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

Hunt (Jb) Transprt Svcs / Equity Bottom-Up

<ul><li>J.B. Hunt Transport Services, Inc. presented its First Quarter 2024 results delineating challenges primarily driven by continued market pressures, alongside optimistic notes on strategic positioning and long-term growth.</li><li>The results highlighted a decline in revenues and profits, accentuated by inflationary pressures intermingling with deflationary pricing dynamics, reflecting the intricate operational environment the company navigates.</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>

J.B. Hunt Transport Services, Inc. presented its First Quarter 2024 results delineating challenges primarily driven by continued market pressures, alongside optimistic notes on strategic positioning and long-term growth.The results highlighted a decline in revenues and profits, accentuated by inflationary pressures intermingling with deflationary pricing dynamics, reflecting the intricate operational environment the company navigates.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.

J.B. Hunt Transport Services: Expanded Intermodal Services Driving Our Bullish Thesis! - Major Drivers

<ul><li>J.B. Hunt continues to experience increased demand for outsourced private fleet solutions, securing around 1,150 truck deals throughout the year despite the challenging freight environment.</li><li>The company is taking steps to improve the revenue quality of its portfolio and call some unprofitable freight.</li><li>The move to improve its position based on current demand and the alignment of its cost structure is also anticipated to aid J.B. Hunt in driving productivity and efficiency gains as the market recovers.</li></ul>

J.B. Hunt continues to experience increased demand for outsourced private fleet solutions, securing around 1,150 truck deals throughout the year despite the challenging freight environment.The company is taking steps to improve the revenue quality of its portfolio and call some unprofitable freight.The move to improve its position based on current demand and the alignment of its cost structure is also anticipated to aid J.B. Hunt in driving productivity and efficiency gains as the market recovers.

J.B. Hunt Transport Services: Why Has The Adaptation to Market Dynamics Become So Necessary? - Major Drivers

<ul><li>J.B.</li><li>Hunt Transport Services delivered a disappointing set of results as it was unable to meet Wall Street's revenue and earnings expectations.</li><li>Demand is slightly increasing in some end markets, focusing on delivering big and bulky items to customers' homes.</li></ul>

J.B.Hunt Transport Services delivered a disappointing set of results as it was unable to meet Wall Street's revenue and earnings expectations.Demand is slightly increasing in some end markets, focusing on delivering big and bulky items to customers' homes.

J.B. Hunt Transport Services: Will Their New Intermodal Service Revolutionize the Industry? - Major Drivers

<ul><li>J.B.</li><li>Hunt Transport Services delivered a disappointing set of results as the company was unable to meet the revenue as well as the earnings expectations of Wall Street.</li><li>Revenue for the quarter decreased 18% from the prior year on a consolidated GAAP basis.</li></ul>

J.B.Hunt Transport Services delivered a disappointing set of results as the company was unable to meet the revenue as well as the earnings expectations of Wall Street.Revenue for the quarter decreased 18% from the prior year on a consolidated GAAP basis.

J.B. Hunt Transport Services Inc.: 4 Factors Why The Company Is Thriving in an Uncertain Environment! - Financial Forecasts

<ul><li>This is our first report on a J.B.</li><li>Hunt Transport, a major global transportation and logistics player.</li><li>Consolidated sales for the quarter 4% year over year, but operating income and GAAP earnings per share decreased by 13% and 16%, respectively.</li></ul>

This is our first report on a J.B.Hunt Transport, a major global transportation and logistics player.Consolidated sales for the quarter 4% year over year, but operating income and GAAP earnings per share decreased by 13% and 16%, respectively.

J.B. Hunt Transport Services Inc.: Initiation of Coverage – Business Strategy & Acquisitions

United States

U-Haul Holding Company operates as a holding company. The Company, through its subsidiaries, offers rental of trucks, trailers, and self storage space, as well as provides property and casualty and life insurance products. U-Haul Holding also sells boxes, tapes, and other moving and self-storage products and services to 'do-it-yourself' moving and storage customers.

Saia, Inc. provides trucking transportation to the retail, petrochemical, and manufacturing industries.  The Company offers regional, interregional, and national less-than-truckload services, and selected truckload services across the United States.

Landstar System, Inc. is a North American truckload carrier.  The Company transports a variety of freight, including iron and steel, automotive products, paper, lumber, chemicals, foodstuffs, and military hardware.  Landstar provides truckload carrier services, intermodal transportation services, and expedited air and truck services to shippers in the US, Canada, and Mexico.

Ryder System, Inc. provides a continuum of logistics, supply chain, and transportation management solutions worldwide.  The Company's offerings range from full-service leasing, commercial rental and maintenance of vehicles to integrated services.  The Company also offers comprehensive supply chain solutions, logistics management services, and e-Commerce solutions.

Knight-Swift Transportation Holdings Inc. provides transportation and logistics services. The Company offers dry van, cross border freight transportation, fleet solutions, consulting, brokerage, equipment leasing, temperature controlled transport, and engineering services. Knight-Swift Transportation Holdings serves customers in North America.

Lyft, Inc. provides online ridesharing services. The Company offers ride booking, payment processing, and car transportation services. Lyft serves customers in the United States.

