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

<ul><li>This is our first report on software-and services-led enterprise technology provider, NCR Corporation.</li><li>Despite the incredibly challenging macroeconomic environment, NCR Corp's second quarter results were beyond Wall Street expectations on all counts.</li><li>Additionally, the company is extending NCR Pay360, which adds more transaction kinds to NCR endpoints, including digital currency solutions.</li></ul>

This is our first report on software-and services-led enterprise technology provider, NCR Corporation.Despite the incredibly challenging macroeconomic environment, NCR Corp's second quarter results were beyond Wall Street expectations on all counts.Additionally, the company is extending NCR Pay360, which adds more transaction kinds to NCR endpoints, including digital currency solutions.

NCR Corporation: Initiation of Coverage – Support For Retailers

Global Emerging Market Equities, Propitious Research

Wium Malan, CFA

Global Emerging Market Equities

Independent, Fundamental Quantitative Research

Propitious Research

Fully independent, fundamental and quantitative equity research, focused on companies in the Telecommunication, Media, Technology, Internet and Healthcare sectors in the Global Emerging Markets. Idea generation focused on Quality stocks, trading below their intrinsic Value, with sound Corporate Governance.

Thematic (Sector/Industry)

<ul>
<li>The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of the Global Emerging Markets equity indices.</li>
<li>
 Macro data points:Chinese PMI, and most of the rest of Asia’s PMI data showed declines.</li>
<li>
 Companies mentioned:<a href="https://www.smartkarma.com/entities/petroleo-brasileiro-sa" target="_blank" data-smartkarma-citation="entities:24459:1" rel="noopener">Petroleo Brasileiro Sa (PETR3 BZ)</a>, <a href="https://www.smartkarma.com/entities/sea-ltd" target="_blank" data-smartkarma-citation="entities:8509:1" rel="noopener">Sea Ltd (SE US)</a>, <a href="https://www.smartkarma.com/entities/beijing-kuaishou-technology-co-ltd" target="_blank" data-smartkarma-citation="entities:29725:1" rel="noopener">Kuaishou Technology (1024 HK)</a>, <a href="https://www.smartkarma.com/entities/hcl-technologies-ltd" target="_blank" data-smartkarma-citation="entities:20025:1" rel="noopener">Hcl Technologies (HCLT IN)</a>, <a href="https://www.smartkarma.com/entities/baidu-inc-a55ca720-5968-48f0-8194-ac94390d065c" target="_blank" data-smartkarma-citation="entities:32212:1" rel="noopener">Baidu (9888 HK)</a>
</li>
</ul>


The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of the Global Emerging Markets equity indices.

 Macro data points:Chinese PMI, and most of the rest of Asia’s PMI data showed declines.

 Companies mentioned:Petroleo Brasileiro Sa (PETR3 BZ), Sea Ltd (SE US), Kuaishou Technology (1024 HK), Hcl Technologies (HCLT IN), Baidu (9888 HK)



GEM Weekly (1 Apr 2022): Chinese Macro Activity; Petrobras, Sea, Kuaishou, HCL Tech, Baidu

Japan TMT Analyst

Pelham Smithers

Market Intel on Asian Tech with a Japan focus

Pelham Smithers Associates

Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods. 

Research is provided by the following:
Pelham Smithers: Macro, consumer electronics, telecoms & pharma
Joel Scheiman: Electronics materials / components
Julie Boote: Autos
Will Nestuk: Capital goods, machinery & transportation equipment parts
Thao Nguyen: eCommerce, internet content, marketing & advertising

Equity Bottom-Up

It is over a decade since the IBM RFID shopping advert came out (still well worth a watch at <a href="https://www.youtube.com/watch?v=WGuXOuQOe18" target="_blank">https://www.youtube.com/watch?v=WGuXOuQOe18</a>) and this technology is yet to appear on our high streets. Indeed, <a href="https://www.smartkarma.com/entities/409" target="_blank" data-smartkarma-citation="entities:409:1">Amazon's</a> solution at its Amazon Go store in Seattle forgoes RFID in favour of LIDAR and camera technology. Still, we may only be months away from an implementation in Japan. Five leading Japanese convenience (CVS) stores (<a href="https://www.smartkarma.com/entities/1041" target="_blank" data-smartkarma-citation="entities:1041:1">Seven &amp; I (3382 JP)</a>, <a href="https://www.smartkarma.com/entities/1043" target="_blank" data-smartkarma-citation="entities:1043:1">Ministop (9946 JP)</a>, <a href="https://www.smartkarma.com/entities/320" target="_blank" data-smartkarma-citation="entities:320:1">Familymart (8028 JP),</a><a href="https://www.smartkarma.com/entities/14271" target="_blank" data-smartkarma-citation="entities:14271:1">East Japan</a>…

It is over a decade since the IBM RFID shopping advert came out (still well worth a watch at https://www.youtube.com/watch?v=WGuXOuQOe18) and this technology is yet to appear on our high streets. Indeed, Amazon's solution at its Amazon Go store in Seattle forgoes RFID in favour of LIDAR and camera technology. Still, we may only be months away from an implementation in Japan. Five leading Japanese convenience (CVS) stores (Seven &amp; I (3382 JP), Ministop (9946 JP), Familymart (8028 JP),East Japan…

Japan Moves Towards RFID Scanning at Checkout

M&A Reporting, CTFN

Jonathan Spitzer

M&A Reporting

CTFN

Bringing the marketplace leading coverage of mergers, events, and major corporate actions, CTFN has a team of seasoned reporters from Los Angeles to London, publishing news that advances stories that matter to event-driven investors and deal professionals.

Event-Driven

U.S. ATM maker Diebold, Inc.’s announced merger with German peer Wincor Nixdorf AG might require a referral from national competition authorities to the European Commission, two German lawyers told CTFN.

U.S. ATM maker Diebold, Inc.’s announced merger with German peer Wincor Nixdorf AG might require a referral from national competition authorities to the European Commission, two German lawyers told CTFN.

EC Referral Likely in Wincor-Diebold Merger

United States

NCR Corporation manufactures financial transaction machines and other products. The Company produces automated teller machines (ATM), self-checkout and self-service kiosks, point-of-sale workstations and scanners; manufactures printer consumable products; and manages networks and servers for ATMs and kiosks.

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Ncr Corporation (NCR US)

NCR Corporation: Initiation of Coverage – Support For Retailers

This is our first report on software-and services-led enterprise technology provider, NCR Corporation. Despite the incredibly challenging...

Baptista Research

GEM Weekly (1 Apr 2022): Chinese Macro Activity; Petrobras, Sea, Kuaishou, HCL Tech, Baidu

The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...

Wium Malan, CFA

Japan Moves Towards RFID Scanning at Checkout

It is over a decade since the IBM RFID shopping advert came out (still well worth a watch at https://www.youtube.com/watch?v=WGuXOuQOe18) and this...

Pelham Smithers Associates

EC Referral Likely in Wincor-Diebold Merger

U.S. ATM maker Diebold, Inc.’s announced merger with German peer Wincor Nixdorf AG might require a referral from national competition...

CTFN

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