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

Lyondellbasell Indu Cl A / Equity Bottom-Up

<ul>
<li>LyondellBasell Industries delivered mixed results for the previous quarter, with revenues below the analyst consensus.</li>
<li>O&amp;P Americas EBITDA climbed by $138 million to $679 million during the second quarter.</li>
<li>Their team anticipates that fluctuating feedstock costs and the emergence of new capacity will cause margins to contract in the third quarter.</li>
</ul>


LyondellBasell Industries delivered mixed results for the previous quarter, with revenues below the analyst consensus.
O&amp;P Americas EBITDA climbed by $138 million to $679 million during the second quarter.
Their team anticipates that fluctuating feedstock costs and the emergence of new capacity will cause margins to contract in the third quarter.


LyondellBasell Industries N.V.: Can The Acquisition Of Stiphout Be A Game Changer? - Major Drivers

Value Investing

Vladimir Dimitrov, CFA

<ul>
<li>LyondellBasell stock offers a high dividend yield of 5.5% and improving cash flow coverage.</li>
<li>Some major headwinds are dissipating and this puts LyondllBasell in a very good position to improve its profitability profile.</li>
<li>LyondellBasell (<span class="ticker-hover-wrapper">NYSE:LYB</span>) delivered nearly 16% total return since December of last year, when I took a deep dive into the company's operations and explained why the stock is attractive for anyone looking for attractive risk-reward opportunities.</li>
</ul>


LyondellBasell stock offers a high dividend yield of 5.5% and improving cash flow coverage.
Some major headwinds are dissipating and this puts LyondllBasell in a very good position to improve its profitability profile.
LyondellBasell (NYSE:LYB) delivered nearly 16% total return since December of last year, when I took a deep dive into the company's operations and explained why the stock is attractive for anyone looking for attractive risk-reward opportunities.


LyondellBasell: A 5.5% Dividend Yield That Is Worth Your Attention

<ul>
<li>LyondellBasell delivered a mixed set of results in the last quarter with revenues below analyst expectations but managed an earnings beat.</li>
<li>At the end of the first quarter, LyondellBasell had $1.8 billion in cash on hand.</li>
<li>With the successful start-up of their world-scale PO/TBA facility, capital expenditures associated with plant construction will be substituted with increased cash generation.</li>
</ul>


LyondellBasell delivered a mixed set of results in the last quarter with revenues below analyst expectations but managed an earnings beat.
At the end of the first quarter, LyondellBasell had $1.8 billion in cash on hand.
With the successful start-up of their world-scale PO/TBA facility, capital expenditures associated with plant construction will be substituted with increased cash generation.


LyondellBasell Industries: Why Is The Company’s Stock a ‘Hold’ Despite Beating Earnings?

<ul>
<li>LyondellBasell's share price delivered strong returns, even in the face of continued headwinds and business restructuring.</li>
<li>The management is focused on making long-term investments in key areas while at the same time streamlining the business.</li>
<li>The company is now offering a dividend yield of 5.6%.</li>
</ul>


LyondellBasell's share price delivered strong returns, even in the face of continued headwinds and business restructuring.
The management is focused on making long-term investments in key areas while at the same time streamlining the business.
The company is now offering a dividend yield of 5.6%.


LyondellBasell: Delivering On Its Strategy, Without Sacrificing Shareholder Returns

<ul>
<li>LyondellBasell continued to outperform the broader equity market as declining margins seem largely priced-in.</li>
<li>The company remains well-positioned to weather increased risk of recession in 2023 and geopolitical tensions in the future.</li>
<li>The firm is well- positioned to weather an increased risk to recession in the 2023.</li>
</ul>


LyondellBasell continued to outperform the broader equity market as declining margins seem largely priced-in.
The company remains well-positioned to weather increased risk of recession in 2023 and geopolitical tensions in the future.
The firm is well- positioned to weather an increased risk to recession in the 2023.


LyondellBasell: What To Expect As It Reports Full Year Results

United States

LyondellBasell Industries NV manufactures plastic, chemical, and fuel products. The Company offers products for the manufacturing of personal care products, fresh food packaging, lightweight plastics, construction materials, automotive components, durable textiles, medical applications, and biofuels. LyondellBasell Industries conducts its business worldwide.

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Lyondellbasell Indu Cl A (LYB US)

LyondellBasell Industries N.V.: Can The Acquisition Of Stiphout Be A Game Changer? - Major Drivers

LyondellBasell Industries delivered mixed results for the previous quarter, with revenues below the analyst consensus. O&P Americas EBITDA...

Baptista Research

LyondellBasell: A 5.5% Dividend Yield That Is Worth Your Attention

Some major headwinds are dissipating and this puts LyondllBasell in a very good position to improve its profitability profile.

Vladimir Dimitrov, CFA

LyondellBasell Industries: Why Is The Company’s Stock a ‘Hold’ Despite Beating Earnings?

LyondellBasell delivered a mixed set of results in the last quarter with revenues below analyst expectations but managed an earnings beat. At the...

Baptista Research

LyondellBasell: Delivering On Its Strategy, Without Sacrificing Shareholder Returns

The management is focused on making long-term investments in key areas while at the same time streamlining the business. The company is now...

Vladimir Dimitrov, CFA

LyondellBasell: What To Expect As It Reports Full Year Results

The company remains well-positioned to weather increased risk of recession in 2023 and geopolitical tensions in the future.

Vladimir Dimitrov, CFA

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