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 Capital Markets

Texas Instruments / Equity Capital Markets

<ul><li>Texas Instruments delivered a decent quarter with the top-line growth driven by a robust performance across the the Analog and Embedded Processing segments.</li><li>The company witnessed a staggering 40% growth in industrial market revenues and the automotive recovery continues to be a strong tailwind, showing a 20% growth.</li><li>On the consumer front, there has been an uptick in purchases of personal electronics and various gadgets due to the continued remote working trends which has benefitted Texas Instruments.</li></ul>

Texas Instruments delivered a decent quarter with the top-line growth driven by a robust performance across the the Analog and Embedded Processing segments.The company witnessed a staggering 40% growth in industrial market revenues and the automotive recovery continues to be a strong tailwind, showing a 20% growth.On the consumer front, there has been an uptick in purchases of personal electronics and various gadgets due to the continued remote working trends which has benefitted Texas Instruments.

Texas Instruments Incorporated - Investment Thesis

Semiconductors, Memory and SSDs Specialist, Objective Analysis

Jim Handy

Semiconductors, Memory and SSDs Specialist

Objective Analysis

Objective Analysis offers third-party independent market research and data for the semiconductor industry and investors in the semiconductor industry.

Semiconductors, Memory and SSDs

Thematic (Sector/Industry)

August semiconductor revenues set new records worldwide and in nearly every region.  This is a continuation of a growth trend that has been playing out since the end of 2019, with each month setting new records since December of last year.

August semiconductor revenues set new records worldwide and in nearly every region.  This is a continuation of a growth trend that has been playing out since the end of 2019, with each month setting new records since December of last year.

August Semiconductor Revenues Break Records Once Again

July semiconductor revenues, just reported by the SIA, reached a record high.  Today's market bears a strong resemblance to the high-growth days of 2017-18, and an end will come when the market falls back to normal growth.  This presents opportunities for growth in the near term and shorts in the longer term.

July semiconductor revenues, just reported by the SIA, reached a record high.  Today's market bears a strong resemblance to the high-growth days of 2017-18, and an end will come when the market falls back to normal growth.  This presents opportunities for growth in the near term and shorts in the longer term.

Semiconductors Continue Surprise Strength

The semiconductor market reached record revenues in June.  Much of this has been driven by a mild shortage in semiconductor memories, DRAM and NAND flash, but the larger shortage of older technologies has also had a hand in this.

The semiconductor market reached record revenues in June.  Much of this has been driven by a mild shortage in semiconductor memories, DRAM and NAND flash, but the larger shortage of older technologies has also had a hand in this.

June Semiconductor Revenues Reach New Record

<ul><li>Texas Instruments delivered yet another all-around beat as it continued to benefit from the global semiconductor shortage.</li><li>Texas Instruments did witness some softness in the communication equipment market but the growth in the other markets more than made up for this industry.</li><li>In this report, we have carried out a fundamental analysis of the historical financial statements of the company.</li></ul>

Texas Instruments delivered yet another all-around beat as it continued to benefit from the global semiconductor shortage.Texas Instruments did witness some softness in the communication equipment market but the growth in the other markets more than made up for this industry.In this report, we have carried out a fundamental analysis of the historical financial statements of the company.

United States

Texas Instruments Incorporated operates as a semiconductor design and manufacturing company. The Company develops analog ICs and embedded processors. Texas Instruments has manufacturing or sales operations worldwide.

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Texas Instruments (TXN US)

Texas Instruments Incorporated - Investment Thesis

Texas Instruments delivered a decent quarter with the top-line growth driven by a robust performance across the the Analog and Embedded Processing...

Baptista Research

August Semiconductor Revenues Break Records Once Again

Once again the semiconductor market has set a new revenue record. Just-reported August revenues make it the highest month in history. There's no...

Jim Handy

Semiconductors Continue Surprise Strength

Semiconductor revenues in July were 29% higher than the prior year and the market set a new record. Will this continue? Yes, for a while, but...

Jim Handy

June Semiconductor Revenues Reach New Record

Semiconductor revenues are breaking historic records. Can this trend continue? Trend analysis indicates that it should end. We will be watching...

Jim Handy

Texas Instruments - Investment Thesis

Texas Instruments delivered yet another all-around beat as it continued to benefit from the global semiconductor shortage. Texas Instruments did...

Baptista Research

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