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

Factset Research Systems Inc / Equity Bottom-Up

<ul><li>FactSet's third-quarter fiscal year 2024 results reflect a mixed picture amidst a challenging market environment.</li><li>The quarterly performance highlighted organic Annual Subscription Value (ASV) and professional services growth of 5%, with adjusted diluted earnings per share (EPS) increasing to $4.37.</li><li>However, these advances were somewhat overshadowed by broader market pressures including tightened client budgets and extended decision-making processes, which have continued to impact the industry at large.</li></ul>

FactSet's third-quarter fiscal year 2024 results reflect a mixed picture amidst a challenging market environment.The quarterly performance highlighted organic Annual Subscription Value (ASV) and professional services growth of 5%, with adjusted diluted earnings per share (EPS) increasing to $4.37.However, these advances were somewhat overshadowed by broader market pressures including tightened client budgets and extended decision-making processes, which have continued to impact the industry at large.

FactSet Research Systems Inc.: Strengthening Presence in Private Markets For Competitive Differentiation! - Major Drivers

<ul><li>FactSet Research Systems Inc., a multinational financial data and software company, posted a mixed result for its second fiscal quarter of 2024.</li><li>Despite enduring difficult market conditions and an industry rife with uncertainties, FactSet revealed a year-over-year growth of 5.4% in organic ASV plus professional services.</li><li>The quarter-end showed over 8,000 clients with 75 net new logos added.</li></ul>

FactSet Research Systems Inc., a multinational financial data and software company, posted a mixed result for its second fiscal quarter of 2024.Despite enduring difficult market conditions and an industry rife with uncertainties, FactSet revealed a year-over-year growth of 5.4% in organic ASV plus professional services.The quarter-end showed over 8,000 clients with 75 net new logos added.

FactSet Research Systems Inc.: Substantial Pipeline & Competitive Displacements! - Major Drivers

<ul><li>FactSet Research Systems delivered a positive result and managed an all-around beat in the quarter, achieving a 7.1% year-over-year growth in organic ASV plus professional services.</li><li>To navigate these challenges, FactSet's management announced the implementation of a cost-reduction program in the second quarter of FY '24.</li><li>This, along with other AI initiatives, underscores FactSet's dedication to improving client efficiency and sustaining growth across its diverse product offerings.</li></ul>

FactSet Research Systems delivered a positive result and managed an all-around beat in the quarter, achieving a 7.1% year-over-year growth in organic ASV plus professional services.To navigate these challenges, FactSet's management announced the implementation of a cost-reduction program in the second quarter of FY '24.This, along with other AI initiatives, underscores FactSet's dedication to improving client efficiency and sustaining growth across its diverse product offerings.

FactSet Research Systems Inc.: Conquering Challenges With AI – The Future of Financial Analysis Revealed! - Major Drivers

<ul><li>FactSet Research Systems Inc. delivered a mixed result in the quarter, with revenues above market expectations but failed to surpass the analyst consensus regarding earnings.</li><li>The success in 2023 stemmed from the growth of enterprise offerings, leading to significant strategic wins across various workflows.</li><li>Besides that, their content refinery, extensive data offerings, and innovations in user experience, including conversational interfaces and generative AI, position FactSet Research Systems for continued growth.</li></ul>

FactSet Research Systems Inc. delivered a mixed result in the quarter, with revenues above market expectations but failed to surpass the analyst consensus regarding earnings.The success in 2023 stemmed from the growth of enterprise offerings, leading to significant strategic wins across various workflows.Besides that, their content refinery, extensive data offerings, and innovations in user experience, including conversational interfaces and generative AI, position FactSet Research Systems for continued growth.

FactSet Research Systems Inc.: Are The Latest AI Investments Expected To Catalyze Revenue Growth? - 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>Technically, the SET Index is expected to increase, with the resistance at 1,540 points (75-day EMA)/1,550 points and the support at 1,520/1,511 points (25-day EMA), moving in an up-channel formation in the range of 1,488-1,540 points; moreover, the index is likely to test the previous resistance at 1,570 points again if it does not sink below 1,511 points in the new round of the correction.</li><li>The market will be focusing on the US, where there will be releases of key data.</li><li>From our perspective, the appointment of a prime minister from democracy-supported groups, be it from the Move Forward Party or the Pheu Thai Party, would likely have a positive impact on the Thai equity market, provided that the candidate receives majority approval.</li></ul>

Technically, the SET Index is expected to increase, with the resistance at 1,540 points (75-day EMA)/1,550 points and the support at 1,520/1,511 points (25-day EMA), moving in an up-channel formation in the range of 1,488-1,540 points; moreover, the index is likely to test the previous resistance at 1,570 points again if it does not sink below 1,511 points in the new round of the correction.The market will be focusing on the US, where there will be releases of key data.From our perspective, the appointment of a prime minister from democracy-supported groups, be it from the Move Forward Party or the Pheu Thai Party, would likely have a positive impact on the Thai equity market, provided that the candidate receives majority approval.

Krungthai XSpring Zoom Eng. July 18, 2023

United States

FactSet Research Systems Inc. supplies global economic and financial data to analysts, investment bankers, and other financial professionals.  The Company combines databases from multiple suppliers into a single online source of information and analytics, including fundamental data.

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

Factset Research Systems Inc (FDS US)

FactSet Research Systems Inc.: Strengthening Presence in Private Markets For Competitive Differentiation! - Major Drivers

FactSet's third-quarter fiscal year 2024 results reflect a mixed picture amidst a challenging market environment. The quarterly performance...

Baptista Research

FactSet Research Systems Inc.: Substantial Pipeline & Competitive Displacements! - Major Drivers

FactSet Research Systems Inc., a multinational financial data and software company, posted a mixed result for its second fiscal quarter of...

Baptista Research

FactSet Research Systems Inc.: Conquering Challenges With AI – The Future of Financial Analysis Revealed! - Major Drivers

FactSet Research Systems delivered a positive result and managed an all-around beat in the quarter, achieving a 7.1% year-over-year growth in...

Baptista Research

FactSet Research Systems Inc.: Are The Latest AI Investments Expected To Catalyze Revenue Growth? - Major Drivers

FactSet Research Systems Inc. delivered a mixed result in the quarter, with revenues above market expectations but failed to surpass the analyst...

Baptista Research

Krungthai XSpring Zoom Eng. July 18, 2023

Technically, the SET Index is expected to increase, with the resistance at 1,540 points (75-day EMA)/1,550 points and the support at 1,520/1,511...

Krungthai XSpring

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)