ArcBest Corp is a diversified holding company involved in motor carrier transportation and intermodal transportation operations.  The Company transports a variety of goods around the world.

Avis Budget Group, Inc. engages in the provision of vehicle sharing and rental services. It operates through the Americas and International segments. The Americas segment licenses the firm's brands for car rentals in the United States. The International segment leases out vehicles in Europe, the Middle East, Africa, Asia, Australia, and New Zealand. It operates under the Avis, Budget, Zipcar, Payless, and Apex brands. The company was founded on August 23, 2006 and is headquartered in Parsippany, NJ.

Schneider National, Inc. operates as a transportation and logistics services company. The Company offers a broad portfolio of premier truckload, intermodal, and logistics solutions, as well as manages hire trucking fleets in North America. Schneider National provides asset-based truckload services with asset-light intermodal and non-asset logistics offerings.

Werner Enterprises, Inc. is a transportation company that primarily hauls truckload shipments of general commodities in both interstate and intrastate commerce.  The Company operates in the continental United States, as well as in Canada and Mexico.

Daqin Railway Co., Ltd. mainly provides coal transportation service in Northern China. It also operates passenger transportation business.

West Japan Railway Company provides rail transportation services including the shinkansen network (bullet train) in North Kyushu, Kinki, Chugoku, and Hokuriku including Kyoto and Osaka.  The Company also operates ferries in Miyajima, manages real estate, shopping centers, and hotels, and offers leisure-related services such as travel packaging products.

MTR Corporation Limited provides public transport services in Hong Kong.  The Company owns and operates the Mass Transit Railway.  The Company also develops, sells, and manages residential and commercial properties.  In addition, MTR leases commercial facilities and provides services along the Railway, such as advertising, telecommunication facilities, and provides consultancy services.

Central Japan Railway Company provides rail transportation services between Tokyo and Osaka, including the Tokai region.  The Company, through its subsidiaries, also provides bus transportation services, leases real estate, and operates department stores, hotels, restaurants, and construction businesses.

East Japan Railway Company provides rail transportation services in the Kanto and Tohoku regions, including Tokyo.  The Company's services include the shinkansen (bullet train) network and the Tokyo metropolitan network.  East Japan Railway also leases real estate and operates hotel, travel, and restaurant businesses.

Localiza Rent a Car SA rents automobiles.  The Company owns and franchises locations in Brazil and elsewhere in Latin America.  Localiza primarily operates through airport locations.  The Company also sells used cars and offers fleet management services.

TFI International Inc is in the transportation and logistics industry. The Company  identifies strategic acquisitions and manages a network of subsidiaries. TFI International operates across the United States, Canada and Mexico.

Hitachi Transport System, Ltd. provides freight truck, port harbor, and marine transportation, logistics, cargo handling, warehousing, and customs clearing services.  The Company mainly transports Hitachi Ltd's freight such as industrial machinery and precision equipment.

TOKYU CORPORATION provides passenger rail transportation, bus transportation, truckload services, and air transportation serving the Tokyo and its surrounding areas.  The Company operates department stores, real estate leasing, and hotel businesses.  Through its subsidiaries, Tokyu offers leisure-related services such as travel agents, theaters. golf, and rent car agents.

Keisei Electric Railway Co., Ltd. provides passenger rail and bus transportation services in the Metropolitan Tokyo and Chiba prefecture areas.  The Company operates department and supermarket stores, hotels, travel agents, movie theater and restaurants, and sells, leases, and maintains real estate.  Keisei Electric is a shareholder of Oriental Land Co., Ltd. which operates Tokyo Disneyland.

J.B. Hunt Transport Services, Inc. and its subsidiaries provide transportation and logistics services in the United States, Canada, and Mexico.  The Company transports a variety of products including automotive parts, department store merchandise, paper and wood products, food and beverages, plastics, chemicals, and manufacturing materials and supplies.

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Hunt (Jb) Transprt Svcs (JBHT US)

J.B. Hunt Transport Services: Expanded Intermodal Services Driving Our Bullish Thesis! - Major Drivers

J.B. Hunt Transport Services, Inc. presented its First Quarter 2024 results delineating challenges primarily driven by continued market pressures,...

Baptista Research

J.B. Hunt Transport Services: Why Has The Adaptation to Market Dynamics Become So Necessary? - Major Drivers

J.B. Hunt continues to experience increased demand for outsourced private fleet solutions, securing around 1,150 truck deals throughout the year...

Baptista Research

J.B. Hunt Transport Services: Will Their New Intermodal Service Revolutionize the Industry? - Major Drivers

J.B. Hunt Transport Services delivered a disappointing set of results as it was unable to meet Wall Street's revenue and earnings...

Baptista Research

J.B. Hunt Transport Services Inc.: 4 Factors Why The Company Is Thriving in an Uncertain Environment! - Financial Forecasts

J.B. Hunt Transport Services delivered a disappointing set of results as the company was unable to meet the revenue as well as the earnings...

Baptista Research

J.B. Hunt Transport Services Inc.: Initiation of Coverage – Business Strategy & Acquisitions

This is our first report on a J.B. Hunt Transport, a major global transportation and logistics player. Consolidated sales for the quarter 4% year...

Baptista Research

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