Macro Strategist, Saxo Capital Markets

Kay Van-Petersen

Macro Strategist

Saxo Capital Markets

Thematic (Sector/Industry)

<ul><li>Post SNB surprise announcement yesterday - after leading the market on as recently as a few weeks ago on – the term “Never trust a Swiss central banker” will soon become mainstream.&nbsp; </li><li>In this piece, KVP takes a snap shot of what happened, the significance &amp; potential ways to look to play things going forward. </li></ul>

Post SNB surprise announcement yesterday - after leading the market on as recently as a few weeks ago on – the term “Never trust a Swiss central banker” will soon become mainstream.&nbsp; In this piece, KVP takes a snap shot of what happened, the significance &amp; potential ways to look to play things going forward. 

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>McKesson Corporation's first-quarter fiscal 2026 performance reflects strong operational and financial results.</li><li>This period was marked by significant revenue growth, strategic acquisitions, and effective capital management.</li><li>The company reported consolidated revenues of $97.8 billion, indicating a 23% increase from the previous year, largely driven by increased prescription volumes from retail national account customers and the addition of new strategic accounts.</li></ul>

McKesson Corporation's first-quarter fiscal 2026 performance reflects strong operational and financial results.This period was marked by significant revenue growth, strategic acquisitions, and effective capital management.The company reported consolidated revenues of $97.8 billion, indicating a 23% increase from the previous year, largely driven by increased prescription volumes from retail national account customers and the addition of new strategic accounts.

McKesson Corporation: Expanding Healthcare Distribution With THESE High-Octane Growth Levers!

<ul><li>McKesson Corporation reported robust financial results for its fourth quarter and fiscal year 2025, showing considerable progress and strategic advancement.</li><li>The company's consolidated revenue grew significantly by 16% year-over-year, reaching a record $359 billion.</li><li>Adjusted earnings per diluted share came in at $33.05, a 20% increase compared to the previous year, surpassing long-term growth targets of 12% to 14%.</li></ul>

McKesson Corporation reported robust financial results for its fourth quarter and fiscal year 2025, showing considerable progress and strategic advancement.The company's consolidated revenue grew significantly by 16% year-over-year, reaching a record $359 billion.Adjusted earnings per diluted share came in at $33.05, a 20% increase compared to the previous year, surpassing long-term growth targets of 12% to 14%.

McKesson's Bold Growth Play: 3,300 Providers, AI Investments, & Soaring GLP-1 Revenues!

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Richard Howe

Founder at Stock Spin-off Investing

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Stock Spin-offs

Event-Driven

<ul>
<li>
Before I dig into my regular update, I want to share one chart that caught my eye this week.
</li>
<li>
Colin King did a nice job modeling out Lionsgate RemainCo Stub / Starz valuation from last May to now.
</li>
<li>
Interesting to see that at one point it was trading at a negative $1 price.
</li>
</ul>



Before I dig into my regular update, I want to share one chart that caught my eye this week.


Colin King did a nice job modeling out Lionsgate RemainCo Stub / Starz valuation from last May to now.


Interesting to see that at one point it was trading at a negative $1 price.



<ul><li>As markets reel from the reimposition of tariffs on Mexico and Canada, investors are scrambling for stability in a landscape marked by global trade uncertainty and rising macroeconomic risk.</li><li>While the broader market has faltered, McKesson Corporation, the largest drug distributor in the U.S., has quietly emerged as a defensive standout.</li><li>The company's supply chain resilience, diversified business model, and essential role in healthcare delivery position it as a stock that is potentially insulated from the brunt of economic and policy headwinds.</li></ul>

As markets reel from the reimposition of tariffs on Mexico and Canada, investors are scrambling for stability in a landscape marked by global trade uncertainty and rising macroeconomic risk.While the broader market has faltered, McKesson Corporation, the largest drug distributor in the U.S., has quietly emerged as a defensive standout.The company's supply chain resilience, diversified business model, and essential role in healthcare delivery position it as a stock that is potentially insulated from the brunt of economic and policy headwinds.

Is McKesson Wall Street’s Safe Haven? How This Drug Giant Can Thrive In Uncertain Times!

United States

McKesson Corporation distributes pharmaceuticals, medical-surgical supplies, and health and beauty care products throughout North America. The Company also develops, implements, and supports software that facilitates the integration of data throughout the health enterprise.  In addition, McKesson offers analytic, care management, and patient solutions for payers.

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Mckesson Corp (MCK US)

Never Trust A Swiss Central Banker

Post SNB surprise announcement yesterday - after leading the market on as recently as a few weeks ago on – the term “Never trust a Swiss central...

Kay Van-Petersen

McKesson Corporation: Expanding Healthcare Distribution With THESE High-Octane Growth Levers!

McKesson Corporation's first-quarter fiscal 2026 performance reflects strong operational and financial results. This period was marked by...

Baptista Research

McKesson's Bold Growth Play: 3,300 Providers, AI Investments, & Soaring GLP-1 Revenues!

McKesson Corporation reported robust financial results for its fourth quarter and fiscal year 2025, showing considerable progress and strategic...

Baptista Research

Weekly Update (MCK, LBTYA, SNRE, AMRZ)

Before I dig into my regular update, I want to share one chart that caught my eye this week. Colin King did a nice job modeling out Lionsgate...

Richard Howe

Is McKesson Wall Street’s Safe Haven? How This Drug Giant Can Thrive In Uncertain Times!

As markets reel from the reimposition of tariffs on Mexico and Canada, investors are scrambling for stability in a landscape marked by global...

Baptista Research

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