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>Sun Life Financial's first quarter of 2024 delivered mixed financial outcomes, indicative of diverse operational strengths and challenges across its array of business lines and geographical areas.</li><li>The company's broad diversification strategy remains a fundamental pillar, helping to absorb regional and segment-specific volatilities.</li><li>On the positive spectrum, the company witnessed a robust 30% growth in individual protection underlying earnings in Asia, driven by significant sales increases in Hong Kong and stable performance in India.</li></ul>

Sun Life Financial's first quarter of 2024 delivered mixed financial outcomes, indicative of diverse operational strengths and challenges across its array of business lines and geographical areas.The company's broad diversification strategy remains a fundamental pillar, helping to absorb regional and segment-specific volatilities.On the positive spectrum, the company witnessed a robust 30% growth in individual protection underlying earnings in Asia, driven by significant sales increases in Hong Kong and stable performance in India.

Sun Life Financial Inc.: Increasing Medicaid Enrollment & State Contract Acquisitions!  - Major Drivers

<ul><li>This is our first report on Sun Life Financial, a prominent financial service provider.</li><li>Sun Life US and Sun Life Canada delivered solid earnings driven by growth across their business lines.</li><li>We initiate coverage on the stock of Sun Life Financial Inc. with a 'Hold' rating.</li></ul>

This is our first report on Sun Life Financial, a prominent financial service provider.Sun Life US and Sun Life Canada delivered solid earnings driven by growth across their business lines.We initiate coverage on the stock of Sun Life Financial Inc. with a 'Hold' rating.

Sun Life Financial Inc.: Initiation of Coverage – High-growth Markets & Digital Transformation

Canada

Sun Life Financial Inc. is an international financial services organization providing a diverse range of wealth accumulation and protection products and services.  The Company provides insurance, mutual funds, annuities, pensions, investment management, trust services, and banking services.  Sun Life serves individuals and corporate customers worldwide.

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Sun Life Financial (SLF US)

Sun Life Financial Inc.: Increasing Medicaid Enrollment & State Contract Acquisitions! - Major Drivers

Sun Life Financial's first quarter of 2024 delivered mixed financial outcomes, indicative of diverse operational strengths and challenges across...

Baptista Research

Sun Life Financial Inc.: Initiation of Coverage – High-growth Markets & Digital Transformation

This is our first report on Sun Life Financial, a prominent financial service provider. Sun Life US and Sun Life Canada delivered solid earnings...

Baptista Research

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