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

<ul><li>Jabil, a diversified manufacturing solutions provider, outlined its financial and strategic achievements for the fiscal year 2024 in its recent earnings call, presided over by newly appointed Chief Executive Officer, Mike Dastoor.</li><li>The call also introduced significant organizational changes designed to sharpen Jabil's focus on three core market segments: Regulated Industries, Intelligent Infrastructure, and Connected Living and Digital Commerce.</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>

Jabil, a diversified manufacturing solutions provider, outlined its financial and strategic achievements for the fiscal year 2024 in its recent earnings call, presided over by newly appointed Chief Executive Officer, Mike Dastoor.The call also introduced significant organizational changes designed to sharpen Jabil's focus on three core market segments: Regulated Industries, Intelligent Infrastructure, and Connected Living and Digital Commerce.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.

Jabil Inc.: Will The Diversification Into High-Margin AI Business Yield Dividends? - Major Drivers

Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

<ul><li>Taiwan's energy policy is challenged by EU pressure on localizing offshore wind, hindering progress in renewable energy development.</li><li>Recycling technology is repurposing electronic waste components like substrates and circuit boards, reducing environmental impact and promoting sustainability.</li><li>Google implements DataGemma to improve accuracy in their hallucination-proofing LLM system, using Data Commons for enhanced performance.</li></ul>

Taiwan's energy policy is challenged by EU pressure on localizing offshore wind, hindering progress in renewable energy development.Recycling technology is repurposing electronic waste components like substrates and circuit boards, reducing environmental impact and promoting sustainability.Google implements DataGemma to improve accuracy in their hallucination-proofing LLM system, using Data Commons for enhanced performance.

Tech Supply Chain Tracker (24-Sep-2024): Taiwan's energy policy faces EU pressure on localization.

<ul><li>Jabil recently disclosed its financial outcomes for the third quarter of the fiscal year 2024, delivering robust figures that reflect its strategic maneuvers and adjustment to changing market dynamics.</li><li>The company posted revenues of approximately $6.8 billion, surpassing expectations by $265 million.</li><li>This was aided by significant contributions from the connected devices and networking and storage sectors, which outperformed anticipations.</li></ul>

Jabil recently disclosed its financial outcomes for the third quarter of the fiscal year 2024, delivering robust figures that reflect its strategic maneuvers and adjustment to changing market dynamics.The company posted revenues of approximately $6.8 billion, surpassing expectations by $265 million.This was aided by significant contributions from the connected devices and networking and storage sectors, which outperformed anticipations.

Jabil Inc.: How Much Will Their Revenues Grow Given The Focus On AI & Data Center Markets? - Major Drivers

<ul><li>The second quarter of fiscal year 2024 saw Jabil Inc.</li><li>achieve approximately $6.8 billion in revenue.</li><li>This performance was in line with the guidance for the majority of the company's businesses.</li></ul>

The second quarter of fiscal year 2024 saw Jabil Inc.achieve approximately $6.8 billion in revenue.This performance was in line with the guidance for the majority of the company's businesses.

Jabil Inc.: What Are Its Latest Advancements In AI? - Major Drivers

<ul><li>Jabil Inc. delivered mixed results for the previous quarter, with revenues below the analyst consensus.</li><li>However, it surpassed Wall Street's earnings expectations, with core operating income reaching $499 million, constituting 6% of revenue and marking a significant 120 basis points increase year-over-year.</li><li>Cash flows from operations amounted to $448 million, while net capital expenditures were $275 million, resulting in an adjusted free cash flow of $173 million.</li></ul>

Jabil Inc. delivered mixed results for the previous quarter, with revenues below the analyst consensus.However, it surpassed Wall Street's earnings expectations, with core operating income reaching $499 million, constituting 6% of revenue and marking a significant 120 basis points increase year-over-year.Cash flows from operations amounted to $448 million, while net capital expenditures were $275 million, resulting in an adjusted free cash flow of $173 million.

Jabil Inc.: Can The Retronix Acquisition Be A Game Changer? - Major Drivers

United States

Jabil Circuit, Inc. is an electronic manufacturing services provider for international electronics companies in the communications, personal computer, peripheral, consumer, and automotive markets.  The Company offers circuit design, board design from schematic, prototype assembly, volume board assembly, system assembly, repair, and warranty services.

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Jabil Circuit (JBL US)

Jabil Inc.: Will The Diversification Into High-Margin AI Business Yield Dividends? - Major Drivers

Jabil, a diversified manufacturing solutions provider, outlined its financial and strategic achievements for the fiscal year 2024 in its recent...

Baptista Research

Tech Supply Chain Tracker (24-Sep-2024): Taiwan's energy policy faces EU pressure on localization.

Taiwan's energy policy faces hurdles, Google refurbs e-waste with recycling tech, Qualcomm & MediaTek battle in 3nm SoC, Tata boosts semiconductor...

Tech Supply Chain Tracker

Jabil Inc.: How Much Will Their Revenues Grow Given The Focus On AI & Data Center Markets? - Major Drivers

Jabil recently disclosed its financial outcomes for the third quarter of the fiscal year 2024, delivering robust figures that reflect its...

Baptista Research

Jabil Inc.: What Are Its Latest Advancements In AI? - Major Drivers

The second quarter of fiscal year 2024 saw Jabil Inc. achieve approximately $6.8 billion in revenue. This performance was in line with the...

Baptista Research

Jabil Inc.: Can The Retronix Acquisition Be A Game Changer? - Major Drivers

Jabil Inc. delivered mixed results for the previous quarter, with revenues below the analyst consensus. However, it surpassed Wall Street's...

Baptista Research

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