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

Vishay Intertechnology / Equity Bottom-Up

<ul><li>Vishay Intertechnology’s second quarter 2024 earnings reflect a mixed financial picture, characterized by modest revenue results and continuous investment in strategic initiatives aimed at long-term growth.</li><li>The company reported a quarterly revenue of $741.2 million, which remained essentially flat compared to the previous quarter, with some positive contribution from acquisitions and specific regional demands, offset by decreases in major market segments such as automotive and industrial.</li><li>The automotive sector experienced a significant downturn, with revenue dropping 6.7% quarter-over-quarter and 13.6% year-over-year, largely due to reduced orders from Tier 1 suppliers and OEMs in Europe and North America.</li></ul>

Vishay Intertechnology’s second quarter 2024 earnings reflect a mixed financial picture, characterized by modest revenue results and continuous investment in strategic initiatives aimed at long-term growth.The company reported a quarterly revenue of $741.2 million, which remained essentially flat compared to the previous quarter, with some positive contribution from acquisitions and specific regional demands, offset by decreases in major market segments such as automotive and industrial.The automotive sector experienced a significant downturn, with revenue dropping 6.7% quarter-over-quarter and 13.6% year-over-year, largely due to reduced orders from Tier 1 suppliers and OEMs in Europe and North America.

Vishay Intertechnology Inc.: Will Ametherm's Strategic Acquisition Be A Game Changer? - Major Drivers

<ul><li>Vishay Intertechnology recently released their financial results for the first quarter of 2024, which provide a detailed insight into their current position and future prospects in the semiconductor industry.</li><li>The company achieved revenues of $746.3 million during the period, slightly above the midpoint of their forecasted range of $715 million to $775 million.</li><li>However, compared to the last quarter, revenues fell by 5%, primarily driven by ongoing semiconductor inventory corrections and oversupply issues.</li></ul>

Vishay Intertechnology recently released their financial results for the first quarter of 2024, which provide a detailed insight into their current position and future prospects in the semiconductor industry.The company achieved revenues of $746.3 million during the period, slightly above the midpoint of their forecasted range of $715 million to $775 million.However, compared to the last quarter, revenues fell by 5%, primarily driven by ongoing semiconductor inventory corrections and oversupply issues.

Vishay Intertechnology Inc.: Automotive Sector Innovations & Electrification Trends Are A Critical Tailwind? - Major Drivers

<ul><li>This is our first report on Vishay Intertechnology, a renowned manufacturer of semiconductors and electronic components.</li><li>In the last quarter, the company disclosed revenues of $785.2 million, within the guidance range of $770 million to $810 million.</li><li>Notably, the lower industry demand was led by higher levels of finished goods inventories.</li></ul>

This is our first report on Vishay Intertechnology, a renowned manufacturer of semiconductors and electronic components.In the last quarter, the company disclosed revenues of $785.2 million, within the guidance range of $770 million to $810 million.Notably, the lower industry demand was led by higher levels of finished goods inventories.

Vishay Intertechnology Inc.: Initiation Of Coverage - Is The Strategic M&A Enough To Broaden Portfolio & Strengthen Its Position In Crucial Markets? - Major Drivers

IPOs and Catalysts/Events, Global Equity Research Ltd

Arun George

IPOs and Catalysts/Events

Uncompromised, Independent, Conflict-Free Research

Global Equity Research Ltd

Global Equity Research was started in 2017 by a group of experienced research professionals. It was founded on a passionate belief in the importance and the need for uncompromised, independent, conflict-free research. We aim to provide differentiated and actionable primary and bottom up fundamental research.

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/o2micro-international-limited" target="_blank" data-smartkarma-citation="entities:36418:1" rel="noopener">O2Micro International (OIIM US)</a>'s US$5.00 per ADS privatisation offer from FNOF Precious Honour Limited was overwhelmingly approved by shareholders.</li>
<li>The key remaining condition precedent is obtaining the required regulatory approvals related to the listing rules of NASDAQ and the Cayman Islands. There are no Chinese regulatory approvals required.</li>
<li>The conditions precedent should be satisfied shortly. At the current price and for an end-March close, the gross and annualised spread to the offer is 6.4% and 45.6%, respectively. </li>
</ul>



O2Micro International (OIIM US)'s US$5.00 per ADS privatisation offer from FNOF Precious Honour Limited was overwhelmingly approved by shareholders.
The key remaining condition precedent is obtaining the required regulatory approvals related to the listing rules of NASDAQ and the Cayman Islands. There are no Chinese regulatory approvals required.
The conditions precedent should be satisfied shortly. At the current price and for an end-March close, the gross and annualised spread to the offer is 6.4% and 45.6%, respectively. 


O2Micro (OIIM US): US$5 Privatisation Approved, Spread Remains Wide

<ul>
<li>
<a href="https://www.smartkarma.com/entities/o2micro-international-limited" target="_blank" data-smartkarma-citation="entities:36418:1" rel="noopener">O2Micro International (OIIM US)</a>’s EGM to vote on the US$5.00 per ADS privatisation offer from FNOF Precious Honour Limited is on 31 January 2023.</li>
<li>Shareholders representing two-thirds of shares need to approve the deal. As rollover shareholders represent 16.92% of voting rights, 59.88% of disinterested shareholders must vote YES to meet the two-thirds threshold.</li>
<li>While peers have re-rated, the offer is attractive and there are no competing bids. At the last close, the gross spread to the offer is 11.6%.   </li>
</ul>



O2Micro International (OIIM US)’s EGM to vote on the US$5.00 per ADS privatisation offer from FNOF Precious Honour Limited is on 31 January 2023.
Shareholders representing two-thirds of shares need to approve the deal. As rollover shareholders represent 16.92% of voting rights, 59.88% of disinterested shareholders must vote YES to meet the two-thirds threshold.
While peers have re-rated, the offer is attractive and there are no competing bids. At the last close, the gross spread to the offer is 11.6%.   


O2Micro (OIIM US) Privatisation Vote on 31 January

United States

Vishay Intertechnology, Inc. manufactures a broad line of passive and discreet active electronic components, particularly resistors, capacitors, inductors, diodes, and transistors.  The Company's products are utilized in computers, telephones, televisions, automobiles, household appliance, medical equipment, satellites, and military and aerospace equipment.

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Vishay Intertechnology (VSH US)

Vishay Intertechnology Inc.: Will Ametherm's Strategic Acquisition Be A Game Changer? - Major Drivers

Vishay Intertechnology’s second quarter 2024 earnings reflect a mixed financial picture, characterized by modest revenue results and continuous...

Baptista Research

Vishay Intertechnology Inc.: Automotive Sector Innovations & Electrification Trends Are A Critical Tailwind? - Major Drivers

Vishay Intertechnology recently released their financial results for the first quarter of 2024, which provide a detailed insight into their...

Baptista Research

Vishay Intertechnology Inc.: Initiation Of Coverage - Is The Strategic M&A Enough To Broaden Portfolio & Strengthen Its Position In Crucial Markets? - Major Drivers

This is our first report on Vishay Intertechnology, a renowned manufacturer of semiconductors and electronic components. In the last quarter, the...

Baptista Research

O2Micro (OIIM US): US$5 Privatisation Approved, Spread Remains Wide

The remaining conditions precedent related to regulatory approvals should be satisfied shortly. At the current price and for an end-March close,...

Arun George

O2Micro (OIIM US) Privatisation Vote on 31 January

The 11.6% spread reflects the need for 59.88% of disinterested shareholders to vote YES to meet the two-thirds threshold. However, the offer is...

Arun George

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