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 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

European Event-Driven Analyst

Jesus Rodriguez Aguilar

Event-Driven

<ul>
<li>The EU's new regulatory framework tightens scrutiny on mergers and acquisitions, especially those involving foreign subsidies, to prevent competitive imbalances within its single market and promote fair competition.</li>
<li>From October 2023, companies generating over €500 million in EU revenue and receiving foreign subsidies must notify the European Commission to ensure compliance under the Foreign Subsidies Control.</li>
<li>In its first year, over 100 companies notified acquisitions under the EU’s new regulation, reflecting its broad impact and the Commission’s stricter approach to non-EU subsidy influence in the market.</li>
</ul>


The EU's new regulatory framework tightens scrutiny on mergers and acquisitions, especially those involving foreign subsidies, to prevent competitive imbalances within its single market and promote fair competition.
From October 2023, companies generating over €500 million in EU revenue and receiving foreign subsidies must notify the European Commission to ensure compliance under the Foreign Subsidies Control.
In its first year, over 100 companies notified acquisitions under the EU’s new regulation, reflecting its broad impact and the Commission’s stricter approach to non-EU subsidy influence in the market.


Enhanced Regulatory Scrutiny of M&A in the EU

Pan-Asia Index Flows & Special Situations, Quiddity Advisors

Janaghan Jeyakumar, CFA

Pan-Asia Index Flows & Special Situations

Quiddity Advisors

Pan-Asia Catalysts/Events

<ul>
<li>In this insight, we take a look at the potential ADDs and DELs for the F100 and F250 indices during the December 2024 index rebal event.</li>
<li>Separately, we see multiple M&amp;A-related intra-review changes in the next few months.</li>
<li>There could also be more regular changes during the December 2024 rebalanced event</li>
</ul>


In this insight, we take a look at the potential ADDs and DELs for the F100 and F250 indices during the December 2024 index rebal event.
Separately, we see multiple M&amp;A-related intra-review changes in the next few months.
There could also be more regular changes during the December 2024 rebalanced event


Quiddity Leaderboard F100/F250 Dec 24: Thoughts Deliveroo and Coca-Cola; More Intra-Review Changes

<ul>
<li>In this insight, we take a look at the potential ADDs and DELs for the F100 and F250 indices during the December 2024 index rebal event.</li>
<li>We see up to seven M&amp;A-related intra-review changes in the run up to the December 2024 review.</li>
<li>Our latest estimates suggest there could be one change for the F250 index during the December 2024 rebalance. We do not currently see any changes for the F100.</li>
</ul>


In this insight, we take a look at the potential ADDs and DELs for the F100 and F250 indices during the December 2024 index rebal event.
We see up to seven M&amp;A-related intra-review changes in the run up to the December 2024 review.
Our latest estimates suggest there could be one change for the F250 index during the December 2024 rebalance. We do not currently see any changes for the F100.


Quiddity Leaderboard F100/F250 Dec 24: Intra-Review Changes Galore; High-Impact Replacement Names

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

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: 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

Enhanced Regulatory Scrutiny of M&A in the EU

The EU's new regulatory framework tightens scrutiny on M&A, especially those involving foreign subsidies, to prevent competitive imbalances within...

Jesus Rodriguez Aguilar

Quiddity Leaderboard F100/F250 Dec 24: Thoughts Deliveroo and Coca-Cola; More Intra-Review Changes

Deliveroo could get into F250 in December 2024 while Coca-Cola might have to wait until March 2025 to get into F100 due to a minimum listing period...

Janaghan Jeyakumar, CFA

Quiddity Leaderboard F100/F250 Dec 24: Intra-Review Changes Galore; High-Impact Replacement Names

The Top 10 F250 potential ADDs could outperform the F250 index since there are many intra-review addition possibilities and these names are high...

Janaghan Jeyakumar, CFA

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

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52-week Range

Market Cap (USDm)

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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

Enhanced Regulatory Scrutiny of M&A in the EU

The EU's new regulatory framework tightens scrutiny on M&A, especially those involving foreign subsidies, to prevent competitive imbalances within...

Jesus Rodriguez Aguilar

Quiddity Leaderboard F100/F250 Dec 24: Thoughts Deliveroo and Coca-Cola; More Intra-Review Changes

Deliveroo could get into F250 in December 2024 while Coca-Cola might have to wait until March 2025 to get into F100 due to a minimum listing period...

Janaghan Jeyakumar, CFA

Quiddity Leaderboard F100/F250 Dec 24: Intra-Review Changes Galore; High-Impact Replacement Names

The Top 10 F250 potential ADDs could outperform the F250 index since there are many intra-review addition possibilities and these names are high...

Janaghan Jeyakumar, CFA

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...