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>NRG Energy, Inc. recently reported a strong start to 2024, with business performance exceeding expectations and an affirmation of the 2024 financial guidance.</li><li>Management highlighted transformative trends in power demand, primarily driven by electrification, generative AI, and data center growth, which open promising prospects for the power sector.</li><li>Furthermore, NRG is strategically positioned to benefit from tightening supply and demand dynamics in key markets, leveraging its diversified generation portfolio and consumer technology platform.</li></ul>

NRG Energy, Inc. recently reported a strong start to 2024, with business performance exceeding expectations and an affirmation of the 2024 financial guidance.Management highlighted transformative trends in power demand, primarily driven by electrification, generative AI, and data center growth, which open promising prospects for the power sector.Furthermore, NRG is strategically positioned to benefit from tightening supply and demand dynamics in key markets, leveraging its diversified generation portfolio and consumer technology platform.

NRG Energy Inc.: Initiation of Coverage - Expansion of Smart Home and Consumer Energy Platforms Is A Key Growth Catalyst! - Financial Forecasts

Alpha-Centric ESG Research

Kyle Rudden

<ul>
<li>One of the significant outcomes of COP26 was an agreement on the mechanism and rules for implementing an international carbon market and emissions trading scheme.</li>
<li>Global carbon markets could help expedite emissions reductions and provide countries greater flexibility in how they meet national-level climate targets under the Paris Agreement.</li>
<li>Global carbon markets are expected to create new investment opportunities including Carbon Capture and Storage (CCS) which plays a key role in carbon markets. Herein, CCS stocks.</li>
</ul>


One of the significant outcomes of COP26 was an agreement on the mechanism and rules for implementing an international carbon market and emissions trading scheme.
Global carbon markets could help expedite emissions reductions and provide countries greater flexibility in how they meet national-level climate targets under the Paris Agreement.
Global carbon markets are expected to create new investment opportunities including Carbon Capture and Storage (CCS) which plays a key role in carbon markets. Herein, CCS stocks.


COP26: Global Carbon Markets Could Mean Investment Opportunities in Carbon Capture and Storage

United States

The AES Corporation acquires, develops, owns, and operates generation plants and distribution businesses in several countries. The Company sells electricity under long term contracts and serves customers under its regulated utility businesses. AES also mines coal, turns seawater into drinking water, and develops alternative sources of energy.

Talen Energy Corporation provides utility services. The Company generates, distributes, transmits, and markets electricity, as well as produces and supplies natural gas and other renewable energy products for residential and commercial users. Talen Energy serves customers in the United States.

Ormat Technologies, Inc. develops and operates renewable energy projects. The Company offers geothermal, recovered energy, and energy management and storage solutions. Ormat Technologies serves customers worldwide.

Vistra Corp. provides utility services. The Company generates energy. Vistra Corp serves customers worldwide.

Clearway Energy, Inc. owns, operates, and acquires renewable and conventional generation and thermal infrastructure projects. The Company offers natural gas and dual fired, solar and wind generation and distribution services. Clearway Energy serves commercial businesses, universities, hospitals, and government companies in the United States.

NextEra Energy Partners LP owns, operates and acquires contracted clean energy projects including wind and solar.

Alliant Energy Corporation provides public-utility service to customers in the Midwest.  The Company's utility subsidiaries serve electric, natural gas, and water customers in Illinois, Iowa, Minnesota, and Wisconsin.

NiSource Inc. is an energy holding company. The Company's subsidiaries provide natural gas, electricity and other products and services to customers located within a corridor that runs from the Gulf Coast through the Midwest to New England.

Avangrid, Inc. operates as an energy services holding company. The Company engages in the regulated energy transmission and distribution business through wind and solar power, as well as natural gas utilities. Avangrid serves customers in the United States.

Sichuan Chuantou Energy Co., Ltd. invests in electric power projects through its subsidiaries, the Company also develops and manufactures cable, railroad control systems and other automation equipment.

China Resources Power Holdings Company Limited is a power generation company. The Company invests, develops, owns, and operates coal-fired power plants in China.

JSW Energy Limited generates power by using Corex gas and coal. The Company, through its subsidiary, also operates lignite thermal power plant in Rajasthan and has a capacity to produce 3,140 megawatts of electricity. JSW is also present in the power trading and transmission businesses.

GD Power Development Co., Ltd. generates and distributes electric power and heat throughout China.  The Company also invests in new energy development and environmental protection projects.

EDP Renovaveis SA designs, develops, manages and operates power plants. The Company generates electricity using renewable energy sources mostly wind energy.

Gulf Energy Development Public Company Limited produces and sells electricity and steam. The Company manages a portfolio of gas-fired and renewable power projects, as well as supplies steam and chilled water. Gulf Energy Development serves customers in Thailand.

Huaneng Power International, Inc. develops, constructs, owns and operates coal-fired power plants throughout China. It also builds gas-fired, hydroelectric and wind power generation in China and owns Tuas Power which controls power generation facilities in Singapore.

Meridian Energy Ltd. operates as a state-owned electricity generator. The Company produces hydro-electric power and supplies electricity to residential, business, and rural customers. Meridian Energy provides services throughout New Zealand.

NHPC Ltd is a hydro-power development company based in India. The Company has constructed approximately 11 hydro-power projects in India and abroad with a total installed capacity of 2554.35 MW.

SDIC Power Holdings Co Ltd . generates thermal electric and hydroelectric power. The electric power generated by the Company are supplied to Gansu area.

NRG Energy, Inc. owns and operates a diverse portfolio of power-generating facilities, primarily in the United States.  The Company's operations include energy production and cogeneration facilities, thermal energy production, and energy resource recovery facilities.

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Nrg Energy Inc (NRG US)

NRG Energy Inc.: Initiation of Coverage - Expansion of Smart Home and Consumer Energy Platforms Is A Key Growth Catalyst! - Financial Forecasts

NRG Energy, Inc. recently reported a strong start to 2024, with business performance exceeding expectations and an affirmation of the 2024...

Baptista Research

COP26: Global Carbon Markets Could Mean Investment Opportunities in Carbon Capture and Storage

COP26 set the stage for a new global carbon marketplace which could create trillions of dollars of new investment opportunities, including Carbon...

Kyle Rudden

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