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>Southwest Airlines managed to exceed analyst expectations in terms of revenue as well as earnings.</li><li>The demand environment, particularly for leisure travel, is resilient as it sees solid bookings all over this busy summer travel season.</li><li>We give Southwest Airlines a 'Hold' rating with a revised target price.</li></ul>

Southwest Airlines managed to exceed analyst expectations in terms of revenue as well as earnings.The demand environment, particularly for leisure travel, is resilient as it sees solid bookings all over this busy summer travel season.We give Southwest Airlines a 'Hold' rating with a revised target price.

Southwest Airlines Company: 4 Key Factors Driving Their Future Growth - Financial Forecasts

Equity Capital Markets

Southwest Airlines Co / Equity Capital Markets

<ul><li>Southwest Airlines had a disastrous quarter and failed to meet the revenue expectations of Wall Street while continuing to face a variety of new difficulties.</li><li>Also, consumer refunds and reimbursements continue to be a top priority as they remain laser-focused on their clients and future plans.</li><li>Although disappointing, Southwest Airlines anticipates another loss in Q1 of this year due to a drag on revenue from the operational disruption.</li></ul>

Southwest Airlines had a disastrous quarter and failed to meet the revenue expectations of Wall Street while continuing to face a variety of new difficulties.Also, consumer refunds and reimbursements continue to be a top priority as they remain laser-focused on their clients and future plans.Although disappointing, Southwest Airlines anticipates another loss in Q1 of this year due to a drag on revenue from the operational disruption.

<ul><li>Southwest Airlines delivered a positive set of results in the quarter, surpassing Wall Street expectations on all counts.</li><li>The rise in demand and limited capacity led to a favourable yield environment and recorded operating revenues of $6.7 billion for the quarter.</li><li>Despite increasing fuel and inflationary cost pressures, the revenue performance resulted in quarterly net profitability, excluding special items, of $825 million.</li></ul>

Southwest Airlines delivered a positive set of results in the quarter, surpassing Wall Street expectations on all counts.The rise in demand and limited capacity led to a favourable yield environment and recorded operating revenues of $6.7 billion for the quarter.Despite increasing fuel and inflationary cost pressures, the revenue performance resulted in quarterly net profitability, excluding special items, of $825 million.

Southwest Airlines: Improving Airline Macro & Other Drivers

Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Market & Forensics Analyst

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

Thematic (Sector/Industry)

<ul>
<li>Noble expands fleet and operations, acquiring Diamond Offshore in major merger</li>
<li>Southwest shares soar as Elliott Investment plans $2 billion recovery strategy</li>
<li>Europe attracts Chinese EV makers with incentives despite looming EU tariffs</li>
</ul>


Noble expands fleet and operations, acquiring Diamond Offshore in major merger
Southwest shares soar as Elliott Investment plans $2 billion recovery strategy
Europe attracts Chinese EV makers with incentives despite looming EU tariffs


#15Business Buzz: Noble Acquires Diamond Offshore, Southwest Stock Jumps, Europe Attracts Chinese EV

<ul>
<li>This is our first report on the largest domestic airline company in the U.S. – Southwest Airlines.</li>
<li>The company had a challenging start to 2022 on account of the impact of the Omicron variant and suffered losses in January and February 2022.</li>
<li>Even though capacity of the company is below 2019 levels and managed business revenues has not fully recovered, the management expects operating revenues to increase by 8% to 12%.</li>
</ul>


This is our first report on the largest domestic airline company in the U.S. – Southwest Airlines.
The company had a challenging start to 2022 on account of the impact of the Omicron variant and suffered losses in January and February 2022.
Even though capacity of the company is below 2019 levels and managed business revenues has not fully recovered, the management expects operating revenues to increase by 8% to 12%.


Southwest Airlines Co.: Initiation of Coverage – Investment in Fuel Cost Reduction

United States

Southwest Airlines Co. is a domestic airline that provides primarily short-haul, high-frequency, point-to-point service.  The Company offers flights throughout the United States.

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Southwest Airlines Co (LUV US)

Southwest Airlines Company: 4 Key Factors Driving Their Future Growth - Financial Forecasts

Southwest Airlines managed to exceed analyst expectations in terms of revenue as well as earnings. The demand environment, particularly for...

Baptista Research

Southwest Airlines Co.: Major Drivers

Southwest Airlines had a disastrous quarter and failed to meet the revenue expectations of Wall Street while continuing to face a variety of new...

Baptista Research

Southwest Airlines: Improving Airline Macro & Other Drivers

Southwest Airlines delivered a positive set of results in the quarter, surpassing Wall Street expectations on all counts. The rise in demand and...

Baptista Research

#15Business Buzz: Noble Acquires Diamond Offshore, Southwest Stock Jumps, Europe Attracts Chinese EV

Noble expands with Diamond Offshore merger, Southwest shares rise with $2 billion recovery plan, Chinese EV makers eye Europe despite tariffs.

Nimish Maheshwari

Southwest Airlines Co.: Initiation of Coverage – Investment in Fuel Cost Reduction

This is our first report on the largest domestic airline company in the U.S. – Southwest Airlines. The company had a challenging start to 2022 on...

Baptista Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Southwest Airlines Company: 4 Key Factors Driving Their Future Growth - Financial Forecasts

Southwest Airlines managed to exceed analyst expectations in terms of revenue as well as earnings. The demand environment, particularly for...

Baptista Research

Southwest Airlines Co.: Major Drivers

Southwest Airlines had a disastrous quarter and failed to meet the revenue expectations of Wall Street while continuing to face a variety of new...

Baptista Research

Southwest Airlines: Improving Airline Macro & Other Drivers

Southwest Airlines delivered a positive set of results in the quarter, surpassing Wall Street expectations on all counts. The rise in demand and...

Baptista Research

#15Business Buzz: Noble Acquires Diamond Offshore, Southwest Stock Jumps, Europe Attracts Chinese EV

​Noble expands with Diamond Offshore merger, Southwest shares rise with $2 billion recovery plan, Chinese EV makers eye Europe despite tariffs.

Nimish Maheshwari

Southwest Airlines Co.: Initiation of Coverage – Investment in Fuel Cost Reduction

This is our first report on the largest domestic airline company in the U.S. – Southwest Airlines. The company had a challenging start to 2022 on...

Baptista Research

Noble expands with Diamond Offshore merger, Southwest shares rise with $2 billion recovery plan, Chinese EV makers eye Europe despite tariffs.