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>The recent surge in Element Solutions Inc’s (ESI) stock price, driven by reports that the specialty chemicals company is exploring sale options, has raised eyebrows across the financial world.</li><li>With Bloomberg revealing that the company has hired Bank of America and Goldman Sachs to explore strategic alternatives, the news has sparked interest from both peers and financial investors.</li><li>ESI’s core strengths lie in its specialized chemicals used across industries like electronics, automotive, and high-performance computing.</li></ul>

The recent surge in Element Solutions Inc’s (ESI) stock price, driven by reports that the specialty chemicals company is exploring sale options, has raised eyebrows across the financial world.With Bloomberg revealing that the company has hired Bank of America and Goldman Sachs to explore strategic alternatives, the news has sparked interest from both peers and financial investors.ESI’s core strengths lie in its specialized chemicals used across industries like electronics, automotive, and high-performance computing.

Is Element Solutions the Next Big Buyout Target? Here’s Why You Should Pay Attention.

External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

<ul><li>Element is a global specialty chemicals producer focused on Electronics and Industrials/Specialty divisions</li><li>The company supplies a range of chemicals for electronics manufacturing, including Surface Mount Technologies and coatings for printed circuit boards and semiconductors</li><li>Element is a profitable company with attractive financial metrics such as EBITDA margins in the low-20s and strong free cash flow conversion, and its products are essential in the chemical-intensive electronics manufacturing industry</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

Element is a global specialty chemicals producer focused on Electronics and Industrials/Specialty divisionsThe company supplies a range of chemicals for electronics manufacturing, including Surface Mount Technologies and coatings for printed circuit boards and semiconductorsElement is a profitable company with attractive financial metrics such as EBITDA margins in the low-20s and strong free cash flow conversion, and its products are essential in the chemical-intensive electronics manufacturing industryThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Element Solutions Inc (ESI) - Monday, Jul 15, 2024

<ul><li>Element Solutions Inc's second quarter of 2024 showcased a commendable performance with notable strides in organic growth and margin expansion, reflecting efficient strategic execution despite broader market softness in consumer electronics and industrial segments.</li><li>The company reported a revenue increase of over 20% in their Circuitry Solutions, primarily fuelled by robust demand in high-performance computing, artificial intelligence, electric vehicles, and certain mobile markets.</li><li>This growth was somewhat moderated by weaker demand in power electronics and electronics assembly materials within some electric vehicle sectors.</li></ul>

Element Solutions Inc's second quarter of 2024 showcased a commendable performance with notable strides in organic growth and margin expansion, reflecting efficient strategic execution despite broader market softness in consumer electronics and industrial segments.The company reported a revenue increase of over 20% in their Circuitry Solutions, primarily fuelled by robust demand in high-performance computing, artificial intelligence, electric vehicles, and certain mobile markets.This growth was somewhat moderated by weaker demand in power electronics and electronics assembly materials within some electric vehicle sectors.

Element Solutions Inc: These Are The 4 Biggest Factors Driving Our Optimism! - Major Drivers

<ul><li>Element Solutions Inc reported a positive start to 2024 with its Q1 results reflecting a mixed macroeconomic environment.</li><li>The company saw a modest organic sales growth of 1% year-over year, while the constant currency adjusted EBITDA grew by a robust 17%, demonstrating substantial margin expansion.</li><li>The Electronics segment appeared resilient, benefiting notably from recovery in high-margin semiconductor and circuitry businesses in Asia.</li></ul>

Element Solutions Inc reported a positive start to 2024 with its Q1 results reflecting a mixed macroeconomic environment.The company saw a modest organic sales growth of 1% year-over year, while the constant currency adjusted EBITDA grew by a robust 17%, demonstrating substantial margin expansion.The Electronics segment appeared resilient, benefiting notably from recovery in high-margin semiconductor and circuitry businesses in Asia.

Element Solutions Inc: The Story Behind The Innovative Product Initiatives and Kuprion Integration! - Major Drivers

<ul><li>Element Solutions Inc had an impactful 2023, having improved operations despite a tough external environment.</li><li>The company experienced a single-digit volume decline but managed to maintain stable profitability through pricing adjustments and cost discipline.</li><li>Its EBITDA margin stayed flat, showing Elements' resilience in tough market conditions.</li></ul>

Element Solutions Inc had an impactful 2023, having improved operations despite a tough external environment.The company experienced a single-digit volume decline but managed to maintain stable profitability through pricing adjustments and cost discipline.Its EBITDA margin stayed flat, showing Elements' resilience in tough market conditions.

Element Solutions Inc: Initiation Of Coverage - Increased Potency Of Kuprion Technology In Electronics Can Be A Major Growth Catalyst? - Major Drivers

United States

Element Solutions Inc operates as a specialty chemicals company. The Company manufactures and supplies specialty chemicals used by the electronics, metal and plastic plating, graphic arts, and offshore oil production and drilling industries. Element Solutions serves customers worldwide.

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Element Solutions (ESI US)

Is Element Solutions the Next Big Buyout Target? Here’s Why You Should Pay Attention.

The recent surge in Element Solutions Inc’s (ESI) stock price, driven by reports that the specialty chemicals company is exploring sale options,...

Baptista Research

Element Solutions Inc (ESI) - Monday, Jul 15, 2024

The company supplies a range of chemicals for electronics manufacturing, including Surface Mount Technologies and coatings for printed circuit...

Value Investors Club

Element Solutions Inc: These Are The 4 Biggest Factors Driving Our Optimism! - Major Drivers

Element Solutions Inc's second quarter of 2024 showcased a commendable performance with notable strides in organic growth and margin expansion,...

Baptista Research

Element Solutions Inc: The Story Behind The Innovative Product Initiatives and Kuprion Integration! - Major Drivers

Element Solutions Inc reported a positive start to 2024 with its Q1 results reflecting a mixed macroeconomic environment. The company saw a modest...

Baptista Research

Element Solutions Inc: Initiation Of Coverage - Increased Potency Of Kuprion Technology In Electronics Can Be A Major Growth Catalyst? - Major Drivers

Element Solutions Inc had an impactful 2023, having improved operations despite a tough external environment. The company experienced a...

Baptista Research

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