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.

Equity Bottom-Up

<ul><li>Technically, the SET Index is expected to move in response to the US presidential election results, with an upward trend anticipated if Kamala Harris wins and a downward trend if Donald Trump does.</li><li>The resistance levels are set at 1,494 and 1,506 points, while support levels are at 1,473 and 1,466 points (10-day EMA).</li><li>For the tactical play strategy, we suggest trading buy on selective stocks.</li></ul>

Technically, the SET Index is expected to move in response to the US presidential election results, with an upward trend anticipated if Kamala Harris wins and a downward trend if Donald Trump does.The resistance levels are set at 1,494 and 1,506 points, while support levels are at 1,473 and 1,466 points (10-day EMA).For the tactical play strategy, we suggest trading buy on selective stocks.

US Election and Composite/Services PMIs in Japan and the EU

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.

<ul><li>McKesson Corporation reported its earnings for the first quarter of fiscal 2025, showcasing continued growth and strategic progress across various aspects of its diversified healthcare services.</li><li>With a reported revenue of $79.3 billion, the company exhibited a 6% increase year-over-year, and an adjusted earnings per share increase of 8% to $7.88.</li><li>These figures surpassed initial expectations, prompting an upward revision of full-year adjusted earnings per share guidance from $31.25-$32.05 to $31.75-$32.55.</li></ul>

McKesson Corporation reported its earnings for the first quarter of fiscal 2025, showcasing continued growth and strategic progress across various aspects of its diversified healthcare services.With a reported revenue of $79.3 billion, the company exhibited a 6% increase year-over-year, and an adjusted earnings per share increase of 8% to $7.88.These figures surpassed initial expectations, prompting an upward revision of full-year adjusted earnings per share guidance from $31.25-$32.05 to $31.75-$32.55.

McKesson Corporation: Expanding Oncology & Specialty Pharmaceutical Services As Well As Distribution & Sourcing! - Major Drivers

<ul><li>McKesson Corporation's Fourth Quarter Fiscal 2024 earnings reflect a strong financial year for the company with notable advancements throughout its strategic priorities.</li><li>Consolidated revenue increased by 12% reaching $309 billion with adjusted earnings per diluted share increasing by 6% to $27.44 both exceeding the expectations set at the start of the fiscal year.</li><li>The company achieved this growth across the enterprise with their differentiated portfolio of assets, innovative solutions, and commitment to quality and operational excellence.</li></ul>

McKesson Corporation's Fourth Quarter Fiscal 2024 earnings reflect a strong financial year for the company with notable advancements throughout its strategic priorities.Consolidated revenue increased by 12% reaching $309 billion with adjusted earnings per diluted share increasing by 6% to $27.44 both exceeding the expectations set at the start of the fiscal year.The company achieved this growth across the enterprise with their differentiated portfolio of assets, innovative solutions, and commitment to quality and operational excellence.

McKesson Corporation: How Is The Revenue and Profit Growth Across Segments Expected To Evolve? - Major Drivers

<ul><li>McKesson Corporation, a diversified health care services company, reported robust fiscal third-quarter earnings during their recent earnings call.</li><li>The business continues to show momentum with total revenues of $80.9 billion and adjusted earnings per diluted share of $7.74 exhibiting a double-digit growth year over year.</li><li>This strong financial performance has been the result of a focused execution against the company's long-term priorities.</li></ul>

McKesson Corporation, a diversified health care services company, reported robust fiscal third-quarter earnings during their recent earnings call.The business continues to show momentum with total revenues of $80.9 billion and adjusted earnings per diluted share of $7.74 exhibiting a double-digit growth year over year.This strong financial performance has been the result of a focused execution against the company's long-term priorities.

McKesson Corporation: Anticipated Revenue Growth in Medical-Surgical Solutions Could Propel Them Forward! - Major Drivers

<ul><li>McKesson managed to exceed the revenue expectations as well as the earnings expectations of Wall Street.</li><li>In the second quarter, they reported a 10% increase in revenues to $77.2 billion, with adjusted earnings per diluted share reaching $6.23.</li><li>The Distribution business showcased robust growth in the US Pharmaceutical segment, consistently achieving double-digit revenue increases over the past ten quarters.</li></ul>

McKesson managed to exceed the revenue expectations as well as the earnings expectations of Wall Street.In the second quarter, they reported a 10% increase in revenues to $77.2 billion, with adjusted earnings per diluted share reaching $6.23.The Distribution business showcased robust growth in the US Pharmaceutical segment, consistently achieving double-digit revenue increases over the past ten quarters.

McKesson Corporation: How Their Biopharma Platform is Redefining Industry Standards! - Major Drivers

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)

US Election and Composite/Services PMIs in Japan and the EU

Technically, the SET Index is expected to move in response to the US presidential election results, with an upward trend anticipated if Kamala...

Krungthai XSpring

McKesson Corporation: Expanding Oncology & Specialty Pharmaceutical Services As Well As Distribution & Sourcing! - Major Drivers

McKesson Corporation reported its earnings for the first quarter of fiscal 2025, showcasing continued growth and strategic progress across various...

Baptista Research

McKesson Corporation: How Is The Revenue and Profit Growth Across Segments Expected To Evolve? - Major Drivers

McKesson Corporation's Fourth Quarter Fiscal 2024 earnings reflect a strong financial year for the company with notable advancements throughout...

Baptista Research

McKesson Corporation: Anticipated Revenue Growth in Medical-Surgical Solutions Could Propel Them Forward! - Major Drivers

McKesson Corporation, a diversified health care services company, reported robust fiscal third-quarter earnings during their recent earnings...

Baptista Research

McKesson Corporation: How Their Biopharma Platform is Redefining Industry Standards! - Major Drivers

McKesson managed to exceed the revenue expectations as well as the earnings expectations of Wall Street. In the second quarter, they reported a...

Baptista Research

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