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

New Fortress Energy LLC / Equity Bottom-Up

<ul><li>New Fortress Energy, a company involved in the development and operationalization of liquefied natural gas (LNG) projects, reported its third-quarter 2024 earnings.</li><li>Overall, New Fortress Energy achieved an adjusted EBITDA of $176 million, aligning with prior forecasts.</li><li>Operational highlights include the progress of the Fast LNG (FLNG) unit, which met and exceeded nameplate capacity in trials.</li></ul>

New Fortress Energy, a company involved in the development and operationalization of liquefied natural gas (LNG) projects, reported its third-quarter 2024 earnings.Overall, New Fortress Energy achieved an adjusted EBITDA of $176 million, aligning with prior forecasts.Operational highlights include the progress of the Fast LNG (FLNG) unit, which met and exceeded nameplate capacity in trials.

New Fortress Energy: Expansion in Puerto Rico Energy Sector As A Vital Factor Driving Growth! - Major Drivers

<ul><li>New Fortress Energy (NFE) in its second quarter 2024 earnings, ended up performing below expectations, achieving $120 million in EBITDA against a targeted $275 million, primarily due to delays in deploying its FLNG 1 asset.</li><li>This delay had a substantial impact on the quarterly results but was offset by the project's completion in July, which is now fully operational and expected to generate considerable free cash flow annually.</li><li>Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.</li></ul>

New Fortress Energy (NFE) in its second quarter 2024 earnings, ended up performing below expectations, achieving $120 million in EBITDA against a targeted $275 million, primarily due to delays in deploying its FLNG 1 asset.This delay had a substantial impact on the quarterly results but was offset by the project's completion in July, which is now fully operational and expected to generate considerable free cash flow annually.Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.

New Fortress Energy Inc.: Will Its Expansion Into Fast Power Solutions For Data Centers Pay Off? - Major Drivers

<ul><li>New Fortress Energy (NFE) reported a solid set of financial results for the first quarter of 2024, reflecting strong operational performance and strategic growth initiatives.</li><li>The company reported EBITDA of $340 million, aligning with management's expectations and consistent with the company's guidance for the year.</li><li>This performance indicates a robust financial framework and clear visibility into the company's path forward for the remainder of the year.</li></ul>

New Fortress Energy (NFE) reported a solid set of financial results for the first quarter of 2024, reflecting strong operational performance and strategic growth initiatives.The company reported EBITDA of $340 million, aligning with management's expectations and consistent with the company's guidance for the year.This performance indicates a robust financial framework and clear visibility into the company's path forward for the remainder of the year.

New Fortress Energy Inc.: Initiation of Coverage - Strategic Customer Contracts & Market Positioning Driving Our Bullish Thesis! - Major Drivers

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<ul><li>Job gains moderated in August, with 315,000 jobs added, more in line with the slower job gains from earlier this spring.</li><li>July's blockbuster job gains seemed like a positive fluke at the time of announcement, however, the July jobs report gains have held up to revisions, which were revised down only 2,000 jobs in the August report.</li><li>Job gains in August were broad based but were led by gains in the Financial &amp; Business Services and Education and Health Services sectors which each added 68,000 jobs during the month.</li></ul>

Job gains moderated in August, with 315,000 jobs added, more in line with the slower job gains from earlier this spring.July's blockbuster job gains seemed like a positive fluke at the time of announcement, however, the July jobs report gains have held up to revisions, which were revised down only 2,000 jobs in the August report.Job gains in August were broad based but were led by gains in the Financial &amp; Business Services and Education and Health Services sectors which each added 68,000 jobs during the month.

<ul><li>Darling Ingredients Inc. develops, produces, and sells natural ingredients from edible and inedible bio-nutrients</li><li>The company operates through three segments: Feed Ingredients, Food Ingredients, and Fuel Ingredients.</li><li>It offers ingredients and customized specialty solutions for customers in the pharmaceutical, food, pet food, feed, industrial, fuel, bioenergy, and fertilizer industries</li></ul>

Darling Ingredients Inc. develops, produces, and sells natural ingredients from edible and inedible bio-nutrientsThe company operates through three segments: Feed Ingredients, Food Ingredients, and Fuel Ingredients.It offers ingredients and customized specialty solutions for customers in the pharmaceutical, food, pet food, feed, industrial, fuel, bioenergy, and fertilizer industries

United States

New Fortress Energy LLC operates as an an integrated gas-to-power company. The Company develops, finances, and constructs energy infrastructure assets. New Fortress Energy serves customers in the United States.

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New Fortress Energy LLC (NFE US)

New Fortress Energy: Expansion in Puerto Rico Energy Sector As A Vital Factor Driving Growth! - Major Drivers

New Fortress Energy, a company involved in the development and operationalization of liquefied natural gas (LNG) projects, reported its...

Baptista Research

New Fortress Energy Inc.: Will Its Expansion Into Fast Power Solutions For Data Centers Pay Off? - Major Drivers

New Fortress Energy (NFE) in its second quarter 2024 earnings, ended up performing below expectations, achieving $120 million in EBITDA against a...

Baptista Research

New Fortress Energy Inc.: Initiation of Coverage - Strategic Customer Contracts & Market Positioning Driving Our Bullish Thesis! - Major Drivers

New Fortress Energy (NFE) reported a solid set of financial results for the first quarter of 2024, reflecting strong operational performance and...

Baptista Research

Weekly Stock Bullfinder - Week of 9/5

Job gains moderated in August, with 315,000 jobs added, more in line with the slower job gains from earlier this spring.

Weekly Stock Bull Finder

Weekly Stock Bullfinder- Week of 4/4

Darling Ingredients Inc. develops, produces, and sells natural ingredients from edible and inedible bio-nutrients. The company operates through...

Weekly Stock Bull Finder

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