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 Capital Markets

Monster Beverage / Equity Capital Markets

<ul><li>Monster Beverages has managed to fight off the pandemic-induced headwinds associated with supply chain issues and inflation and managed to deliver good results.</li><li>Various sponsorship activities were canceled in the previous year because of the pandemic which also affected their marketing strategy.</li><li>We have a positive outlook for Monster for 2022 and give its stock a 'Hold' rating with a revised target price.</li></ul>

Monster Beverages has managed to fight off the pandemic-induced headwinds associated with supply chain issues and inflation and managed to deliver good results.Various sponsorship activities were canceled in the previous year because of the pandemic which also affected their marketing strategy.We have a positive outlook for Monster for 2022 and give its stock a 'Hold' rating with a revised target price.

Monster Beverages: Financial & Price Forecasts

<ul><li>Monster Beverage generated record third-quarter net revenues and its stock price has been witnessing a strong upward momentum.</li><li>All of which resulted in higher sales expenses and higher operational costs resulting in lower margins for the company.</li><li>We give the stock a 'Hold' rating with a revised target price.</li></ul>

Monster Beverage generated record third-quarter net revenues and its stock price has been witnessing a strong upward momentum.All of which resulted in higher sales expenses and higher operational costs resulting in lower margins for the company.We give the stock a 'Hold' rating with a revised target price.

Monster Beverage Corp - Investment Thesis

<ul><li>Monster Beverage Corp continued its journey on the path to post-Covid recovery and achieved a record second-quarter net sales.</li><li>While the company’s net sales rose by a staggering 34% to $1.46 billion, inflationary pressures did play spoiltsport on the company’s gross margins which fell to 57.2% from 60.3% in the second quarter of last year.</li><li>We give Monster Beverage a ‘Hold’ rating with a revised target price.</li></ul>

Monster Beverage Corp continued its journey on the path to post-Covid recovery and achieved a record second-quarter net sales.While the company’s net sales rose by a staggering 34% to $1.46 billion, inflationary pressures did play spoiltsport on the company’s gross margins which fell to 57.2% from 60.3% in the second quarter of last year.We give Monster Beverage a ‘Hold’ rating with a revised target price.

Quality-first, Business-perspective Strategy, Urbem (HK) Limited

Steven Chen

Quality-first, Business-perspective Strategy

Thematic (Sector/Industry)

<ul>
<li>The "travel" economics vary significantly across businesses even within the same sector;</li>
<li>In this article, I list three beverage names that have been winning not only domestically but also beyond the border;</li>
<li>All the companies have attractive business economics with a massive growth runway.</li>
</ul>


The "travel" economics vary significantly across businesses even within the same sector;
In this article, I list three beverage names that have been winning not only domestically but also beyond the border;
All the companies have attractive business economics with a massive growth runway.


Three Beverage Growth Stories that Travel Strongly Across Borders

Equity Bottom-Up

<ul>
<li>US-based National Beverage has an atypical management culture that emphasizes long-term value creation;</li>
<li>The business outperforms its publicly-traded peers across many dimensions;</li>
<li>At the current level, the risk-reward ratio looks quite favorable for the company's long-term shareholders.</li>
</ul>


US-based National Beverage has an atypical management culture that emphasizes long-term value creation;
The business outperforms its publicly-traded peers across many dimensions;
At the current level, the risk-reward ratio looks quite favorable for the company's long-term shareholders.


This Atypically-Cultured Beverage Business Can Be Interesting!

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 Beverages: Financial & Price Forecasts

Monster Beverages has managed to fight off the pandemic-induced headwinds associated with supply chain issues and inflation and managed to deliver...

Baptista Research

Monster Beverage Corp - Investment Thesis

Monster Beverage generated record third-quarter net revenues and its stock price has been witnessing a strong upward momentum. All of which...

Baptista Research

Monster Beverage Corp - Investment Thesis

Monster Beverage Corp continued its journey on the path to post-Covid recovery and achieved a record second-quarter net sales. While the company’s...

Baptista Research

Three Beverage Growth Stories that Travel Strongly Across Borders

Here are three high-quality, fast-growing beverage brands that have been winning not only domestically but beyond the border as well.

Steven Chen

This Atypically-Cultured Beverage Business Can Be Interesting!

An emphasis on long-term value creation, brand-based moat, massive runway, and fair share price could make National Beverage attractive to alpha...

Steven Chen

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