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

International Paper Co / Equity Bottom-Up

<ul><li>International Paper, a prominent player in the paper and packaging industry, recently disclosed its financial results for the first quarter of 2024.</li><li>These results are pivotal when assessing the company's current operational efficiency and financial health, especially considering its potential acquisition by Suzano, a Brazilian firm also in the paper and packaging sector.</li><li>The reported quarter saw International Paper navigating through a mix of challenges and strategic advancements.</li></ul>

International Paper, a prominent player in the paper and packaging industry, recently disclosed its financial results for the first quarter of 2024.These results are pivotal when assessing the company's current operational efficiency and financial health, especially considering its potential acquisition by Suzano, a Brazilian firm also in the paper and packaging sector.The reported quarter saw International Paper navigating through a mix of challenges and strategic advancements.

International Paper: What Value Could They Extract From Suzano & What Makes Them So Valuable? - Financial Forecasts

<ul><li>The International Paper's First Quarter 2024 Earnings painted an overall optimistic picture of the company's progress.</li><li>Chairman and Chief Executive Officer, Mark Sutton, emphasized on the company's intense focus on customer value and accelerating commercial strategies.</li><li>He shared positive updates on market momentum, highlighting signals of demand recovery and improvement in sales price index across the portfolio.</li></ul>

The International Paper's First Quarter 2024 Earnings painted an overall optimistic picture of the company's progress.Chairman and Chief Executive Officer, Mark Sutton, emphasized on the company's intense focus on customer value and accelerating commercial strategies.He shared positive updates on market momentum, highlighting signals of demand recovery and improvement in sales price index across the portfolio.

International Paper Company: A Tale Of Improved Earnings Through Go to Market Strategy! - Major Drivers

<ul><li>International Paper Company's financial performance for the fourth quarter of 2023 was largely influenced by challenging market conditions.</li><li>Demand for the company's products was notably lower throughout the bulk of the year.</li><li>This change in demand was driven by consumers choosing to focus their spending on services and essential goods.</li></ul>

International Paper Company's financial performance for the fourth quarter of 2023 was largely influenced by challenging market conditions.Demand for the company's products was notably lower throughout the bulk of the year.This change in demand was driven by consumers choosing to focus their spending on services and essential goods.

International Paper Company: Commercial initiatives And Strategic Investments

<ul><li>International Paper Company delivered a mixed set of results in the last quarter, with revenues falling short of analysts’ anticipations but above-par earnings.</li><li>Although underlying demand for their products improved during the quarter, it remained constrained by inventory destocking.</li><li>We give International Paper Company a 'Hold' rating with a revised target price.</li></ul>

International Paper Company delivered a mixed set of results in the last quarter, with revenues falling short of analysts’ anticipations but above-par earnings.Although underlying demand for their products improved during the quarter, it remained constrained by inventory destocking.We give International Paper Company a 'Hold' rating with a revised target price.

International Paper Company: Pioneering New Era Investments Despite Economic Woes! – Key Drivers

Independent Sell Side Equity Research Analyst, ChartSmarter

Douglas Busch

Independent Sell Side Equity Research Analyst

ChartSmarter

ChartSmarter is a service dedicated to the art of technical analysis.

On a daily basis we write up actionable ideas on a specific, major S&P sector on both the long and short side, in an easy yet thorough way. In the notes we give precise entries and exits, while looking to capture the "meat" of a trend.

Technical Analysis.

Technical Analysis

<ul>
<li>Gold MONTHLY chart records back-to-back bearish shooting stars in April and May.</li>
<li>Steel stocks possibly bottoming on incessant tariff talks creating opportunity.</li>
<li>Silver looks technically better than gold and likely to outshine precious metal into year-end.</li>
</ul>


Gold MONTHLY chart records back-to-back bearish shooting stars in April and May.
Steel stocks possibly bottoming on incessant tariff talks creating opportunity.
Silver looks technically better than gold and likely to outshine precious metal into year-end.


Gold Feels Heavy. Uptrend Intact but Better Cost Basis in near Term

United States

Crown Holdings, Inc. designs, manufactures, and sells packaging products for consumer goods through plants located in countries around the world.  The Company's primary products include steel and aluminum cans for food, beverage, household, and other consumer products.  Crown also provides a variety of metal caps, closures, and dispensing systems.

WestRock Company provides consumer and corrugated packaging solutions. The Company offers merchandising displays, paperboard, recycling, and waste solutions. WestRock conducts business in the United States.

AptarGroup, Inc. designs, manufactures, and markets pumps, dispensing closures, and aerosol valves.  The Company's products are used for fragrance/cosmetics, personal care, pharmaceutical, household/industrial, and food products. AptarGroup operates worldwide.

Ball Corporation provides metal packaging for beverages, foods, and household products. The Company also supplies aerospace and other technologies and services to commercial and governmental customers. Ball serves customers worldwide.

Avery Dennison Corporation produces pressure-sensitive materials and a variety of tickets, tags, labels and other converted products. The Company's pressure sensitive products are used in labeling, decorating, and specialty applications. Avery Dennison's non-pressure sensitive products include tickets, tags, RFID inlays, and services for retailers, apparel manufacturers and brand owners.

Graphic Packaging Holding Company is an integrated provider of paperboard and integrated paperboard packaging solutions to multinational beverage and consumer products companies.  The Company manufactures folding cartons for frozen and non-frozen food and beverage products.

