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>Motorola delivered a strong quarterly result with growth across all three core technologies and delivered an all-around beat.</li><li>Its supply chain execution during the quarter allowed it to ship more product revenue, which helped LMR grow by 9%.</li><li>The Products and SI segment continues to experience high demand for both LMR and video, which brings them to segment performance.</li></ul>

Motorola delivered a strong quarterly result with growth across all three core technologies and delivered an all-around beat.Its supply chain execution during the quarter allowed it to ship more product revenue, which helped LMR grow by 9%.The Products and SI segment continues to experience high demand for both LMR and video, which brings them to segment performance.

Credit

<ul><li>Motorola Solutions is a renowned communications and analytics player and has a strong market position particularly in the land mobile radio (LMR) communications domain.</li><li>In the SI and product segments, continued strong order demand in both Video and LMR drives a high level of backlog.</li><li>Motorola strengthened its video portfolio with its acquisitions of Callipsa, which brought the company advanced cloud-native video analytics.</li></ul>

Motorola Solutions is a renowned communications and analytics player and has a strong market position particularly in the land mobile radio (LMR) communications domain.In the SI and product segments, continued strong order demand in both Video and LMR drives a high level of backlog.Motorola strengthened its video portfolio with its acquisitions of Callipsa, which brought the company advanced cloud-native video analytics.

Motorola Solutions Inc: Detailed Credit Analysis & Financial Strength Evaluation Report

Equity Capital Markets

Motorola Solutions / Equity Capital Markets

<ul><li>This is our first report on communications specialist, Motorola Solutions.</li><li>In services and software, Motorola’s revenue was up highlighted by robust software growth.</li><li>Motorola Solutions recently went on to acquire Videotec S.p.A, the global supplier of the ruggedized video security solutions.</li></ul>

This is our first report on communications specialist, Motorola Solutions.In services and software, Motorola’s revenue was up highlighted by robust software growth.Motorola Solutions recently went on to acquire Videotec S.p.A, the global supplier of the ruggedized video security solutions.

Motorola Solutions Inc: Initiation of Coverage – Revenue Stickiness & Other Drivers

Equity Long-Short Analyst

Pyari Menon

Thematic (Sector/Industry)

<ul>
<li>The companies that are best positioned to take advantage of the 5G growth are a mix of equipment vendors, chipset companies, device makers, and enterprise solution providers. </li>
<li>The top ten companies to benefit from 5G rollout based on innovation and citation count are Samsung Electronics, Qualcomm, LG Electronics, AT&amp;T, Huawei, Intel, Google, Ericsson, Apple, and Nokia 
</li>
<li>A stand-out in 5G technology rankings is <a href="https://www.smartkarma.com/entities/lg-electronics-inc" target="_blank" data-smartkarma-citation="entities:8814:1" rel="noopener">LG Electronics (066570 KS)</a> which is punching well above its current market share in the industry. </li>
</ul>


The companies that are best positioned to take advantage of the 5G growth are a mix of equipment vendors, chipset companies, device makers, and enterprise solution providers. 
The top ten companies to benefit from 5G rollout based on innovation and citation count are Samsung Electronics, Qualcomm, LG Electronics, AT&amp;T, Huawei, Intel, Google, Ericsson, Apple, and Nokia 

A stand-out in 5G technology rankings is LG Electronics (066570 KS) which is punching well above its current market share in the industry. 


Stock Ideas from Data Mining Technical Publications: A Look at 5G

Leading Independent Investment Research, Morningstar, Inc.

Morningstar

Leading Independent Investment Research

Morningstar, Inc.

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. 

Morningstar provides data on more than 500,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 16 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries, with more than $180 billion in assets under advisement or management as of June 30, 2015. We have operations in 27 countries.

Download the Morningstar Fact Sheet : http://corporate.morningstar.com/US/documents/MarketingFactSheets/AboutMorningstarFactsheet.pdf

Morningstar and PitchBook hosted the 10th annual Management Behind the Moat Conference in Chicago on Nov. 7 and 8, offering our institutional clients an opportunity to engage with the management of 49 public companies we think have structural competitive advantages, or economic moats, as well as two private companies worth watching. This report distills the highlights from company presentations. A roster of all companies that participated in the conference, including those that held one-on-one meetings with investors, can be found on Page 2 of the attached document.<figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/069/790/original/img%201.JPG?1542165661" class="editor-image img-responsive" data-smartkarma-image-id="69790"></figure>

Morningstar and PitchBook hosted the 10th annual Management Behind the Moat Conference in Chicago on Nov. 7 and 8, offering our institutional clients an opportunity to engage with the management of 49 public companies we think have structural competitive advantages, or economic moats, as well as two private companies worth watching. This report distills the highlights from company presentations. A roster of all companies that participated in the conference, including those that held one-on-one meetings with investors, can be found on Page 2 of the attached document.

Morningstar Management Behind the Moat 2018: Conference Highlights

United States

Motorola Solutions, Inc. is a data communications and telecommunications equipment provider. The Company develops data capture, wireless, infrastructure, bar code scanning, two-way radios, and wireless broadband networks. Motorola also produces public safety and government products, voice and data communications products and systems, and wireless LAN securities.

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Motorola Solutions (MSI US)

Motorola Solutions Inc: Major Drivers

Motorola delivered a strong quarterly result with growth across all three core technologies and delivered an all-around beat. Its supply chain...

Baptista Research

Motorola Solutions Inc: Detailed Credit Analysis & Financial Strength Evaluation Report

Motorola Solutions is a renowned communications and analytics player and has a strong market position particularly in the land mobile radio (LMR)...

Baptista Research

Motorola Solutions Inc: Initiation of Coverage – Revenue Stickiness & Other Drivers

This is our first report on communications specialist, Motorola Solutions. In services and software, Motorola’s revenue was up highlighted by...

Baptista Research

Stock Ideas from Data Mining Technical Publications: A Look at 5G

5G connectivity is expected to spawn new business and services across sectors. We review the technological positioning of companies competing in...

Pyari Menon

Morningstar Management Behind the Moat 2018: Conference Highlights

Morningstar and PitchBook hosted the 10th annual Management Behind the Moat Conference in Chicago on Nov. 7 and 8, offering our institutional...

Morningstar, Inc.

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