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>Lowe’s delivered an impressive set of results this quarter and managed to surpass Wall Street expectations in terms of revenues as well as earnings.</li><li>The company’s Pro business maintained its momentum, resulting from the success of its Pro efforts and the tenacity of the demand for home renovation.</li><li>Their ongoing focus on productivity and solid sales growth contributed to improved operating performance which ensured the earnings beat.</li></ul>

Lowe’s delivered an impressive set of results this quarter and managed to surpass Wall Street expectations in terms of revenues as well as earnings.The company’s Pro business maintained its momentum, resulting from the success of its Pro efforts and the tenacity of the demand for home renovation.Their ongoing focus on productivity and solid sales growth contributed to improved operating performance which ensured the earnings beat.

Lowe’s Companies: Divestment Of Canadian Retail Operations & Other Drivers

Following Great Public Companies, Watchlist Investing

Watchlist Investing

Following Great Public Companies

Exploring timeless investing concepts in the search for great businesses.

<ul><li>Sherwin-Williams continues the home improvement theme started last month by Home Depot and Lowe’s (HD, LOW | Disclosure: None).</li><li>SHW is the dominant player in the architectural coatings industry.</li><li>The scientific-sounding industry classification translates into paint for the interior and exterior of buildings.</li></ul>

Sherwin-Williams continues the home improvement theme started last month by Home Depot and Lowe’s (HD, LOW | Disclosure: None).SHW is the dominant player in the architectural coatings industry.The scientific-sounding industry classification translates into paint for the interior and exterior of buildings.

85: Watchlist Update: Adding Sherwin-Williams

<ul><li>Lowe’s had a disappointing quarter and saw a decline in its total revenues.</li><li>Pro sales remained strong for the quarter.</li><li>The trends of underlying home improvements during the quarter remained strong in the quarter, but the sales of DIY have been lower.</li></ul>

Lowe’s had a disappointing quarter and saw a decline in its total revenues.Pro sales remained strong for the quarter.The trends of underlying home improvements during the quarter remained strong in the quarter, but the sales of DIY have been lower.

Thematic (Sector/Industry)

<ul><li>According to HD and LOW the home improvement market is $900 billion annually in North America.</li><li>One source put the US market, the primary market of each company, at $538 billion.</li><li>HD splits the $900 billion figure into two $450 billion categories for consumers and professionals, with professionals further broken down to show the $100 billion maintenance, repair, and operations (MRO) market.</li></ul>

According to HD and LOW the home improvement market is $900 billion annually in North America.One source put the US market, the primary market of each company, at $538 billion.HD splits the $900 billion figure into two $450 billion categories for consumers and professionals, with professionals further broken down to show the $100 billion maintenance, repair, and operations (MRO) market.

81: Watchlist Update: Adding Home Depot & Lowe's

Equity Capital Markets

Lowe's Companies Inc / Equity Capital Markets

<ul><li>Lowe’s delivered a decent result to start off the new fiscal year despite facing tough comps.</li><li>The company’s comparable sales in the United States fell 3.8% in the first quarter but were up 19.7% year over year.</li><li>It had a strong positive comp in building products, thanks to its success with the Pro, and sales in home decor exceeded its expectations as a result of the strong DIY demand.</li></ul>

Lowe’s delivered a decent result to start off the new fiscal year despite facing tough comps.The company’s comparable sales in the United States fell 3.8% in the first quarter but were up 19.7% year over year.It had a strong positive comp in building products, thanks to its success with the Pro, and sales in home decor exceeded its expectations as a result of the strong DIY demand.

Lowe’s Companies Inc.: Operational Improvements & Other Drivers

United States

Lowe's Companies, Inc. is a home improvement retailer that distributes building materials and supplies through stores in the United States. The Company offers a complete line of products and services for home decorating, maintenance, repair, remodeling, and property maintenance.

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Lowe's Companies Inc (LOW US)

Lowe’s Companies: Divestment Of Canadian Retail Operations & Other Drivers

Lowe’s delivered an impressive set of results this quarter and managed to surpass Wall Street expectations in terms of revenues as well as...

Baptista Research

85: Watchlist Update: Adding Sherwin-Williams

Sherwin-Williams continues the home improvement theme started last month by Home Depot and Lowe’s (HD, LOW | Disclosure: None).

Watchlist Investing

Lowe’s Companies: Major Drivers

Lowe’s had a disappointing quarter and saw a decline in its total revenues. Pro sales remained strong for the quarter. The trends of underlying...

Baptista Research

81: Watchlist Update: Adding Home Depot & Lowe's

According to HD and LOW the home improvement market is $900 billion annually in North America. One source put the US market, the primary market of...

Watchlist Investing

Lowe’s Companies Inc.: Operational Improvements & Other Drivers

Lowe’s delivered a decent result to start off the new fiscal year despite facing tough comps. The company’s comparable sales in the United States...

Baptista Research

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