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>This is our first report on Fabrinet, a leading provider of advanced manufacturing services.</li><li>The company reported new quarterly records for both revenue and earnings per share (EPS), while free cash flow also hit a new quarterly high.</li><li>Furthermore, this strong revenue growth contributed to record non-GAAP net income of $2 per share.</li></ul>

This is our first report on Fabrinet, a leading provider of advanced manufacturing services.The company reported new quarterly records for both revenue and earnings per share (EPS), while free cash flow also hit a new quarterly high.Furthermore, this strong revenue growth contributed to record non-GAAP net income of $2 per share.

Fabrinet: Initiation of Coverage - Revolution in Optics: Can They Dominate The AI Interconnect Market?  – Major Drivers

Head of Research, Krungthai XSpring

Waraporn Wiboonkanarak

Head of Research

A full service Thai brokerage

Krungthai XSpring

Krungthai XSpring is a full service broker. The company provides a wide range of investment services such as Securities Brokerage, Derivative Agent Business, Securities Borrowing and Lending, Securities Trading, Underwriting, Financial Advisory, Wealth Advisory, Private Fund Management and International Markets Securities Trading. 

In terms of credibility, Fitch Ratings has assigned Krunghtai XSpring a long-term rating of AA- and a national short-term rating of F1+ with stable outlook.

<ul><li>The SET Index is expected to move sideways up, with the resistance at 1,666/1,673 points and the support at 1,647 points (10-day EMA)/1,641 points.</li><li>We recommend trading buy on TIDLOR, CENTEL and KAMART.</li><li>Technically, the index may remain on an uptrend after it was able to surpass the 10-day EMA at 1,647 points.</li></ul>

The SET Index is expected to move sideways up, with the resistance at 1,666/1,673 points and the support at 1,647 points (10-day EMA)/1,641 points.We recommend trading buy on TIDLOR, CENTEL and KAMART.Technically, the index may remain on an uptrend after it was able to surpass the 10-day EMA at 1,647 points.

Cayman Islands

Fabrinet is a specialized Electronics Manufacturing Services (EMS) company that provides advanced optical packaging and precision optical, electro-mechanical, and electronic manufacturing services to original equipment manufacturers (OEMs). The company focuses on complex, quality-critical production, including optical communication components, industrial lasers, automotive components, medical devices, and sensors. Fabrinet was founded in 1999 and is headquartered in Pathumthani, Thailand.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Fabrinet (FN US)

Fabrinet: Initiation of Coverage - Revolution in Optics: Can They Dominate The AI Interconnect Market? – Major Drivers

This is our first report on Fabrinet, a leading provider of advanced manufacturing services. The company reported new quarterly records for both...

Baptista Research

Recommendation: Selective Speculation

The SET Index is expected to move sideways up, with the resistance at 1,666/1,673 points and the support at 1,647 points (10-day EMA)/1,641...

Krungthai XSpring

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)