The Hershey Company reported optimistic market share trends in their Q1 2024 earnings. The firm has seen strong performances especially in...

Baptista Research

Hershey Co (HSY) - Sunday, Dec 17, 2023

Challenges from new weight loss drugs affecting consumer appetite, but temporary dip creating discounted buying opportunity for strong brand

Value Investors Club

The Hershey Company: Can It Successfully Address The Challenges In The Popcorn Category & Beyond? - Major Drivers

The Hershey Company, during the fourth quarter 2023 earnings, revealed that it expects an approximately 2% to 3% net sales growth with volume...

Baptista Research

The Hershey Company: 5 Essential Lessons from Their Recent Performance - Financial Forecasts

The Hershey Company delivered mixed results for the previous quarter, with revenues well below analyst expectations but managed earnings beat. The...

Baptista Research

The cocoa question

In the past year, cocoa prices have spiked to elevated levels. The culprit has been heavy rainfall in West Africa, leading to poor cocoa crops.

Asian Century Stocks

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