- TickerBSX
- ISINUS1011371077
- ExchangeNew York Stock Exchange
- SectorHealth Care Equipment & Services
- CountryUnited States
LPLA has significantly transformed their business returns, but the market is expecting the company to give operational improvements back. The market is expecting UAFRS-based (Uniform) ROA (ROA') to fade from 30% in 2019 to 20% in 2024, with Uniform Asset growth slowing to a modest 5% a year going forward. The market does not think the company's improvement in Uniform ROA from 15%-20% levels historically to towards 30%+ is sustainable, and is expecting the company to see its operating leverage reverse. The market does not appear to recognize that as LPLA has gained scale in both its legacy ...
Boston Scientific Corporation (BSX:USA) currently trades near corporate averages relative to UAFRS-based (Uniform) earnings, with a 24.8x Uniform P/E. At these levels, the market has bullish expectations for the firm, and management is confident about 2021 guidance, EXALT-D's expansion, and ACURATE neo2's potential Specifically, management is confident in their ability to grow at the high end of their peer group in 2021, deliver double-digit EPS growth, and expand EXALT-D internationally. In addition, they are confident in ACURATE neo2's potential in Europe and in the WATCHMAN franchise's con...
Summary Johnson & Johnson - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Johnson & Johnson (J&J or 'the company') is a health care company that develops, manufactures and markets consumer health care products, pharmaceuticals and medical devices. It offers pharmaceuticals in the therapeutic areas of immunology, oncology, neuroscience, infectious diseases and va...
Summary Becton, Dickinson and Co - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Becton, Dickinson and Company (BD) is a global medical technology company. It is engaged in the development, manufacturing and sale of medical devices, laboratory equipment and diagnostic products. The company's major products include syringes and pen needles; intravenous catheters;...
Key Points: • A number of Restaurant names are staging price and RS reversals or continue to have bullish formations. (ex. CHUY, JACK, CMG) • There are a few healthcare related names that continue to be bright spots and reflect leadership. (ex. CUTR, TFX, BSX, SYK, ADUS, CHE, COO, WST, TRHC, HUM, AMGN, PBH, MRK, and ZTS.) • REITs continue to show leadership characteristics' as many are hitting price and RS highs. (ex. OHI, SBRA, ESS, IRT, and MAA)
U.S. dollar breaking down; Gold breaking out The S&P 500 is consolidating under 2,954 - logical resistance - as market participants are in wait-and-see mode for incremental trade news ahead of the Trump/Xi G20 meeting later this week. While a breakout is certainly possible, we believe additional consolidation is the more likely scenario. Below we highlight a mix of positive and negative developments which lead us to this conclusion along with updates on other big picture trends. • U.S. dollar (DXY) breaking down, Treasury yields remain suppressed. Dovish Fed comments opened the door for ra...
The question in our minds is whether the market has indeed bottomed or whether we will experience a bear market rally followed by a retest. Let's consider some technical facts. We often see a retest following a bounce off the lows, which often undercuts that previous low for a day or two. A case in point is the emerging market bear rout of late 2015-early 2016, where the low was made on 01/20/2016 and a subsequent low, or re-test occurred on 02/11/16. It took 16 days for the re-test, however not all markets have re-tests of their lows. We believe the U.S. markets currently are hanging in wait...
Key Points: • Emerging Markets are showing signs of RS reversals. We would like to see price inflections. • Automotive parts retailers remain attractive as consumers look to repair their cars rather than buy new ones. • The Communications Sector continues to indicate leadership.
A director at Boston Scientific Corp sold 2,028 shares at 39.000USD and the significance rating of the trade was 62/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names o...
LPLA has significantly transformed their business returns, but the market is expecting the company to give operational improvements back. The market is expecting UAFRS-based (Uniform) ROA (ROA') to fade from 30% in 2019 to 20% in 2024, with Uniform Asset growth slowing to a modest 5% a year going forward. The market does not think the company's improvement in Uniform ROA from 15%-20% levels historically to towards 30%+ is sustainable, and is expecting the company to see its operating leverage reverse. The market does not appear to recognize that as LPLA has gained scale in both its legacy ...
Boston Scientific Corporation (BSX:USA) currently trades near corporate averages relative to UAFRS-based (Uniform) earnings, with a 24.8x Uniform P/E. At these levels, the market has bullish expectations for the firm, and management is confident about 2021 guidance, EXALT-D's expansion, and ACURATE neo2's potential Specifically, management is confident in their ability to grow at the high end of their peer group in 2021, deliver double-digit EPS growth, and expand EXALT-D internationally. In addition, they are confident in ACURATE neo2's potential in Europe and in the WATCHMAN franchise's con...
Summary Johnson & Johnson - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Johnson & Johnson (J&J or 'the company') is a health care company that develops, manufactures and markets consumer health care products, pharmaceuticals and medical devices. It offers pharmaceuticals in the therapeutic areas of immunology, oncology, neuroscience, infectious diseases and va...
Summary Becton, Dickinson and Co - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Becton, Dickinson and Company (BD) is a global medical technology company. It is engaged in the development, manufacturing and sale of medical devices, laboratory equipment and diagnostic products. The company's major products include syringes and pen needles; intravenous catheters;...
Summary Siemens Healthineers A.G. - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Siemens Healthineers A.G. (Siemens or 'the company') is a medical technology company that manufactures and markets clinical diagnostics and therapeutic systems. The company's major products includes medical imaging, ultrasound, point of care testing, healthcare IT, clinical special...
CORPORATES CREDIT OPINION 2 September 2020 Update RATINGS Boston Scientific Corporation Domicile Marlborough, Massachusetts, United States Long Term Rating Baa2 Type Senior Unsecured - Fgn Curr Outlook Stable Please see the ratings section at the end of this report for more information. The ratings and outlook shown reflect information as of the publication date. Contacts Scott Tuhy +1
BOSTON SCIENTIFIC (US), a company active in the Medical Equipment industry, loses a star(s) at the fundamental level and sees its general evaluation downgraded. The independent financial analyst theScreener just removed a fundamental star(s) for a 2 over 4-star rating. As such, market behaviour remains unchanged and is evaluated as moderately risky. theScreener believes that the loss of a star(s) merits downgrade to the general evaluation of the title, which passes to Neutral. As of the analysis date October 16, 2020, the closing price was USD 38.44 and its expected value was estimated at USD ...
Ford Equity Research covers more than 4,000 stocks using a proprietary quantitative model that evaluates a company’s earnings strength, its relative valuation and recent price movement. Ford’s five recommendation ratings include strong buy, buy, hold, sell, strong sell. For all stocks in our coverage universe, ratings are generated each week and reflect the fundamental and price data as of the last trading day of the week.