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

Live Nation Entertainment, Inc / Equity Bottom-Up

<ul><li>Live Nation Entertainment's recent earnings highlight a robust performance with both positive and negative aspects influencing the company's outlook.</li><li>The company has posted a strong start to the year, with significant consumer demand driving up stadium show sell-through rates higher than any previous year.</li><li>A notable indicator is the sale of over 75% of stadium tickets in the first week, marking a substantial increase from past performances.</li></ul>

Live Nation Entertainment's recent earnings highlight a robust performance with both positive and negative aspects influencing the company's outlook.The company has posted a strong start to the year, with significant consumer demand driving up stadium show sell-through rates higher than any previous year.A notable indicator is the sale of over 75% of stadium tickets in the first week, marking a substantial increase from past performances.

Live Nation Entertainment: Is Its Sponsorship & Ancillary Revenue Optimization Giving Them An Edge?

<ul><li>Live Nation Entertainment has delivered an impressive performance in its third quarter of 2024, demonstrating strong forward-looking indicators across various segments of its operations.</li><li>A detailed examination of the earnings results reveals both positive aspects and potential areas of concern that could impact future performance.</li><li>Starting with Ticketmaster, Live Nation's ticketing segment, there has been robust activity with a reported 15% increase in sales in early October year-over-year.</li></ul>

Live Nation Entertainment has delivered an impressive performance in its third quarter of 2024, demonstrating strong forward-looking indicators across various segments of its operations.A detailed examination of the earnings results reveals both positive aspects and potential areas of concern that could impact future performance.Starting with Ticketmaster, Live Nation's ticketing segment, there has been robust activity with a reported 15% increase in sales in early October year-over-year.

Live Nation Entertainment: Food & Beverage Transformation As A Critical Growth Lever! - Major Drivers

<ul><li>Live Nation Entertainment reported a robust performance in the second quarter of 2024, reflecting a sustained demand for live entertainment despite varying regional dynamics.</li><li>The company’s broad spectrum of activities, including concert promotions, venue operations, ticketing services, and sponsorship, continues to draw significant consumer interest, underpinned by strategic promotions and a diverse event pipeline.</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>

Live Nation Entertainment reported a robust performance in the second quarter of 2024, reflecting a sustained demand for live entertainment despite varying regional dynamics.The company’s broad spectrum of activities, including concert promotions, venue operations, ticketing services, and sponsorship, continues to draw significant consumer interest, underpinned by strategic promotions and a diverse event pipeline.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.

Live Nation Entertainment: A Story Of Expansion and Optimization of Venue Portfolio! - Major Drivers

<ul><li>Live Nation Entertainment, a leading events promoter and venue operator, delivered a solid performance in the first quarter of 2024, underscored by a 20% increase in concerts attendance in North America and continued expansion of its international business.</li><li>Driving this growth has been the company's persistent focus on consumer demand, effective operational strategies, and diversification into new markets and genres.</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>

Live Nation Entertainment, a leading events promoter and venue operator, delivered a solid performance in the first quarter of 2024, underscored by a 20% increase in concerts attendance in North America and continued expansion of its international business.Driving this growth has been the company's persistent focus on consumer demand, effective operational strategies, and diversification into new markets and genres.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.

Live Nation Entertainment: 4 Pivotal Drivers Impacting Its Growth! - Financial Forecasts

Asian Hedge Fund Manager, Long Short Equity, Macro

David Mudd

<ul>
<li>
<a href="https://www.smartkarma.com/entities/alibaba-pictures-group-ltd" target="_blank" data-smartkarma-citation="entities:20724:1" rel="noopener">Alibaba Pictures (1060 HK)</a> is expanding rapidly into complimentary areas such as online ticketing of cinema and live events with the recent acquisition of  Damai.cn from parent Alibaba.</li>
<li>
<a href="https://www.smartkarma.com/entities/alibaba-group-holding-ltd-d7b798e2-202d-4e01-9a1e-799e2ae8f0c7" target="_blank" data-smartkarma-citation="entities:28434:1" rel="noopener">Alibaba Group Holding (9988 HK)</a> is considering injecting other media platform assets like Youku  to realize synergies among its portfolio of companies.</li>
<li>Ali Pictures (Alipics) legacy film production business continues to expand globally with its American film production company, Amblin which is a partnership with Steven Spielberg.</li>
</ul>



Alibaba Pictures (1060 HK) is expanding rapidly into complimentary areas such as online ticketing of cinema and live events with the recent acquisition of  Damai.cn from parent Alibaba.

Alibaba Group Holding (9988 HK) is considering injecting other media platform assets like Youku  to realize synergies among its portfolio of companies.
Ali Pictures (Alipics) legacy film production business continues to expand globally with its American film production company, Amblin which is a partnership with Steven Spielberg.


BABA's Babies: They Are All Grown Up! Ali Pictures: A Blockbuster Company

United States

Live Nation Entertainment, Inc. produces live concerts and sells tickets to those events over the Internet. The Company also offers ticketing services for leading arenas, stadiums, professional sports franchises and leagues, college sports teams, performing arts venues, museums and theaters.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Live Nation Entertainment, Inc (LYV US)

Live Nation Entertainment: Is Its Sponsorship & Ancillary Revenue Optimization Giving Them An Edge?

Live Nation Entertainment's recent earnings highlight a robust performance with both positive and negative aspects influencing the company's...

Baptista Research

Live Nation Entertainment: Food & Beverage Transformation As A Critical Growth Lever! - Major Drivers

Live Nation Entertainment has delivered an impressive performance in its third quarter of 2024, demonstrating strong forward-looking indicators...

Baptista Research

Live Nation Entertainment: A Story Of Expansion and Optimization of Venue Portfolio! - Major Drivers

Live Nation Entertainment reported a robust performance in the second quarter of 2024, reflecting a sustained demand for live entertainment...

Baptista Research

Live Nation Entertainment: 4 Pivotal Drivers Impacting Its Growth! - Financial Forecasts

Live Nation Entertainment, a leading events promoter and venue operator, delivered a solid performance in the first quarter of 2024, underscored...

Baptista Research

BABA's Babies: They Are All Grown Up! Ali Pictures: A Blockbuster Company

Ali Pictures price has surged on the back of Alibaba's recent AI announcements including its deal with Apple, the launch of 6 new DeepSeek models...

David Mudd

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)