Graphic Packaging Holding Company (GPK US)

Berry Global Group Inc. manufactures plastic products and containers. The Company produces agricultural film, moisture control products for buildings, closures, disposable cutlery, drop cloths, flexible packaging, overcaps, tapes, tubes, bottles, drink cups, lids, and trash bags. Berry Plastics markets its products worldwide.

Packaging Corporation of America manufactures containerboard and corrugated packaging products for use in protecting goods during shipment.  The Company also produces multi-color boxes and displays, as well as meat boxes and wax-coated boxes for the agricultural industry.

Packaging Corporation of America (PKG US)

Sealed Air Corporation manufactures packaging and performance-based materials and equipment systems that serve food, industrial, medical, and consumer applications.

Greif Inc. manufactures and markets industrial packaging products and services. The Company provides steel, plastic, fiber, corrugated and multiwall containers. Greif also produces containerboard and has operations nationwide.

Amcor Limited is an international integrated packaging company offering packaging and related services.  Amcor primarily produces a wide range of packaging products which include corrugated boxes, cartons, aluminum and steel cans, flexible plastic packaging, PET plastic bottles and jars, and multi-wall sacks.

DS Smith Plc is an International paper company focused on packaging and office products. The Group collects waste paper, manufactures paper, converts corrugated packaging and produces bag-in-box, plastic corrugated and heavy duty corrugated packaging, as well as wholesales office supplies.

CCL Industries Inc. supplies manufacturing services and specialty packaging products for the non-durable consumer products market.  The Company provides formulation and manufacturing services, labels, aluminum and plastic specialty tubes, containers, and closures to marketers of cosmetic, personal care, pharmaceutical, household, and specialty food products.

Huhtamaki Oyj manufactures consumer packaging products.  The Company produces disposable food service and tableware products, such as cups, plates, and trays, as well as containers for fresh meats, fruits, dairy products, frozen foods, coffee, and detergents.  Huhtamaki makes the containers of paper, molded fibers, and plastics.  The Company manufactures in many countries and sells worldwide.

Klabin S.A. produces, exports, and recycles paper. The Company's products include packaging paper and board, corrugated boxes, industrial sacks and timber in logs for saw mills and veneer plants.

Toyo Seikan Group Holdings Ltd primarily manufactures, markets, and sells metal, plastic, and glass packaging products and containers.  The Company specializes in food cans, 18-liter cans, and other beverage cans.  Toyo Seikan also produces steel products such as steel sheets.

Vidrala SA manufactures glass bottles and markets them throughout Europe.  The Company produces bottles for beverages, vegetable oils, and preserves.

BillerudKorsnas AB offers primary fibre-based renewable packaging materials and packaging solutions used for consumer packaging and industrial purposes.

Mayr-Melnhof Karton AG manufactures cardboard, folding cartons, and packaging materials primarily from recycled wastepaper.  The Company operates production facilities in Austria and throughout Europe.

International Paper Company produces and distributes paperboard-based industrial and consumer packaging, uncoated printing & writing papers and market pulp. It maintains a global network of manufacturing operations in North America, Europe, Latin America, Russia and Asia.

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International Paper Co (IP US)

International Paper: What Value Could They Extract From Suzano & What Makes Them So Valuable? - Financial Forecasts

International Paper, a prominent player in the paper and packaging industry, recently disclosed its financial results for the first quarter of...

Baptista Research

International Paper Company: A Tale Of Improved Earnings Through Go to Market Strategy! - Major Drivers

The International Paper's First Quarter 2024 Earnings painted an overall optimistic picture of the company's progress. Chairman and Chief...

Baptista Research

International Paper Company: Commercial initiatives And Strategic Investments

International Paper Company's financial performance for the fourth quarter of 2023 was largely influenced by challenging market conditions. Demand...

Baptista Research

International Paper Company: Pioneering New Era Investments Despite Economic Woes! – Key Drivers

International Paper Company delivered a mixed set of results in the last quarter, with revenues falling short of analysts’ anticipations but...

Baptista Research

Gold Feels Heavy. Uptrend Intact but Better Cost Basis in near Term

Gold and Silver are likely to resume uptrends in the second half and with strength in other areas of materials the group is poised for a year-end...

Douglas Busch

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

International Paper: What Value Could They Extract From Suzano & What Makes Them So Valuable? - Financial Forecasts

International Paper, a prominent player in the paper and packaging industry, recently disclosed its financial results for the first quarter of...

Baptista Research

International Paper Company: A Tale Of Improved Earnings Through Go to Market Strategy! - Major Drivers

The International Paper's First Quarter 2024 Earnings painted an overall optimistic picture of the company's progress. Chairman and Chief...

Baptista Research

International Paper Company: Commercial initiatives And Strategic Investments

International Paper Company's financial performance for the fourth quarter of 2023 was largely influenced by challenging market conditions. Demand...

Baptista Research

International Paper Company: Pioneering New Era Investments Despite Economic Woes! – Key Drivers

International Paper Company delivered a mixed set of results in the last quarter, with revenues falling short of analysts’ anticipations but...

Baptista Research

Gold Feels Heavy. Uptrend Intact but Better Cost Basis in near Term

​Gold and Silver are likely to resume uptrends in the second half and with strength in other areas of materials the group is poised for a year-end...

Douglas Busch

Gold and Silver are likely to resume uptrends in the second half and with strength in other areas of materials the group is poised for a year-end...