In today’s briefing:
- ResMed Inc.: Initiation of Coverage – Recent Acquisitions & Other Key Drivers
- Global Payments Inc.: Initiation of Coverage – Recent Restructuring & Other Drivers
- Global Payments Inc.: Initiation of Coverage – Detailed Credit Analysis & Financial Strength Evaluation Report
- Quanta Services Inc.: Detailed Credit Analysis & Financial Strength Evaluation Report
- Quanta Services Inc.: Initiation of Coverage – Business Strategy & Recent Developments
- Burlington Stores Inc.: Initiation of Coverage – Business Strategy & Key Drivers
- ResMed Inc.: Detailed Credit Analysis & Financial Strength Evaluation Report
- Burlington Stores Inc.: Detailed Credit Analysis & Financial Strength Evaluation Report
ResMed Inc.: Initiation of Coverage – Recent Acquisitions & Other Key Drivers
- This is our first report on ResMed, a leading medical equipment company that specializes in the treatment of sleep apnea and other respiratory disorders.
- The company delivered financial results in the last quarter with revenues below par but managed an earnings beat.
- In this report, we have carried out a fundamental analysis of the historical financial statements of the company.
Global Payments Inc.: Initiation of Coverage – Recent Restructuring & Other Drivers
- This is our first report on Global Payments Inc., a financial technology company providing payment solutions and services in the U.S.
- The company managed an all-around beat in its last result with a strong performance in Global Payments despite the increased global macroeconomic uncertainties.
- The most significant development was that their core Issuer business once more produced sequential financial and operational improvement, in line with their expectations and the strongest results since their merger with TSYS in 2019.
Global Payments Inc.: Initiation of Coverage – Detailed Credit Analysis & Financial Strength Evaluation Report
- Global Payments is a financial technology player providing payment solutions and services in the U.S.
- The company has decent fundamentals and performed well in 2022 despite the increased global macroeconomic uncertainties.
- With EVO, they strengthened their position as a major provider of payments technology with broad reach around the globe.
Quanta Services Inc.: Detailed Credit Analysis & Financial Strength Evaluation Report
- Quanta Services is a key player providing infrastructure solutions for the electric and gas utility, renewable energy, communications, and pipeline and energy industries across the globe.
- Its revenues for Electric Power Infrastructure Solutions reached significant levels, maintained margins, and grew market share.
- In addition, their subsurface utility and infrastructure solutions division continually delivered a strong performance.
Quanta Services Inc.: Initiation of Coverage – Business Strategy & Recent Developments
- This is our first report on Quanta Services, a major provider of infrastructure solutions for the electric and gas utility, renewable energy, communications, and pipeline and energy industries.
- Its revenues for Electric Power Infrastructure Solutions reached significant levels, maintained margins, and grew market share.
- In addition, their subsurface utility and infrastructure solutions division continually delivered a strong performance.
Burlington Stores Inc.: Initiation of Coverage – Business Strategy & Key Drivers
- This is our first report on Burlington Stores, Inc., one of the major off-price retailer chains in the U.S.
- The company delivered a strong quarter, with sizable, consecutive improvement in its sales trends.
- Comparable store sales increased by 6% and the the result was an all-around beat.
ResMed Inc.: Detailed Credit Analysis & Financial Strength Evaluation Report
- ResMed is a leading medical technology player that specializes in the treatment of sleep apnea and other respiratory disorders.
- Globally, the demand for masks increased significantly, which is indicative of a post-COVID pandemic knowledge of the value and necessity of respiratory hygiene and respiratory health.
- 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.
Burlington Stores Inc.: Detailed Credit Analysis & Financial Strength Evaluation Report
- Burlington Stores is one of the major off-price retailer chains in the U.S.
- The company has strong fundamentals and has seen sizable, consecutive improvement in its sales trends in recent times.
- The management interprets this increase in traffic as a sign that the macro headwinds may be beginning to weaken.
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