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>Prudential Financial's recent financial performance showcases both resilience and strategic shifts, reflecting its goal to become a more capital-efficient organization while expanding its market reach.</li><li>The company's third quarter results highlight significant developments across its U.S. and international operations, emphasizing growth in insurance, retirement solutions, and asset management.</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>

Prudential Financial's recent financial performance showcases both resilience and strategic shifts, reflecting its goal to become a more capital-efficient organization while expanding its market reach.The company's third quarter results highlight significant developments across its U.S. and international operations, emphasizing growth in insurance, retirement solutions, and asset management.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.

Prudential Financial Inc.: Annuity Sales Growth & Diversification As A Vital Tool For Growth! - Major Drivers

<ul><li>Prudential's recent earnings underscored a period of robust growth and strategic realignment aimed at enhancing long-term stakeholder value.</li><li>This quarter, Prudential reported a pretax adjusted operating income of $1.6 billion, reflecting a 10% increase from the previous year, underpinned by higher interest rates and equity markets which bolstered spread and fee income.</li><li>The earnings per share on an after-tax basis stood at $3.39.</li></ul>

Prudential's recent earnings underscored a period of robust growth and strategic realignment aimed at enhancing long-term stakeholder value.This quarter, Prudential reported a pretax adjusted operating income of $1.6 billion, reflecting a 10% increase from the previous year, underpinned by higher interest rates and equity markets which bolstered spread and fee income.The earnings per share on an after-tax basis stood at $3.39.

Prudential Financial Inc.: Strengthened Position in International Markets & Key Growth Levers! - Financial Forecasts

<ul><li>Prudential Financial, Inc. recently disclosed its quarterly results, demonstrating a strategic realignment towards higher growth, more capital-efficient, and agile operational frameworks.</li><li>The positive dynamics were mainly driven by robust asset management net flows in PGIM, healthy sales in U.S. and International Insurance divisions, and an enhanced strategic focus on less capital-intensive and faster-growing business lines.</li><li>Prudential has shown a disciplined approach towards capital management, focusing on investments across its business spectrum while returning additional capital to shareholders, including a 4% increase in quarterly dividends.</li></ul>

Prudential Financial, Inc. recently disclosed its quarterly results, demonstrating a strategic realignment towards higher growth, more capital-efficient, and agile operational frameworks.The positive dynamics were mainly driven by robust asset management net flows in PGIM, healthy sales in U.S. and International Insurance divisions, and an enhanced strategic focus on less capital-intensive and faster-growing business lines.Prudential has shown a disciplined approach towards capital management, focusing on investments across its business spectrum while returning additional capital to shareholders, including a 4% increase in quarterly dividends.

Prudential Financial: What Is The Progress Of Their Retail Investment Products Expansion? - Major Drivers

<ul><li>Prudential Financial delivered mixed results for the previous quarter, with revenues well below analyst expectations, but managed an earnings beat.</li><li>The quarter was marked by strategic initiatives to foster higher growth, increased capital efficiency, and operational skills.</li><li>In this report, we have carried out a fundamental analysis of the historical financial statements of the company.</li></ul>

Prudential Financial delivered mixed results for the previous quarter, with revenues well below analyst expectations, but managed an earnings beat.The quarter was marked by strategic initiatives to foster higher growth, increased capital efficiency, and operational skills.In this report, we have carried out a fundamental analysis of the historical financial statements of the company.

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

<ul>
<li>The S&amp;P 500 (SPX) is back to test YTD highs and important resistance in the 5670-5783 range. This is an important target/resistance area we have discussed for weeks.</li>
<li>Using the 2007 SPX topping analog suggests a 2% or less move above the prior all-time high set in July at 5670 before topping, which gives the 5783 number.</li>
<li>As long as SPX does not have a weekly close above 5783 we continue to recommend reducing risk and shifting to defensives,and this is the ideal time to do so.</li>
</ul>


The S&amp;P 500 (SPX) is back to test YTD highs and important resistance in the 5670-5783 range. This is an important target/resistance area we have discussed for weeks.
Using the 2007 SPX topping analog suggests a 2% or less move above the prior all-time high set in July at 5670 before topping, which gives the 5783 number.
As long as SPX does not have a weekly close above 5783 we continue to recommend reducing risk and shifting to defensives,and this is the ideal time to do so.


SPX Testing Resistance as Rate Cut Cycle Begins; SPX 5670-5783 Is Resistance, 2007 Analog on Track

United States

Prudential Financial, Inc. provides financial services throughout the United States and several locations worldwide. The Company offers a variety of products and services, including life insurance, mutual funds, annuities, pension, and retirement related services, as well as administration and asset management.

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Prudential Financial (PRU US)

Prudential Financial Inc.: Annuity Sales Growth & Diversification As A Vital Tool For Growth! - Major Drivers

Prudential Financial's recent financial performance showcases both resilience and strategic shifts, reflecting its goal to become a more...

Baptista Research

Prudential Financial Inc.: Strengthened Position in International Markets & Key Growth Levers! - Financial Forecasts

Prudential's recent earnings underscored a period of robust growth and strategic realignment aimed at enhancing long-term stakeholder value. This...

Baptista Research

Prudential Financial: What Is The Progress Of Their Retail Investment Products Expansion? - Major Drivers

Prudential Financial, Inc. recently disclosed its quarterly results, demonstrating a strategic realignment towards higher growth, more...

Baptista Research

Prudential Financial Inc.: Major Drivers

Prudential Financial delivered mixed results for the previous quarter, with revenues well below analyst expectations, but managed an earnings...

Baptista Research

SPX Testing Resistance as Rate Cut Cycle Begins; SPX 5670-5783 Is Resistance, 2007 Analog on Track

$SPX Testing Resistance as Rate Cut Cycle Begins; SPX 5670-5783 is Resistance, 2007 Analog on Track if Below 5783. Still Neutral, prefer to sell...

Vermilion Research

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