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>SunPower Corporation's latest earnings highlighted its strategic plans to improve profitability and cash flow in 2024.</li><li>The company is focusing on reducing costs and reorganizing its structure to adapt to challenging market conditions.</li><li>There were several key takeaways from the call: firstly, SunPower successfully raised $200 million of new capital commitments.</li></ul>

SunPower Corporation's latest earnings highlighted its strategic plans to improve profitability and cash flow in 2024.The company is focusing on reducing costs and reorganizing its structure to adapt to challenging market conditions.There were several key takeaways from the call: firstly, SunPower successfully raised $200 million of new capital commitments.

SunPower Corporation: Potential Future Partnerships with Battery Makers As A Pivotal Growth Factor! - Major Drivers

External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

<ul><li>Sunpower is facing a severe liquidity problem and may need to raise $100-300 million before January to avoid bankruptcy</li><li>The company operates as a wholesaler of residential retail solar panel systems, providing equipment to third-party developers or selling directly to residential customers</li><li>Trade credit tightening terms and potential customer hesitation due to financial instability are contributing to Sunpower's uncertain future</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Sunpower is facing a severe liquidity problem and may need to raise $100-300 million before January to avoid bankruptcyThe company operates as a wholesaler of residential retail solar panel systems, providing equipment to third-party developers or selling directly to residential customersTrade credit tightening terms and potential customer hesitation due to financial instability are contributing to Sunpower's uncertain futureThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Sunpower (SPWR) - Wednesday, Dec 20, 2023

<ul><li>SunPower Corporation delivered a disappointing set of results as the company was unable to meet Wall Street's revenue and earnings expectations.</li><li>In addressing the recent business performance, SunPower acknowledges that the ongoing market trends have persisted longer and more profound than initially anticipated.</li><li>SunPower's new home business has exceeded expectations, showing a 26% growth in installations in Q3 compared to Q2.</li></ul>

SunPower Corporation delivered a disappointing set of results as the company was unable to meet Wall Street's revenue and earnings expectations.In addressing the recent business performance, SunPower acknowledges that the ongoing market trends have persisted longer and more profound than initially anticipated.SunPower's new home business has exceeded expectations, showing a 26% growth in installations in Q3 compared to Q2.

SunPower Corporation: Recent Financial Setback: A Temporary Hurdle or More? - Major Drivers

Research from Water Tower Research, Water Tower Research

Water Tower Research

Research from Water Tower Research

Water Tower Research is a leading equity research firm that provides research on micro, small and mid cap companies.

Water Tower Research was founded by Wall Street veterans after witnessing a fundamental shift in the investment research industry with the result being a declining knowledge base among investors, a lack of awareness and a shrinking pool of fundamental research being conducted on companies across the small-cap and micro-cap spectrum. The same issues are now increasingly occurring in the mid-cap space. This sea change within the investment community is impacting not only the companies themselves but also current shareholders and potential investors. With significantly less active sell-side sponsorship by Wall Street, a substantial information gap has developed between companies and various constituents in the financial community. The net result is fewer channels for insight and information to flow between companies and investors.

Equity Research Firm

<ul><li>The WTR Sustainable Index was down 2.4% W/W versus the S&amp;P 500 Index (down 1.4%), the Russell 2000 Index (up 0.1%), and the Nasdaq Index (down 1.6%).</li><li>Energy Technology (13.3% of the index) was flat, while Industrial Climate and Ag Technology (47.2% of the index) was down 2.2%, ClimateTech Mining was down 4.4%, and Advanced Transportation Solutions (20.8% of index) was down 2.9%.</li><li>Top 10 Performers: VIHD, MAXN, NXH, SPWR, GCEH, PFIE, EVA, LITM, NXT, AMSC</li></ul>

The WTR Sustainable Index was down 2.4% W/W versus the S&amp;P 500 Index (down 1.4%), the Russell 2000 Index (up 0.1%), and the Nasdaq Index (down 1.6%).Energy Technology (13.3% of the index) was flat, while Industrial Climate and Ag Technology (47.2% of the index) was down 2.2%, ClimateTech Mining was down 4.4%, and Advanced Transportation Solutions (20.8% of index) was down 2.9%.Top 10 Performers: VIHD, MAXN, NXH, SPWR, GCEH, PFIE, EVA, LITM, NXT, AMSC

Sustainable Investing Surveyor Focus on Sky Quarry, Inc. (SKYQ)

Founder & Head of Research, Fortress Hill Advisors

Alex Ng

Founder & Head of Research

Fortress Hill Advisors

Founded in Hong Kong in 2019, Fortress Hill Advisor seeks to provide premium economic and financial researches.

