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

Hyatt Hotels Corp Cl A / Equity Bottom-Up

<ul><li>Hyatt Hotels Corporation had a good quarter and delivered an all-around beat.</li><li>The company generated positive free cash flows in 2022 primarily by optimizing capital allocation and investing in new growth platforms.</li><li>We give Hyatt Hotels Corporation a 'Hold' rating with a revised target price.</li></ul>

Hyatt Hotels Corporation had a good quarter and delivered an all-around beat.The company generated positive free cash flows in 2022 primarily by optimizing capital allocation and investing in new growth platforms.We give Hyatt Hotels Corporation a 'Hold' rating with a revised target price.

Hyatt Hotels Corporation: Dream Hotel Group Acquisition & Other Drivers

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)

<ul><li>Stickier For Longer? Inflation continues to be top of mind for the Federal Reserve and investors as recent economic data continues to throw a wrench in the market’s previously perceived Fed plans for them to pause and then cut interest rates in the back half of 2023.</li><li>The Fed has hiked interest rates from almost zero to nearly 5% within the past year in response to inflation running at historic highs, and it expects to lift them even higher in the coming months.</li><li>Meanwhile, Fed speakers continue to move the terminal rate goalposts by signaling 5.5% or thereabouts terminal rates will cause the “immaculate disinflation” as if this magical fed funds interest rate level and only at this level will inflation continue to moderate downward.</li></ul>

Stickier For Longer? Inflation continues to be top of mind for the Federal Reserve and investors as recent economic data continues to throw a wrench in the market’s previously perceived Fed plans for them to pause and then cut interest rates in the back half of 2023.The Fed has hiked interest rates from almost zero to nearly 5% within the past year in response to inflation running at historic highs, and it expects to lift them even higher in the coming months.Meanwhile, Fed speakers continue to move the terminal rate goalposts by signaling 5.5% or thereabouts terminal rates will cause the “immaculate disinflation” as if this magical fed funds interest rate level and only at this level will inflation continue to moderate downward.

<ul><li>Hyatt delivered a strong performance in the quarter and managed to surpass Wall Street expectations in terms of revenues as well as earnings.</li><li>With outstanding bookings for upcoming periods during the quarter, group room revenue also saw growth during the third quarter.</li><li>Besides, they launched The Find platform, a new experiences platform, for members of its World of Hyatt loyalty program.</li></ul>

Hyatt delivered a strong performance in the quarter and managed to surpass Wall Street expectations in terms of revenues as well as earnings.With outstanding bookings for upcoming periods during the quarter, group room revenue also saw growth during the third quarter.Besides, they launched The Find platform, a new experiences platform, for members of its World of Hyatt loyalty program.

Hyatt Hotels Corporation: The Find Platform & Other Drivers

Selected Quarterly & Annual Newsletters from Funds, Fund Newsletters

Fund Newsletters

Selected Quarterly & Annual Newsletters from Funds

<ul>
<li>Baron is an asset management firm focused on delivering growth equity investment solutions known for long-term, fundamental, active approach to growth investing.</li>
<li>We expect additional, substantial appreciation for Tesla and SpaceX.</li>
<li>84.3% of our assets are NOT invested in Tesla and SpaceX, but rather are invested in other exceptionally attractive growth companies.</li>
<li>We have always believed that any recessions or declines in the value of our growth business holdings would not be long-lasting.</li>
<li>Think long term about everything, guard your reputation zealously, make sure your balance sheet is as close to impregnable as possible.</li>
</ul>


Baron is an asset management firm focused on delivering growth equity investment solutions known for long-term, fundamental, active approach to growth investing.
We expect additional, substantial appreciation for Tesla and SpaceX.
84.3% of our assets are NOT invested in Tesla and SpaceX, but rather are invested in other exceptionally attractive growth companies.
We have always believed that any recessions or declines in the value of our growth business holdings would not be long-lasting.
Think long term about everything, guard your reputation zealously, make sure your balance sheet is as close to impregnable as possible.


Baron Funds Q3 2022 Report - Letter From Ron

<ul><li>Hyatt witnessed a strong recovery in group and business transient demand and saw strong levels of leisure demand.</li><li>The management is on track to turn the high leisure demand into high rate realization, capitalize on fee increases, and enable margin expansion.</li><li>The Hyatt management is adopting an increasingly data-driven approach and recently expanded their relationship with Knowland to deliver value across its portfolio.</li></ul>

Hyatt witnessed a strong recovery in group and business transient demand and saw strong levels of leisure demand.The management is on track to turn the high leisure demand into high rate realization, capitalize on fee increases, and enable margin expansion.The Hyatt management is adopting an increasingly data-driven approach and recently expanded their relationship with Knowland to deliver value across its portfolio.

Hyatt Hotels Corporation: Data-Driven Approach Through Knowland & Other Drivers

United States

Hyatt Hotels Corp. is a global hospitality company. The Company manages, franchises, owns, and develops branded hotels, resorts and residential and vacation ownership properties around the world.

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Hyatt Hotels Corp Cl A (H US)

Hyatt Hotels Corporation: Dream Hotel Group Acquisition & Other Drivers

Hyatt Hotels Corporation had a good quarter and delivered an all-around beat. The company generated positive free cash flows in 2022 primarily by...

Baptista Research

Weekly Stock Bullfinder - Week of 2/20

The Fed has hiked interest rates from almost zero to nearly 5% within the past year in response to inflation running at historic highs

Weekly Stock Bull Finder

Hyatt Hotels Corporation: The Find Platform & Other Drivers

Hyatt delivered a strong performance in the quarter and managed to surpass Wall Street expectations in terms of revenues as well as earnings. With...

Baptista Research

Baron Funds Q3 2022 Report - Letter From Ron

Baron is an asset management firm focused on delivering growth equity investment solutions known for long-term, fundamental, active approach to...

Fund Newsletters

Hyatt Hotels Corporation: Data-Driven Approach Through Knowland & Other Drivers

Hyatt witnessed a strong recovery in group and business transient demand and saw strong levels of leisure demand. The management is on track to...

Baptista Research

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