reports
Moody's assigns A3 rating to Thermo Fisher's CHF notes; outlook stable
Moody's Investors Service ("Moody's") assigned an A3 rating to the new CHF-denominated senior unsecured notes offering by Thermo Fisher Scientific Inc. ("Thermo Fisher"). There are no changes to Thermo Fisher's existing ratings including the A3 senior unsecured long-term ratings and the Prime-2 seni...
Thermo Fisher Scientific Inc: 1 director
A director at Thermo Fisher Scientific Inc sold 5,547 shares at 550.620USD and the significance rating of the trade was 68/100. 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 ...
Moody's assigns A3 rating to Thermo Fisher's new senior unsecured note...
Moody's Investors Service ("Moody's") assigned an A3 rating to the new senior unsecured notes offering by Thermo Fisher Scientific Inc. ("Thermo Fisher"). There are no changes to Thermo Fisher's existing ratings including the A3 senior unsecured long-term ratings and the senior unsecured commercial ...
Moody's assigns A3 rating to Thermo Fisher's new senior unsecured note...
Moody's Investors Service ("Moody's") assigned an A3 rating to the new senior unsecured notes offering by Thermo Fisher Scientific Inc. ("Thermo Fisher"). There are no changes to Thermo Fisher's existing ratings including the A3 senior unsecured long-term rating and the Prime-2 short-term rating. Th...
- Dominic Rose
- Naresh Chouhan
Global CDMOs - Overcapacity is Coming (Thematic Research)
We have calculated the significant supply about to enter the biologics manufacturing space & analysed demand growth. Whilst the market assumes an improvement in utilisation from 2024, we forecast there will be significant overcapacity in the coming years resulting in even lower utilisation at an industry level. Our detailed bottom-up analysis shows that total mammalian cell supply is set to grow by 11% p.a. 2023-26 but demand is set to grow just 8% p.a. over the same period. However, much more c...
LONN LONZA GROUP AG
TMO THERMO FISHER SCIENTIFIC INC.
CTLT CATALENT INC
CRL CHARLES RIVER LABORATORIES INTERNATIONAL INC.
A AGILENT TECHNOLOGIES INC.
SRT3 SARTORIUS AG PREF
MRK MERCK KGAA
SFZN SIEGFRIED HOLDING AG
DIM SARTORIUS STEDIM BIOTECH SA
BANB BACHEM HOLDING AG CLASS B
207940 SAMSUNG BIOLOGICS CO. LTD.
EVT EVOTEC AG
AVTR AVANTOR INC.
2269 WUXI BIOLOGICS CAYMAN INC
EAPI EUROAPI
- Dave Nicoski
- Ross LaDuke
Vermilion Short Shots: Technically Vulnerable Stocks
Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.
NUE NUCOR CORPORATION
WAT WATERS CORPORATION
VALE.N VALE S.A. ADS
TMO THERMO FISHER SCIENTIFIC INC.
SHOO STEVEN MADDEN LTD.
SBUX STARBUCKS CORPORATION
SAIC SCIENCE APPLICATIONS INTERNATIONAL CORP.
NXST NEXSTAR MEDIA GROUP INC. CLASS A
MTD METTLER-TOLEDO INTERNATIONAL INC.
IFF INTERNATIONAL FLAVORS & FRAGRANCES INC.
HOO HERBALIFE NUTRITION LTD.
GPC GENUINE PARTS COMPANY
FDS FACTSET RESEARCH SYSTEMS INC.
ETSY ETSY INC.
CAL CALERES INC.
ASH ASHLAND GLOBAL HOLDINGS INC.
UPS UNITED PARCEL SERVICE INC. CLASS B
TGT 11 88 0 SOLUTIONS AG
COLM COLUMBIA SPORTSWEAR COMPANY
SCVL SHOE CARNIVAL INC.
VFC V.F. CORPORATION
BHP BHP GROUP
BL BLACKLINE INC.
MT ARCELORMITTAL
CLF CLEVELAND-CLIFFS INC
TEVA TEVA PHARMACEUTICAL INDUSTRIES LIMITED
BJ BJ'S WHOLESALE CLUB HOLDINGS
RPRX ROYALTY PHARMA PLC CLASS A
- Dave Nicoski
- Ross LaDuke
ILMN ILLUMINA INC.
PPG PPG INDUSTRIES INC.
WWW WOLVERINE WORLD WIDE INC.
USNA USANA HEALTH SCIENCES INC.
TMO THERMO FISHER SCIENTIFIC INC.
TFX TELEFLEX INCORPORATED
SMG SCOTTS MIRACLE-GRO COMPANY CLASS A
RPD RAPID7 INC.
PSA PUBLIC STORAGE
OLLI OLLIE'S BARGAIN OUTLET HOLDINGS INC
NG. NOVAGOLD RESOURCES INC.
MKC MCCORMICK & COMPANY INCORPORATED
KR KROGER CO.
ITCI INTRA-CELLULAR THERAPIES INC.
ECL ECOLAB INC.
CUBE CUBESMART
CME CME GROUP INC. CLASS A
CDE COEUR MINING INC.
UTI UNIVERSAL TECHNICAL INSTITUTE INC.
FLWS 1-800-FLOWERS.COM CL A
RIOT RIOT BLOCKCHAIN
GEY GARMIN LTD.
LOVE LOVESAC
FTDR FRONTDOOR INC.
HCAT HEALTH CATALYST
DT DYNATRACE INC.
ARCT ARCTURUS THERAPEUTICS HOLDINGS INC
SWBI SMITH & WESSON BRANDS INC.
DFH DREAM FINDERS HOMES
DNMR DANIMER SCIENTIFIC INC (A)
OSCR OSCAR HEALTH
SDGR SCHRODINGER
LZ LEGALZOOM.COM INC
APP APPLOVIN CORP
XERS XERIS BIOPHARMA HLDGS INC
PATH UIPATH INC
SKIN THE BEAUTY HEALTH CO
CRGY CRESCENT ENERGY CO
- Dominic Rose
- Naresh Chouhan
Material Downgrade Risk For CDMO's & Suppliers (17 pgs)
Following recent news from Catalent & Polypeptide, our deep dive on the state of the CDMO and Bioprocessing Supplier industry shows that inventories have soared as sales were pulled forward & slow biotech funding will likely diminish demand for 1H23. At the same time, supply has expanded and energy, input & labour costs are all going up. We believe that book-to-bill ratios will likely stay below 1.0 until at least Q123 for many co’s. As a result, margins will come under pressure from softer pric...
Moody's assigns A3 rating to Thermo Fisher's new senior unsecured note...
Moody's Investors Service ("Moody's") assigned an A3 rating to the new senior unsecured notes offering by Thermo Fisher Scientific Inc. ("Thermo Fisher"). There are no changes to Thermo Fisher's existing ratings including the A3 senior unsecured long-term rating and the Prime-2 short-term rating. Th...
Moody's assigns A3 rating to Thermo Fisher's yen notes; outlook stable
Moody's Investors Service ("Moody's") assigned an A3 rating to the new yen-denominated senior unsecured notes offering of Thermo Fisher Scientific Inc. ("Thermo Fisher"). There are no changes to Thermo Fisher's existing ratings including the A3 senior unsecured long-term rating and the Prime-2 short...
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