Premium Economic & Investment Research

Thematic (Sector/Industry)

<ul>
<li>Recent improvements in solar and battery technologies have been driven by advances in materials science, manufacturing techniques, and system efficiency.</li>
<li>Solid-State batteries replace the liquid electrolyte in traditional lithium-ion batteries with a solid electrolyte, energy density, and charging speeds. They are seen as a game-changer, especially for electric vehicles.</li>
<li>Both solar and battery technologies are becoming cheaper, making renewable energy more accessible and economically viable.</li>
</ul>


Recent improvements in solar and battery technologies have been driven by advances in materials science, manufacturing techniques, and system efficiency.
Solid-State batteries replace the liquid electrolyte in traditional lithium-ion batteries with a solid electrolyte, energy density, and charging speeds. They are seen as a game-changer, especially for electric vehicles.
Both solar and battery technologies are becoming cheaper, making renewable energy more accessible and economically viable.


Improvement in Solar and Battery Technology

United States

SunPower Corporation is an integrated solar products and services company that designs, manufactures and markets high-performance solar electric power technologies.

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

Sunpower Corp (SPWR US)

SunPower Corporation: Potential Future Partnerships with Battery Makers As A Pivotal Growth Factor! - Major Drivers

SunPower Corporation's latest earnings highlighted its strategic plans to improve profitability and cash flow in 2024. The company is focusing on...

Baptista Research

Sunpower (SPWR) - Wednesday, Dec 20, 2023

The company operates as a wholesaler of residential retail solar panel systems, providing equipment to third-party developers or selling directly...

Value Investors Club

SunPower Corporation: Recent Financial Setback: A Temporary Hurdle or More? - Major Drivers

SunPower Corporation delivered a disappointing set of results as the company was unable to meet Wall Street's revenue and earnings...

Baptista Research

Sustainable Investing Surveyor Focus on Sky Quarry, Inc. (SKYQ)

The WTR Sustainable Index was down 2.4% W/W versus the S&P 500 Index (down 1.4%), the Russell 2000 Index (up 0.1%), and the Nasdaq Index (down 1.6%).

Water Tower Research

Improvement in Solar and Battery Technology

Advances in materials science and manufacturing are driving improvements in solar and battery technologies, making renewable energy more...

Alex Ng

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

SunPower Corporation: Potential Future Partnerships with Battery Makers As A Pivotal Growth Factor! - Major Drivers

SunPower Corporation's latest earnings highlighted its strategic plans to improve profitability and cash flow in 2024. The company is focusing on...

Baptista Research

Sunpower (SPWR) - Wednesday, Dec 20, 2023

The company operates as a wholesaler of residential retail solar panel systems, providing equipment to third-party developers or selling directly...

Value Investors Club

SunPower Corporation: Recent Financial Setback: A Temporary Hurdle or More? - Major Drivers

SunPower Corporation delivered a disappointing set of results as the company was unable to meet Wall Street's revenue and earnings...

Baptista Research

Sustainable Investing Surveyor Focus on Sky Quarry, Inc. (SKYQ)

The WTR Sustainable Index was down 2.4% W/W versus the S&P 500 Index (down 1.4%), the Russell 2000 Index (up 0.1%), and the Nasdaq Index (down 1.6%).

Water Tower Research

Improvement in Solar and Battery Technology

​Advances in materials science and manufacturing are driving improvements in solar and battery technologies, making renewable energy more...

Alex Ng

Advances in materials science and manufacturing are driving improvements in solar and battery technologies, making renewable energy more...