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>Polaris reported a decrease in both sales and adjusted EPS for the second quarter of 2024, an outcome attributed to various macroeconomic headwinds and a more challenging market environment than initially anticipated.</li>
<li>The company's sales declined by 12% compared to the previous year, influenced by elevated interest rates, persistent inflation, and weakened consumer confidence, particularly in bigger discretionary purchases.</li>
<li>Polaris has adjusted its strategies in response to these challenges by revising its full-year guidance for 2024 downwards and focusing on dealer inventory management and cost controls.</li>
</ul>


Polaris reported a decrease in both sales and adjusted EPS for the second quarter of 2024, an outcome attributed to various macroeconomic headwinds and a more challenging market environment than initially anticipated.
The company's sales declined by 12% compared to the previous year, influenced by elevated interest rates, persistent inflation, and weakened consumer confidence, particularly in bigger discretionary purchases.
Polaris has adjusted its strategies in response to these challenges by revising its full-year guidance for 2024 downwards and focusing on dealer inventory management and cost controls.


Polaris Inc.: How Is It Dealing With Market Competition & Consumer Preferences? - Major Drivers

<ul>
<li>Polaris Inc. recently discussed its financial performance for the first quarter of 2024, presenting a mixed outcome influenced by various factors including seasonal trends and strategic inventory management.</li>
<li>Here, we lay out an investment thesis and concise result summary that centers around the firm's operational strategies, product launches, and market conditions.</li>
<li>Beginning with revenue, Polaris reported a 20% decline to $1.7 billion, a figure that aligned with expectations.</li>
</ul>


Polaris Inc. recently discussed its financial performance for the first quarter of 2024, presenting a mixed outcome influenced by various factors including seasonal trends and strategic inventory management.
Here, we lay out an investment thesis and concise result summary that centers around the firm's operational strategies, product launches, and market conditions.
Beginning with revenue, Polaris reported a 20% decline to $1.7 billion, a figure that aligned with expectations.


Polaris Inc.: What Is Their Market Positioning & Their Biggest Competitive Advantage?

<ul>
<li>This is our first report on power sports vehicles manufacturer, Polaris.</li>
<li>The company's latest earnings revealed a mixed picture of the year's results, shedding light on its performance, challenges, and plans for the future.</li>
<li>Despite facing numerous hurdles during 2023, Polaris managed to gain shares across all three of its segments.</li>
</ul>


This is our first report on power sports vehicles manufacturer, Polaris.
The company's latest earnings revealed a mixed picture of the year's results, shedding light on its performance, challenges, and plans for the future.
Despite facing numerous hurdles during 2023, Polaris managed to gain shares across all three of its segments.


Polaris:  A Story Of Margin Expansion Through Operational Improvement and Cost Savings!

Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

Hon Hai Precision Industry / Equity Bottom-Up

<ul><li>E Ink and Hanshow collaborate to introduce full-color e-paper technology for retail industry, offering a new innovative solution.</li><li>Taiwan's energy shift faces grid challenges as the world moves towards net-zero goals, highlighting the need for sustainable energy solutions.</li><li>Foxconn introduces new electric vehicle models and aims to capitalize on industry challenges, showing a shift towards the growing EV market.</li></ul>

E Ink and Hanshow collaborate to introduce full-color e-paper technology for retail industry, offering a new innovative solution.Taiwan's energy shift faces grid challenges as the world moves towards net-zero goals, highlighting the need for sustainable energy solutions.Foxconn introduces new electric vehicle models and aims to capitalize on industry challenges, showing a shift towards the growing EV market.

Tech Supply Chain Tracker (04-Oct-2024): E Ink, Hanshow bring color e-paper to retail.

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

<p style="text-align: justify;">In our November Strategy book we summarize the basis for our bullish outlook, discuss the deservedly hot topic of value vs. growth. and highlight actionable opportunities within our <span>Manufacturing, Transportation, M</span>aterials, Technology, &amp; Consumer Discretionary Sectors.</p>

In our November Strategy book we summarize the basis for our bullish outlook, discuss the deservedly hot topic of value vs. growth. and highlight actionable opportunities within our Manufacturing, Transportation, Materials, Technology, &amp; Consumer Discretionary Sectors.

United States

Polaris Inc. designs, engineers, and manufactures off-road and on-road vehicles. The Company produces vehicles including snowmobiles, terrain vehicles, and motorcycles. Polaris Industries markets its products and related replacement parts and accessories through dealers and distributors located in the United States, Canada, and Europe.

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Polaris Industries (PII US)

Polaris Inc.: How Is It Dealing With Market Competition & Consumer Preferences? - Major Drivers

Polaris reported a decrease in both sales and adjusted EPS for the second quarter of 2024, an outcome attributed to various macroeconomic headwinds...

Baptista Research

Polaris Inc.: What Is Their Market Positioning & Their Biggest Competitive Advantage?

Polaris Inc. recently discussed its financial performance for the first quarter of 2024, presenting a mixed outcome influenced by various factors...

Baptista Research

Polaris: A Story Of Margin Expansion Through Operational Improvement and Cost Savings!

This is our first report on power sports vehicles manufacturer, Polaris. The company's latest earnings revealed a mixed picture of the year's...

Baptista Research

Tech Supply Chain Tracker (04-Oct-2024): E Ink, Hanshow bring color e-paper to retail.

E Ink and Hanshow collaborate on full-color e-paper for retail, Taiwan grid challenges, Foxconn's new EV models, India's supercomputers, Czech IC...

Tech Supply Chain Tracker

U.S. Equity Strategy: Remain Bullish

In our November Strategy book we summarize the basis for our bullish outlook, discuss the deservedly hot topic of value vs. growth. and highlight...

Vermilion Research

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