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, in its Third Quarter 2024 Earnings, outlined a transformative journey that is anticipated to reposition the company as a low-cost producer and a leading sustainable packaging solutions provider in North America and EMEA.</li><li>Under the leadership of CEO Andy Silvernail, the company has adopted an 80/20 strategic approach to refine its focus on essential, high-return aspects of its operations and customer base, aiming to reduce complexity and enhance profitability.</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>

International Paper, in its Third Quarter 2024 Earnings, outlined a transformative journey that is anticipated to reposition the company as a low-cost producer and a leading sustainable packaging solutions provider in North America and EMEA.Under the leadership of CEO Andy Silvernail, the company has adopted an 80/20 strategic approach to refine its focus on essential, high-return aspects of its operations and customer base, aiming to reduce complexity and enhance profitability.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.

International Paper Company: Strategic Acquisitions & Integration Synergies As A Vital Tool For Growth! - Major Drivers

External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

<ul><li>IP has the potential to benefit from operational turnaround and improving market conditions in the cardboard box industry</li><li>New CEO Andrew Silvernail has the opportunity to drive value creation and improve performance</li><li>Potential acquisition by Suzano could drive stock price higher, offering significant upside potential for investors looking to capitalize on packaging industry turnaround</li></ul><p><em>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.</em></p>

IP has the potential to benefit from operational turnaround and improving market conditions in the cardboard box industryNew CEO Andrew Silvernail has the opportunity to drive value creation and improve performancePotential acquisition by Suzano could drive stock price higher, offering significant upside potential for investors looking to capitalize on packaging industry turnaroundThis 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.

International Paper  (IP) - Tuesday, May 21, 2024

<ul><li>International Paper recently reported its quarterly earnings, providing a mixed picture of its current financial health and operational performance.</li><li>The company, which operates in the packaging and paper industry, highlighted some areas of strength but also acknowledged several ongoing challenges.</li><li>The earnings call revealed key insights into the company's strategy, performance, and outlook, offering investors a balanced view of the opportunities and risks associated with the stock.</li></ul>

International Paper recently reported its quarterly earnings, providing a mixed picture of its current financial health and operational performance.The company, which operates in the packaging and paper industry, highlighted some areas of strength but also acknowledged several ongoing challenges.The earnings call revealed key insights into the company's strategy, performance, and outlook, offering investors a balanced view of the opportunities and risks associated with the stock.

International Paper Company: These Are The 6 Crucial Elements Driving Its Performance In 2024 & 2025! - Major Drivers

<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

United States

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 Company: Strategic Acquisitions & Integration Synergies As A Vital Tool For Growth! - Major Drivers

International Paper, in its Third Quarter 2024 Earnings, outlined a transformative journey that is anticipated to reposition the company as a...

Baptista Research

International Paper (IP) - Tuesday, May 21, 2024

IP has the potential to benefit from operational turnaround and improving market conditions in the cardboard box industry

Value Investors Club

International Paper Company: These Are The 6 Crucial Elements Driving Its Performance In 2024 & 2025! - Major Drivers

International Paper recently reported its quarterly earnings, providing a mixed picture of its current financial health and operational...

Baptista Research

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

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