Research Firm with a Qualitative Overlay, Pearl Gray Equity and Research

Pearl Gray Equity and Research

Research Firm with a Qualitative Overlay

Quantitative fund & research firm with a qualitative overlay. 

Our coverage: General U.S. with a skew towards the primary sector. 

Methods: Smart Beta/Factor Pricing, Neural Networks, Street Gossip, and Common Sense.

Equity Bottom-Up

<ul>
<li>Qualitative factors and key metrics suggest that Monster Beverage Corporation presents a GARP opportunity.</li>
<li>The company is growing at scale and holds down a significant part of the energy drinks market.</li>
<li>The generational consumer shift into stimulated drinks lends researchers much scope to delve into the prospects of Monster Beverage Corporation (<span class="ticker-hover-wrapper">NASDAQ:MNST</span>).</li>
</ul>


Qualitative factors and key metrics suggest that Monster Beverage Corporation presents a GARP opportunity.
The company is growing at scale and holds down a significant part of the energy drinks market.
The generational consumer shift into stimulated drinks lends researchers much scope to delve into the prospects of Monster Beverage Corporation (NASDAQ:MNST).


Monster Beverage Corporation: Still A GARP Opportunity

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.

<ul><li>Monster Beverage Corporation managed to surpass the revenue expectations as well as the earnings expectations of Wall Street.</li><li>The improvement in gross profit as a proportion of net sales was due to pricing actions, lower freight-in expenses, and lower aluminum can costs.</li><li>We give Monster Beverage Corporation a 'Hold' rating with a revised target price.</li></ul>

Monster Beverage Corporation managed to surpass the revenue expectations as well as the earnings expectations of Wall Street.The improvement in gross profit as a proportion of net sales was due to pricing actions, lower freight-in expenses, and lower aluminum can costs.We give Monster Beverage Corporation a 'Hold' rating with a revised target price.

Monster Beverage Corporation: Growth In Mother Brand & Reign Driving The Company Forward – Key Drivers

<ul><li>Monster Beverages’ last result was a colossal disappointment as the company faced challenges meeting the increased demand for its products due to the rampant supply chain issues.</li><li>Despite these issues, the company reported a 3.1% increase in operating income, driven by increased input costs and selling expenses.</li><li>The company saw positive results from its Java Monster line, with increased sales and increased share in its coffee plus energy category.</li></ul>

Monster Beverages’ last result was a colossal disappointment as the company faced challenges meeting the increased demand for its products due to the rampant supply chain issues.Despite these issues, the company reported a 3.1% increase in operating income, driven by increased input costs and selling expenses.The company saw positive results from its Java Monster line, with increased sales and increased share in its coffee plus energy category.

Monster Beverages Corp: Continued Supply Chain Challenges – Key Drivers

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

<ul>
<li>Last week we discussed potential for a 2-5% rally to the 1.5-month downtrend on SPX, or even the 4165-4200 range, which would set up an opportunity to get more defensive.</li>
<li>As long as the S&amp;P 500 is below Wednesdays high of 4040 we continue to believe the bears are in control -- stay defensive.</li>
<li>Even if there is a reversal, we still expect 4165-4200 on SPX to cap upside for 2023. We highlight many buy opportunities within Consumer Staples</li>
</ul>


Last week we discussed potential for a 2-5% rally to the 1.5-month downtrend on SPX, or even the 4165-4200 range, which would set up an opportunity to get more defensive.
As long as the S&amp;P 500 is below Wednesdays high of 4040 we continue to believe the bears are in control -- stay defensive.
Even if there is a reversal, we still expect 4165-4200 on SPX to cap upside for 2023. We highlight many buy opportunities within Consumer Staples


S&P 500, Nasdaq 100, DJIA All Testing Resistance; Downgrading Financials to Underweight; Buy Staples

Consumer Staples Select Sector SPDR Fund / Technical Analysis

<ul>
<li>Since late November we have been discussing our expectations for a pullback, while recommending shifting exposure to defensives (Staples, Utilities, Health Care) and/or taking profits.</li>
<li>The pullback is finally happening following breaks below 3910 support on the S&amp;P 500, $177.50 support on the Russell 2000 (IWM), and $279 support on the Nasdaq 100 (QQQ). </li>
<li>These levels are now resistance, while major resistance remains at 200-dayMAs/YTD downtrends. Stick with defensives/cash as we believe a test of the YTD lows on the aforementioned indexes is likely.</li>
</ul>


Since late November we have been discussing our expectations for a pullback, while recommending shifting exposure to defensives (Staples, Utilities, Health Care) and/or taking profits.
The pullback is finally happening following breaks below 3910 support on the S&amp;P 500, $177.50 support on the Russell 2000 (IWM), and $279 support on the Nasdaq 100 (QQQ). 
These levels are now resistance, while major resistance remains at 200-dayMAs/YTD downtrends. Stick with defensives/cash as we believe a test of the YTD lows on the aforementioned indexes is likely.


Upgrading Staples and Health Care to Overweight; Stay Defensive, Expecting Test of YTD Lows on SPX

United States

Monster Beverage Corporation is a holding company based in Corona, California. The Company, through its consolidated subsidiaries, markets and distributes energy drinks worldwide.

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Monster Beverage (MNST US)

Monster Beverage Corporation: Still A GARP Opportunity

The generational consumer shift into stimulated drinks lends researchers much scope to delve into the prospects of Monster Beverage Corporation

Pearl Gray Equity and Research

Monster Beverage Corporation: Growth In Mother Brand & Reign Driving The Company Forward – Key Drivers

Monster Beverage Corporation managed to surpass the revenue expectations as well as the earnings expectations of Wall Street. The improvement in...

Baptista Research

Monster Beverages Corp: Continued Supply Chain Challenges – Key Drivers

Monster Beverages’ last result was a colossal disappointment as the company faced challenges meeting the increased demand for its products due to...

Baptista Research

S&P 500, Nasdaq 100, DJIA All Testing Resistance; Downgrading Financials to Underweight; Buy Staples

Last week (3/21) we discussed the potential for a 2-5% rally to the 1.5-month downtrend on the $SPX, or even the 4165-4200 range, which we noted...

Vermilion Research

Upgrading Staples and Health Care to Overweight; Stay Defensive, Expecting Test of YTD Lows on SPX

Since late November we have discussed our expectations for a pullback, recommending shifting exposure to defensives $XLP $XLV $XLU and/or taking...

Vermilion Research

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