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>WestRock delivered an all-around beat in the most recent quarterly result.</li><li>Low demand, increasing inflation, and shifting consumer spending continue to affect the company's Corrugated Packaging and Global Paper businesses.</li><li>With new client wins and rising income from plastic replacement, WestRock has seen improved stability in its consumer packaging market.</li></ul>

WestRock delivered an all-around beat in the most recent quarterly result.Low demand, increasing inflation, and shifting consumer spending continue to affect the company's Corrugated Packaging and Global Paper businesses.With new client wins and rising income from plastic replacement, WestRock has seen improved stability in its consumer packaging market.

WestRock Company: A Tale of Resilience in the Face of Declining Demand! – Major Drivers

Credit

<ul><li>WestRock Company is one of the largest providers of fiber-based paper and packaging solutions across the globe.</li><li>The company has been on the receiving end of strong economic volatility and this has affected its financial performance in 2022.</li><li>Baptista Research looks to evaluate the different credit strengths and credit risks of the company as well as a line-by-line analysis of the financial statements of the company for the past four years.</li></ul>

WestRock Company is one of the largest providers of fiber-based paper and packaging solutions across the globe.The company has been on the receiving end of strong economic volatility and this has affected its financial performance in 2022.Baptista Research looks to evaluate the different credit strengths and credit risks of the company as well as a line-by-line analysis of the financial statements of the company for the past four years.

WestRock Company: Detailed Credit Analysis & Financial Strength Evaluation Report

Equity Capital Markets

<ul><li>This is our first report on WestRock Company, one of the largest providers of fiber-based paper and packaging solutions in the world.</li><li>Pension and foreign exchange rates also had a $57 million negative impact on its year-over-year consolidated adjusted EBITDA growth.</li><li>But Corrugated Packaging improved quarter over quarter, with North American packaging shipments increasing 2% to 373 million square feet per day.</li></ul>

This is our first report on WestRock Company, one of the largest providers of fiber-based paper and packaging solutions in the world.Pension and foreign exchange rates also had a $57 million negative impact on its year-over-year consolidated adjusted EBITDA growth.But Corrugated Packaging improved quarter over quarter, with North American packaging shipments increasing 2% to 373 million square feet per day.

WestRock Company: Initiation of Coverage – Business Strategy & Key Drivers

Independent Research, Turtles all the way down

Turtles all the way down

Independent Research

Writing short articles about mis-priced boring stocks around the world.

<ul><li>In this post I tracked my performance on stock mentioned in my blog, and I would like to officially close some ideas here.</li><li>I will start doing that from now on. Something I did privately but not on the blog publicly.</li><li>Either because they have worked out and upside is no more attractive, or because the facts have changed.</li></ul>

In this post I tracked my performance on stock mentioned in my blog, and I would like to officially close some ideas here.I will start doing that from now on. Something I did privately but not on the blog publicly.Either because they have worked out and upside is no more attractive, or because the facts have changed.

<ul><li>First one is Vontier, its main business is a duopoly in gas station equipment and software.</li><li>Repair tools for ICE vehicles. Software and hardware for car washes, and some smaller miscellaneous businesses.</li><li>Some of which they will divest for probably several $100 million in proceeds. And they have a piece in EV charging infrastructure as well. </li></ul>

First one is Vontier, its main business is a duopoly in gas station equipment and software.Repair tools for ICE vehicles. Software and hardware for car washes, and some smaller miscellaneous businesses.Some of which they will divest for probably several $100 million in proceeds. And they have a piece in EV charging infrastructure as well. 

United States

WestRock Company provides consumer and corrugated packaging solutions. The Company offers merchandising displays, paperboard, recycling, and waste solutions. WestRock conducts business in the United States.

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Westrock Co (WRK US)

WestRock Company: A Tale of Resilience in the Face of Declining Demand! – Major Drivers

WestRock delivered an all-around beat in the most recent quarterly result. Low demand, increasing inflation, and shifting consumer spending...

Baptista Research

WestRock Company: Detailed Credit Analysis & Financial Strength Evaluation Report

WestRock Company is one of the largest providers of fiber-based paper and packaging solutions across the globe. The company has been on the...

Baptista Research

WestRock Company: Initiation of Coverage – Business Strategy & Key Drivers

This is our first report on WestRock Company, one of the largest providers of fiber-based paper and packaging solutions in the world. Pension and...

Baptista Research

Closing Some Idea's

In this post I tracked my performance on stock mentioned in my blog, and I would like to officially close some ideas here. I will start doing that...

Turtles all the way down

Some new stocks

First one is Vontier, its main business is a duopoly in gas station equipment and software. Repair tools for ICE vehicles.

Turtles all the way down

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