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.

Credit

<ul><li>This is our first report on aerospace and defense major, Raytheon.</li><li>The sluggishness on the revenue front, particularly in commercial aerospace has been attributed to the Omicron's effects and rising geopolitical tensions.</li><li>Given inflation and the numerous unfunded priorities noted by the services, the company anticipates the actual budget to be even higher.</li></ul>

This is our first report on aerospace and defense major, Raytheon.The sluggishness on the revenue front, particularly in commercial aerospace has been attributed to the Omicron's effects and rising geopolitical tensions.Given inflation and the numerous unfunded priorities noted by the services, the company anticipates the actual budget to be even higher.

Raytheon Technologies Corporation: Initiation of Coverage – Business Strategy

High Quality Stock Setups, Weekly Stock Bull Finder

Weekly Stock Bull Finder

High Quality Stock Setups

Finding high potential stock setups on quality companies

Thematic (Sector/Industry)

<ul>
<li>With market damage becoming worse by the week, identifying promising setups becoming fewer and fewer as most groups and sectors in bad Stage 4 declines, continually rejecting at key moving averages in each bear market rally in 2022.</li>
<li>I have no interest in speculative biotech and wouldn’t put a dime in a Chinese stock.</li>
<li>Playing defense and resisting buying into a Stage 4 decline is key as the macroeconomic data continues to soften and revert back to pre-COVID trends after the “sugar high” of low interest rates and fiscal stimulus wear off.</li>
</ul>


With market damage becoming worse by the week, identifying promising setups becoming fewer and fewer as most groups and sectors in bad Stage 4 declines, continually rejecting at key moving averages in each bear market rally in 2022.
I have no interest in speculative biotech and wouldn’t put a dime in a Chinese stock.
Playing defense and resisting buying into a Stage 4 decline is key as the macroeconomic data continues to soften and revert back to pre-COVID trends after the “sugar high” of low interest rates and fiscal stimulus wear off.


Stock Market News, Outlooks, and Top Picks, Cappuccino Finance

Cappuccino Finance

Stock Market News, Outlooks, and Top Picks

Cappuccino Finance, provides Financial vignettes for your cappuccino break!

Fun & informational articles to read in 10 min or less.

Equity Bottom-Up

<ul><li>Sherwin-Williams is a dominant leader in the paint and advanced coating market. They have been a superb investment for about 150 years at this point</li><li>Waste Management is the leading provider of comprehensive waste management and environmental services</li><li>CrowdStrike was already growing at a rapid pace before the pandemic, and their revenue growth accelerated during the pandemic. CrowdStrike’s technology is best suited for this remote work environment</li></ul>

Sherwin-Williams is a dominant leader in the paint and advanced coating market. They have been a superb investment for about 150 years at this pointWaste Management is the leading provider of comprehensive waste management and environmental servicesCrowdStrike was already growing at a rapid pace before the pandemic, and their revenue growth accelerated during the pandemic. CrowdStrike’s technology is best suited for this remote work environment

British American Tobacco  / Equity Bottom-Up

<ul><li>British American Tobacco is one of the leading tobacco companies in the world. They operate in 180 countries around the world, and have 12% of market share in the industry (2nd most)</li><li>Along with their biggest rival, Toronto-Dominion, Royal Bank of Canada is one of my favorite stocks. </li><li>Larger military budgets around the world means more revenue for defense contractors like Raytheon</li></ul>

British American Tobacco is one of the leading tobacco companies in the world. They operate in 180 countries around the world, and have 12% of market share in the industry (2nd most)Along with their biggest rival, Toronto-Dominion, Royal Bank of Canada is one of my favorite stocks. Larger military budgets around the world means more revenue for defense contractors like Raytheon

Top Picks for Dividend Growth Stock - Mar 2022

Latest News from the World’s Leading Innovators

Granite Bay Capital

An innovation focussed investment company

Granite Bay Capital is an innovation focussed investment company with a deep focus on the companies at the leading edge of innovation across major themes such as AI, ubiquitous computing, sustainability, automation and longevity.

<p>Headline Developments Facebook’s (FB) Reality Labs have provided a glimpse of a wrist-worn AR interface concept that would allow users to more fluidly interact with augmented environments, as in the video below.  More specifically, the device uses electromyography (EMG) sensors to interpret nerve signals and interact with the environment.</p>

Headline Developments Facebook’s (FB) Reality Labs have provided a glimpse of a wrist-worn AR interface concept that would allow users to more fluidly interact with augmented environments, as in the video below.  More specifically, the device uses electromyography (EMG) sensors to interpret nerve signals and interact with the environment.

United States

Raytheon Technologies Corporation operates as an aircraft manufacturing company. The Company focuses on technology offerings and engineering teams to deliver innovative solutions such as aero structures, avionics, interiors, mechanical systems, mission systems, aircraft engines, power and control systems, radars, software, and other products.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Raytheon Technologies (RTX US)

Raytheon Technologies Corporation: Initiation of Coverage – Business Strategy

This is our first report on aerospace and defense major, Raytheon. The sluggishness on the revenue front, particularly in commercial aerospace has...

Baptista Research

Weekly Stock Bullfinder - Week of 7/4

With market damage becoming worse by the week, identifying promising setups becoming fewer and fewer as most groups and sectors in bad Stage 4...

Weekly Stock Bull Finder

Model Portfolio For Any Economic Cycle

Sherwin-Williams is a dominant leader in the paint and advanced coating market. They have been a superb investment for about 150 years at this point

Cappuccino Finance

Top Picks for Dividend Growth Stock - Mar 2022

British American Tobacco is one of the leading tobacco companies in the world. They operate in 180 countries around the world, and have 12% of...

Cappuccino Finance

Weekly Innovation Review (WIRE) #23

Headline Developments Facebook’s (FB) Reality Labs have provided a glimpse of a wrist-worn AR interface concept that would allow users to more...

Granite Bay Capital

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)