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><p><em>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.</em></p>

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

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

Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>The S&amp;P 500 index tracks the 500 largest names listed in the US and it is one of the most highly-tracked indices in the world.</li>
<li>In this insight, we take a look at the upcoming constituent changes in the run up to the September 2024 index rebal event.</li>
<li>We expect two regular changes in September 2024. There are also several live M&amp;A events which could trigger intra-review index changes in the late-2024/early-2025.</li>
</ul>


The S&amp;P 500 index tracks the 500 largest names listed in the US and it is one of the most highly-tracked indices in the world.
In this insight, we take a look at the upcoming constituent changes in the run up to the September 2024 index rebal event.
We expect two regular changes in September 2024. There are also several live M&amp;A events which could trigger intra-review index changes in the late-2024/early-2025.


Quiddity Leaderboard S&P500 Sep 24 Rebal: Palantir, Apollo, Workday Racing for Mega$ Flows

United States

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

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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

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

Quiddity Leaderboard S&P500 Sep 24 Rebal: Palantir, Apollo, Workday Racing for Mega$ Flows

S&P500 rebals are notoriously difficult to predict because of significant index committee discretion. Sep24 could see two adds, two deletes. Q4...

Travis Lundy

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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

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

Quiddity Leaderboard S&P500 Sep 24 Rebal: Palantir, Apollo, Workday Racing for Mega$ Flows

S&P500 rebals are notoriously difficult to predict because of significant index committee discretion. Sep24 could see two adds, two deletes. Q4...

Travis Lundy

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