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>Marsh &amp; McLennan Companies, Inc. managed to exceed the revenue and earnings expectations of Wall Street.</li>
<li>The company achieved an unprecedented quarterly underlying revenue growth over two decades and reported substantial growth in adjusted EPS.</li>
<li>Marsh McLennan Agency acquired Graham Company, a top-100 US insurance and benefits broker and risk management consultancy, bolstering the company's Mid-Atlantic presence.</li>
</ul>


Marsh &amp; McLennan Companies, Inc. managed to exceed the revenue and earnings expectations of Wall Street.
The company achieved an unprecedented quarterly underlying revenue growth over two decades and reported substantial growth in adjusted EPS.
Marsh McLennan Agency acquired Graham Company, a top-100 US insurance and benefits broker and risk management consultancy, bolstering the company's Mid-Atlantic presence.


Marsh & McLennan Companies: String Of Recent Acquisitions Driving Growth? - Major Drivers

<ul>
<li>Marsh McLennan delivered an all-around beat in the most recent quarterly result, showcasing strong performance across its businesses and regions, continuing its impressive streak of underlying revenue growth.</li>
<li>The company reported an 11% underlying revenue growth on top of a 10% increase in the second quarter of the previous year.</li>
<li>Marsh McLennan remains optimistic about its full-year outlook, expecting high single-digit underlying revenue growth, margin expansion, and strong growth in adjusted EPS for 2023.</li>
</ul>


Marsh McLennan delivered an all-around beat in the most recent quarterly result, showcasing strong performance across its businesses and regions, continuing its impressive streak of underlying revenue growth.
The company reported an 11% underlying revenue growth on top of a 10% increase in the second quarter of the previous year.
Marsh McLennan remains optimistic about its full-year outlook, expecting high single-digit underlying revenue growth, margin expansion, and strong growth in adjusted EPS for 2023.


Marsh & McLennan Co: Can The Acquisition Of Graham Companies Be A Game Changer? Major Drivers

IPOs and Catalysts/Events, Global Equity Research Ltd

Arun George

IPOs and Catalysts/Events

Uncompromised, Independent, Conflict-Free Research

Global Equity Research Ltd

Global Equity Research was started in 2017 by a group of experienced research professionals. It was founded on a passionate belief in the importance and the need for uncompromised, independent, conflict-free research. We aim to provide differentiated and actionable primary and bottom up fundamental research.

Event-Driven

<ul>
<li>On 22 August, the <a href="https://www.smartkarma.com/entities/psc-insurance-group-ltd" target="_blank" data-smartkarma-citation="entities:24266:1" rel="noopener">Psc Insurance (PSI AU)</a> IE considered Ardonagh’s A$6.19 offer fair and reasonable as it is within the A$5.69 to A$6.65 valuation range. </li>
<li>The offer is conditional on shareholder approval of the scheme. No disinterested shareholder holds the 25% blocking stake. The scheme meeting is on 26 September.</li>
<li>The offer is attractive and represents an all-time high. At the last close and for the 11 October payment, the gross/annualised spread is 1.3%/12.1%.</li>
</ul>


On 22 August, the Psc Insurance (PSI AU) IE considered Ardonagh’s A$6.19 offer fair and reasonable as it is within the A$5.69 to A$6.65 valuation range. 
The offer is conditional on shareholder approval of the scheme. No disinterested shareholder holds the 25% blocking stake. The scheme meeting is on 26 September.
The offer is attractive and represents an all-time high. At the last close and for the 11 October payment, the gross/annualised spread is 1.3%/12.1%.


<ul>
<li>Marsh &amp; McLennan managed to surpass the revenue expectations as well as the earnings expectations of Wall Street.</li>
<li>The company had significant growth in most of its businesses, market sectors, and geographical areas, with Marsh, Guy Carpenter, and Mercer all experiencing faster underlying growth than in the previous quarter.</li>
<li>Guy Carpenter's revenue was $1.1 billion, driven by solid growth in all areas and worldwide specializations, reflecting tighter reinsurance market conditions.</li>
</ul>


Marsh &amp; McLennan managed to surpass the revenue expectations as well as the earnings expectations of Wall Street.
The company had significant growth in most of its businesses, market sectors, and geographical areas, with Marsh, Guy Carpenter, and Mercer all experiencing faster underlying growth than in the previous quarter.
Guy Carpenter's revenue was $1.1 billion, driven by solid growth in all areas and worldwide specializations, reflecting tighter reinsurance market conditions.


Marsh & McLennan Companies: Expanding Their Business with Acquisitions & Other Drivers

High Quality Stock Setups, Weekly Stock Bull Finder

Weekly Stock Bull Finder

High Quality Stock Setups

Finding high potential stock setups on quality companies

Thematic (Sector/Industry)

<ul><li>One of the lasting legacies of the COVID-19 pandemic was the acceleration of secular trends which were already in place prior to the start pandemic such as e-commerce, flexible working arrangements, streaming/entertainment at home, digital transformation, MRNA biotechnology, among others.</li><li>Many of these trends in place prior to the pandemic were turbocharged by a quick pivot and responses to adjust to the “new normal” disruption of the dealing with COVID-19 waves, lockdowns, and companies muddling through how to adapt their business model.</li><li>The aftermath of the combination of a bazooka fiscal and monetary stimulus has resulted in the Federal Reserve embarking on the most aggressive interest rate hiking campaign in decades in attempts to arrest and reverse inflation.</li></ul>

One of the lasting legacies of the COVID-19 pandemic was the acceleration of secular trends which were already in place prior to the start pandemic such as e-commerce, flexible working arrangements, streaming/entertainment at home, digital transformation, MRNA biotechnology, among others.Many of these trends in place prior to the pandemic were turbocharged by a quick pivot and responses to adjust to the “new normal” disruption of the dealing with COVID-19 waves, lockdowns, and companies muddling through how to adapt their business model.The aftermath of the combination of a bazooka fiscal and monetary stimulus has resulted in the Federal Reserve embarking on the most aggressive interest rate hiking campaign in decades in attempts to arrest and reverse inflation.

United States

Marsh & McLennan Companies, Inc. is a professional services firm providing advice and solutions in the areas of risk, strategy, and human capital. Marsh & McLennan offers analysis, advice, and transactional capabilities to clients worldwide.

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Marsh & Mclennan (MMC US)

Marsh & McLennan Companies: String Of Recent Acquisitions Driving Growth? - Major Drivers

Marsh & McLennan Companies, Inc. managed to exceed the revenue and earnings expectations of Wall Street. The company achieved an unprecedented...

Baptista Research

Marsh & McLennan Co: Can The Acquisition Of Graham Companies Be A Game Changer? Major Drivers

Marsh McLennan delivered an all-around beat in the most recent quarterly result, showcasing strong performance across its businesses and regions,...

Baptista Research

PSC Insurance (PSI AU): A Done Deal

The offer is attractive and represents an all-time high. At the last close and for the 11 October payment, the gross/annualised spread is 1.3%/12.1%.

Arun George

Marsh & McLennan Companies: Expanding Their Business with Acquisitions & Other Drivers

Marsh & McLennan managed to surpass the revenue expectations as well as the earnings expectations of Wall Street. The company had significant...

Baptista Research

Weekly Stock Bullfinder - Week of 5/15

One of the lasting legacies of the COVID-19 pandemic was the acceleration of secular trends which were already in place prior to the start pandemic...

Weekly Stock Bull Finder

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