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 Capital Markets

Walgreens Boots Alliance / Equity Capital Markets

<ul><li>Walgreens Boots Alliance started 2022 on a positive note and its performance was supported well by ongoing contributions that have been made from testing and vaccination.</li><li>An increase in gross profit was driven by strong sales growth.</li><li>Walgreens is capitalizing on its performance in the first quarter and overall business momentum as well.</li></ul>

Walgreens Boots Alliance started 2022 on a positive note and its performance was supported well by ongoing contributions that have been made from testing and vaccination.An increase in gross profit was driven by strong sales growth.Walgreens is capitalizing on its performance in the first quarter and overall business momentum as well.

Walgreens Boots Alliance Inc.: Digital Transformation

<ul><li>Walgreens Boots Alliance had a scary start to 2022 on account of the spread of the Omicron variant.</li><li>The company was forced to temporarily shut some stores due to staffing issues triggered by the latest surge in Covid-19 infections.</li><li>Its quarterly performance was supported by ongoing contributions from vaccination and testing, as well as improved execution across all of the company's business segments.</li></ul>

Walgreens Boots Alliance had a scary start to 2022 on account of the spread of the Omicron variant.The company was forced to temporarily shut some stores due to staffing issues triggered by the latest surge in Covid-19 infections.Its quarterly performance was supported by ongoing contributions from vaccination and testing, as well as improved execution across all of the company's business segments.

Walgreens Boots Alliance Inc - Investment Thesis

<ul><li>CVS Health and Walgreens Boots Alliance are two of the largest pharmacy chains in the world.</li><li>Both these companies have done their fair share of diversification with CVS Health venturing into clinics and telehealth whereas Walgreens ventured into the cosmetics retail and other domains.</li><li>The retail space is traditionally known to have low revenue multiples and both these companies are no exceptions to this rule.</li></ul>

CVS Health and Walgreens Boots Alliance are two of the largest pharmacy chains in the world.Both these companies have done their fair share of diversification with CVS Health venturing into clinics and telehealth whereas Walgreens ventured into the cosmetics retail and other domains.The retail space is traditionally known to have low revenue multiples and both these companies are no exceptions to this rule.

CVS Health vs. Walgreens Boots Alliance - The Battle Of The Pharmacy Majors

<ul><li>Walgreens Boots Alliance delivered a strong quarter result surpassing Wall Street expectations across all business segments, reflecting a strong operational performance.</li><li>Walgreens company has greater access to these patients than any other provider along the care continuum.</li><li>We are optimistic about Walgreens Boots Alliance and give it a 'Hold' rating with a revised target price.</li></ul>

Walgreens Boots Alliance delivered a strong quarter result surpassing Wall Street expectations across all business segments, reflecting a strong operational performance.Walgreens company has greater access to these patients than any other provider along the care continuum.We are optimistic about Walgreens Boots Alliance and give it a 'Hold' rating with a revised target price.

<ul><li>Pharmacy retail giant, Walgreens Boots Alliance has benefitted heavily from the recent Covid-19 vaccinations and related tailwinds over the past 12 months.</li><li>The company has started providing Covid-19 vaccines to patients in the U.K. and has seen a visible increase in operating margins over the past few quarters.</li><li>The management claims to have vaccinated over 25 million people through its pharmacies, driving double-digit growth in its revenues.</li></ul>

Pharmacy retail giant, Walgreens Boots Alliance has benefitted heavily from the recent Covid-19 vaccinations and related tailwinds over the past 12 months.The company has started providing Covid-19 vaccines to patients in the U.K. and has seen a visible increase in operating margins over the past few quarters.The management claims to have vaccinated over 25 million people through its pharmacies, driving double-digit growth in its revenues.

United States

Walgreens Boots Alliance, Inc., operates retail drugstores that offer a wide variety of prescription and non-prescription drugs as well as general goods. Walgreens' also offers health services, including primary and acute care, wellness, pharmacy and disease management services and health and fitness.

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Walgreens Boots Alliance (WBA US)

Walgreens Boots Alliance Inc.: Digital Transformation

Walgreens Boots Alliance started 2022 on a positive note and its performance was supported well by ongoing contributions that have been made from...

Baptista Research

Walgreens Boots Alliance Inc - Investment Thesis

Walgreens Boots Alliance had a scary start to 2022 on account of the spread of the Omicron variant. The company was forced to temporarily shut...

Baptista Research

CVS Health vs. Walgreens Boots Alliance - The Battle Of The Pharmacy Majors

CVS Health and Walgreens Boots Alliance are two of the largest pharmacy chains in the world. Both these companies have done their fair share of...

Baptista Research

Walgreens Boots Alliance Inc - Investment Thesis

Walgreens Boots Alliance delivered a strong quarter result surpassing Wall Street expectations across all business segments, reflecting a strong...

Baptista Research

Walgreens Boots Alliance Inc - Investment Thesis

Pharmacy retail giant, Walgreens Boots Alliance has benefitted heavily from the recent Covid-19 vaccinations and related tailwinds over the past...

Baptista Research

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