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>S&P Global delivered a strong performance in the third quarter of 2024, highlighted by a 16% year-over-year increase in total revenue, which marks the third consecutive quarter of accelerating revenue growth.</li><li>This performance was significantly bolstered by an 80% year-over-year increase in transaction revenue within the Ratings division.</li><li>The company's subscription products also demonstrated robust growth with an 8% increase year-over-year, underscoring the continued demand for S&P Global's diverse offerings.</li></ul>

S&P Global delivered a strong performance in the third quarter of 2024, highlighted by a 16% year-over-year increase in total revenue, which marks the third consecutive quarter of accelerating revenue growth.This performance was significantly bolstered by an 80% year-over-year increase in transaction revenue within the Ratings division.The company's subscription products also demonstrated robust growth with an 8% increase year-over-year, underscoring the continued demand for S&P Global's diverse offerings.

S&P Global Inc.: Focus On Market Intelligence & Expansion in Private Market Solutions To Improve Their Market Position! - Major Drivers

Credit

<ul><li>S&P Global demonstrated a robust performance in the second quarter of 2024, marking significant milestones and strategic advancements, achieved amidst a backdrop of market variability.</li><li>The company reported a 16% increase in total revenue, adjusted for divestitures, with highlights including a notable spike in transaction revenue in the Ratings division by over 60%.</li><li>This division's success was propelled by increased activity in the public and private markets, notably a 70% boost in private market rating services.</li></ul>

S&P Global demonstrated a robust performance in the second quarter of 2024, marking significant milestones and strategic advancements, achieved amidst a backdrop of market variability.The company reported a 16% increase in total revenue, adjusted for divestitures, with highlights including a notable spike in transaction revenue in the Ratings division by over 60%.This division's success was propelled by increased activity in the public and private markets, notably a 70% boost in private market rating services.

S&P Global Inc.: Expansion into Private Markets and Credit Indices As A New Avenue For Growth! - Major Drivers

<ul><li>S&P Global's Q1 2024 earnings highlighted several key performance aspects that potential investors should consider while evaluating the company.</li><li>The financial market intelligence provider posted a 14% increase in revenue, excluding the divestiture of Engineering Solutions, with transaction revenue in its Ratings division being a significant part of this rise.</li><li>Subscription revenue across all business areas also achieved a year-on-year uptick of 8%, contributing to the quarterly revenue of roughly $3.5 billion, the highest in the company's history.</li></ul>

S&P Global's Q1 2024 earnings highlighted several key performance aspects that potential investors should consider while evaluating the company.The financial market intelligence provider posted a 14% increase in revenue, excluding the divestiture of Engineering Solutions, with transaction revenue in its Ratings division being a significant part of this rise.Subscription revenue across all business areas also achieved a year-on-year uptick of 8%, contributing to the quarterly revenue of roughly $3.5 billion, the highest in the company's history.

S&P Global Inc.: Will The Visible Alpha & IHS Markit Acquisitions Pay Off In The Long Run? - Major Drivers

<ul><li>S&P Global delivered strong financial performance in the third quarter, with an 11% increase in revenue and a 10% rise in adjusted EPS.</li><li>S&P Global's strategic growth areas are accelerating, particularly in sustainability and energy transition, and private markets.</li><li>S&P Global's Ratings division saw a robust quarter with 21% growth year-over-year, driven by a favorable environment for issuers.</li></ul>

S&P Global delivered strong financial performance in the third quarter, with an 11% increase in revenue and a 10% rise in adjusted EPS.S&P Global's strategic growth areas are accelerating, particularly in sustainability and energy transition, and private markets.S&P Global's Ratings division saw a robust quarter with 21% growth year-over-year, driven by a favorable environment for issuers.

S&P Global: New Products and Strategies Fueling Market Domination! - Major Drivers

Alpha-Centric ESG Research

Kyle Rudden

<ul>
<li>The Monetary Authority of Singapore (MAS) recently launched a public consultation regarding a Code of Conduct for ESG ratings providers and ESG data product providers in Singapore.</li>
<li>It is the right approach for Singapore – a <em>voluntary</em> best-practices framework furthering one of the world's most credible "green" economies, not a regulatory force-fix of something broken.</li>
<li>No surprise ratings methodology changes. No <em>en masse</em> upgrades/downgrades. No acute shocks to the system. Just slow and steady progress for ESG investing and finance in Singapore.</li>
</ul>


The Monetary Authority of Singapore (MAS) recently launched a public consultation regarding a Code of Conduct for ESG ratings providers and ESG data product providers in Singapore.
It is the right approach for Singapore – a voluntary best-practices framework furthering one of the world's most credible "green" economies, not a regulatory force-fix of something broken.
No surprise ratings methodology changes. No en masse upgrades/downgrades. No acute shocks to the system. Just slow and steady progress for ESG investing and finance in Singapore.


Singapore Code of Conduct for ESG Ratings Is Less Risk and More Reward

United States

S&P Global Inc. provides clients with financial information services. The Company offers information regarding ratings, benchmarks, and analytics in the global capital and commodity markets. S&P Global operates worldwide.

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S&P Global (SPGI US)

S&P Global Inc.: Focus On Market Intelligence & Expansion in Private Market Solutions To Improve Their Market Position! - Major Drivers

S&P Global delivered a strong performance in the third quarter of 2024, highlighted by a 16% year-over-year increase in total revenue, which...

Baptista Research

S&P Global Inc.: Expansion into Private Markets and Credit Indices As A New Avenue For Growth! - Major Drivers

S&P Global demonstrated a robust performance in the second quarter of 2024, marking significant milestones and strategic advancements,...

Baptista Research

S&P Global Inc.: Will The Visible Alpha & IHS Markit Acquisitions Pay Off In The Long Run? - Major Drivers

S&P Global's Q1 2024 earnings highlighted several key performance aspects that potential investors should consider while evaluating the...

Baptista Research

S&P Global: New Products and Strategies Fueling Market Domination! - Major Drivers

S&P Global delivered strong financial performance in the third quarter, with an 11% increase in revenue and a 10% rise in adjusted...

Baptista Research

Singapore Code of Conduct for ESG Ratings Is Less Risk and More Reward

Singapore's Code of Conduct for ESG ratings is more light-handed than other regulation-based approaches, but therein lies the "less risk and more...

Kyle Rudden

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